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 607 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Frank, Rimerman Advisors has 607 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) 7.0 $127M 558k 228.38
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.0 $108M 146k 739.77
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Apple (AAPL) 5.4 $97M 292k 333.02
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Alphabet Cap Stk Cl A (GOOGL) 4.9 $88M 256k 344.08
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Microsoft Corporation (MSFT) 3.4 $62M +10% 122k 512.90
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.2 $58M +3% 75k 762.63
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Alphabet Cap Stk Cl C (GOOG) 2.6 $47M 137k 340.74
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.4 $43M 141k 304.64
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Netflix (NFLX) 2.2 $40M 580k 69.58
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Amazon (AMZN) 2.1 $38M 153k 249.15
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Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $36M +2% 97k 374.24
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Meta Platforms Cl A (META) 1.7 $31M 42k 725.18
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Broadcom (AVGO) 1.6 $30M 84k 351.19
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Micron Technology (MU) 1.6 $29M 27k 1065.11
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.5 $26M 58k 456.19
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Advanced Micro Devices (AMD) 1.1 $20M 33k 611.76
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JPMorgan Chase & Co. (JPM) 1.1 $19M 58k 330.83
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Tesla Motors (TSLA) 0.8 $15M -3% 42k 354.81
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Johnson & Johnson (JNJ) 0.8 $14M 52k 264.74
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Eli Lilly & Co. (LLY) 0.7 $13M 11k 1157.08
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $13M 180k 70.61
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Applied Materials (AMAT) 0.6 $12M 23k 511.38
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $12M 56k 208.02
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Cisco Systems (CSCO) 0.6 $11M 106k 107.63
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $11M 21k 497.95
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $10M +303% 39k 264.75
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Visa Com Cl A (V) 0.6 $10M 29k 359.33
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Cerebras Systems Com Cl A (CBRS) 0.6 $10M +3681% 56k 177.65
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Exxon Mobil Corp (XOM) 0.5 $9.3M NEW 57k 162.75
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Abbvie (ABBV) 0.5 $9.1M 35k 261.59
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Wal-Mart Stores (WMT) 0.5 $8.8M -5% 85k 103.92
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Ishares Tr Micro-cap Etf (IWC) 0.5 $8.6M 46k 184.80
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Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $8.1M 4.5k 1811.67
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Philip Morris International (PM) 0.4 $7.6M +28% 40k 190.82
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $7.5M 127k 59.31
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Anglogold Ashanti Com Shs (AU) 0.4 $7.5M 80k 93.95
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Morgan Stanley Com New (MS) 0.4 $7.2M 38k 188.08
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Chevron Corporation (CVX) 0.4 $7.0M 34k 204.21
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Ishares Tr Msci Acwi Etf (ACWI) 0.4 $7.0M 44k 158.76
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Teck Resources CL B (TECK) 0.4 $6.9M 105k 65.79
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $6.9M +5% 14k 508.53
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Intel Corporation (INTC) 0.4 $6.9M -15% 57k 120.23
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Palantir Technologies Cl A (PLTR) 0.4 $6.6M -5% 35k 187.05
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Ferrari Nv Ord (RACE) 0.3 $6.0M 15k 392.85
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Mastercard Incorporated Cl A (MA) 0.3 $5.9M 11k 551.47
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Costco Wholesale Corporation (COST) 0.3 $5.7M -23% 6.2k 910.34
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Lam Research Corp Com New (LRCX) 0.3 $5.6M -4% 17k 328.51
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Ge Aerospace Com New (GE) 0.3 $5.6M +14% 18k 312.29
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Vanguard World Financials Etf (VFH) 0.3 $5.5M 42k 130.09
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Merck & Co (MRK) 0.3 $5.4M 37k 145.31
