Frank, Rimerman Advisors LLC

13F filer · CIK 0001977560

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$1.77BU.S. long equity reported on 13F

Positions55968 new · 48 closed

Net flow last quarter+$15.2MBuys minus sells

Top 10 positions weight36.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026559 positions
NVDANvidia Corp	$112M	6.34%	0.00%	-1.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$108M	6.11%	Not reported	-0.4%	Q4 2020
GOOGLAlphabet Inc.	$91.5M	5.18%	0.00%	+0.4%	Q4 2020
AAPLApple Inc.	$83.4M	4.72%	0.00%	+0.6%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$54.2M	3.07%	Not reported	-0.9%	Q4 2020
GOOGAlphabet Inc.	$48.5M	2.75%	Not reported	-1.2%	Q4 2020
NFLXNetflix Inc	$41.1M	2.33%	0.01%	-1.9%	Q4 2020
MSFTMicrosoft Corp	$41M	2.32%	0.00%	-13.4%	Q4 2020
AMZNAmazon Com Inc	$35.8M	2.03%	0.00%	+13.4%	Q4 2020
AVGOBroadcom Inc.	$31.8M	1.80%	0.00%	+1.7%	Q2 2022
MUMicron Technology Inc	$31.6M	1.79%	0.00%	-4.3%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$27.4M	1.55%	0.00%	+3.3%	Q2 2021
METAMeta Platforms, Inc.	$23.8M	1.35%	Not reported	-0.8%	Q4 2020
AMDAdvanced Micro Devices Inc	$19.7M	1.12%	0.00%	+28.9%	Q4 2023
JPMJPMorgan Chase & Co	$18.8M	1.07%	0.00%	-1.1%	Q4 2020
TSLATesla, Inc.	$18.1M	1.02%	0.00%	+1.6%	Q4 2020
AMATApplied Materials Inc	$16.7M	0.95%	0.00%	+1.5%	Q4 2023
LLYELI LILLY & Co	$13.3M	0.75%	0.00%	+7.1%	Q4 2023
JNJJohnson & Johnson	$13.1M	0.74%	0.00%	+7.6%	Q4 2020
CSCOCisco Systems, Inc.	$12.5M	0.71%	0.00%	+2.1%	Q1 2022
BRK.BBerkshire Hathaway Inc	$10.4M	0.59%	Not reported	+3.8%	Q4 2023
WMTWalmart Inc.	$10.1M	0.57%	0.00%	+3.3%	Q4 2020
VVisa Inc.	$9.86M	0.56%	0.00%	-2.3%	Q4 2020
INTCIntel Corp	$9.39M	0.53%	0.00%	+51.8%	Q4 2023
ASMLAsml Holding NV	$8.92M	0.51%	0.00%	+0.9%	Q1 2022
ABBVAbbVie Inc.	$8.69M	0.49%	0.00%	+0.1%	Q1 2021
MSMorgan Stanley	$7.97M	0.45%	0.00%	+0.3%	Q4 2023
LRCXLam Research Corp	$7.72M	0.44%	0.00%	+6.1%	Q3 2021
COSTCostco Wholesale Corp	$7.62M	0.43%	0.00%	-2.4%	Q3 2021
CRWDCrowdStrike Holdings, Inc.	$7.41M	0.42%	0.00%	-24.6%	Q1 2022
TDGTransDigm Group INC	$6.78M	0.38%	0.01%	+46.5%	Q1 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$6.72M	0.38%	Not reported	-6.1%	Q4 2020
IBMInternational Business Machines Corp	$6.7M	0.38%	0.00%	-2.4%	Q4 2023
AUAngloGold Ashanti PLC	$6.44M	0.36%	0.02%	Not reported	Q2 2024
CATCaterpillar Inc	$6.39M	0.36%	0.00%	+0.7%	Q2 2024
TECKTeck Resources Ltd	$6.25M	0.35%	Not reported	+0.4%	Q2 2024
GEVGE Vernova Inc.	$6.21M	0.35%	0.00%	+0.6%	Q2 2024
UNHUnitedhealth Group Inc	$5.95M	0.34%	0.00%	-0.4%	Q4 2020
GEGeneral Electric Co	$5.83M	0.33%	0.00%	-17.3%	Q4 2023
CVXChevron Corp	$5.68M	0.32%	0.00%	-3.7%	Q4 2023
RACEFerrari N.V.	$5.67M	0.32%	0.01%	-0.6%	Q3 2021
NRGNRG Energy, Inc.	$5.62M	0.32%	0.02%	-0.3%	Q2 2024
PMPhilip Morris International Inc.	$5.58M	0.32%	0.00%	+0.9%	Q4 2021
MAMastercard Inc	$5.43M	0.31%	0.00%	-22.1%	Q4 2023
KOCoca Cola Co	$5.01M	0.28%	0.00%	+0.5%	Q4 2023
AXPAmerican Express Co	$5M	0.28%	0.00%	+0.8%	Q4 2023
APHAmphenol Corp	$4.98M	0.28%	0.00%	+0.9%	Q3 2021
TXNTexas Instruments Inc	$4.95M	0.28%	0.00%	+26.7%	Q4 2020
MRKMerck & Co., Inc.	$4.85M	0.27%	0.00%	+1.0%	Q1 2021
MOAltria Group, Inc.	$4.82M	0.27%	0.00%	+0.3%	Q2 2024

