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 590 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Frank, Rimerman Advisors has 590 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) 6.5 $99M 566k 174.40
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.6 $85M 147k 577.18
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Alphabet Cap Stk Cl A (GOOGL) 4.8 $73M 255k 287.56
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Apple (AAPL) 4.8 $73M 286k 253.79
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Netflix (NFLX) 3.7 $57M 588k 96.15
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.1 $48M -2% 73k 650.34
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Microsoft Corporation (MSFT) 3.1 $47M +3% 127k 370.17
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Alphabet Cap Stk Cl C (GOOG) 2.6 $40M 139k 286.86
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.2 $34M 142k 237.62
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Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $31M 97k 320.81
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Amazon (AMZN) 1.8 $28M -4% 132k 208.27
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Broadcom (AVGO) 1.7 $26M +2% 83k 309.51
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Meta Platforms Cl A (META) 1.6 $24M +7% 43k 572.13
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.2 $19M 56k 337.95
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JPMorgan Chase & Co. (JPM) 1.1 $17M 58k 294.16
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Tesla Motors (TSLA) 1.0 $16M 42k 371.75
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Johnson & Johnson (JNJ) 0.8 $12M 48k 244.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $12M 180k 64.08
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $11M -3% 57k 191.92
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Wal-Mart Stores (WMT) 0.7 $11M 87k 124.28
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Micron Technology (MU) 0.6 $9.7M +7% 29k 337.84
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $9.6M +30% 20k 479.20
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Eli Lilly & Co. (LLY) 0.6 $9.5M -4% 10k 919.77
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Exxon Mobil Corporation (XOM) 0.6 $9.0M 53k 169.66
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Visa Com Cl A (V) 0.6 $8.9M 29k 302.24
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Costco Wholesale Corporation (COST) 0.5 $8.3M 8.4k 996.43
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Cisco Systems (CSCO) 0.5 $8.1M 104k 77.59
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Applied Materials (AMAT) 0.5 $7.8M 23k 341.79
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Anglogold Ashanti Com Shs (AU) 0.5 $7.8M 80k 97.36
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Ishares Tr Micro-cap Etf (IWC) 0.5 $7.5M -3% 47k 159.61
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Abbvie (ABBV) 0.5 $7.5M +4% 35k 217.49
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Chevron Corporation (CVX) 0.5 $7.4M +5% 36k 206.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $7.1M 132k 54.05
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Mastercard Incorporated Cl A (MA) 0.4 $6.8M 14k 499.66
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $6.3M 14k 463.18
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Morgan Stanley Com New (MS) 0.4 $6.3M 38k 164.57
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Ishares Tr Msci Acwi Etf (ACWI) 0.4 $6.1M 44k 138.37
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Palantir Technologies Cl A (PLTR) 0.4 $6.1M +7% 42k 146.28
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International Business Machines (IBM) 0.4 $5.9M 24k 242.39
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Cme (CME) 0.4 $5.9M 20k 295.35
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Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $5.9M +9% 4.4k 1320.83
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Vanguard World Financials Etf (VFH) 0.4 $5.7M -3% 47k 120.81
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Nrg Energy Com New (NRG) 0.4 $5.6M 39k 146.14
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Teck Resources CL B (TECK) 0.4 $5.4M 105k 51.75
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Advanced Micro Devices (AMD) 0.4 $5.4M -14% 26k 203.43
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Ge Aerospace Com New (GE) 0.4 $5.4M +21% 19k 283.77
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Ferrari Nv Ord (RACE) 0.3 $5.2M 15k 338.45
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Philip Morris International (PM) 0.3 $5.1M 31k 165.34
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Home Depot (HD) 0.3 $5.0M 15k 328.89
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Crowdstrike Hldgs Cl A (CRWD) 0.3 $5.0M +2% 13k 390.41