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Coca-Cola Company (KO) 0.3 $5.3M 62k 86.08
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Gilead Sciences (GILD) 0.3 $5.3M 36k 149.05
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Ge Vernova (GEV) 0.3 $5.1M 5.3k 950.49
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UnitedHealth (UNH) 0.3 $5.0M -5% 14k 367.08
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Caterpillar (CAT) 0.3 $4.9M 6.0k 810.79
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Amphenol Corp Cl A (APH) 0.3 $4.8M +102% 57k 84.30
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.8M +9% 17k 284.49
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Verizon Communications (VZ) 0.3 $4.7M +11% 103k 45.87
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Pfizer (PFE) 0.3 $4.7M 165k 28.52
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International Business Machines (IBM) 0.3 $4.7M -11% 21k 219.93
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Cme (CME) 0.3 $4.6M 18k 261.98
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Altria (MO) 0.2 $4.5M 67k 67.34
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American Express Company (AXP) 0.2 $4.5M 15k 304.10
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Palo Alto Networks (PANW) 0.2 $4.4M 11k 397.30
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Texas Instruments Incorporated (TXN) 0.2 $4.2M -10% 15k 280.09
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Bank of America Corporation (BAC) 0.2 $4.1M 76k 54.43
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $4.0M -6% 5.2k 765.84
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Oracle Corporation (ORCL) 0.2 $3.9M -5% 29k 137.30
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Dell Technologies CL C (DELL) 0.2 $3.9M +2% 7.3k 537.95
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Eaton Corp SHS (ETN) 0.2 $3.9M +10% 9.1k 429.71
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Aercap Holdings Nv SHS (AER) 0.2 $3.9M 27k 143.52
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At&t (T) 0.2 $3.8M 157k 24.40
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Ishares Tr Us Industrials (IYJ) 0.2 $3.8M 25k 153.37
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Nrg Energy Com New (NRG) 0.2 $3.7M 39k 95.65
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Parker-Hannifin Corporation (PH) 0.2 $3.7M 3.8k 955.42
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.6M 29k 125.26
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T. Rowe Price (TROW) 0.2 $3.6M 34k 104.05
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TransDigm Group Incorporated (TDG) 0.2 $3.5M -35% 3.3k 1082.60
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $3.5M 126k 27.81
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Procter & Gamble Company (PG) 0.2 $3.5M -4% 24k 145.28
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Howmet Aerospace (HWM) 0.2 $3.4M 15k 226.18
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Intuitive Surgical Com New (ISRG) 0.2 $3.3M 8.2k 406.63
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $3.3M 121k 27.47
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Union Pacific Corporation (UNP) 0.2 $3.3M 12k 272.13
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Sandisk Corp (SNDK) 0.2 $3.3M 1.9k 1739.89
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Danaher Corporation (DHR) 0.2 $3.3M 15k 221.55
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.2M 38k 84.96
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Kb Finl Group Sponsored Adr (KB) 0.2 $3.2M -8% 26k 123.10
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United Parcel Svcs CL B (UPS) 0.2 $3.2M -4% 35k 93.44
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $3.2M +6% 41k 78.42
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.2 $3.2M -10% 41k 77.67
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Bhp Billiton Sponsored Ads (BHP) 0.2 $3.2M 38k 84.84
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Bristol Myers Squibb (BMY) 0.2 $3.1M 50k 62.40
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Analog Devices (ADI) 0.2 $3.1M -5% 7.9k 396.71
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Progressive Corporation (PGR) 0.2 $3.1M +31% 15k 207.31
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Fortinet (FTNT) 0.2 $3.1M 17k 178.76
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Amgen (AMGN) 0.2 $3.1M 7.3k 421.51
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United Microelectronics Corp Spon Adr New (UMC) 0.2 $3.0M 124k 24.49
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.0M 34k 89.63
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $3.0M 28k 106.71
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Paccar (PCAR) 0.2 $3.0M 27k 109.81
