First-Foundation-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  "MPWR",
  "DJP",
  null,
  null,
  "NVG",
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  "AXP",
  "JQC",
  "NMZ",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  null,
  "LEN-B",
  "PHG",
  "CTO",
  null,
  "PECO",
  null,
  "PDI",
  "RC",
  null,
  "FRA",
  "PFN",
  "ECC",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  "EVV",
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "TSI",
  "TLF",
  null,
  "NAC",
  "PDX",
  null,
  "NCA",
  null,
  null,
  "KMI",
  "OPP",
  "LRCX",
  "FWONA",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "PCQ",
  "MA",
  "RTO",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  null,
  null,
  "PCAR",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PEP",
  null,
  "PNC",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "AMGN",
  "PKG",
  "MSTR",
  "PDO",
  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "AGNC",
  "VOE",
  "SCHW",
  "AB",
  "VWO",
  null,
  null,
  null,
  "KYN",
  null,
  "DSL",
  "VIG",
  "NRP",
  null,
  "ULTA",
  "IWO",
  "SU",
  "IWN",
  "IEF",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  "DD",
  null,
  "EW",
  "TT",
  "RLI",
  "ARE",
  "AON",
  "APH",
  "AMD",
  "SONY",
  null,
  "SDY",
  "FI",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "IR",
  null,
  "GSLC",
  "EFSC",
  "JYNT",
  null,
  "IDXX",
  "NVO",
  "AMZN",
  "NEA",
  "IVE",
  null,
  "ESGD",
  "REXR",
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  null,
  null,
  null,
  "VBR",
  "VT",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  null,
  "WBS",
  "WMB",
  null,
  "XEL",
  "YUM",
  null,
  null,
  "SCHD",
  null,
  "SCHF",
  "MSCI",
  "LBTYA",
  "LH",
  "MOH",
  "NOV",
  null,
  "OTIS",
  "CRM",
  "SYY",
  "PFLT",
  null,
  "MTUM",
  "MELI",
  "DGRO",
  "MCK",
  null,
  "PSA",
  "PAYC",
  "LULU",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BE",
  "BA",
  "BMY",
  "BTI",
  "BF-B",
  "BIP",
  "BUR",
  "CNI",
  "CVX",
  "CTAS",
  "CSCO",
  "CCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  null,
  "DFAC",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 570
Total Value: 2399972239
Accession Number: 0001086763-25-000007
Form Type: 13F-HR
CIK: first-foundation-advisors
Manager Name: First-Foundation-Advisors

Data Enrichment

81% identified

463 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

570 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y506

Shares:2.5K

Value:$234.5K

% of Portfolio:0.0% ($234.5K/$2.4B)

INTEL CORP

INTC|458140100

Shares:10.2K

Value:$230.8K

% of Portfolio:0.0% ($230.8K/$2.4B)

FISERV INC

FI|337738108

Shares:1.0K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$2.4B)

922908512

VOE|922908512

Shares:1.4K

Value:$224.8K

% of Portfolio:0.0% ($224.8K/$2.4B)

46434V647

Shares:9.3K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$2.4B)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.2K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$2.4B)

Trane Technologies plc

TT|G8994E103

Shares:665

Value:$224.1K

% of Portfolio:0.0% ($224.1K/$2.4B)

316092840

Shares:4.5K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$2.4B)

922042858

VWO|922042858

Shares:4.8K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$2.4B)

CONOCOPHILLIPS

COP|20825C104

Shares:2.1K

Value:$217.7K

% of Portfolio:0.0% ($217.7K/$2.4B)

78464A763

SDY|78464A763

Shares:1.6K

Value:$217.1K

% of Portfolio:0.0% ($217.1K/$2.4B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:1.3K

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$2.4B)

25434V708

DFAC|25434V708

Shares:6.4K

Value:$212.1K

% of Portfolio:0.0% ($212.1K/$2.4B)

81369Y308

Shares:2.6K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$2.4B)

ECOLAB INC.

