HoldingsChannel.com
First Foundation Advisors Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Microsoft Corp 1,239,966 +10,133 $166,106
     MSFT1,239,966+10,133$166,106
Facebook Inc 767,350 +11,995 $148,098
     FB767,350+11,995$148,098
Vereit Inc 7,649,104 +19,220 $68,919
     VER7,649,104+19,220$68,919
Alphabet Inc Class C 62,484 +12,549 $67,540
     GOOG62,484+12,549$67,540
Berkshire Hathaway Inc Cl B      $62,959
     BRK.B274,437-4,000$58,502
     BRK.A14-1$4,457
Walt Disney Co 381,659 -3,406 $53,295
     DIS381,659-3,406$53,295
United Parcel Service Inc 426,591 -22,382 $44,054
     UPS426,591-22,382$44,054
Amazon.com Inc 22,826 +5,584 $43,224
     AMZN22,826+5,584$43,224
Gaming & Leisure Properties 987,325 +2,799 $38,486
     GLPI987,325+2,799$38,486
Pfizer Inc 764,882 -10,881 $33,135
     PFE764,882-10,881$33,135
JPMorgan Chase & Co 291,627 +45,735 $32,604
     JPM291,627+45,735$32,604
Mastercard Inc 109,284 +18,407 $28,909
     MA109,284+18,407$28,909
Medtronic PLC 292,393 -5,171 $28,476
     MDT292,393-5,171$28,476
Johnson & Johnson 169,669 -2,940 $23,632
     JNJ169,669-2,940$23,632
BlackRock Inc 46,896 +385 $22,008
     BLK46,896+385$22,008
IQVIA Holdings Inc 135,365 +86,616 $21,780
     IQV135,365+86,616$21,780
Philip Morris International In 274,085 -53,290 $21,524
     PM274,085-53,290$21,524
Retail Opportunity Investments 1,247,421 +37,060 $21,369
     ROIC1,247,421+37,060$21,369
Lowe s Companies Inc 201,869 +14,751 $20,371
     LOW201,869+14,751$20,371
Goldman Sachs Group Inc 93,712 -2,901 $19,174
     GS93,712-2,901$19,174
Martin Marietta Materials Inc 77,639 -18,989 $17,865
     MLM77,639-18,989$17,865
O Reilly Automotive Inc 46,115 +28,647 $17,031
     ORLY46,115+28,647$17,031
Liberty Broadband Corp Com Cl 162,639 -1,388 $16,950
     LBRDK162,639-1,388$16,950
Visa Inc 95,433 -1,461 $16,562
     V95,433-1,461$16,562
Brookfield Asset Management In 343,229 -6,358 $16,399
     BAM343,229-6,358$16,399
Unilever PLC 260,983 -7,164 $16,173
     UL260,983-7,164$16,173
Linde PLC 79,312 -533 $15,926
     LIN79,312-533$15,926
DuPont de Nemours Inc 200,877 +200,877 $15,080
     DD200,877+200,877$15,080
Anheuser Busch InBev NV ADR 168,819 +27,349 $14,943
     BUD168,819+27,349$14,943
Ball Corp 212,311 -181,964 $14,860
     BLL212,311-181,964$14,860
Booking Holdings Inc 7,902 +1,404 $14,814
     BKNG7,902+1,404$14,814
CenturyLink Inc 1,235,824 +73,265 $14,534
     CTL1,235,824+73,265$14,534
Sony Corp ADR 276,680 +3,844 $14,495
     SNE276,680+3,844$14,495
Starwood Property Trust Inc 627,669 -106,281 $14,261
     STWD627,669-106,281$14,261
Rexford Industrial Realty Inc 350,431 -862,753 $14,147
     REXR350,431-862,753$14,147
Apple Inc 68,280 +1,152 $13,514
     AAPL68,280+1,152$13,514
QUALCOMM Inc 170,920 -3,107 $13,002
     QCOM170,920-3,107$13,002
United Technologies Corp 98,564 -52,825 $12,833
     UTX98,564-52,825$12,833
Kayne Anderson MLP Midstream I 800,414 +60,875 $12,254
     KYN800,414+60,875$12,254
iShares S&P 500 Index Fund (IVV) 40,788 +3,234 $12,022
     IVV40,788+3,234$12,022
Occidental Petroleum Corp 236,863 +65,928 $11,909
     OXY236,863+65,928$11,909
Lennar Corp Cl B      $11,867
     LEN.B308,166-10,685$11,867
SPDR S&P 500 ETF Unit Trust (SPY) 39,554 +127 $11,589
     SPY39,554+127$11,589
Fox Corp 309,821 +181,693 $11,352
     FOXAV309,821+181,693$11,352
PICO Holdings Inc 974,563 -19,371 $11,324
     PICO974,563-19,371$11,324
PIMCO Energy & Tactical Credit 554,092 +31,887 $10,877
     NRGX554,092+31,887$10,877
Texas Instruments Inc 93,318 -21,667 $10,709
     TXN93,318-21,667$10,709
Anthem Inc 36,245 +26,288 $10,229
     ANTM36,245+26,288$10,229
Republic Services Inc 117,421 -32,441 $10,173
     RSG117,421-32,441$10,173
Kayne Anderson Midstream Energ 844,142 +46,196 $9,775
     KMF844,142+46,196$9,775

See Full List: All Stocks Held By First Foundation Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By First Foundation Advisors

Size ($ in 1000's)
At 06/30/2019: $1,785,861
At 03/31/2019: $1,687,225

Combined Holding Report Includes:
FIRST FOUNDATION ADVISORS
HIGHLAND CAPITAL MANAGEMENT LP

First Foundation Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Foundation Advisors 13F filings. Link to 13F filings: SEC filings

First Foundation Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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