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Thermo Fisher Scientific (TMO) 0.2 $2.9M 4.3k 675.05
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.9M 41k 70.15
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Hca Holdings (HCA) 0.2 $2.8M 6.7k 426.74
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Home Depot (HD) 0.2 $2.8M +16% 10k 284.49
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $2.7M 27k 102.18
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Deere & Company (DE) 0.2 $2.7M 4.1k 671.55
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Linde SHS (LIN) 0.2 $2.7M 5.7k 474.65
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Corning Incorporated (GLW) 0.1 $2.7M -2% 18k 153.76
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Goldman Sachs (GS) 0.1 $2.6M 2.9k 900.36
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Arista Networks Com Shs (ANET) 0.1 $2.6M 13k 203.59
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Western Digital (WDC) 0.1 $2.6M +5% 5.7k 454.46
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Kla Corp Com New (KLAC) 0.1 $2.6M 13k 194.93
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Chubb (CB) 0.1 $2.6M 7.9k 325.25
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Marvell Technology (MRVL) 0.1 $2.5M -19% 9.6k 264.21
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Wells Fargo & Company (WFC) 0.1 $2.5M +3% 32k 80.05
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Blackstone Group Inc Com Cl A (BX) 0.1 $2.5M 22k 112.09
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Icici Bank Adr (IBN) 0.1 $2.4M 87k 27.55
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Rbc Cad (RY) 0.1 $2.4M 12k 196.59
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Welltower Inc Com reit (WELL) 0.1 $2.4M 10k 230.24
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.3M +125% 13k 183.37
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Woori Finl Group Sponsored Ads (WF) 0.1 $2.3M -20% 31k 75.54
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Realty Income (O) 0.1 $2.3M 43k 54.30
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.3M 3.3k 700.93
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $2.3M +4% 2.5k 922.34
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Sap Se Spon Adr (SAP) 0.1 $2.3M +29% 11k 208.48
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salesforce (CRM) 0.1 $2.3M +2% 9.9k 229.57
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Procept Biorobotics Corp (PRCT) 0.1 $2.2M 122k 18.22
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Ishares Core Msci Emkt (IEMG) 0.1 $2.2M +6% 27k 81.16
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Marathon Petroleum Corp (MPC) 0.1 $2.2M 5.5k 395.42
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Southern Company (SO) 0.1 $2.2M 26k 82.89
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Bank of New York Mellon Corporation (BNY) 0.1 $2.1M 15k 144.63
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.1M 28k 77.21
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Walt Disney Company (DIS) 0.1 $2.1M -14% 20k 104.90
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Fastenal Company (FAST) 0.1 $2.1M 43k 49.53
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Charles Schwab Corporation (SCHW) 0.1 $2.1M 22k 97.74
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American Financial (AFG) 0.1 $2.1M 15k 136.76
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Toronto Dominion Bk Ont Com New (TD) 0.1 $2.1M 18k 117.53
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Ase Technology Hldg Sponsored Ads (ASX) 0.1 $2.1M -11% 46k 44.46
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Ishares Tr Select Us Reit (ICF) 0.1 $2.0M 32k 62.90
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Shell Spon Ads (SHEL) 0.1 $2.0M 21k 95.05
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CBOE Holdings (CBOE) 0.1 $2.0M 7.3k 275.29
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Dow (DOW) 0.1 $2.0M 73k 27.54
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Truist Financial Corp equities (TFC) 0.1 $2.0M 43k 46.30
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Sony Group Corp Sponsored Adr (SONY) 0.1 $2.0M 85k 23.53
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S&p Global (SPGI) 0.1 $2.0M 5.1k 394.47
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Pepsi (PEP) 0.1 $2.0M -14% 16k 126.72
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Astrazeneca Ord (AZN) 0.1 $2.0M -2% 12k 161.47
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Quanta Services (PWR) 0.1 $2.0M 3.0k 642.51
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.0M 19k 103.89
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Cummins (CMI) 0.1 $1.9M 3.7k 516.57
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Antero Midstream Corp antero midstream (AM) 0.1 $1.9M 94k 20.16