Q1 2026Reported Apr 29, 2026537 positions
NVDANvidia Corp	$98.6M	6.47%	0.00%	+1.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$85M	5.57%	Not reported	-0.5%	Q4 2020
GOOGLAlphabet Inc.	$73.3M	4.81%	0.00%	+1.1%	Q4 2020
AAPLApple Inc.	$72.7M	4.77%	0.00%	+1.4%	Q4 2020
NFLXNetflix Inc	$56.5M	3.71%	0.01%	-0.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$47.7M	3.13%	Not reported	-2.2%	Q4 2020
MSFTMicrosoft Corp	$47M	3.08%	0.00%	+3.3%	Q4 2020
GOOGAlphabet Inc.	$39.9M	2.61%	Not reported	-0.5%	Q4 2020
AMZNAmazon Com Inc	$27.6M	1.81%	0.00%	-4.4%	Q4 2020
AVGOBroadcom Inc.	$25.6M	1.68%	0.00%	+2.3%	Q2 2022
METAMeta Platforms, Inc.	$24.3M	1.60%	Not reported	+7.9%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$18.8M	1.23%	0.00%	+1.1%	Q2 2021
JPMJPMorgan Chase & Co	$17.1M	1.12%	0.00%	-0.3%	Q4 2020
TSLATesla, Inc.	$15.7M	1.03%	0.00%	+1.4%	Q4 2020
JNJJohnson & Johnson	$11.7M	0.77%	0.00%	0.0%	Q4 2020
WMTWalmart Inc.	$10.8M	0.71%	0.00%	+1.5%	Q4 2020
MUMicron Technology Inc	$9.66M	0.63%	0.00%	+8.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$9.55M	0.63%	Not reported	+30.5%	Q4 2023
LLYELI LILLY & Co	$9.5M	0.62%	0.00%	-4.2%	Q4 2023
XOMExxonMobil Holdings Corp	$8.96M	0.59%	0.00%	+0.4%	Q4 2023
VVisa Inc.	$8.9M	0.58%	0.00%	+0.9%	Q4 2020
COSTCostco Wholesale Corp	$8.32M	0.55%	0.00%	-0.1%	Q3 2021
CSCOCisco Systems, Inc.	$8.1M	0.53%	0.00%	+0.6%	Q1 2022
AMATApplied Materials Inc	$7.78M	0.51%	0.00%	+0.1%	Q4 2023
AUAngloGold Ashanti PLC	$7.76M	0.51%	0.02%	Not reported	Q2 2024
ABBVAbbVie Inc.	$7.51M	0.49%	0.00%	+4.0%	Q1 2021
CVXChevron Corp	$7.37M	0.48%	0.00%	+5.4%	Q4 2023
MAMastercard Inc	$6.78M	0.44%	0.00%	+0.3%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$6.35M	0.42%	Not reported	+0.8%	Q4 2020
MSMorgan Stanley	$6.26M	0.41%	0.00%	+0.1%	Q4 2023
PLTRPalantir Technologies Inc.	$6.09M	0.40%	0.00%	+7.0%	Q1 2021
IBMInternational Business Machines Corp	$5.92M	0.39%	0.00%	+1.8%	Q4 2023
CMECme Group Inc.	$5.88M	0.39%	0.01%	-0.1%	Q4 2023
ASMLAsml Holding NV	$5.87M	0.38%	0.00%	+9.3%	Q1 2022
NRGNRG Energy, Inc.	$5.64M	0.37%	0.02%	+0.4%	Q2 2024
TECKTeck Resources Ltd	$5.42M	0.36%	Not reported	Not reported	Q2 2024
AMDAdvanced Micro Devices Inc	$5.36M	0.35%	0.00%	-14.8%	Q4 2023
GEGeneral Electric Co	$5.35M	0.35%	0.00%	+21.6%	Q4 2023
RACEFerrari N.V.	$5.19M	0.34%	0.01%	+0.5%	Q3 2021
PMPhilip Morris International Inc.	$5.05M	0.33%	0.00%	0.0%	Q4 2021
HDHome Depot, Inc.	$5.04M	0.33%	0.00%	+1.1%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$5.03M	0.33%	0.01%	+2.5%	Q1 2022
PFEPfizer Inc	$4.91M	0.32%	0.00%	+6.6%	Q4 2023
GILDGilead Sciences, Inc.	$4.89M	0.32%	0.00%	Not reported	Q4 2023
KOCoca Cola Co	$4.67M	0.31%	0.00%	0.0%	Q4 2023
GEVGE Vernova Inc.	$4.59M	0.30%	0.00%	+2.2%	Q2 2024
VZVerizon Communications Inc	$4.56M	0.30%	0.00%	-1.5%	Q4 2023
MRKMerck & Co., Inc.	$4.49M	0.29%	0.00%	+6.2%	Q1 2021
AXPAmerican Express Co	$4.44M	0.29%	0.00%	-0.7%	Q4 2023
TAt&T Inc.	$4.42M	0.29%	0.00%	-0.3%	Q4 2023

