$366 Million is the total value of FIRST FOUNDATION ADVISORS's 120 reported holdings in Q4 2010. The portfolio turnover from Q3 2010 to Q4 2010 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2010 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2011-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 45 | Q2 2024 | 18.5% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 3.9% |
| UNITED PARCEL SERVICE INC | 45 | Q2 2024 | 3.9% |
| PHILIP MORRIS INTL INC | 45 | Q2 2024 | 3.8% |
| Walt Disney Co/The | 45 | Q2 2024 | 3.0% |
| Johnson & Johnson Com | 45 | Q2 2024 | 4.6% |
| APPLE INC | 45 | Q2 2024 | 3.2% |
| PFIZER INC | 45 | Q2 2024 | 3.6% |
| QUALCOMM INC | 45 | Q2 2024 | 3.7% |
| BlackRock Inc Co | 45 | Q2 2024 | 2.5% |
View FIRST FOUNDATION ADVISORS's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TANDY LEATHER FACTORY INC | August 04, 2023 | 826,712 | 10.0% |
| VIDLER WATER RESOURCES, INC. | August 16, 2021 | 914,315 | 5.0% |
| PICO HOLDINGS INC /NEW | November 12, 2020 | 933,765 | 5.0% |
| PCM FUND, INC. | February 14, 2018 | 571,013 | 4.9% |
| Rexford Industrial Realty, Inc. | June 13, 2016 | 2,588,423 | 4.7% |
View FIRST FOUNDATION ADVISORS's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| SC 13D | 2023-08-04 |
| SC 13D | 2023-05-25 |
| 13F-HR | 2023-05-12 |
| SC 13G/A | 2023-02-14 |
View FIRST FOUNDATION ADVISORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.