First Foundation Advisors

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: 0001086763
Manager Name: First Foundation Advisors

Data Enrichment

81% identified

463 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

570 positions • $2,399,972.239K total value

570 positions

Manager:

SEC FilingSEC DataHachi Filing

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Prologis, Inc.

PLD|74340W103

58954(-6.3%)

Value:

$6.6B(-0.9%)

EXXON MOBIL CORP

XOM|30231G102

54362(-17.1%)

Value:

$6.5B(-8.3%)

ServiceNow, Inc.

NOW|81762P102

8067(+2.0%)

Value:

$6.4B(-23.4%)

Aon plc

AON|G0403H108

16023(-21.6%)

Value:

$6.4B(-12.8%)

Alphabet Inc.

GOOGL|02079K305

41058(-9.5%)

Value:

$6.3B(-26.0%)

922908363

VOO|922908363

12245(-15.4%)

Value:

$6.3B(-19.3%)

Paycom Software, Inc.

PAYC|70432V102

28326(+13.4%)

Value:

$6.2B(+20.9%)

Walt Disney Co

DIS|254687106

62015(-5.6%)

Value:

$6.1B(-16.3%)

LINDE PLC

LIN|G54950103

12700(-24.3%)

Value:

$5.9B(-15.8%)

NEXTERA ENERGY INC

NEE|65339F101

80459(-16.9%)

Value:

$5.7B(-17.8%)

VEEVA SYSTEMS INC

VEEV|922475108

24532(+8.5%)

Value:

$5.7B(+19.5%)

TEXAS INSTRUMENTS INC

TXN|882508104

31084(-22.8%)

Value:

$5.6B(-26.0%)

INTUIT INC.

INTU|461202103

8687(+3.6%)

Value:

$5.3B(+1.2%)

LABCORP HOLDINGS INC.

LH|504922105

22820(-17.7%)

Value:

$5.3B(-16.5%)

VISA INC.

V|92826C839

14777(-14.8%)

Value:

$5.2B(-5.5%)

MERCADOLIBRE INC

MELI|58733R102

2625(+8.0%)

Value:

$5.1B(+23.9%)

Burford Capital Ltd

BUR|G17977110

385041(-19.0%)

Value:

$5.1B(-16.0%)

ADOBE INC.

ADBE|00724F101

13236(+6.3%)

Value:

$5.1B(-8.3%)

S&P Global Inc.

SPGI|78409V104

9648(+4.7%)

Value:

$4.9B(+6.8%)

lululemon athletica inc.

LULU|550021109

17120(+7.8%)

Value:

$4.8B(-20.2%)

