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, NFLX, and represent 25.32% of Frank, Rimerman Advisors's stock portfolio.
- Added to shares of these 10 stocks: AZN, PGR, BRK.B, SCHF, PAYX, META, SKM, RDY, LIN, MSFT.
- Started 51 new stock positions in XYZ, GRAB, GTM, ADC, TSEM, RGLD, KMB, INSM, AEM, NTRS.
- Reduced shares in these 10 stocks: BX, INFY, S, AstraZeneca, BABA, TDG, AMZN, KHC, Amcor, SPY.
- Sold out of its positions in AFRM, BABA, AIG, COLD, ARES, AstraZeneca, BX, BR, BN, GIB.
- Frank, Rimerman Advisors was a net buyer of stock by $5.8M.
- Frank, Rimerman Advisors has $1.5B in assets under management (AUM), dropping by -3.34%.
- Central Index Key (CIK): 0001977560
Tip: Access up to 7 years of quarterly data
Positions held by Frank, Rimerman Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio 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.
- Sign up to view all of the Frank, Rimerman Advisors March 31, 2026 positions
- Download the Frank, Rimerman Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.5 | $99M | 566k | 174.40 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.6 | $85M | 147k | 577.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $73M | 255k | 287.56 |
|
|
| Apple (AAPL) | 4.8 | $73M | 286k | 253.79 |
|
|
| Netflix (NFLX) | 3.7 | $57M | 588k | 96.15 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.1 | $48M | -2% | 73k | 650.34 |
|
| Microsoft Corporation (MSFT) | 3.1 | $47M | +3% | 127k | 370.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $40M | 139k | 286.86 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.2 | $34M | 142k | 237.62 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $31M | 97k | 320.81 |
|
|
| Amazon (AMZN) | 1.8 | $28M | -4% | 132k | 208.27 |
|
| Broadcom (AVGO) | 1.7 | $26M | +2% | 83k | 309.51 |
|
| Meta Platforms Cl A (META) | 1.6 | $24M | +7% | 43k | 572.13 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $19M | 56k | 337.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $17M | 58k | 294.16 |
|
|
| Tesla Motors (TSLA) | 1.0 | $16M | 42k | 371.75 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $12M | 48k | 244.44 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $12M | 180k | 64.08 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $11M | -3% | 57k | 191.92 |
|
| Wal-Mart Stores (WMT) | 0.7 | $11M | 87k | 124.28 |
|
|
| Micron Technology (MU) | 0.6 | $9.7M | +7% | 29k | 337.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $9.6M | +30% | 20k | 479.20 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $9.5M | -4% | 10k | 919.77 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $9.0M | 53k | 169.66 |
|
|
| Visa Com Cl A (V) | 0.6 | $8.9M | 29k | 302.24 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $8.3M | 8.4k | 996.43 |
|
|
| Cisco Systems (CSCO) | 0.5 | $8.1M | 104k | 77.59 |
|
|
| Applied Materials (AMAT) | 0.5 | $7.8M | 23k | 341.79 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.5 | $7.8M | 80k | 97.36 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.5 | $7.5M | -3% | 47k | 159.61 |
|
| Abbvie (ABBV) | 0.5 | $7.5M | +4% | 35k | 217.49 |
|
| Chevron Corporation (CVX) | 0.5 | $7.4M | +5% | 36k | 206.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $7.1M | 132k | 54.05 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $6.8M | 14k | 499.66 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.4 | $6.3M | 14k | 463.18 |
|
|
| Morgan Stanley Com New (MS) | 0.4 | $6.3M | 38k | 164.57 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $6.1M | 44k | 138.37 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $6.1M | +7% | 42k | 146.28 |
|
| International Business Machines (IBM) | 0.4 | $5.9M | 24k | 242.39 |
|
|
| Cme (CME) | 0.4 | $5.9M | 20k | 295.35 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $5.9M | +9% | 4.4k | 1320.83 |
|
| Vanguard World Financials Etf (VFH) | 0.4 | $5.7M | -3% | 47k | 120.81 |
|
| Nrg Energy Com New (NRG) | 0.4 | $5.6M | 39k | 146.14 |
|
|
| Teck Resources CL B (TECK) | 0.4 | $5.4M | 105k | 51.75 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $5.4M | -14% | 26k | 203.43 |
|
| Ge Aerospace Com New (GE) | 0.4 | $5.4M | +21% | 19k | 283.77 |
|
| Ferrari Nv Ord (RACE) | 0.3 | $5.2M | 15k | 338.45 |
|
|
| Philip Morris International (PM) | 0.3 | $5.1M | 31k | 165.34 |
|
|
| Home Depot (HD) | 0.3 | $5.0M | 15k | 328.89 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $5.0M | +2% | 13k | 390.41 |
|
| Pfizer (PFE) | 0.3 | $4.9M | +6% | 175k | 28.08 |
|
| Gilead Sciences (GILD) | 0.3 | $4.9M | 35k | 139.37 |
|
|
| Coca-Cola Company (KO) | 0.3 | $4.7M | 61k | 76.05 |
|
|
| Ge Vernova (GEV) | 0.3 | $4.6M | +2% | 5.3k | 872.90 |
|
| Verizon Communications (VZ) | 0.3 | $4.6M | 91k | 50.20 |
|
|
| Merck & Co (MRK) | 0.3 | $4.5M | +6% | 37k | 120.29 |
|
| American Express Company (AXP) | 0.3 | $4.4M | 15k | 302.48 |
|
|
| At&t (T) | 0.3 | $4.4M | 153k | 28.99 |
|
|
| Altria (MO) | 0.3 | $4.4M | +9% | 67k | 65.99 |
|
| Caterpillar (CAT) | 0.3 | $4.2M | +10% | 6.0k | 708.46 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $4.2M | -16% | 16k | 261.92 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $4.0M | -29% | 3.5k | 1158.96 |
|
| Progressive Corporation (PGR) | 0.3 | $4.0M | +128% | 20k | 198.24 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $4.0M | 8.6k | 460.99 |
|
|
| UnitedHealth (UNH) | 0.3 | $3.9M | +2% | 14k | 270.59 |
|
| McDonald's Corporation (MCD) | 0.2 | $3.7M | +2% | 12k | 310.79 |
|
| Aercap Holdings Nv SHS (AER) | 0.2 | $3.7M | 27k | 137.18 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.7M | 5.6k | 653.20 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $3.6M | +4% | 75k | 48.75 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $3.6M | 37k | 98.38 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.2 | $3.6M | 25k | 147.54 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $3.6M | 126k | 28.72 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $3.6M | 17k | 213.66 |
|
|
| Amphenol Corp Cl A (APH) | 0.2 | $3.5M | 28k | 126.35 |
|
|
| Howmet Aerospace (HWM) | 0.2 | $3.4M | 15k | 230.46 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $3.4M | 3.8k | 895.24 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $3.3M | +18% | 22k | 147.11 |
|
| Pepsi (PEP) | 0.2 | $3.3M | 21k | 155.29 |
|
|
| Hca Holdings (HCA) | 0.2 | $3.2M | 6.8k | 473.24 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.2M | 44k | 73.64 |
|
|
| Paccar (PCAR) | 0.2 | $3.1M | 27k | 115.50 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $3.1M | +3% | 51k | 60.65 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $3.1M | -3% | 28k | 108.99 |
|
| Procept Biorobotics Corp (PRCT) | 0.2 | $3.1M | 122k | 25.01 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.0M | -11% | 7.1k | 426.40 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.0M | -9% | 34k | 88.70 |
|
| Dow (DOW) | 0.2 | $3.0M | 72k | 41.65 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $3.0M | 12k | 242.62 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.9M | 38k | 77.11 |
|
|
| Realty Income (O) | 0.2 | $2.9M | +10% | 47k | 61.18 |
|
| Wells Fargo & Company (WFC) | 0.2 | $2.9M | -2% | 36k | 79.61 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.8M | +4% | 9.7k | 287.18 |
|
| Qualcomm (QCOM) | 0.2 | $2.8M | -5% | 22k | 128.78 |
|
| Goldman Sachs (GS) | 0.2 | $2.8M | +2% | 3.3k | 845.99 |
|
| Linde SHS (LIN) | 0.2 | $2.8M | +119% | 5.6k | 495.76 |
|
| Danaher Corporation (DHR) | 0.2 | $2.7M | -4% | 14k | 189.60 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $2.7M | 37k | 72.74 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $2.7M | 28k | 97.23 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $2.7M | 7.5k | 357.67 |
|
|
| Amgen (AMGN) | 0.2 | $2.6M | 7.3k | 351.85 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.5M | 13k | 194.14 |
|
|
| Southern Company (SO) | 0.2 | $2.5M | -10% | 26k | 96.52 |
|
| Astrazeneca Ord (AZN) | 0.2 | $2.5M | NEW | 13k | 197.22 |
|
| Analog Devices (ADI) | 0.2 | $2.5M | +13% | 7.8k | 318.14 |
|
| salesforce (CRM) | 0.2 | $2.5M | 13k | 186.67 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.2 | $2.4M | +185% | 174k | 13.85 |
|
| Corning Incorporated (GLW) | 0.2 | $2.4M | +37% | 17k | 135.97 |
|
| Deere & Company (DE) | 0.1 | $2.3M | 4.0k | 563.30 |
|
|
| Chubb (CB) | 0.1 | $2.3M | -7% | 7.0k | 325.93 |
|
| Icici Bank Adr (IBN) | 0.1 | $2.3M | 87k | 25.90 |
|
|
| TJX Companies (TJX) | 0.1 | $2.2M | 14k | 159.70 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.2M | 28k | 79.56 |
|
|
| Posco Holdings Sponsored Adr (PKX) | 0.1 | $2.2M | +68% | 38k | 58.49 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.2M | -6% | 4.5k | 491.53 |
|
| S&p Global (SPGI) | 0.1 | $2.2M | -18% | 5.1k | 425.34 |
|
| Walt Disney Company (DIS) | 0.1 | $2.2M | 23k | 96.38 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $2.2M | 94k | 22.80 |
|
|
| Paychex (PAYX) | 0.1 | $2.1M | +1037% | 23k | 92.12 |
|
| CBOE Holdings (CBOE) | 0.1 | $2.1M | 7.4k | 281.07 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.1 | $2.1M | 33k | 61.89 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $2.1M | +17% | 20k | 102.67 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.0M | +3% | 10k | 197.71 |
|
| Cummins (CMI) | 0.1 | $2.0M | 3.7k | 538.02 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $2.0M | +14% | 44k | 45.97 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.0M | NEW | 81k | 24.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.0M | 3.3k | 597.55 |
|
|
| Rbc Cad (RY) | 0.1 | $2.0M | 12k | 161.78 |
|
|
| Fastenal Company (FAST) | 0.1 | $2.0M | 42k | 46.40 |
|
|
| Intel Corporation (INTC) | 0.1 | $2.0M | +5% | 44k | 44.13 |
|
| Honeywell International (HON) | 0.1 | $1.9M | 8.6k | 226.03 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $1.9M | 1.3k | 1472.41 |
|
|
| American Financial (AFG) | 0.1 | $1.9M | -3% | 15k | 127.71 |
|
| Cameco Corporation (CCJ) | 0.1 | $1.9M | 18k | 108.61 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $1.9M | 20k | 93.00 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.9M | 19k | 97.13 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.9M | -20% | 20k | 93.98 |
|
| Nextera Energy (NEE) | 0.1 | $1.9M | 20k | 92.88 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.8M | +13% | 13k | 144.44 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.8M | 17k | 108.98 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.8M | +21% | 30k | 61.32 |
|
| Republic Services (RSG) | 0.1 | $1.8M | 8.0k | 219.02 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.7M | 85k | 20.70 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.7M | 11k | 152.75 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $1.7M | 10k | 171.21 |
|
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $1.7M | +46% | 17k | 99.73 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $1.7M | NEW | 59k | 29.29 |
|
| TPG Com Cl A (TPG) | 0.1 | $1.7M | +173% | 43k | 40.51 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.7M | +2% | 4.1k | 416.74 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.7M | 20k | 85.23 |
|
|
| Quanta Services (PWR) | 0.1 | $1.7M | 3.0k | 549.02 |
|
|
| Reddit Cl A (RDDT) | 0.1 | $1.7M | 12k | 134.65 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.6M | -12% | 28k | 57.64 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.6M | 4.5k | 356.56 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.6M | -9% | 4.9k | 328.59 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $1.6M | +2% | 7.8k | 206.09 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.6M | +20% | 17k | 93.31 |
|
| Williams Companies (WMB) | 0.1 | $1.6M | 22k | 72.78 |
|
|
| Kinder Morgan (KMI) | 0.1 | $1.6M | 47k | 33.53 |
|
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $1.6M | +46% | 23k | 66.60 |
|
| Uber Technologies (UBER) | 0.1 | $1.5M | -8% | 21k | 71.93 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.5M | -7% | 9.6k | 160.32 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.5M | +45% | 13k | 122.78 |
|
| Wp Carey (WPC) | 0.1 | $1.5M | 22k | 67.96 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $1.5M | -11% | 7.2k | 210.03 |
|
| American Electric Power Company (AEP) | 0.1 | $1.5M | 12k | 131.08 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.5M | -23% | 13k | 118.63 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.5M | 3.3k | 446.54 |
|
|
| Waste Management (WM) | 0.1 | $1.5M | +2% | 6.4k | 229.79 |
|
| CRH Ord (CRH) | 0.1 | $1.5M | 14k | 105.12 |
|
|
| Dt Midstream Common Stock (DTM) | 0.1 | $1.4M | 11k | 134.67 |
|
|
| Citigroup Com New (C) | 0.1 | $1.4M | 13k | 113.41 |
|
|
| Garmin SHS (GRMN) | 0.1 | $1.4M | 6.2k | 232.01 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.4M | +6% | 9.5k | 150.82 |
|
| AFLAC Incorporated (AFL) | 0.1 | $1.4M | -2% | 13k | 109.71 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $1.4M | 141k | 10.03 |
|
|
| Lowe's Companies (LOW) | 0.1 | $1.4M | 6.0k | 236.28 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $1.4M | +2% | 18k | 78.66 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $1.4M | +12% | 98k | 14.37 |
|
| Intuit (INTU) | 0.1 | $1.4M | -39% | 3.3k | 432.38 |
|
| SLB Com Stk (SLB) | 0.1 | $1.4M | 27k | 51.39 |
|
|
| Simon Property (SPG) | 0.1 | $1.4M | 7.5k | 186.53 |
|
|
| Capital One Financial (COF) | 0.1 | $1.4M | +20% | 7.6k | 182.43 |
|
| ConocoPhillips (COP) | 0.1 | $1.4M | +3% | 11k | 132.00 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.4M | +14% | 8.4k | 164.13 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.4M | 5.0k | 277.87 |
|
|
| FedEx Corporation (FDX) | 0.1 | $1.4M | 3.9k | 356.18 |
|
|
| Fortinet (FTNT) | 0.1 | $1.4M | +29% | 17k | 81.72 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.4M | 2.0k | 682.24 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.3M | 16k | 82.49 |
|
|
| Moody's Corporation (MCO) | 0.1 | $1.3M | 3.0k | 436.25 |
|
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $1.3M | 14k | 92.27 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.3M | 23k | 56.68 |
|
|
| MercadoLibre (MELI) | 0.1 | $1.3M | -4% | 760.00 | 1729.02 |
|
| Suncor Energy (SU) | 0.1 | $1.3M | 20k | 66.11 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.3M | 5.3k | 244.18 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.3M | 5.9k | 216.58 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.3M | 20k | 62.75 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.3M | -38% | 300.00 | 4210.32 |
|
| Medtronic SHS (MDT) | 0.1 | $1.2M | +9% | 14k | 86.65 |
|
| Edison International (EIX) | 0.1 | $1.2M | 17k | 73.18 |
|
|
