FIRST FOUNDATION ADVISORS

CIK
1086763
City
Irvine
State / Country
CA

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%

Portfolio Trend

44 quarters · across all stocks

Holdings in MUC

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2026-03-31 $294,600 28,327
2025-12-31 $190,227 17,946
2025-09-30 $162,348 14,963
2023-09-30 $189,689 19,842
2023-06-30 $215,285 19,842
2023-03-31 $219,452 19,842
2022-12-31 $213,103 19,842
2022-09-30 $213,103 19,842
2022-06-30 $237,508 19,842
2021-12-31 $183,473 11,883
2021-09-30 $1,446,278 92,296
2021-06-30 $3,250,309 204,037
2021-03-31 $3,443,620 228,812
2020-12-31 $3,710,610 247,374
2020-09-30 $4,146,999 296,638
2020-06-30 $4,422,336 312,975
2020-03-31 $4,315,534 323,746