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Frank, Rimerman Advisors LLC

All holdings · as of Dec 31, 2025

600 positions

CompanyClassValueShares% of portfolio
Futu Holdings LtdFUTUADR$249.3K1,5180.0%
Maximus Inc—$249.9K2,8950.0%
Ulta Beauty, Inc.—$251.1K4150.0%
ARGENX SE—$251.4K2990.0%
CELESTICA INCCLSCommon Stock$252.7K8550.0%
Corteva, Inc.—$253.9K3,7880.0%
ISHARES TR—$254.1K1,2080.0%
SUN LIFE FINANCIAL INC.—$255.0K4,0860.0%
GE HealthCare Technologies Inc.—$256.6K3,1290.0%
ISHARES TR—$256.8K1,9920.0%
GRANITESHARES GOLD TR—$260.1K6,1210.0%
iShares MSCI UAE ETF—$264.2K2,5800.0%
EXELIXIS, INC.—$266.0K6,0680.0%
BORGWARNER INC—$266.0K5,9040.0%
HEICO CORP—$267.0K8250.0%
Baker Hughes Co—$267.2K5,8680.0%
RLI CORP—$268.3K4,1930.0%
STEEL DYNAMICS INC—$268.4K1,5840.0%
BROOKFIELD CORP—$269.0K5,8610.0%
AFFIRM HOLDINGS INC CLASS A—$269.0K3,6140.0%
Yum China Holdings, Inc.YUMCCommon Stock$269.4K5,6440.0%
TYSON FOODS INC—$269.9K4,6050.0%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAADR$272.5K8,7300.0%
NICE Ltd.—$272.9K2,4140.0%
CNH Industrial N.V.—$273.0K29,6110.0%
STATE STREET CORPORATION—$274.9K2,1310.0%
TRACTOR SUPPLY CO /DE—$275.9K5,5170.0%
EOG RESOURCES INC—$276.4K2,6320.0%
NOKIA CORP—$279.1K43,1380.0%
Axon Enterprise Inc—$279.4K4920.0%
LPL Financial Holdings Inc.—$280.4K7850.0%
MEXICAN ECONOMIC DEVELOPMENT INCFMXADR$280.6K2,7760.0%
ISHARES TR—$283.8K4,3000.0%
NATIONAL GRID PLC—$285.7K3,6930.0%
CARDINAL HEALTH INC—$289.3K1,4080.0%
Workday Inc—$291.2K1,3560.0%
FREEPORT-MCMORAN INC—$291.7K5,7440.0%
ROLLINS INC—$294.5K4,9060.0%
SUNRUN INC.—$298.6K16,2270.0%
RELX PLC—$298.7K7,3890.0%
Hilton Worldwide Holdings Inc.—$299.0K1,0410.0%
Keysight Technologies, Inc.—$299.9K1,4760.0%
PEGASYSTEMS INC—$301.2K5,0430.0%
F5 Inc—$301.2K1,1800.0%
EQUITY RESIDENTIAL—$301.9K4,7890.0%
Ferguson Enterprises Inc. /DE—$302.1K1,3570.0%
SYSCO CORP—$303.2K4,1140.0%
HARTFORD INSURANCE GROUP, INC.—$304.0K2,2060.0%
CHURCH & DWIGHT CO INC /DE—$307.1K3,6630.0%
APTIV PLC—$307.2K4,0370.0%
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