FIRST FOUNDATION ADVISORS

Endowment

CIK

1086763

City

Irvine

State / Country

Stock

Top Portfolio Positions

214 positions · $1,215,375,225 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MSFT	Microsoft Corp Technology	999,186	$369,868,681	30.43%
AAPL	Apple Inc. Technology	283,134	$71,856,577	5.91%
AMZN	Amazon Com Inc Consumer Cyclical	289,224	$60,236,681	4.96%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$449,887	38,617	-12.5%	Shares	Defined	2026-05-04
2025-12-31	$521,115	44,125	0.0%	Shares	Defined	2026-02-04
2025-09-30	$507,437	44,125	-35.2%	Shares	Defined	2025-11-17
2025-06-30	$760,698	68,102	0.0%	Shares	Sole	2025-08-14
2025-03-31	$765,465	68,102	+18.9%	Shares	Sole	2025-05-08
2024-12-31	$646,803	57,290	0.0%	Shares	Sole	2025-02-13
2024-09-30	$681,177	57,290	+8.1%	Shares	Sole	2024-11-14
2024-06-30	$611,077	52,999	0.0%	Shares	Sole	2024-08-06
2024-03-31	$584,048	52,999	-21.8%	Shares	Sole	2024-05-10
2023-12-31	$751,745	67,786	-11.5%	Shares	Sole	2024-02-14
2023-09-30	$739,093	76,590	-1.4%	Shares	Defined	2023-11-15
2023-06-30	$848,134	77,668	+41.5%	Shares	Defined	2023-08-14
2023-03-31	$604,217	54,879	-39.7%	Shares	Sole	2023-05-12
2022-12-31	$1,008,067	91,063	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$995,461	90,744	+37.5%	Shares	Sole	2022-11-14
2022-06-30	$813,977	66,016	+1.8%	Shares	Sole	2022-08-12
2022-03-31	$850,412	64,818	-4.1%	Shares	Sole	2022-05-05
2021-12-31	$1,057,592	67,621	-57.4%	Shares	Sole	2022-02-14
2021-09-30	$2,491,697	158,808	-46.0%	Shares	Sole	2021-11-15
2021-06-30	$4,663,054	294,199	-17.0%	Shares	Sole	2021-08-13
2021-03-31	$5,265,269	354,325	-4.5%	Shares	Sole	2021-05-18
2020-12-31	$5,627,604	371,214	-7.0%	Shares	Sole	2021-02-16
2020-09-30	$5,810,473	399,071	-1.3%	Shares	Sole	2020-11-12
2020-06-30	$5,767,291	404,155	+1.1%	Shares	Sole	2020-08-14
2020-03-31	$5,470,756	399,617	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.