FIRST FOUNDATION ADVISORS
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
Holdings in PDX
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $776,533 | 35,201 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $660,660 | 35,179 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,210,725 | 48,565 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $1,388,435 | 56,326 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,384,497 | 56,418 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,638,245 | 62,696 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,482,654 | 62,851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,385,392 | 62,181 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,359,094 | 64,078 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,369,210 | 66,856 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,447,768 | 73,009 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,877,630 | 119,139 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,745,692 | 119,568 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,528,630 | 102,318 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,408,933 | 104,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,396,491 | 108,761 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,732,959 | 116,855 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,691,891 | 131,358 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,506,163 | 205,255 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,199,325 | 335,946 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,181,048 | 403,966 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,581,645 | 443,273 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,956,326 | 639,148 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,928,564 | 698,097 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,556,116 | 662,219 | Shares | Sole | 2020-05-11 | |
| No quarters match your search. | ||||||