Frank, Rimerman Advisors

Latest statistics and disclosures from Frank, Rimerman Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Frank, Rimerman Advisors

Frank, Rimerman Advisors holds 600 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Frank, Rimerman Advisors has 600 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.6 $104M +2% 560k 186.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.8 $91M -2% 148k 614.31
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Alphabet Cap Stk Cl A (GOOGL) 5.0 $79M +4% 252k 313.00
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Apple (AAPL) 4.9 $77M +2% 282k 271.86
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Microsoft Corporation (MSFT) 3.8 $59M 123k 483.62
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Netflix (NFLX) 3.5 $55M +896% 589k 93.76
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $51M 75k 681.92
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Alphabet Cap Stk Cl C (GOOG) 2.8 $44M -2% 140k 313.80
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.2 $35M -46% 139k 252.92
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Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $33M 98k 335.27
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Amazon (AMZN) 2.0 $32M +7% 139k 230.82
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Broadcom (AVGO) 1.8 $28M +9% 81k 346.10
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Meta Platforms Cl A (META) 1.7 $26M -2% 39k 660.09
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JPMorgan Chase & Co. (JPM) 1.2 $19M 58k 322.22
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Tesla Motors (TSLA) 1.2 $19M +3% 42k 449.72
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $17M 55k 303.89
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Eli Lilly & Co. (LLY) 0.7 $12M +27% 11k 1074.68
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $11M +4% 59k 191.56
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $11M 179k 62.47
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Visa Com Cl A (V) 0.6 $10M 29k 350.71
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Johnson & Johnson (JNJ) 0.6 $9.9M 48k 206.95
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Wal-Mart Stores (WMT) 0.6 $9.5M +6% 85k 111.41
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Cisco Systems (CSCO) 0.5 $8.0M +5% 104k 77.03
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Mastercard Incorporated Cl A (MA) 0.5 $7.7M 14k 570.88
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Ishares Tr Micro-cap Etf (IWC) 0.5 $7.7M +3% 49k 157.70
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $7.7M -15% 15k 502.65
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Abbvie (ABBV) 0.5 $7.6M 33k 228.49
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Micron Technology (MU) 0.5 $7.6M +49% 27k 285.41
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Costco Wholesale Corporation (COST) 0.5 $7.2M +7% 8.4k 862.34
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $7.1M 132k 53.76
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International Business Machines (IBM) 0.5 $7.1M +7% 24k 296.21
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Palantir Technologies Cl A (PLTR) 0.4 $6.9M 39k 177.75
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Anglogold Ashanti Com Shs (AU) 0.4 $6.8M 80k 85.28
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Morgan Stanley Com New (MS) 0.4 $6.7M 38k 177.53
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Advanced Micro Devices (AMD) 0.4 $6.6M +26% 31k 214.16
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Vanguard World Financials Etf (VFH) 0.4 $6.6M +3% 49k 133.49
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TransDigm Group Incorporated (TDG) 0.4 $6.6M +9% 4.9k 1329.85
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $6.5M -5% 14k 480.56
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Exxon Mobil Corporation (XOM) 0.4 $6.3M +10% 53k 120.34
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Ishares Tr Msci Acwi Etf (ACWI) 0.4 $6.2M 44k 141.49
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Nrg Energy Com New (NRG) 0.4 $6.1M 39k 159.24
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $5.9M +5% 13k 468.76
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Applied Materials (AMAT) 0.4 $5.8M 23k 256.99
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Ferrari Nv Ord (RACE) 0.4 $5.6M 15k 369.56
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American Express Company (AXP) 0.3 $5.5M 15k 369.95
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Cme (CME) 0.3 $5.4M +8% 20k 273.08
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Home Depot (HD) 0.3 $5.2M -5% 15k 344.10
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Chevron Corporation (CVX) 0.3 $5.1M +6% 34k 152.41
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Teck Resources CL B (TECK) 0.3 $5.0M 105k 47.89
