FIRST FOUNDATION ADVISORS
EndowmentTop Portfolio Positions
214 positions ·
$1,215,774,615 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
999,186 | $369,868,681 | 30.42% | |
| AAPL |
Apple Inc.
Technology
|
283,134 | $71,856,577 | 5.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
289,224 | $60,236,681 | 4.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
105,303 | $50,461,197 | 4.15% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
181,477 | $36,917,865 | 3.04% | |
| NVDA |
Nvidia Corp
Technology
|
200,439 | $34,956,560 | 2.88% | |
| IAU |
Ishares Gold Trust
|
347,773 | $30,659,667 | 2.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
99,471 | $29,260,388 | 2.41% | |
| APH |
Amphenol Corp /De/
Technology
|
168,723 | $21,318,150 | 1.75% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
195,410 | $18,364,631 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BIPH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,506,800 | 69,402 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,411,025 | 69,402 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,512,861 | 76,402 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,592,967 | 77,402 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,067,485 | 69,402 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,688,035 | 84,556 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,913,786 | 83,156 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,446,142 | 52,702 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $474,454 | 15,202 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $478,710 | 15,202 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $446,938 | 15,202 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $554,873 | 15,202 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $513,371 | 15,202 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $935,959 | 30,202 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,084,251 | 30,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,154,320 | 30,202 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $889,026 | 20,135 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $998,702 | 24,635 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $921,888 | 24,645 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $912,685 | 24,645 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $874,542 | 24,635 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $811,311 | 24,635 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $782,079 | 24,635 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $675,164 | 24,635 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $539,550 | 22,500 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||