ECL|278865100

Shares:816

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$2.4B)

464287101

Shares:761

Value:$206.1K

% of Portfolio:0.0% ($206.1K/$2.4B)

25434V500

Shares:3.4K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$2.4B)

02390A101

Shares:14.3K

Value:$203.3K

% of Portfolio:0.0% ($203.3K/$2.4B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:1.0K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$2.4B)

Eaton Vance Ltd Duration Income Fund

EVV|27828H105

Shares:18.6K

Value:$185.7K

% of Portfolio:0.0% ($185.7K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y506)✕	2.5K	QoQ -3.83% (-100) YoY -43.27% (-1.9K)	All Managers (Combined)	$234.5K	0.0% ($234.5K/$2.4B)	QoQ +4.91% (-$11.0K) YoY -43.85% (-$183.1K)
INTEL CORP(INTCcusip458140100)	10.2K	QoQ -8.95% (-1.0K) YoY -16.91% (-2.1K)	All Managers (Combined)	$230.8K	0.0% ($230.8K/$2.4B)	QoQ +3.12% (-$7.0K) YoY -57.27% (-$309.5K)
FISERV INC(FIcusip337738108)	1.0K	QoQ -0.39% (-4) YoY -27.99% (-397)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$2.4B)	QoQ +7.08% (-$14.9K) YoY -0.51% (-$1.2K)
(VOEcusip922908512)	1.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$224.8K	0.0% ($224.8K/$2.4B)	QoQ -0.76% (-$1.7K) YoY +2.96% (+$6.5K)
(cusip46434V647)✕	9.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$2.4B)	QoQ +1.21% (+$2.7K) YoY +2.44% (+$5.4K)
Otis Worldwide Corp(OTIScusip68902V107)	2.2K	QoQ -10.60% (-258) YoY -38.48% (-1.4K)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$2.4B)	QoQ -0.38% (-$861) YoY -36.05% (-$126.6K)
Trane Technologies plc(TTcusipG8994E103)	665	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$224.1K	0.0% ($224.1K/$2.4B)	QoQ -8.78% (-$21.6K) YoY +12.23% (+$24.4K)
(cusip316092840)✕	4.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$2.4B)	QoQ -0.68% (-$1.5K) YoY +9.46% (+$19.3K)
(VWOcusip922042858)	4.8K	QoQ -3.97% (-200) YoY -32.25% (-2.3K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$2.4B)	QoQ -1.31% (-$2.9K) YoY -26.59% (-$79.3K)
CONOCOPHILLIPS(COPcusip20825C104)	2.1K	QoQ -23.78% (-647) YoY -51.31% (-2.2K)	All Managers (Combined)	$217.7K	0.0% ($217.7K/$2.4B)	QoQ -19.28% (-$52.0K) YoY -59.83% (-$324.3K)
(SDYcusip78464A763)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$217.1K	0.0% ($217.1K/$2.4B)	QoQ +2.71% (+$5.7K) YoY +3.38% (+$7.1K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	1.3K	QoQ -29.89% (-556) YoY +62.39% (+501)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$2.4B)	QoQ -32.38% (-$103.7K) YoY +72.34% (+$90.9K)
(DFACcusip25434V708)	6.4K	QoQ 0.00% (-0) YoY -71.36% (-16.0K)	All Managers (Combined)	$212.1K	0.0% ($212.1K/$2.4B)	QoQ -4.62% (-$10.3K) YoY -70.43% (-$505.3K)
(cusip81369Y308)✕	2.6K	QoQ -21.46% (-700) YoY -25.00% (-854)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$2.4B)	QoQ -18.40% (-$47.2K) YoY -19.79% (-$51.6K)
ECOLAB INC.(ECLcusip278865100)	816	QoQ NEW(+816) YoY -2.62% (-22)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$2.4B)	QoQ NEW(+$206.9K) YoY +6.91% (-$13.4K)
(cusip464287101)✕	761	QoQ +4.96% (-36) YoY NEW(+761)	All Managers (Combined)	$206.1K	0.0% ($206.1K/$2.4B)	QoQ -1.58% (-$3.3K) YoY NEW(+$206.1K)
(cusip25434V500)✕	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$2.4B)	QoQ -8.19% (-$18.4K) YoY -4.15% (-$8.9K)
(cusip02390A101)✕	14.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$203.3K	0.0% ($203.3K/$2.4B)	QoQ -0.62% (-$1.3K) YoY -23.79% (-$63.5K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	1.0K	QoQ -20.36% (-260) YoY -48.13% (-944)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$2.4B)	QoQ -29.95% (-$86.1K) YoY -45.88% (-$170.8K)
Eaton Vance Ltd Duration Income Fund(EVVcusip27828H105)	18.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$185.7K	0.0% ($185.7K/$2.4B)	QoQ +2.14% (+$3.9K) YoY +2.35% (+$4.3K)