FIRST FOUNDATION ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 2K | $942.72K |
 | LRCX | 2K | $235.75K |
 | LMT | 2K | $875.65K |
 | DUK | 2K | $200.10K |
 | GS | 2K | $1.22M |
 | PSA | 1K | $428.08K |
 | CRWD | 1K | $703.21K |
 | UNP | 1K | $326.21K |
 | SPG | 1K | $245.28K |
 | ECL | 1K | $349.72K |
 | ULTA | 1K | $646.26K |
 | PH | 1K | $887.79K |
 | DE | 1K | $534.20K |
 | APPF | 1K | $302.68K |
 | NOC | 1K | $634.30K |
 | ISRG | 1K | $464.67K |
 | NFLX | 1K | $1.24M |
 | ADP | 1K | $299.08K |
 | PNC | 1K | $201.33K |
 | STX | 1K | $236.30K |
S&P Global Inc.
SPGI
Shares Held
2K
Value
$942.72K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$235.75K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$875.65K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$200.10K
The Goldman Sachs Group, Inc.
GS
Shares Held
2K
Value
$1.22M
Public Storage
PSA
Shares Held
1K
Value
$428.08K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$703.21K
Union Pacific Corporation
UNP
Shares Held
1K
Value
$326.21K
Simon Property Group, Inc.
SPG
Shares Held
1K
Value
$245.28K
Ecolab Inc.
ECL
Shares Held
1K
Value
$349.72K
Ulta Beauty, Inc.
ULTA
Shares Held
1K
Value
$646.26K
Parker-Hannifin Corporation
PH
Shares Held
1K
Value
$887.79K
Deere & Company
DE
Shares Held
1K
Value
$534.20K
AppFolio, Inc.
APPF
Shares Held
1K
Value
$302.68K
Northrop Grumman Corporation
NOC
Shares Held
1K
Value
$634.30K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$464.67K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.24M
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$299.08K
The PNC Financial Services Group, Inc.
PNC
Shares Held
1K
Value
$201.33K
Seagate Technology Holdings plc
STX
Shares Held
1K
Value
$236.30K