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Philip Morris International (PM) 0.3 $4.9M -19% 31k 160.40
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.9M +17% 19k 257.95
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Intuitive Surgical Com New (ISRG) 0.3 $4.9M -7% 8.6k 566.36
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Ge Aerospace Com New (GE) 0.3 $4.8M 16k 308.03
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UnitedHealth (UNH) 0.3 $4.6M +6% 14k 330.11
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $4.4M 4.1k 1069.86
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Gilead Sciences (GILD) 0.3 $4.3M 35k 122.74
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Coca-Cola Company (KO) 0.3 $4.3M +103% 61k 69.91
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Pfizer (PFE) 0.3 $4.1M -16% 164k 24.90
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Bank of America Corporation (BAC) 0.2 $3.9M 72k 55.00
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Qualcomm (QCOM) 0.2 $3.9M +10% 23k 171.05
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Procept Biorobotics Corp (PRCT) 0.2 $3.9M 123k 31.46
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Aercap Holdings Nv SHS (AER) 0.2 $3.8M 27k 143.76
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Amphenol Corp Cl A (APH) 0.2 $3.8M +11% 28k 135.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.8M 8.1k 473.30
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $3.8M 5.6k 684.93
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At&t (T) 0.2 $3.8M 153k 24.84
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Verizon Communications (VZ) 0.2 $3.8M -19% 92k 40.73
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Merck & Co (MRK) 0.2 $3.7M 35k 105.26
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $3.7M 126k 29.36
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Oracle Corporation (ORCL) 0.2 $3.7M -19% 19k 194.91
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United Parcel Service CL B (UPS) 0.2 $3.6M NEW 37k 99.19
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Ishares Tr Us Industrials (IYJ) 0.2 $3.6M 25k 148.17
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Intuit (INTU) 0.2 $3.6M +11% 5.4k 662.42
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McDonald's Corporation (MCD) 0.2 $3.6M -15% 12k 305.63
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salesforce (CRM) 0.2 $3.5M +10% 13k 264.91
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Altria (MO) 0.2 $3.5M -11% 61k 57.66
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Danaher Corporation (DHR) 0.2 $3.5M +2% 15k 228.92
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Wells Fargo & Company (WFC) 0.2 $3.5M +11% 37k 93.20
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Ge Vernova (GEV) 0.2 $3.4M 5.1k 653.57
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Parker-Hannifin Corporation (PH) 0.2 $3.4M 3.8k 878.96
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.3M +10% 38k 88.49
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S&p Global (SPGI) 0.2 $3.3M 6.3k 522.59
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.3M +18% 44k 74.07
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Blackstone Group Inc Com Cl A (BX) 0.2 $3.2M -7% 21k 154.14
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.2M 29k 110.19
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Hca Holdings (HCA) 0.2 $3.2M 6.8k 466.86
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Caterpillar (CAT) 0.2 $3.1M +13% 5.4k 572.87
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Howmet Aerospace (HWM) 0.2 $3.0M 15k 205.02
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Pepsi (PEP) 0.2 $3.0M +16% 21k 143.52
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Paccar (PCAR) 0.2 $3.0M +6% 27k 109.51
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $2.9M 38k 75.44
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Lam Research Corp Com New (LRCX) 0.2 $2.9M 17k 171.18
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Reddit Cl A (RDDT) 0.2 $2.8M +6% 12k 229.87
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Goldman Sachs (GS) 0.2 $2.8M +16% 3.2k 879.00
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Union Pacific Corporation (UNP) 0.2 $2.8M 12k 231.32
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Thermo Fisher Scientific (TMO) 0.2 $2.8M 4.8k 579.45
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Servicenow (NOW) 0.2 $2.7M +412% 18k 153.19
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.7M +2% 9.3k 290.22
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Bristol Myers Squibb (BMY) 0.2 $2.7M +13% 50k 53.94
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.7M 28k 96.27
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Booking Holdings (BKNG) 0.2 $2.6M 489.00 5355.33
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Icici Bank Adr (IBN) 0.2 $2.6M 87k 29.80
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Walt Disney Company (DIS) 0.2 $2.5M +15% 22k 113.77
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Southern Company (SO) 0.2 $2.5M +40% 29k 87.20
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Charles Schwab Corporation (SCHW) 0.2 $2.5M +19% 25k 99.91
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Sap Se Spon Adr (SAP) 0.2 $2.5M +132% 10k 242.91
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Realty Income (O) 0.2 $2.4M -9% 43k 56.37
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Eaton Corp SHS (ETN) 0.2 $2.4M 7.5k 318.51
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Infosys Sponsored Adr (INFY) 0.2 $2.4M +63% 134k 17.82
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Sentinelone Cl A (S) 0.2 $2.4M -19% 159k 15.00
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.4M +8% 8.8k 268.30
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Amgen (AMGN) 0.1 $2.4M +24% 7.2k 327.31
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Chubb (CB) 0.1 $2.3M +29% 7.5k 312.12
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Astrazeneca Sponsored Adr 0.1 $2.3M +2% 25k 91.93
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Texas Instruments Incorporated (TXN) 0.1 $2.3M -8% 13k 173.49
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Applovin Corp Com Cl A (APP) 0.1 $2.2M +47% 3.3k 673.82
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Bhp Group Sponsored Ads (BHP) 0.1 $2.2M 37k 60.37
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.2M 28k 80.63
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Sony Group Corp Sponsored Adr (SONY) 0.1 $2.2M 84k 25.60
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TJX Companies (TJX) 0.1 $2.1M +19% 14k 153.61
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Abbott Laboratories (ABT) 0.1 $2.1M -26% 17k 125.29
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American Financial (AFG) 0.1 $2.1M 15k 136.68
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.1M 3.3k 627.09
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $2.0M +19% 14k 146.58
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Rbc Cad (RY) 0.1 $2.0M +24% 12k 170.49
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Progressive Corporation (PGR) 0.1 $2.0M +2% 8.8k 227.72
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $2.0M +100% 17k 119.41
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Ishares Tr Select Us Reit (ICF) 0.1 $2.0M 33k 59.67
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Boston Scientific Corporation (BSX) 0.1 $2.0M 21k 95.35
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Snowflake Com Shs (SNOW) 0.1 $1.9M +97% 8.9k 219.36
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Uber Technologies (UBER) 0.1 $1.9M -3% 24k 81.71
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Bank of New York Mellon Corporation (BK) 0.1 $1.9M +31% 17k 116.09
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Palo Alto Networks (PANW) 0.1 $1.9M +19% 10k 184.20
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Cummins (CMI) 0.1 $1.9M 3.7k 510.45
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Stryker Corporation (SYK) 0.1 $1.9M 5.4k 351.47
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Truist Financial Corp equities (TFC) 0.1 $1.9M 38k 49.21
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.9M 20k 96.03
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Deere & Company (DE) 0.1 $1.9M 4.0k 465.57
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Analog Devices (ADI) 0.1 $1.9M +3% 6.9k 271.20
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CBOE Holdings (CBOE) 0.1 $1.8M +15% 7.3k 251.00
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Welltower Inc Com reit (WELL) 0.1 $1.8M 9.9k 185.61
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CRH Ord (CRH) 0.1 $1.7M 14k 124.80
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Mondelez Intl Cl A (MDLZ) 0.1 $1.7M +36% 32k 53.83
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.7M 4.5k 373.44
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Fastenal Company (FAST) 0.1 $1.7M 42k 40.13
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Republic Services (RSG) 0.1 $1.7M +43% 8.0k 211.93
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Antero Midstream Corp antero midstream (AM) 0.1 $1.7M 94k 17.79
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Dow (DOW) 0.1 $1.7M NEW 72k 23.38
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Metropcs Communications (TMUS) 0.1 $1.7M +36% 8.1k 203.04
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Honeywell International (HON) 0.1 $1.6M +29% 8.4k 195.09
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Toyota Motor Corp Ads (TM) 0.1 $1.6M +152% 7.7k 214.06
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Adobe Systems Incorporated (ADBE) 0.1 $1.6M 4.6k 349.99
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Procter & Gamble Company (PG) 0.1 $1.6M -54% 11k 143.31
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MercadoLibre (MELI) 0.1 $1.6M 792.00 2014.26
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Kla Corp Com New (KLAC) 0.1 $1.6M +2% 1.3k 1215.08
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Cameco Corporation (CCJ) 0.1 $1.6M 17k 91.49
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Nextera Energy (NEE) 0.1 $1.6M 20k 80.28
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Novartis Sponsored Adr (NVS) 0.1 $1.6M +19% 11k 137.87
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.5M 9.6k 160.97
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Intel Corporation (INTC) 0.1 $1.5M +15% 42k 36.90
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Colgate-Palmolive Company (CL) 0.1 $1.5M +237% 20k 79.02
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Cadence Design Systems (CDNS) 0.1 $1.5M 4.9k 312.58
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Trane Technologies SHS (TT) 0.1 $1.5M 3.9k 389.20
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Arthur J. Gallagher & Co. (AJG) 0.1 $1.5M 5.9k 258.79
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Moody's Corporation (MCO) 0.1 $1.5M 3.0k 510.85
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Capital One Financial (COF) 0.1 $1.5M 6.3k 242.36
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Novo-nordisk A S Adr (NVO) 0.1 $1.5M +38% 30k 50.88
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Agnc Invt Corp Com reit (AGNC) 0.1 $1.5M +123% 141k 10.72
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.5M +5% 3.3k 453.36
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.5M 6.7k 219.78
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Citigroup Com New (C) 0.1 $1.5M 13k 116.69
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.5M 19k 78.81
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Nu Hldgs Ord Shs Cl A (NU) 0.1 $1.5M 88k 16.74
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Shell Spon Ads (SHEL) 0.1 $1.5M 20k 73.48
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AFLAC Incorporated (AFL) 0.1 $1.5M +2% 13k 110.27
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Wp Carey (WPC) 0.1 $1.4M 22k 64.36
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Lowe's Companies (LOW) 0.1 $1.4M +3% 5.9k 241.16
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Simon Property (SPG) 0.1 $1.4M 7.5k 185.11
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Wipro Spon Adr 1 Sh (WIT) 0.1 $1.4M -6% 488k 2.84
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Waste Management (WM) 0.1 $1.4M +141% 6.3k 219.71
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.3M 23k 57.24
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American Electric Power Company (AEP) 0.1 $1.3M +4% 12k 115.31
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Automatic Data Processing (ADP) 0.1 $1.3M -39% 5.2k 257.23
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Toronto Dominion Bk Ont Com New (TD) 0.1 $1.3M 14k 94.20
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Williams Companies (WMB) 0.1 $1.3M 22k 60.11
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.3M +95% 24k 53.63
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.3M 16k 78.67
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Canadian Pacific Kansas City (CP) 0.1 $1.3M 18k 73.63
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.3M 2.6k 487.86
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Dt Midstream Common Stock (DTM) 0.1 $1.3M 11k 119.68
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Kinder Morgan (KMI) 0.1 $1.3M 47k 27.49
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.3M 16k 77.88
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Quanta Services (PWR) 0.1 $1.3M 3.0k 422.06
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Ishares Tr Glb Cns Disc Etf (RXI) 0.1 $1.3M 6.1k 205.27
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Medtronic SHS (MDT) 0.1 $1.3M +6% 13k 96.06
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Autodesk (ADSK) 0.1 $1.3M 4.2k 296.01
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Garmin SHS (GRMN) 0.1 $1.2M 6.2k 202.85
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Boeing Company (BA) 0.1 $1.2M +20% 5.7k 217.12
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Dillards Cl A (DDS) 0.1 $1.2M 2.0k 606.34
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Kraft Heinz (KHC) 0.1 $1.2M +62% 50k 24.25
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AutoZone (AZO) 0.1 $1.2M 356.00 3391.50
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Msc Indl Direct Cl A (MSM) 0.1 $1.2M 14k 84.10