Q4 2025Reported Jan 15, 2026540 positions
NVDANvidia Corp	$104M	6.62%	0.00%	+2.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$90.9M	5.76%	Not reported	-3.0%	Q4 2020
GOOGLAlphabet Inc.	$78.9M	5.00%	0.00%	+4.8%	Q4 2020
AAPLApple Inc.	$76.8M	4.86%	0.00%	+2.6%	Q4 2020
MSFTMicrosoft Corp	$59.4M	3.77%	0.00%	+1.5%	Q4 2020
NFLXNetflix Inc	$55.2M	3.50%	0.01%	-0.4%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$51.1M	3.24%	Not reported	+0.6%	Q4 2020
GOOGAlphabet Inc.	$43.8M	2.78%	Not reported	-2.4%	Q4 2020
AMZNAmazon Com Inc	$32M	2.03%	0.00%	+7.5%	Q4 2020
AVGOBroadcom Inc.	$28M	1.77%	0.00%	+9.2%	Q2 2022
METAMeta Platforms, Inc.	$26M	1.65%	Not reported	-2.7%	Q4 2020
JPMJPMorgan Chase & Co	$18.8M	1.19%	0.00%	+0.3%	Q4 2020
TSLATesla, Inc.	$18.8M	1.19%	0.00%	+3.2%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$16.7M	1.06%	0.00%	+1.3%	Q2 2021
LLYELI LILLY & Co	$11.6M	0.74%	0.00%	+27.0%	Q4 2023
VVisa Inc.	$10.2M	0.65%	0.00%	-1.5%	Q4 2020
JNJJohnson & Johnson	$9.93M	0.63%	0.00%	+0.1%	Q4 2020
WMTWalmart Inc.	$9.52M	0.60%	0.00%	+6.8%	Q4 2020
CSCOCisco Systems, Inc.	$7.99M	0.51%	0.00%	+5.8%	Q1 2022
MAMastercard Inc	$7.73M	0.49%	0.00%	+0.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$7.68M	0.49%	Not reported	-15.9%	Q4 2023
ABBVAbbVie Inc.	$7.58M	0.48%	0.00%	+0.5%	Q1 2021
MUMicron Technology Inc	$7.56M	0.48%	0.00%	+49.4%	Q4 2023
COSTCostco Wholesale Corp	$7.21M	0.46%	0.00%	+7.6%	Q3 2021
IBMInternational Business Machines Corp	$7.1M	0.45%	0.00%	+7.3%	Q4 2023
PLTRPalantir Technologies Inc.	$6.92M	0.44%	0.00%	+0.2%	Q1 2021
AUAngloGold Ashanti PLC	$6.79M	0.43%	0.02%	Not reported	Q2 2024
MSMorgan Stanley	$6.75M	0.43%	0.00%	+0.1%	Q4 2023
AMDAdvanced Micro Devices Inc	$6.61M	0.42%	0.00%	+26.1%	Q4 2023
TDGTransDigm Group INC	$6.56M	0.42%	0.01%	+9.3%	Q1 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$6.53M	0.41%	Not reported	-5.1%	Q4 2020
XOMExxonMobil Holdings Corp	$6.33M	0.40%	0.00%	+10.3%	Q4 2023
NRGNRG Energy, Inc.	$6.13M	0.39%	0.02%	0.0%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$5.9M	0.37%	0.01%	+5.3%	Q1 2022
AMATApplied Materials Inc	$5.84M	0.37%	0.00%	+1.5%	Q4 2023
RACEFerrari N.V.	$5.63M	0.36%	0.01%	+0.1%	Q3 2021
AXPAmerican Express Co	$5.46M	0.35%	0.00%	+0.4%	Q4 2023
CMECme Group Inc.	$5.44M	0.34%	0.01%	+8.6%	Q4 2023
HDHome Depot, Inc.	$5.21M	0.33%	0.00%	-5.6%	Q4 2023
CVXChevron Corp	$5.15M	0.33%	0.00%	+6.4%	Q4 2023
TECKTeck Resources Ltd	$5.02M	0.32%	Not reported	0.0%	Q2 2024
PMPhilip Morris International Inc.	$4.9M	0.31%	0.00%	-19.7%	Q4 2021
ISRGIntuitive Surgical Inc	$4.86M	0.31%	0.00%	-7.3%	Q4 2020
GEGeneral Electric Co	$4.78M	0.30%	0.00%	+0.7%	Q4 2023
UNHUnitedhealth Group Inc	$4.65M	0.29%	0.00%	+6.3%	Q4 2020
ASMLAsml Holding NV	$4.35M	0.28%	0.00%	+1.0%	Q1 2022
GILDGilead Sciences, Inc.	$4.31M	0.27%	0.00%	+0.2%	Q4 2023
KOCoca Cola Co	$4.29M	0.27%	0.00%	+103.9%	Q4 2023
PFEPfizer Inc	$4.08M	0.26%	0.00%	-16.7%	Q4 2023
BACBank of America Corp	$3.94M	0.25%	0.00%	+0.3%	Q4 2023

