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First Foundation Advisors

All holdings · as of Mar 31, 2026

334 positions

CompanyClassValueShares% of portfolio
VEEVA SYSTEMS INC$3.45M19,6390.1%
GILEAD SCIENCES, INC.$3.40M24,3760.1%
LABCORP HOLDINGS INC.$3.39M12,7170.1%
PFIZER INC$3.39M120,7120.1%
ASTRAZENECA PLC$3.34M16,9590.1%
INVESCO QQQ TR$3.27M5,6690.1%
Prologis Inc$3.26M24,6960.1%
DECKERS OUTDOOR CORP$3.22M32,1970.1%
MSCI Inc.$3.22M5,9660.1%
ISHARES TR$3.17M10,0990.1%
ISHARES TR$3.09M21,2060.1%
INTUIT INC.$3.06M7,0870.1%
ServiceNow Inc$3.01M28,7670.1%
JOINT Corp$2.99M337,8510.1%
ISHARES TR$2.98M15,7280.1%
DANAHER CORP /DE$2.97M15,6540.1%
ALPS ETF TR$2.95M114,5920.1%
CATERPILLAR INC$2.91M4,1040.1%
Tesla Inc$2.89M7,7720.1%
Aon plc$2.80M8,6780.1%
Accenture plc$2.75M13,8470.1%
REALTY INCOME CORP$2.71M44,2220.1%
UNITEDHEALTH GROUP INC$2.66M9,8280.1%
TJX Cos Inc/The$2.59M16,2360.1%
ISHARES TR$2.55M44,9490.1%
CISCO SYSTEMS, INC.$2.53M32,5870.1%
RTX Corp$2.52M13,0480.1%
Brookfield Infrastructure Partners LP$2.51M69,4020.1%
FLEXSHARES TR$2.42M30,6180.1%
GENERAL ELECTRIC CO$2.41M8,4940.1%
Bloom Energy Corp$2.37M17,5000.1%
REGENERON PHARMACEUTICALS, INC.$2.36M3,0510.1%
Rexford Industrial Realty, Inc.$2.30M70,2650.1%
ISHARES SILVER TR$2.25M33,0460.1%
Kinsale Capital Group, Inc.$2.25M6,5880.1%
Merck & Co., Inc.$2.24M18,6370.1%
VANGUARD SCOTTSDALE FDS$2.23M26,8900.1%
J P MORGAN EXCHANGE TRADED F$2.22M43,8170.1%
Paycom Software, Inc.$2.21M18,1440.1%
AbbVie Inc.$2.07M9,5200.1%
Copart Inc$2.05M61,7660.1%
INVESCO EXCH TRADED FD TR II$2.02M87,8860.1%
JANUS DETROIT STR TR$2.01M39,9260.1%
ORACLE CORP$1.99M13,5140.1%
PIMCO CALIF MUN INCOME FD$1.92M224,2690.1%
TORTOISE ENERGY INFRASTRUCTURE CORPTYGClosed-End Fund$1.89M37,9260.1%
PEPSICO INC$1.78M11,4690.1%
BURFORD CAPITAL LIMITED$1.72M380,9530.1%
Liberty Media Corp-Liberty Formula One$1.70M21,7480.1%
VANGUARD INDEX FDS$1.60M4,9780.1%
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