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Pfizer (PFE) 0.3 $4.9M +6% 175k 28.08
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Gilead Sciences (GILD) 0.3 $4.9M 35k 139.37
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Coca-Cola Company (KO) 0.3 $4.7M 61k 76.05
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Ge Vernova (GEV) 0.3 $4.6M +2% 5.3k 872.90
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Verizon Communications (VZ) 0.3 $4.6M 91k 50.20
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Merck & Co (MRK) 0.3 $4.5M +6% 37k 120.29
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American Express Company (AXP) 0.3 $4.4M 15k 302.48
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At&t (T) 0.3 $4.4M 153k 28.99
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Altria (MO) 0.3 $4.4M +9% 67k 65.99
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Caterpillar (CAT) 0.3 $4.2M +10% 6.0k 708.46
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.2M -16% 16k 261.92
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TransDigm Group Incorporated (TDG) 0.3 $4.0M -29% 3.5k 1158.96
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Progressive Corporation (PGR) 0.3 $4.0M +128% 20k 198.24
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Intuitive Surgical Com New (ISRG) 0.3 $4.0M 8.6k 460.99
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UnitedHealth (UNH) 0.3 $3.9M +2% 14k 270.59
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McDonald's Corporation (MCD) 0.2 $3.7M +2% 12k 310.79
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Aercap Holdings Nv SHS (AER) 0.2 $3.7M 27k 137.18
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $3.7M 5.6k 653.20
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Bank of America Corporation (BAC) 0.2 $3.6M +4% 75k 48.75
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United Parcel Svcs CL B (UPS) 0.2 $3.6M 37k 98.38
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Ishares Tr Us Industrials (IYJ) 0.2 $3.6M 25k 147.54
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $3.6M 126k 28.72
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Lam Research Corp Com New (LRCX) 0.2 $3.6M 17k 213.66
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Amphenol Corp Cl A (APH) 0.2 $3.5M 28k 126.35
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Howmet Aerospace (HWM) 0.2 $3.4M 15k 230.46
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Parker-Hannifin Corporation (PH) 0.2 $3.4M 3.8k 895.24
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Oracle Corporation (ORCL) 0.2 $3.3M +18% 22k 147.11
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Pepsi (PEP) 0.2 $3.3M 21k 155.29
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Hca Holdings (HCA) 0.2 $3.2M 6.8k 473.24
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.2M 44k 73.64
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Paccar (PCAR) 0.2 $3.1M 27k 115.50
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Bristol Myers Squibb (BMY) 0.2 $3.1M +3% 51k 60.65
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $3.1M -3% 28k 108.99
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Procept Biorobotics Corp (PRCT) 0.2 $3.1M 122k 25.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.0M -11% 7.1k 426.40
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.0M -9% 34k 88.70
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Dow (DOW) 0.2 $3.0M 72k 41.65
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Union Pacific Corporation (UNP) 0.2 $3.0M 12k 242.62
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $2.9M 38k 77.11
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Realty Income (O) 0.2 $2.9M +10% 47k 61.18
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Wells Fargo & Company (WFC) 0.2 $2.9M -2% 36k 79.61
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.8M +4% 9.7k 287.18
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Qualcomm (QCOM) 0.2 $2.8M -5% 22k 128.78
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Goldman Sachs (GS) 0.2 $2.8M +2% 3.3k 845.99
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Linde SHS (LIN) 0.2 $2.8M +119% 5.6k 495.76
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Danaher Corporation (DHR) 0.2 $2.7M -4% 14k 189.60
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Bhp Billiton Sponsored Ads (BHP) 0.2 $2.7M 37k 72.74
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.7M 28k 97.23
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Eaton Corp SHS (ETN) 0.2 $2.7M 7.5k 357.67
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Amgen (AMGN) 0.2 $2.6M 7.3k 351.85
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Texas Instruments Incorporated (TXN) 0.2 $2.5M 13k 194.14
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Southern Company (SO) 0.2 $2.5M -10% 26k 96.52
