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Latest FIRST FOUNDATION ADVISORS Stock Portfolio

$2.48Billion– No. of Holdings #332

FIRST FOUNDATION ADVISORS Performance:
2026 Q1: -6.36%YTD: -6.36%2025: 14.97%
Performance for 2026 Q1 is -6.36%, and YTD is -6.36%, and 2025 is 14.97%.

About FIRST FOUNDATION ADVISORS and 13F Hedge Fund Stock Holdings

FIRST FOUNDATION ADVISORS is a hedge fund based in Irvine, CA. On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, FIRST FOUNDATION ADVISORS reported an equity portfolio of $2.5 Billions as of 31 Mar, 2026.

The top stock holdings of FIRST FOUNDATION ADVISORS are MSFT, IJR, GOOG. The fund has invested 14.9% of it's portfolio in MICROSOFT CORP and 7.8% of portfolio in ISHARES TR.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), DELTA AIR LINES INC DEL (DAL) and XCEL ENERGY INC (XEL) stocks. They significantly reduced their stock positions in UNITED PARCEL SVCS INC (UPS), EDWARDS LIFESCIENCES CORP (EW) and PROLOGIS INC. (PLD). FIRST FOUNDATION ADVISORS opened new stock positions in COHEN & STEERS ETF TRUST, BROADRIDGE FINL SOLUTIONS IN (BR) and U HAUL HOLDING COMPANY (UHAL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES U S ETF TR (CCRV), ISHARES TR (IJR) and NORTHROP GRUMMAN CORP (NOC).
FIRST FOUNDATION ADVISORS Equity Portfolio Value
Last Reported on: 04 May, 2026

FIRST FOUNDATION ADVISORS Annual Return Estimates Vs S&P 500

Our best estimate is that FIRST FOUNDATION ADVISORS made a return of -6.36% in the last quarter. In trailing 12 months, it's portfolio return was 11.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cohen & steers etf trust5,409,340
broadridge finl solutions in3,837,780
astrazeneca plc3,344,600
u haul holding company1,302,840
vanguard index fds621,594
beta technologies inc524,055
vaneck bitcoin etf430,046
select sector spdr tr382,061
New stocks bought by FIRST FOUNDATION ADVISORS

Additions

Ticker% Inc.
ishares u s etf tr953
ishares tr552
northrop grumman corp161
travelers companies inc128
j p morgan exchange traded f125
norfolk southn corp114
ishares tr70.71
danaher corp del59.43
Additions to existing portfolio by FIRST FOUNDATION ADVISORS

Reductions

Ticker% Reduced
united parcel svcs inc-79.3
edwards lifesciences corp-65.59
prologis inc.-62.45
ssga active etf tr-61.02
suncor energy inc new-55.39
tandy leather factory inc-50.09
ishares bitcoin trust etf-47.38
southern co-44.68
FIRST FOUNDATION ADVISORS reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-11,392,600
capitol ser tr-321,538
blackrock calif mun income t-108,750
sony group corp-259,072
delta air lines inc del-581,780
virtus etf tr ii-295,981
innovator etfs trust-201,963
xcel energy inc-461,625
FIRST FOUNDATION ADVISORS got rid off the above stocks

Sector Distribution

FIRST FOUNDATION ADVISORS has about 52.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others52.1
Technology26
Communication Services6.4
Financial Services3.9
Consumer Cyclical3.9
Healthcare2.4
Industrials1.7
Consumer Defensive1.7

Market Cap. Distribution

FIRST FOUNDATION ADVISORS has about 47.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED51.6
MEGA-CAP36.7
LARGE-CAP10.5

Stocks belong to which Index?

About 44.5% of the stocks held by FIRST FOUNDATION ADVISORS either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others54.6
S&P 50044.5
Top 5 Winners (%)%
DOW
dow hldgs inc
78.1 %
WDC
western digital corp
56.7 %
BE
bloom energy corp
55.9 %
STX
seagate technology hldngs pl
42.1 %
XOM
exxon mobil corp
40.3 %
Top 5 Winners ($)$
SU
suncor energy inc new
3.9 M
AMAT
applied matls inc
2.9 M
IAU
ishares gold tr
2.4 M
XOM
exxon mobil corp
2.3 M
CVX
chevron corporation
2.0 M
Top 5 Losers (%)%
BUR
burford capital limited
-49.3 %
APP
applovin corp
-40.8 %
CSGP
costar group inc
-37.8 %
INTU
intuit
-33.7 %
eagle point credit company i
-33.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-113.4 M
GOOG
alphabet inc
-10.4 M
IJR
ishares tr
-9.3 M
AMZN
amazon com inc
-6.5 M
AFK
vaneck etf trust
-5.2 M

FIRST FOUNDATION ADVISORS Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FIRST FOUNDATION ADVISORS

FIRST FOUNDATION ADVISORS has 332 stocks in it's portfolio. About 47.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. SU was the most profitable stock for FIRST FOUNDATION ADVISORS last quarter.

Last Reported on: 04 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions