Frank, Rimerman Advisors
Latest statistics and disclosures from Frank, Rimerman Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, QQQ, GOOGL, AAPL, SPY, and represent 25.42% of Frank, Rimerman Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMD, AMZN, TROW, KLAC, INTC, IWF, BX, VO, TDG, WIT.
- Started 72 new stock positions in LNG, TXG, FTV, AFRM, HRB, BEN, FN, SEIC, PHM, CTRE.
- Reduced shares in these 10 stocks: , MSFT (-$6.4M), CRWD, HD, Honeywell International, PGR, SNOW, RDY, MA, MU.
- Sold out of its positions in BBY, CTRA, Carnival Corporation, CHTR, EXE, CMG, CAG, DEO, EPR, EXEL.
- Frank, Rimerman Advisors was a net buyer of stock by $22M.
- Frank, Rimerman Advisors has $1.8B in assets under management (AUM), dropping by 15.80%.
- Central Index Key (CIK): 0001977560
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Download as csvPortfolio Holdings for Frank, Rimerman Advisors
Frank, Rimerman Advisors holds 612 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Frank, Rimerman Advisors has 612 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Frank, Rimerman Advisors June 30, 2026 positions
- Download the Frank, Rimerman Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.3 | $112M | 559k | 200.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.1 | $108M | 147k | 736.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $92M | 256k | 357.37 |
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| Apple (AAPL) | 4.7 | $83M | 288k | 289.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.1 | $54M | 73k | 746.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $49M | 137k | 353.33 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.4 | $43M | 141k | 302.97 |
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| Netflix (NFLX) | 2.3 | $41M | 576k | 71.40 |
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| Microsoft Corporation (MSFT) | 2.3 | $41M | -13% | 110k | 373.02 |
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| Amazon (AMZN) | 2.0 | $36M | +13% | 150k | 238.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $35M | -2% | 95k | 370.04 |
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| Broadcom (AVGO) | 1.8 | $32M | 84k | 377.75 |
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| Micron Technology (MU) | 1.8 | $32M | -4% | 27k | 1154.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.6 | $27M | +3% | 57k | 477.57 |
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| Meta Platforms Cl A (META) | 1.3 | $24M | 42k | 563.29 |
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| Advanced Micro Devices (AMD) | 1.1 | $20M | +28% | 34k | 580.91 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $19M | 58k | 327.33 |
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| Tesla Motors (TSLA) | 1.0 | $18M | 43k | 420.61 |
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| Applied Materials (AMAT) | 0.9 | $17M | 23k | 723.00 |
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| Eli Lilly & Co. (LLY) | 0.8 | $13M | +7% | 11k | 1199.43 |
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| Johnson & Johnson (JNJ) | 0.7 | $13M | +7% | 52k | 253.97 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $13M | 180k | 71.25 |
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| Cisco Systems (CSCO) | 0.7 | $13M | +2% | 107k | 117.46 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $12M | -2% | 56k | 212.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $10M | +3% | 21k | 500.39 |
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| Wal-Mart Stores (WMT) | 0.6 | $10M | +3% | 90k | 113.26 |
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| Visa Com Cl A (V) | 0.6 | $9.9M | -2% | 29k | 343.09 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.5 | $9.4M | 47k | 200.04 |
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| Intel Corporation (INTC) | 0.5 | $9.4M | +51% | 67k | 139.63 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $8.9M | 4.5k | 1989.44 |
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| Abbvie (ABBV) | 0.5 | $8.7M | 35k | 251.64 |
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| Morgan Stanley Com New (MS) | 0.5 | $8.0M | 38k | 209.04 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $7.7M | +6% | 18k | 433.33 |
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| Costco Wholesale Corporation (COST) | 0.4 | $7.6M | -2% | 8.1k | 935.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $7.6M | -3% | 127k | 59.69 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $7.4M | -24% | 9.7k | 763.14 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $6.9M | 44k | 156.97 |
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| TransDigm Group Incorporated (TDG) | 0.4 | $6.8M | +46% | 5.1k | 1332.04 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.4 | $6.7M | -6% | 13k | 522.41 |
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| International Business Machines (IBM) | 0.4 | $6.7M | -2% | 24k | 281.21 |