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Astrazeneca Ord (AZN) 0.2 $2.5M NEW 13k 197.22
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Analog Devices (ADI) 0.2 $2.5M +13% 7.8k 318.14
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salesforce (CRM) 0.2 $2.5M 13k 186.67
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Dr Reddys Labs Adr (RDY) 0.2 $2.4M +185% 174k 13.85
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Corning Incorporated (GLW) 0.2 $2.4M +37% 17k 135.97
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Deere & Company (DE) 0.1 $2.3M 4.0k 563.30
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Chubb (CB) 0.1 $2.3M -7% 7.0k 325.93
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Icici Bank Adr (IBN) 0.1 $2.3M 87k 25.90
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TJX Companies (TJX) 0.1 $2.2M 14k 159.70
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.2M 28k 79.56
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Posco Holdings Sponsored Adr (PKX) 0.1 $2.2M +68% 38k 58.49
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Thermo Fisher Scientific (TMO) 0.1 $2.2M -6% 4.5k 491.53
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S&p Global (SPGI) 0.1 $2.2M -18% 5.1k 425.34
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Walt Disney Company (DIS) 0.1 $2.2M 23k 96.38
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Antero Midstream Corp antero midstream (AM) 0.1 $2.2M 94k 22.80
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Paychex (PAYX) 0.1 $2.1M +1037% 23k 92.12
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CBOE Holdings (CBOE) 0.1 $2.1M 7.4k 281.07
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Ishares Tr Select Us Reit (ICF) 0.1 $2.1M 33k 61.89
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Abbott Laboratories (ABT) 0.1 $2.1M +17% 20k 102.67
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Welltower Inc Com reit (WELL) 0.1 $2.0M +3% 10k 197.71
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Cummins (CMI) 0.1 $2.0M 3.7k 538.02
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Truist Financial Corp equities (TFC) 0.1 $2.0M +14% 44k 45.97
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.0M NEW 81k 24.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.0M 3.3k 597.55
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Rbc Cad (RY) 0.1 $2.0M 12k 161.78
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Fastenal Company (FAST) 0.1 $2.0M 42k 46.40
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Intel Corporation (INTC) 0.1 $2.0M +5% 44k 44.13
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Honeywell International (HON) 0.1 $1.9M 8.6k 226.03
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Kla Corp Com New (KLAC) 0.1 $1.9M 1.3k 1472.41
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American Financial (AFG) 0.1 $1.9M -3% 15k 127.71
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Cameco Corporation (CCJ) 0.1 $1.9M 18k 108.61
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Shell Spon Ads (SHEL) 0.1 $1.9M 20k 93.00
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.9M 19k 97.13
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Charles Schwab Corporation (SCHW) 0.1 $1.9M -20% 20k 93.98
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Nextera Energy (NEE) 0.1 $1.9M 20k 92.88
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Procter & Gamble Company (PG) 0.1 $1.8M +13% 13k 144.44
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $1.8M 17k 108.98
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.8M +21% 30k 61.32
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Republic Services (RSG) 0.1 $1.8M 8.0k 219.02
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Sony Group Corp Sponsored Adr (SONY) 0.1 $1.7M 85k 20.70
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Novartis Sponsored Adr (NVS) 0.1 $1.7M 11k 152.75
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Sap Se Spon Adr (SAP) 0.1 $1.7M 10k 171.21
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Kb Finl Group Sponsored Adr (KB) 0.1 $1.7M +46% 17k 99.73
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Sk Telecom Sponsored Adr (SKM) 0.1 $1.7M NEW 59k 29.29
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TPG Com Cl A (TPG) 0.1 $1.7M +173% 43k 40.51
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Trane Technologies SHS (TT) 0.1 $1.7M +2% 4.1k 416.74
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Colgate-Palmolive Company (CL) 0.1 $1.7M 20k 85.23
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Quanta Services (PWR) 0.1 $1.7M 3.0k 549.02
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Reddit Cl A (RDDT) 0.1 $1.7M 12k 134.65
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Mondelez Intl Cl A (MDLZ) 0.1 $1.6M -12% 28k 57.64