| Dominion Resources (D) | 0.1 | $1.2M | 20k | 61.82 |
|
|
| Oneok (OKE) | 0.1 | $1.2M | 14k | 90.39 |
|
|
| AutoZone (AZO) | 0.1 | $1.2M | 358.00 | 3377.78 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.2M | 13k | 93.29 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | 2.0k | 616.76 |
|
|
| Western Digital (WDC) | 0.1 | $1.2M | 4.5k | 270.49 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $1.2M | +59% | 7.6k | 157.28 |
|
| Boeing Company (BA) | 0.1 | $1.2M | +5% | 6.0k | 199.03 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $1.2M | -10% | 3.0k | 398.00 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -33% | 5.9k | 198.29 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.2M | 3.6k | 327.07 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $1.2M | +41% | 8.8k | 130.95 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | 2.6k | 436.79 |
|
|
| Servicenow (NOW) | 0.1 | $1.2M | -38% | 11k | 104.55 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $1.2M | NEW | 14k | 80.56 |
|
| Dillards Cl A (DDS) | 0.1 | $1.1M | 2.0k | 572.11 |
|
|
| Ishares Tr Glb Cns Disc Etf (RXI) | 0.1 | $1.1M | 6.1k | 186.46 |
|
|
| Exelon Corporation (EXC) | 0.1 | $1.1M | 23k | 49.02 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 4.6k | 243.08 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $1.1M | NEW | 1.7k | 635.34 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.1M | +20% | 4.4k | 250.58 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | +2% | 12k | 89.59 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $1.1M | 123k | 8.98 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.1M | 3.0k | 370.68 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | 1.8k | 604.39 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.1M | 2.5k | 433.97 |
|
|
| Elbit Sys Ord (ESLT) | 0.1 | $1.1M | 1.3k | 849.09 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 8.3k | 130.94 |
|
|
| Totalenergies Se Act (TTE) | 0.1 | $1.1M | NEW | 12k | 90.98 |
|
| Logitech Intl S A SHS (LOGI) | 0.1 | $1.1M | +2% | 12k | 91.12 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $1.0M | 6.0k | 173.45 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.0M | -9% | 8.8k | 118.62 |
|
| Msci (MSCI) | 0.1 | $1.0M | 1.9k | 539.01 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.0M | +6% | 13k | 79.27 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.1 | $1.0M | 122k | 8.38 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $1.0M | +285% | 15k | 69.30 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $1.0M | +27% | 4.8k | 209.02 |
|
| Amcor Com New (AMCR) | 0.1 | $1.0M | NEW | 25k | 39.75 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 3.1k | 320.55 |
|
|
| Synopsys (SNPS) | 0.1 | $993k | 2.5k | 396.48 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $992k | 3.1k | 322.78 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $990k | 38k | 26.12 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $989k | +4% | 5.1k | 192.90 |
|
| McKesson Corporation (MCK) | 0.1 | $984k | +2% | 1.1k | 865.36 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $973k | 12k | 82.75 |
|
|
| CSX Corporation (CSX) | 0.1 | $973k | -3% | 24k | 41.05 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $969k | 22k | 43.82 |
|
|
| Equinix (EQIX) | 0.1 | $968k | +3% | 987.00 | 980.24 |
|
| Kroger (KR) | 0.1 | $966k | -3% | 13k | 72.36 |
|
| Biogen Idec (BIIB) | 0.1 | $952k | 5.2k | 183.33 |
|
Past Filings by Frank, Rimerman Advisors
SEC 13F filings are viewable for Frank, Rimerman Advisors going back to 2023
- 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
- Frank, Rimerman Advisors 2022 Q1 filed Sept. 7, 2023