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| Anglogold Ashanti Com Shs (AU) | 0.4 | $6.4M | 80k | 80.89 |
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| Caterpillar (CAT) | 0.4 | $6.4M | 6.0k | 1064.90 |
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| Teck Resources CL B (TECK) | 0.4 | $6.3M | 105k | 59.46 |
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| Ge Vernova (GEV) | 0.4 | $6.2M | 5.3k | 1174.86 |
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| UnitedHealth (UNH) | 0.3 | $6.0M | 14k | 415.63 |
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| Ge Aerospace Com New (GE) | 0.3 | $5.8M | -17% | 16k | 373.73 |
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| Chevron Corporation (CVX) | 0.3 | $5.7M | -3% | 34k | 165.76 |
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| Ferrari Nv Ord (RACE) | 0.3 | $5.7M | 15k | 372.29 |
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| Nrg Energy Com New (NRG) | 0.3 | $5.6M | 39k | 146.06 |
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| Philip Morris International (PM) | 0.3 | $5.6M | 31k | 180.91 |
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| Vanguard World Financials Etf (VFH) | 0.3 | $5.5M | -12% | 42k | 131.60 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $5.4M | -22% | 11k | 513.60 |
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| Coca-Cola Company (KO) | 0.3 | $5.0M | 62k | 81.27 |
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| American Express Company (AXP) | 0.3 | $5.0M | 15k | 338.25 |
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| Amphenol Corp Cl A (APH) | 0.3 | $5.0M | 28k | 176.32 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $5.0M | +26% | 17k | 298.07 |
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| Merck & Co (MRK) | 0.3 | $4.8M | 38k | 128.50 |
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| Altria (MO) | 0.3 | $4.8M | 67k | 71.95 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $4.7M | -3% | 15k | 303.12 |
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| Corning Incorporated (GLW) | 0.3 | $4.6M | +3% | 18k | 255.43 |
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| Gilead Sciences (GILD) | 0.3 | $4.5M | 35k | 126.34 |
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| Oracle Corporation (ORCL) | 0.3 | $4.4M | +35% | 30k | 146.55 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $4.4M | -10% | 37k | 116.67 |
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| Bank of America Corporation (BAC) | 0.2 | $4.3M | 76k | 56.98 |
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| Sandisk Corp (SNDK) | 0.2 | $4.3M | +8% | 1.9k | 2273.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $4.1M | 5.5k | 749.02 |
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| Ishares Tr Us Industrials (IYJ) | 0.2 | $4.1M | 25k | 166.65 |
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| Howmet Aerospace (HWM) | 0.2 | $4.0M | 15k | 268.86 |
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| Kla Corp Com New (KLAC) | 0.2 | $4.0M | +904% | 13k | 301.71 |
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| Pfizer (PFE) | 0.2 | $4.0M | -6% | 164k | 24.08 |
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| T. Rowe Price (TROW) | 0.2 | $3.9M | NEW | 34k | 113.69 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $3.9M | 27k | 145.78 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $3.9M | 36k | 107.50 |
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| Verizon Communications (VZ) | 0.2 | $3.9M | 92k | 42.34 |
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| Cme (CME) | 0.2 | $3.9M | -11% | 18k | 220.83 |
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| Palo Alto Networks (PANW) | 0.2 | $3.8M | +16% | 11k | 341.04 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $3.7M | 3.8k | 978.12 |
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| Procter & Gamble Company (PG) | 0.2 | $3.7M | +96% | 25k | 146.64 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $3.7M | 126k | 29.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.5M | +300% | 29k | 124.17 |
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| Marvell Technology (MRVL) | 0.2 | $3.5M | +48% | 12k | 297.89 |
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| Eaton Corp SHS (ETN) | 0.2 | $3.5M | +9% | 8.2k | 426.12 |
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| Western Digital (WDC) | 0.2 | $3.4M | +20% | 5.4k | 638.72 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $3.4M | 124k | 27.21 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $3.3M | +49% | 121k | 27.70 |
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| Union Pacific Corporation (UNP) | 0.2 | $3.3M | 12k | 272.00 |
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| Analog Devices (ADI) | 0.2 | $3.3M | +6% | 8.3k | 397.17 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $3.3M | -4% | 8.2k | 397.68 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.3M | 38k | 85.49 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.3M | 34k | 96.43 |
