FIRST FOUNDATION ADVISORS
EndowmentTop Portfolio Positions
213 positions ·
$1,165,313,418 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ECC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,652 | 15,333 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $80,179 | 13,920 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $85,930 | 13,000 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $93,796 | 12,245 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,976 | 11,602 | Shares | Sole | 2025-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||