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Portfolio (Quarterly) Guide ↗

FIRST FOUNDATION ADVISORS

· CIK 0001086763
13F Portfolio $2.7B AUM 583 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 101 Added 144 Reduced 16 Exited
Page 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ECC EAGLE POINT CREDIT COMPANY I Financial Services 13,920.0 $80K 0.00% +920.0 +7.1% $5.76 -37.5%
Page 6 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 59.2%
Financial Services 13.5%
Consumer Cyclical 8.1%
Healthcare 5.0%
Industrials 3.3%
Consumer Defensive 3.1%
Communication Services 3.0%
Energy 2.0%
Real Estate 1.4%
Utilities 1.0%