FIRST FOUNDATION ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 6K | $959.17K |
 | PCAR | 6K | $589.92K |
 | LLY | 6K | $4.54M |
 | EFSC | 6K | $340.34K |
 | C | 6K | $569.95K |
 | PLTR | 5K | $973.76K |
 | HON | 5K | $1.07M |
 | SO | 5K | $479.25K |
 | SRE | 5K | $444.70K |
 | EMR | 5K | $646.46K |
 | WFC | 5K | $412.99K |
 | IBM | 5K | $1.27M |
 | MDLZ | 4K | $280.37K |
 | MSTR | 4K | $1.28M |
 | SYY | 4K | $319.81K |
 | AXP | 4K | $1.28M |
 | CARR | 4K | $225.73K |
 | OKE | 4K | $266.43K |
 | CAT | 3K | $1.67M |
 | TGT | 3K | $308.57K |
Morgan Stanley
MS
Shares Held
6K
Value
$959.17K
PACCAR Inc
PCAR
Shares Held
6K
Value
$589.92K
Eli Lilly and Company
LLY
Shares Held
6K
Value
$4.54M
Enterprise Financial Services Corp
EFSC
Shares Held
6K
Value
$340.34K
Citigroup Inc.
C
Shares Held
6K
Value
$569.95K
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$973.76K
Honeywell International Inc.
HON
Shares Held
5K
Value
$1.07M
The Southern Company
SO
Shares Held
5K
Value
$479.25K
Sempra
SRE
Shares Held
5K
Value
$444.70K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$646.46K
Wells Fargo & Company
WFC
Shares Held
5K
Value
$412.99K
International Business Machines Corporation
IBM
Shares Held
5K
Value
$1.27M
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$280.37K
MicroStrategy Incorporated
MSTR
Shares Held
4K
Value
$1.28M
Sysco Corporation
SYY
Shares Held
4K
Value
$319.81K
American Express Company
AXP
Shares Held
4K
Value
$1.28M
Carrier Global Corporation
CARR
Shares Held
4K
Value
$225.73K
ONEOK, Inc.
OKE
Shares Held
4K
Value
$266.43K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.67M
Target Corporation
TGT
Shares Held
3K
Value
$308.57K