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Posco Holdings Sponsored Adr (PKX) 0.1 $1.2M +156% 22k 53.21
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Synopsys (SNPS) 0.1 $1.2M -46% 2.5k 469.72
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M 2.0k 603.26
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Dominion Resources (D) 0.1 $1.2M 20k 58.59
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CVS Caremark Corporation (CVS) 0.1 $1.2M +39% 15k 79.36
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.2M 3.0k 386.85
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Logitech Intl S A SHS (LOGI) 0.1 $1.1M 11k 100.22
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Onemain Holdings (OMF) 0.1 $1.1M -35% 17k 67.55
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Northrop Grumman Corporation (NOC) 0.1 $1.1M 2.0k 570.21
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Amcor Ord 0.1 $1.1M +27% 135k 8.34
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Arista Networks Com Shs (ANET) 0.1 $1.1M 8.5k 131.03
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Marsh & McLennan Companies 0.1 $1.1M +91% 6.0k 185.52
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FedEx Corporation (FDX) 0.1 $1.1M +2% 3.8k 288.86
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Constellation Energy (CEG) 0.1 $1.1M 3.1k 353.27
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Corning Incorporated (GLW) 0.1 $1.1M 13k 87.56
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Msci (MSCI) 0.1 $1.1M 1.9k 573.73
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Marriott Intl Cl A (MAR) 0.1 $1.1M +6% 3.6k 310.24
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Aon Shs Cl A (AON) 0.1 $1.1M 3.1k 352.88
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Linde SHS (LIN) 0.1 $1.1M -53% 2.6k 426.39
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Rio Tinto Sponsored Adr (RIO) 0.1 $1.0M 13k 80.03
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SLB Com Stk (SLB) 0.1 $1.0M +12% 27k 38.38
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3M Company (MMM) 0.1 $1.0M 6.5k 160.10
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Fortinet (FTNT) 0.1 $1.0M -10% 13k 79.41
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Kb Finl Group Sponsored Adr (KB) 0.1 $1.0M +45% 12k 86.04
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Regions Financial Corporation (RF) 0.1 $1.0M 38k 27.10
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Exelon Corporation (EXC) 0.1 $1.0M +40% 23k 43.59
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Sherwin-Williams Company (SHW) 0.1 $1.0M 3.1k 324.03
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American Tower Reit (AMT) 0.1 $1.0M +36% 5.8k 175.57
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Starbucks Corporation (SBUX) 0.1 $1.0M -24% 12k 84.21
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Edison International (EIX) 0.1 $1.0M 17k 60.02
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TPG Com Cl A (TPG) 0.1 $992k 16k 63.84
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Coupang Cl A (CPNG) 0.1 $991k +28% 42k 23.59
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Duke Energy Corp Com New (DUK) 0.1 $988k -23% 8.4k 117.21
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Oneok (OKE) 0.1 $985k NEW 13k 73.50
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $985k +194% 12k 83.75
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Omega Healthcare Investors (OHI) 0.1 $982k +63% 22k 44.34
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Anthem (ELV) 0.1 $978k 2.8k 350.55
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United Microelectronics Corp Spon Adr New (UMC) 0.1 $967k +492% 123k 7.86
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $961k +4% 12k 79.73
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Motorola Solutions Com New (MSI) 0.1 $957k +42% 2.5k 383.32
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ConocoPhillips (COP) 0.1 $950k -8% 10k 93.61
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Woori Finl Group Sponsored Ads (WF) 0.1 $939k +46% 16k 58.79
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $936k 19k 50.29
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Dell Technologies CL C (DELL) 0.1 $926k 7.4k 125.88
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Biogen Idec (BIIB) 0.1 $912k 5.2k 175.99
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McKesson Corporation (MCK) 0.1 $911k 1.1k 820.29
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Rogers Communications CL B (RCI) 0.1 $904k 24k 37.73
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Raytheon Technologies Corp (RTX) 0.1 $903k +2% 4.9k 183.40
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Past Filings by Frank, Rimerman Advisors

SEC 13F filings are viewable for Frank, Rimerman Advisors going back to 2023

View all past filings