FIRST FOUNDATION ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COF | 3K | $718.47K |
 | WM | 3K | $727.27K |
 | MCD | 3K | $969.16K |
 | ROK | 3K | $1.11M |
 | BLK | 3K | $3.56M |
 | REGN | 3K | $1.71M |
 | SHOP | 3K | $445.83K |
 | MDT | 3K | $266.58K |
 | AMGN | 3K | $776.61K |
 | CRM | 3K | $650.09K |
 | WEC | 3K | $309.16K |
 | AMT | 3K | $511.38K |
 | BSX | 2K | $236.95K |
 | MELI | 2K | $5.55M |
 | LEN-B | 2K | $283.90K |
 | MOH | 2K | $443.00K |
 | YUM | 2K | $351.81K |
 | BX | 2K | $388.25K |
 | SHW | 2K | $733.19K |
 | RSG | 2K | $453.22K |
Capital One Financial Corporation
COF
Shares Held
3K
Value
$718.47K
Waste Management, Inc.
WM
Shares Held
3K
Value
$727.27K
McDonald's Corporation
MCD
Shares Held
3K
Value
$969.16K
Rockwell Automation, Inc.
ROK
Shares Held
3K
Value
$1.11M
BlackRock, Inc.
BLK
Shares Held
3K
Value
$3.56M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
3K
Value
$1.71M
Shopify Inc.
SHOP
Shares Held
3K
Value
$445.83K
Medtronic plc
MDT
Shares Held
3K
Value
$266.58K
Amgen Inc.
AMGN
Shares Held
3K
Value
$776.61K
Salesforce, Inc.
CRM
Shares Held
3K
Value
$650.09K
WEC Energy Group, Inc.
WEC
Shares Held
3K
Value
$309.16K
American Tower Corporation
AMT
Shares Held
3K
Value
$511.38K
Boston Scientific Corporation
BSX
Shares Held
2K
Value
$236.95K
MercadoLibre, Inc.
MELI
Shares Held
2K
Value
$5.55M
Lennar Corporation
LEN-B
Shares Held
2K
Value
$283.90K
Molina Healthcare, Inc.
MOH
Shares Held
2K
Value
$443.00K
Yum! Brands, Inc.
YUM
Shares Held
2K
Value
$351.81K
Blackstone Inc.
BX
Shares Held
2K
Value
$388.25K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$733.19K
Republic Services, Inc.
RSG
Shares Held
2K
Value
$453.22K