Institutions / Frank, Rimerman Advisors LLC

Frank, Rimerman Advisors LLC

CIK 1977560 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$1.58B
Positions
600
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$104.42M559,8846.6%
Invesco Qqq Trโ€”$90.93M148,0155.8%
Alphabet Inc.โ€”$78.92M252,1375.0%
Apple Inc.โ€”$76.75M282,3264.9%
Microsoft Corpโ€”$59.42M122,8643.8%
Netflix Incโ€”$55.18M588,5083.5%
SPDR S&P 500 ETF Trโ€”$51.10M74,9323.2%
Alphabet Inc.โ€”$43.84M139,7202.8%
Invesco Exch Traded Fd Tr IIโ€”$35.24M139,3142.2%
Vanguard Index Fdsโ€”$32.69M97,5092.1%
Amazon.com Incโ€”$31.98M138,5332.0%
Broadcom Inc.โ€”$27.99M80,8731.8%
Meta Platforms Incโ€”$26.03M39,4391.7%
JPMorgan Chase & Coโ€”$18.81M58,3611.2%
Tesla Incโ€”$18.76M41,7081.2%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$16.71M54,9761.1%
ELI LILLY & Coโ€”$11.60M10,7920.7%
Invesco Exchange Traded Fd Tโ€”$11.36M59,2930.7%
Vanguard Tax-Managed Fdsโ€”$11.21M179,3790.7%
Visa Incโ€”$10.23M29,1750.6%
Johnson & Johnsonโ€”$9.93M47,9990.6%
Walmart Inc.โ€”$9.52M85,4150.6%
Cisco Systems, Inc.โ€”$7.99M103,7600.5%
Mastercard Incโ€”$7.73M13,5320.5%
iShares Trโ€”$7.69M48,7610.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.