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.6M 4.5k 356.56
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Stryker Corporation (SYK) 0.1 $1.6M -9% 4.9k 328.59
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Toyota Motor Corp Ads (TM) 0.1 $1.6M +2% 7.8k 206.09
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Toronto Dominion Bk Ont Com New (TD) 0.1 $1.6M +20% 17k 93.31
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Williams Companies (WMB) 0.1 $1.6M 22k 72.78
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Kinder Morgan (KMI) 0.1 $1.6M 47k 33.53
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Woori Finl Group Sponsored Ads (WF) 0.1 $1.6M +46% 23k 66.60
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Uber Technologies (UBER) 0.1 $1.5M -8% 21k 71.93
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Palo Alto Networks (PANW) 0.1 $1.5M -7% 9.6k 160.32
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Arista Networks Com Shs (ANET) 0.1 $1.5M +45% 13k 122.78
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Wp Carey (WPC) 0.1 $1.5M 22k 67.96
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Metropcs Communications (TMUS) 0.1 $1.5M -11% 7.2k 210.03
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American Electric Power Company (AEP) 0.1 $1.5M 12k 131.08
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Bank of New York Mellon Corporation (BK) 0.1 $1.5M -23% 13k 118.63
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.5M 3.3k 446.54
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Waste Management (WM) 0.1 $1.5M +2% 6.4k 229.79
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CRH Ord (CRH) 0.1 $1.5M 14k 105.12
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Dt Midstream Common Stock (DTM) 0.1 $1.4M 11k 134.67
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Citigroup Com New (C) 0.1 $1.4M 13k 113.41
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Garmin SHS (GRMN) 0.1 $1.4M 6.2k 232.01
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Snowflake Com Shs (SNOW) 0.1 $1.4M +6% 9.5k 150.82
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AFLAC Incorporated (AFL) 0.1 $1.4M -2% 13k 109.71
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Agnc Invt Corp Com reit (AGNC) 0.1 $1.4M 141k 10.03
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Lowe's Companies (LOW) 0.1 $1.4M 6.0k 236.28
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Canadian Pacific Kansas City (CP) 0.1 $1.4M +2% 18k 78.66
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Nu Hldgs Ord Shs Cl A (NU) 0.1 $1.4M +12% 98k 14.37
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Intuit (INTU) 0.1 $1.4M -39% 3.3k 432.38
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SLB Com Stk (SLB) 0.1 $1.4M 27k 51.39
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Simon Property (SPG) 0.1 $1.4M 7.5k 186.53
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Capital One Financial (COF) 0.1 $1.4M +20% 7.6k 182.43
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ConocoPhillips (COP) 0.1 $1.4M +3% 11k 132.00
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Dell Technologies CL C (DELL) 0.1 $1.4M +14% 8.4k 164.13
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Cadence Design Systems (CDNS) 0.1 $1.4M 5.0k 277.87
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FedEx Corporation (FDX) 0.1 $1.4M 3.9k 356.18
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Fortinet (FTNT) 0.1 $1.4M +29% 17k 81.72
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Northrop Grumman Corporation (NOC) 0.1 $1.4M 2.0k 682.24
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.3M 16k 82.49
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Moody's Corporation (MCO) 0.1 $1.3M 3.0k 436.25
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Msc Indl Direct Cl A (MSM) 0.1 $1.3M 14k 92.27
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.3M 23k 56.68
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MercadoLibre (MELI) 0.1 $1.3M -4% 760.00 1729.02
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Suncor Energy (SU) 0.1 $1.3M 20k 66.11
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Marathon Petroleum Corp (MPC) 0.1 $1.3M 5.3k 244.18
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Arthur J. Gallagher & Co. (AJG) 0.1 $1.3M 5.9k 216.58
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Boston Scientific Corporation (BSX) 0.1 $1.3M 20k 62.75
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Booking Holdings (BKNG) 0.1 $1.3M -38% 300.00 4210.32
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Medtronic SHS (MDT) 0.1 $1.2M +9% 14k 86.65
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Edison International (EIX) 0.1 $1.2M 17k 73.18
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Dominion Resources (D) 0.1 $1.2M 20k 61.82