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| Paccar (PCAR) | 0.2 | $3.3M | 27k | 120.12 |
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| At&t (T) | 0.2 | $3.2M | +2% | 156k | 20.70 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $3.1M | 38k | 83.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.1M | +293% | 38k | 80.57 |
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| Dell Technologies CL C (DELL) | 0.2 | $3.1M | -15% | 7.1k | 431.46 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $3.1M | 28k | 110.32 |
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| Kb Finl Group Sponsored Adr (KB) | 0.2 | $3.0M | +64% | 29k | 104.96 |
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| Home Depot (HD) | 0.2 | $3.0M | -44% | 8.6k | 352.68 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.0M | -6% | 41k | 73.41 |
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| Linde SHS (LIN) | 0.2 | $3.0M | +2% | 5.7k | 518.94 |
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| Goldman Sachs (GS) | 0.2 | $2.9M | -11% | 2.9k | 1011.37 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.9M | -4% | 27k | 109.07 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.2 | $2.9M | +56% | 46k | 63.25 |
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| Bristol Myers Squibb (BMY) | 0.2 | $2.9M | 50k | 57.62 |
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| McDonald's Corporation (MCD) | 0.2 | $2.8M | -11% | 11k | 270.31 |
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| Procept Biorobotics Corp (PRCT) | 0.2 | $2.8M | 123k | 22.58 |
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| Danaher Corporation (DHR) | 0.2 | $2.8M | 15k | 190.48 |
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| Chubb (CB) | 0.2 | $2.7M | +12% | 7.9k | 340.74 |
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| Cummins (CMI) | 0.2 | $2.7M | 3.8k | 713.21 |
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| Qualcomm (QCOM) | 0.2 | $2.7M | -33% | 15k | 184.79 |
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| Realty Income (O) | 0.2 | $2.7M | -9% | 43k | 61.96 |
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| Amgen (AMGN) | 0.1 | $2.6M | 7.3k | 362.12 |
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| Fortinet (FTNT) | 0.1 | $2.6M | 17k | 153.62 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.6M | NEW | 22k | 117.67 |
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| Hca Holdings (HCA) | 0.1 | $2.6M | -3% | 6.6k | 389.89 |
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| Deere & Company (DE) | 0.1 | $2.5M | 4.0k | 634.33 |
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| Icici Bank Adr (IBN) | 0.1 | $2.5M | 87k | 29.03 |
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| Southern Company (SO) | 0.1 | $2.5M | 26k | 95.71 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.5M | -15% | 31k | 82.64 |
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| Rbc Cad (RY) | 0.1 | $2.5M | 12k | 206.97 |
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| Progressive Corporation (PGR) | 0.1 | $2.5M | -43% | 12k | 218.45 |
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| Posco Holdings Sponsored Adr (PKX) | 0.1 | $2.5M | +29% | 49k | 51.38 |
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| Pepsi (PEP) | 0.1 | $2.5M | -12% | 18k | 135.40 |
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| Astrazeneca Ord (AZN) | 0.1 | $2.4M | 13k | 189.62 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $2.4M | +39% | 52k | 45.12 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $2.3M | +52% | 4.5k | 515.23 |
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| Welltower Inc Com reit (WELL) | 0.1 | $2.3M | 10k | 226.97 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.3M | +17% | 2.4k | 965.00 |
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| Walt Disney Company (DIS) | 0.1 | $2.3M | +5% | 24k | 96.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.3M | 3.3k | 686.85 |
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| TJX Companies (TJX) | 0.1 | $2.3M | +7% | 15k | 151.50 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $2.2M | +65% | 39k | 57.40 |
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| Reddit Cl A (RDDT) | 0.1 | $2.2M | +4% | 13k | 173.58 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.2M | 28k | 79.97 |
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| Quanta Services (PWR) | 0.1 | $2.2M | 3.0k | 720.04 |
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| Ishares Tr Select Us Reit (ICF) | 0.1 | $2.2M | -2% | 32k | 67.63 |
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| Truist Financial Corp equities (TFC) | 0.1 | $2.2M | 44k | 49.82 |
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| Arista Networks Com Shs (ANET) | 0.1 | $2.2M | 13k | 169.88 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $2.1M | 94k | 22.75 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.1M | +4% | 18k | 121.43 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.1M | +17% | 15k | 144.61 |