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.9M 4.5k 416.13
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Qualcomm (QCOM) 0.1 $1.9M -29% 10k 184.04
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $1.9M NEW 12k 150.86
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Sk Telecom Sponsored Adr (SKM) 0.1 $1.8M -11% 53k 34.91
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Msc Indl Direct Cl A (MSM) 0.1 $1.8M 15k 123.72
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Garmin SHS (GRMN) 0.1 $1.8M 6.2k 286.84
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Trane Technologies SHS (TT) 0.1 $1.8M -2% 3.9k 451.98
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Reddit Cl A (RDDT) 0.1 $1.8M -2% 13k 142.44
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.8M 3.4k 522.81
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Citigroup Com New (C) 0.1 $1.7M +4% 13k 129.48
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Abbott Laboratories (ABT) 0.1 $1.7M +5% 17k 98.83
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ConocoPhillips (COP) 0.1 $1.7M 14k 125.15
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Colgate-Palmolive Company (CL) 0.1 $1.7M 20k 85.32
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McDonald's Corporation (MCD) 0.1 $1.7M -30% 7.3k 230.94
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Infosys Sponsored Adr (INFY) 0.1 $1.7M +2% 156k 10.76
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.7M 17k 99.31
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Hewlett Packard Enterprise (HPE) 0.1 $1.7M 26k 63.89
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Cadence Design Systems (CDNS) 0.1 $1.6M 5.0k 330.18
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Dr Reddys Labs Adr (RDY) 0.1 $1.6M +93% 127k 12.62
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Adobe Systems Incorporated (ADBE) 0.1 $1.6M +64% 6.7k 239.94
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Novartis Sponsored Adr (NVS) 0.1 $1.6M -3% 11k 142.57
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Boston Scientific Corporation (BSX) 0.1 $1.6M +107% 37k 43.65
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.6M 11k 148.30
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Blue Owl Capital Com Cl A (OWL) 0.1 $1.6M 172k 9.09
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Canadian Pacific Kansas City (CP) 0.1 $1.5M 18k 85.10
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Simon Property (SPG) 0.1 $1.5M 7.5k 200.76
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Oneok (OKE) 0.1 $1.5M NEW 18k 85.27
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Cameco Corporation (CCJ) 0.1 $1.5M 17k 86.67
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Nextera Energy (NEE) 0.1 $1.5M 20k 75.74
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Capital One Financial (COF) 0.1 $1.5M 7.7k 193.07
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Williams Companies (WMB) 0.1 $1.5M -2% 22k 67.97
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AFLAC Incorporated (AFL) 0.1 $1.5M 13k 111.78
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Wp Carey (WPC) 0.1 $1.5M 23k 64.63
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Kinder Morgan (KMI) 0.1 $1.4M 48k 30.15
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Suncor Energy (SU) 0.1 $1.4M +5% 21k 67.87
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.4M 16k 90.11
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CVS Caremark Corporation (CVS) 0.1 $1.4M -3% 17k 85.69
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American Electric Power Company (AEP) 0.1 $1.4M +2% 12k 118.64
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TJX Companies (TJX) 0.1 $1.4M -28% 11k 132.31
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Automatic Data Processing (ADP) 0.1 $1.4M 5.4k 258.06
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Starbucks Corporation (SBUX) 0.1 $1.4M 15k 93.96
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Moody's Corporation (MCO) 0.1 $1.4M 3.0k 454.13
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Mondelez Intl Cl A (MDLZ) 0.1 $1.4M 24k 57.82
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Dillards Cl A (DDS) 0.1 $1.4M 2.0k 669.99
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.4M NEW 13k 107.54
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MercadoLibre (MELI) 0.1 $1.4M 782.00 1728.53
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Robert Half International (RHI) 0.1 $1.3M 37k 36.75
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Arthur J. Gallagher & Co. (AJG) 0.1 $1.3M 5.9k 228.11
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SLB Com Stk (SLB) 0.1 $1.3M 28k 48.72
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Johnson Controls Internation SHS (JCI) 0.1 $1.3M 8.9k 148.65
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Dt Midstream Common Stock (DTM) 0.1 $1.3M -2% 11k 119.47
