Institutions / Frank, Rimerman Advisors LLC / Holdings

Frank, Rimerman Advisors LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VANGUARD INDEX FDS	—	$4.89M	18,970	0.3%
Intuitive Surgical Inc	—	$4.86M	8,578	0.3%
GENERAL ELECTRIC CO	—	$4.78M	15,511	0.3%
UNITEDHEALTH GROUP INC	—	$4.65M	14,085	0.3%
ASML HOLDING N V	—	$4.35M	4,066	0.3%
GILEAD SCIENCES, INC.	—	$4.31M	35,105	0.3%
COCA COLA CO	—	$4.29M	61,403	0.3%
PFIZER INC	—	$4.08M	164,012	0.3%
BANK OF AMERICA CORP /DE	—	$3.94M	71,627	0.2%
QUALCOMM INC/DE	—	$3.94M	23,008	0.2%
PROCEPT BioRobotics Corp	—	$3.85M	122,482	0.2%
AerCap Holdings N.V.	—	$3.84M	26,714	0.2%
AMPHENOL CORP /DE	—	$3.84M	28,412	0.2%
ISHARES TR	—	$3.84M	8,111	0.2%
ISHARES TR	—	$3.83M	5,595	0.2%
AT&T INC.	—	$3.80M	153,071	0.2%
VERIZON COMMUNICATIONS INC	—	$3.76M	92,226	0.2%
Merck & Co., Inc.	—	$3.70M	35,160	0.2%
VANECK ETF TRUST	—	$3.69M	125,518	0.2%
ORACLE CORP	—	$3.68M	18,875	0.2%
United Parcel Service Inc	—	$3.64M	36,734	0.2%
ISHARES TR	—	$3.63M	24,468	0.2%
INTUIT INC.	—	$3.59M	5,425	0.2%
MCDONALD'S CORP	—	$3.56M	11,655	0.2%
Salesforce Inc	—	$3.51M	13,248	0.2%
ALTRIA GROUP, INC.	—	$3.51M	60,847	0.2%
DANAHER CORP /DE	—	$3.46M	15,115	0.2%
WELLS FARGO & COMPANY/MN	—	$3.46M	37,098	0.2%
GE Vernova Inc.	—	$3.36M	5,146	0.2%
Parker-Hannifin Corp	—	$3.36M	3,818	0.2%
VANGUARD INDEX FDS	—	$3.33M	37,628	0.2%
S&P Global Inc.	—	$3.31M	6,327	0.2%
VANGUARD BD INDEX FDS	—	$3.29M	44,415	0.2%
Blackstone Inc	—	$3.20M	20,773	0.2%
iShares MSCI UAE ETF	—	$3.19M	28,986	0.2%
HCA Healthcare, Inc.	—	$3.18M	6,801	0.2%
CATERPILLAR INC	—	$3.09M	5,391	0.2%
Howmet Aerospace Inc.	—	$3.02M	14,740	0.2%
PEPSICO INC	—	$2.98M	20,772	0.2%
PACCAR INC	—	$2.97M	27,099	0.2%
VANGUARD STAR FDS	—	$2.88M	38,234	0.2%
LAM RESEARCH CORP	—	$2.87M	16,789	0.2%
Reddit, Inc.	—	$2.83M	12,308	0.2%
THE GOLDMAN SACHS GROUP, INC.	—	$2.81M	3,199	0.2%
Union Pacific Corp	—	$2.80M	12,090	0.2%
THERMO FISHER SCIENTIFIC INC.	—	$2.78M	4,797	0.2%
ServiceNow Inc	—	$2.75M	17,939	0.2%
VANGUARD INDEX FDS	—	$2.70M	9,300	0.2%
BRISTOL MYERS SQUIBB CO	—	$2.67M	49,493	0.2%
ISHARES TR	—	$2.66M	27,665	0.2%