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| American Financial (AFG) | 0.1 | $2.1M | 15k | 139.94 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | -6% | 4.2k | 501.36 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.1M | +117% | 25k | 82.84 |
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| S&p Global (SPGI) | 0.1 | $2.0M | -2% | 5.0k | 407.26 |
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| Fastenal Company (FAST) | 0.1 | $2.0M | 42k | 48.03 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $2.0M | +5229% | 902k | 2.25 |
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| Dow (DOW) | 0.1 | $2.0M | 73k | 27.36 |
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| Trane Technologies SHS (TT) | 0.1 | $2.0M | 4.1k | 491.16 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.0M | 19k | 103.88 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $2.0M | +8% | 21k | 92.27 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $1.9M | 60k | 32.16 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.9M | 5.0k | 375.32 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.9M | 4.5k | 409.50 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.8M | 20k | 91.68 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.8M | 12k | 156.72 |
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| CBOE Holdings (CBOE) | 0.1 | $1.8M | 7.4k | 242.67 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.8M | +63% | 17k | 103.45 |
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| Cameco Corporation (CCJ) | 0.1 | $1.8M | 18k | 101.86 |
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| Citigroup Com New (C) | 0.1 | $1.8M | 13k | 139.96 |
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| Msc Indl Direct Cl A (MSM) | 0.1 | $1.7M | +2% | 15k | 118.95 |
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| Nextera Energy (NEE) | 0.1 | $1.7M | 20k | 87.77 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.7M | 84k | 20.06 |
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| Simon Property (SPG) | 0.1 | $1.7M | 7.5k | 223.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.7M | 3.4k | 496.73 |
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| Williams Companies (WMB) | 0.1 | $1.7M | +3% | 22k | 74.34 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.7M | +5% | 21k | 77.54 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $1.6M | +3% | 11k | 146.74 |
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| Wp Carey (WPC) | 0.1 | $1.6M | 23k | 71.50 |
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| American Electric Power Company (AEP) | 0.1 | $1.6M | 12k | 136.81 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $1.6M | NEW | 152k | 10.49 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.6M | 18k | 86.65 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.6M | +49% | 12k | 126.58 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.6M | 16k | 95.09 |
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| Kinder Morgan (KMI) | 0.1 | $1.6M | +3% | 49k | 31.97 |
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| Capital One Financial (COF) | 0.1 | $1.5M | 7.7k | 200.62 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.5M | 13k | 117.25 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.5M | +20% | 15k | 102.19 |
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| salesforce (CRM) | 0.1 | $1.5M | -26% | 9.6k | 156.66 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.5M | 4.5k | 334.82 |
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| CRH Ord (CRH) | 0.1 | $1.5M | 14k | 107.00 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $1.5M | NEW | 171k | 8.75 |
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| Abbott Laboratories (ABT) | 0.1 | $1.5M | -17% | 16k | 90.74 |
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| Garmin SHS (GRMN) | 0.1 | $1.5M | 6.2k | 237.54 |
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| ConocoPhillips (COP) | 0.1 | $1.4M | +32% | 14k | 103.96 |
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| Waste Management (WM) | 0.1 | $1.4M | 6.3k | 222.88 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.4M | +3% | 5.5k | 255.67 |
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| Moody's Corporation (MCO) | 0.1 | $1.4M | 3.0k | 452.92 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.4M | -15% | 24k | 57.84 |
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| Dominion Resources (D) | 0.1 | $1.4M | 20k | 68.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.4M | +500% | 16k | 86.14 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | 1.9k | 703.60 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.3M | 5.9k | 229.57 |
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| Boeing Company (BA) | 0.1 | $1.3M | +3% | 6.2k | 216.47 |