Instrument	Shares		Other Manager	Value
Prologis, Inc.(PLDcusip74340W103)	59.0K	QoQ -6.34% (-4.0K) YoY +2894.10% (+57.0K)	All Managers (Combined)	$6.6M	QoQ -0.95% (-$63.3K) YoY +2470.34% (+$6.3M)
Exxon Mobil Corp(XOMcusip30231G102)	54.4K	QoQ -17.05% (-11.2K) YoY -32.51% (-26.2K)	All Managers (Combined)	$6.5M	QoQ -8.30% (-$585.2K) YoY -30.95% (-$2.9M)
Servicenow, Inc.(NOWcusip81762P102)	8.1K	QoQ +2.04% (-162) YoY +68.34% (+3.3K)	All Managers (Combined)	$6.4M	QoQ -23.36% (-$2.0M) YoY +75.79% (+$2.8M)
Aon Plc(AONcusipG0403H108)	16.0K	QoQ -21.56% (-4.4K) YoY -26.11% (-5.7K)	All Managers (Combined)	$6.4M	QoQ -12.84% (-$942.4K) YoY -11.63% (-$842.0K)
Alphabet Inc.(GOOGLcusip02079K305)	41.1K	QoQ -9.46% (-4.3K) YoY -14.25% (-6.8K)	All Managers (Combined)	$6.3M	QoQ -26.04% (-$2.2M) YoY -12.14% (-$877.8K)
(VOOcusip922908363)	12.2K	QoQ -15.37% (-2.2K) YoY -25.88% (-4.3K)	All Managers (Combined)	$6.3M	QoQ -19.27% (-$1.5M) YoY -20.76% (-$1.6M)
Paycom Software, Inc.(PAYCcusip70432V102)	28.3K	QoQ +13.43% (+3.4K) YoY +188.56% (+18.5K)	All Managers (Combined)	$6.2M	QoQ +20.90% (+$1.1M) YoY +216.80% (+$4.2M)
Walt Disney Co(DIScusip254687106)	62.0K	QoQ -5.59% (-3.7K) YoY -15.60% (-11.5K)	All Managers (Combined)	$6.1M	QoQ -16.32% (-$1.2M) YoY -31.92% (-$2.9M)
Linde Plc(LINcusipG54950103)	12.7K	QoQ -24.34% (-4.1K) YoY -49.45% (-12.4K)	All Managers (Combined)	$5.9M	QoQ -15.85% (-$1.1M) YoY -49.31% (-$5.8M)
Nextera Energy Inc(NEEcusip65339F101)	80.5K	QoQ -16.85% (-16.3K) YoY -32.97% (-39.6K)	All Managers (Combined)	$5.7M	QoQ -17.78% (-$1.2M) YoY -25.65% (-$2.0M)
Veeva Systems Inc(VEEVcusip922475108)	24.5K	QoQ +8.51% (+1.9K) YoY +70.51% (+10.1K)	All Managers (Combined)	$5.7M	QoQ +19.54% (+$929.0K) YoY +70.47% (+$2.3M)
Texas Instruments Inc(TXNcusip882508104)	31.1K	QoQ -22.78% (-9.2K) YoY -53.43% (-35.7K)	All Managers (Combined)	$5.6M	QoQ -25.99% (-$2.0M) YoY -51.97% (-$6.0M)
Intuit Inc.(INTUcusip461202103)	8.7K	QoQ +3.60% (+302) YoY +25.49% (+1.8K)	All Managers (Combined)	$5.3M	QoQ +1.20% (+$63.5K) YoY +18.53% (+$834.0K)
Labcorp Holdings Inc.(LHcusip504922105)	22.8K	QoQ -17.68% (-4.9K) YoY NEW(+22.8K)	All Managers (Combined)	$5.3M	QoQ -16.46% (-$1.0M) YoY NEW(+$5.3M)
Visa Inc.(Vcusip92826C839)	14.8K	QoQ -14.77% (-2.6K) YoY -21.76% (-4.1K)	All Managers (Combined)	$5.2M	QoQ -5.49% (-$300.8K) YoY -1.75% (-$92.3K)
Mercadolibre Inc(MELIcusip58733R102)	2.6K	QoQ +7.98% (+194) YoY NEW(+2.6K)	All Managers (Combined)	$5.1M	QoQ +23.88% (+$987.3K) YoY NEW(+$5.1M)
Burford Capital Ltd(BURcusipG17977110)	385.0K	QoQ -18.96% (-90.1K) YoY -18.80% (-89.2K)	All Managers (Combined)	$5.1M	QoQ -16.04% (-$971.7K) YoY -32.83% (-$2.5M)
Adobe Inc.(ADBEcusip00724F101)	13.2K	QoQ +6.33% (-788) YoY +32.98% (+3.3K)	All Managers (Combined)	$5.1M	QoQ -8.29% (-$459.0K) YoY +1.07% (+$54.1K)
S&P Global Inc.(SPGIcusip78409V104)	9.6K	QoQ +4.69% (+433) YoY +43.23% (+2.9K)	All Managers (Combined)	$4.9M	QoQ +6.82% (+$313.1K) YoY +71.05% (+$2.0M)
Lululemon Athletica Inc.(LULUcusip550021109)	17.1K	QoQ +7.80% (-1.2K) YoY +85.72% (+7.9K)	All Managers (Combined)	$4.8M	QoQ -20.20% (-$1.2M) YoY +34.57% (+$1.2M)