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Waste Management (WM) 0.1 $1.3M 6.3k 203.92
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Hp (HPQ) 0.1 $1.3M +2% 41k 31.28
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.3M 1.9k 656.61
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Marriott Intl Cl A (MAR) 0.1 $1.3M 3.6k 355.67
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Anthem (ELV) 0.1 $1.3M +7% 3.2k 388.82
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Duke Energy Corp Com New (DUK) 0.1 $1.3M -10% 11k 114.01
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Hf Sinclair Corp (DINO) 0.1 $1.3M 12k 107.32
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Booking Holdings (BKNG) 0.1 $1.2M +8% 7.6k 162.90
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Rio Tinto Sponsored Adr (RIO) 0.1 $1.2M 13k 94.17
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Intuit (INTU) 0.1 $1.2M +94% 4.5k 275.71
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Petroleo Brasileiro S A Sponsored Adr (PBR) 0.1 $1.2M +6% 59k 20.87
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McKesson Corporation (MCK) 0.1 $1.2M 1.4k 853.81
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $1.2M 11k 116.17
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Novo-nordisk A S Adr (NVO) 0.1 $1.2M +37% 32k 37.91
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CRH Ord (CRH) 0.1 $1.2M +4% 15k 82.80
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Dominion Resources (D) 0.1 $1.2M 20k 60.52
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Cloudflare Cl A Com (NET) 0.1 $1.2M +2% 3.5k 347.28
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Biogen Idec (BIIB) 0.1 $1.2M 5.2k 225.88
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Republic Services (RSG) 0.1 $1.2M 5.5k 209.87
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Paychex (PAYX) 0.1 $1.2M 12k 98.50
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Metropcs Communications (TMUS) 0.1 $1.1M 7.0k 163.08
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Logitech Intl S A SHS (LOGI) 0.1 $1.1M 11k 100.99
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.1M 20k 56.22
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Motorola Solutions Com New (MSI) 0.1 $1.1M 2.6k 445.97
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Datadog Cl A Com (DDOG) 0.1 $1.1M 4.2k 273.85
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Travelers Companies (TRV) 0.1 $1.1M 3.2k 356.51
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Unilever Spon Adr New (UL) 0.1 $1.1M 19k 60.73
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Intercontinental Exchange (ICE) 0.1 $1.1M 7.4k 152.03
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Bank Of Montreal Cadcom (BMO) 0.1 $1.1M 6.7k 167.25
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FedEx Corporation (FDX) 0.1 $1.1M 3.9k 285.06
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CSX Corporation (CSX) 0.1 $1.1M 24k 46.51
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TPG Com Cl A (TPG) 0.1 $1.1M 25k 44.13
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Synopsys (SNPS) 0.1 $1.1M +2% 2.5k 434.94
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Vertiv Holdings Com Cl A (VRT) 0.1 $1.1M 4.6k 241.31
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NetApp (NTAP) 0.1 $1.1M 5.2k 210.08
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Uber Technologies (UBER) 0.1 $1.1M +77% 16k 68.51
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Regeneron Pharmaceuticals (REGN) 0.1 $1.1M +153% 1.4k 758.27
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3M Company (MMM) 0.1 $1.1M 6.6k 164.15
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Boeing Company (BA) 0.1 $1.1M -5% 5.8k 186.05
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Phillips 66 (PSX) 0.1 $1.1M +5% 4.2k 255.31
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Valero Energy Corporation (VLO) 0.1 $1.1M +2% 2.7k 387.61
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Kimberly-Clark Corporation (KMB) 0.1 $1.1M -2% 11k 97.43
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Lockheed Martin Corporation (LMT) 0.1 $1.0M +6% 2.1k 509.25
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Keysight Technologies (KEYS) 0.1 $1.0M 2.9k 364.04
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Marsh & McLennan Companies (MRSH) 0.1 $1.0M +96% 6.1k 170.73
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Allstate Corporation (ALL) 0.1 $1.0M 4.7k 221.86
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Totalenergies Se Act (TTE) 0.1 $1.0M -3% 12k 85.50
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Past Filings by Frank, Rimerman Advisors

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

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