FIRST FOUNDATION ADVISORS

Endowment

CIK

1086763

City

Irvine

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Stock

Top Portfolio Positions

213 positions · $1,165,313,418 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MSFT	Microsoft Corp Technology	999,186	$369,868,681	31.74%
AAPL	Apple Inc. Technology	283,134	$71,856,577	6.17%
AMZN	Amazon Com Inc Consumer Cyclical	289,224	$60,236,681	5.17%
AMD	Advanced Micro Devices Inc Technology	181,477	$36,917,865	3.17%
NVDA	Nvidia Corp Technology	200,439	$34,956,560	3.00%
IAU	Ishares Gold Trust	347,773	$30,659,667	2.63%
JPM	Jpmorgan Chase & Co Financial Services	99,471	$29,260,388	2.51%
APH	Amphenol Corp /De/ Technology	168,723	$21,318,150	1.83%
SCHW	Schwab Charles Corp Financial Services	195,410	$18,364,631	1.58%
UBER	Uber Technologies, Inc Technology	238,032	$17,121,640	1.47%

44 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$222,588	20,553	0.0%	Shares	Defined	2026-05-04
2025-12-31	$231,632	20,553	0.0%	Shares	Defined	2026-02-04
2025-09-30	$252,390	20,553	0.0%	Shares	Sole	2025-11-17
2025-06-30	$251,568	20,553	-14.1%	Shares	Sole	2025-08-14
2025-03-31	$301,807	23,934	0.0%	Shares	Sole	2025-05-08
2024-12-31	$300,850	23,934	-5.0%	Shares	Sole	2025-02-13
2024-09-30	$326,979	25,191	0.0%	Shares	Sole	2024-11-14
2024-06-30	$315,390	25,191	0.0%	Shares	Sole	2024-08-06
2024-03-31	$319,925	25,191	-5.9%	Shares	Sole	2024-05-10
2023-12-31	$327,688	26,772	+93.1%	Shares	Sole	2024-02-14
2023-09-30	$162,520	13,867	-8.6%	Shares	Defined	2023-11-15
2023-06-30	$180,638	15,167	-57.7%	Shares	Defined	2023-08-14
2023-03-31	$407,250	35,818	-44.4%	Shares	Sole	2023-05-12
2022-12-31	$714,351	64,414	-39.5%	Shares	Defined	2023-02-14
2022-09-30	$1,150,092	106,490	-21.0%	Shares	Defined	2022-11-14
2022-06-30	$1,635,463	134,828	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,957,701	134,828	-15.3%	Shares	Defined	2022-05-05
2021-12-31	$2,565,045	159,122	-7.1%	Shares	Defined	2022-02-14
2021-09-30	$3,042,820	171,330	-11.7%	Shares	Defined	2021-11-15
2021-06-30	$3,509,170	193,984	-3.9%	Shares	Defined	2021-08-13
2021-03-31	$3,664,288	201,778	-8.2%	Shares	Sole	2021-05-18
2020-12-31	$3,643,769	219,769	+21.5%	Shares	Defined	2021-02-16
2020-09-30	$2,898,690	180,942	+2.6%	Shares	Sole	2020-11-12
2020-06-30	$2,709,930	176,313	+83.2%	Shares	Sole	2020-08-14
2020-03-31	$1,283,974	96,250	—	Shares	Sole	2020-05-11
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