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Oneok (OKE) 0.1 $1.2M 14k 90.39
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AutoZone (AZO) 0.1 $1.2M 358.00 3377.78
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Rio Tinto Sponsored Adr (RIO) 0.1 $1.2M 13k 93.29
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.2M 2.0k 616.76
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Western Digital (WDC) 0.1 $1.2M 4.5k 270.49
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Intercontinental Exchange (ICE) 0.1 $1.2M +59% 7.6k 157.28
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Boeing Company (BA) 0.1 $1.2M +5% 6.0k 199.03
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Applovin Corp Com Cl A (APP) 0.1 $1.2M -10% 3.0k 398.00
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M -33% 5.9k 198.29
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Marriott Intl Cl A (MAR) 0.1 $1.2M 3.6k 327.07
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Johnson Controls Internation SHS (JCI) 0.1 $1.2M +41% 8.8k 130.95
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M 2.6k 436.79
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Servicenow (NOW) 0.1 $1.2M -38% 11k 104.55
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Lyondellbasell Industries Nv Shs - A - (LYB) 0.1 $1.2M NEW 14k 80.56
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Dillards Cl A (DDS) 0.1 $1.1M 2.0k 572.11
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Ishares Tr Glb Cns Disc Etf (RXI) 0.1 $1.1M 6.1k 186.46
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Exelon Corporation (EXC) 0.1 $1.1M 23k 49.02
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Adobe Systems Incorporated (ADBE) 0.1 $1.1M 4.6k 243.08
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Sandisk Corp (SNDK) 0.1 $1.1M NEW 1.7k 635.34
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Vertiv Holdings Com Cl A (VRT) 0.1 $1.1M +20% 4.4k 250.58
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Starbucks Corporation (SBUX) 0.1 $1.1M +2% 12k 89.59
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United Microelectronics Corp Spon Adr New (UMC) 0.1 $1.1M 123k 8.98
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.1M 3.0k 370.68
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Lockheed Martin Corporation (LMT) 0.1 $1.1M 1.8k 604.39
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Motorola Solutions Com New (MSI) 0.1 $1.1M 2.5k 433.97
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Elbit Sys Ord (ESLT) 0.1 $1.1M 1.3k 849.09
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Duke Energy Corp Com New (DUK) 0.1 $1.1M 8.3k 130.94
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Totalenergies Se Act (TTE) 0.1 $1.1M NEW 12k 90.98
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Logitech Intl S A SHS (LOGI) 0.1 $1.1M +2% 12k 91.12
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Marsh & McLennan Companies (MRSH) 0.1 $1.0M 6.0k 173.45
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.0M -9% 8.8k 118.62
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Msci (MSCI) 0.1 $1.0M 1.9k 539.01
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.0M +6% 13k 79.27
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Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.1 $1.0M 122k 8.38
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Robinhood Mkts Com Cl A (HOOD) 0.1 $1.0M +285% 15k 69.30
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Te Connectivity Ord Shs (TEL) 0.1 $1.0M +27% 4.8k 209.02
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Amcor Com New (AMCR) 0.1 $1.0M NEW 25k 39.75
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Sherwin-Williams Company (SHW) 0.1 $1.0M 3.1k 320.55
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Synopsys (SNPS) 0.1 $993k 2.5k 396.48
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Aon Shs Cl A (AON) 0.1 $992k 3.1k 322.78
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Regions Financial Corporation (RF) 0.1 $990k 38k 26.12
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Raytheon Technologies Corp (RTX) 0.1 $989k +4% 5.1k 192.90
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McKesson Corporation (MCK) 0.1 $984k +2% 1.1k 865.36
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $973k 12k 82.75
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CSX Corporation (CSX) 0.1 $973k -3% 24k 41.05
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Omega Healthcare Investors (OHI) 0.1 $969k 22k 43.82
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Equinix (EQIX) 0.1 $968k +3% 987.00 980.24
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Kroger (KR) 0.1 $966k -3% 13k 72.36
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Biogen Idec (BIIB) 0.1 $952k 5.2k 183.33
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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