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| MercadoLibre (MELI) | 0.1 | $1.3M | +2% | 780.00 | 1697.39 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.3M | 3.6k | 370.59 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.3M | -16% | 8.5k | 154.11 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $1.3M | 8.9k | 146.11 |
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| SLB Com Stk (SLB) | 0.1 | $1.3M | 27k | 46.49 |
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| Edison International (EIX) | 0.1 | $1.3M | 17k | 74.45 |
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| Booking Holdings (BKNG) | 0.1 | $1.3M | +2254% | 7.1k | 178.24 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.2M | 13k | 94.93 |
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| Oneok (OKE) | 0.1 | $1.2M | +5% | 14k | 86.94 |
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| FedEx Corporation (FDX) | 0.1 | $1.2M | 3.9k | 313.13 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | -20% | 3.9k | 314.84 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | +55% | 11k | 109.77 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.2M | +21% | 11k | 114.18 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.2M | +114% | 5.4k | 223.95 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $1.2M | 2.5k | 490.56 |
|
|
| Astera Labs (ALAB) | 0.1 | $1.2M | +4% | 2.5k | 483.02 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.2M | 7.1k | 167.73 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.2M | 6.7k | 176.70 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.2M | +117% | 3.7k | 317.53 |
|
| Republic Services (RSG) | 0.1 | $1.2M | -31% | 5.5k | 213.08 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $1.2M | +31% | 26k | 45.11 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.2M | NEW | 11k | 111.31 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.2M | +33% | 19k | 61.76 |
|
| Anthem (ELV) | 0.1 | $1.2M | +7% | 3.0k | 386.73 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.2M | -12% | 20k | 56.48 |
|
| Paychex (PAYX) | 0.1 | $1.1M | -49% | 12k | 98.33 |
|
| Regions Financial Corporation (RF) | 0.1 | $1.1M | 38k | 30.20 |
|
|
| CSX Corporation (CSX) | 0.1 | $1.1M | 24k | 47.53 |
|
|
| Robert Half International (RHI) | 0.1 | $1.1M | NEW | 37k | 30.70 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | +30% | 12k | 96.58 |
|
| Biogen Idec (BIIB) | 0.1 | $1.1M | 5.2k | 216.06 |
|
|
| Exelon Corporation (EXC) | 0.1 | $1.1M | +3% | 24k | 46.62 |
|
| Allstate Corporation (ALL) | 0.1 | $1.1M | +21% | 4.7k | 237.94 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.1M | +3% | 23k | 47.94 |
|
| Synopsys (SNPS) | 0.1 | $1.1M | 2.5k | 446.07 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $1.1M | +238% | 18k | 60.12 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.1M | 11k | 96.12 |
|
|
| Lowe's Companies (LOW) | 0.1 | $1.1M | -16% | 5.0k | 220.49 |
|
| Host Hotels & Resorts (HST) | 0.1 | $1.1M | 46k | 23.71 |
|
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $1.1M | +101% | 25k | 44.26 |
|
| Msci (MSCI) | 0.1 | $1.1M | 1.9k | 560.04 |
|
|
| Dillards Cl A (DDS) | 0.1 | $1.1M | +2% | 2.0k | 528.42 |
|
| McKesson Corporation (MCK) | 0.1 | $1.1M | +25% | 1.4k | 755.60 |
|
| Suncor Energy (SU) | 0.1 | $1.1M | 20k | 53.68 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $1.1M | +3% | 4.1k | 260.36 |
|
| Logitech Intl S A SHS (LOGI) | 0.1 | $1.1M | -3% | 11k | 94.04 |
|
| Aon Shs Cl A (AON) | 0.1 | $1.1M | +4% | 3.2k | 331.69 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.1M | +39% | 3.8k | 281.03 |
|
| 3M Company (MMM) | 0.1 | $1.1M | 6.6k | 161.91 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | +3% | 2.1k | 509.31 |
|
| Ishares Tr Glb Cns Disc Etf (RXI) | 0.1 | $1.1M | -10% | 5.5k | 192.96 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.1M | 2.5k | 415.29 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.1k | 344.32 |
|
|
| Omega Healthcare Investors (OHI) | 0.1 | $1.1M | 22k | 47.68 |
|
|
| Teradyne (TER) | 0.1 | $1.1M | 2.2k | 483.84 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $1.1M | -46% | 9.0k | 117.28 |
|
Past Filings by Frank, Rimerman Advisors
SEC 13F filings are viewable for Frank, Rimerman Advisors going back to 2023
- Frank, Rimerman Advisors 2026 Q2 filed July 27, 2026
- Frank, Rimerman Advisors 2026 Q1 filed April 29, 2026
- Frank, Rimerman Advisors 2025 Q4 filed Jan. 15, 2026
- Frank, Rimerman Advisors 2025 Q3 filed Nov. 4, 2025
- Frank, Rimerman Advisors 2025 Q2 filed Aug. 11, 2025
- Frank, Rimerman Advisors 2025 Q1 filed May 12, 2025
- Frank, Rimerman Advisors 2024 Q4 filed Feb. 10, 2025
- Frank, Rimerman Advisors 2024 Q3 filed Oct. 24, 2024
- Frank, Rimerman Advisors 2024 Q2 filed Aug. 13, 2024
- Frank, Rimerman Advisors 2024 Q1 filed May 9, 2024
- Frank, Rimerman Advisors 2023 Q3 filed Nov. 14, 2023
- Frank, Rimerman Advisors 2020 Q4 filed Sept. 13, 2023
- Frank, Rimerman Advisors 2021 Q1 filed Sept. 13, 2023
- Frank, Rimerman Advisors 2021 Q2 filed Sept. 13, 2023
- Frank, Rimerman Advisors 2021 Q3 filed Sept. 7, 2023
- Frank, Rimerman Advisors 2021 Q4 filed Sept. 7, 2023