Q3 2025Reported Nov 4, 2025531 positions
NVDANvidia Corp	$102M	6.57%	0.00%	+1.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$91.6M	5.88%	Not reported	+0.2%	Q4 2020
NFLXNetflix Inc	$70.8M	4.54%	0.01%	0.0%	Q4 2020
AAPLApple Inc.	$70M	4.49%	0.00%	-0.3%	Q4 2020
MSFTMicrosoft Corp	$62.7M	4.02%	0.00%	+0.7%	Q4 2020
GOOGLAlphabet Inc.	$58.5M	3.75%	0.00%	+2.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$49.6M	3.18%	Not reported	+0.5%	Q4 2020
GOOGAlphabet Inc.	$34.9M	2.24%	Not reported	+1.2%	Q4 2020
METAMeta Platforms, Inc.	$29.8M	1.91%	Not reported	+2.4%	Q4 2020
AMZNAmazon Com Inc	$28.3M	1.82%	0.00%	+2.1%	Q4 2020
AVGOBroadcom Inc.	$24.4M	1.57%	0.00%	+10.3%	Q2 2022
JPMJPMorgan Chase & Co	$18.3M	1.18%	0.00%	+0.2%	Q4 2020
TSLATesla, Inc.	$18M	1.15%	0.00%	+3.7%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.2M	0.97%	0.00%	-0.1%	Q2 2021
VVisa Inc.	$10.1M	0.65%	0.00%	0.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$9.13M	0.59%	Not reported	+5.0%	Q4 2023
JNJJohnson & Johnson	$8.89M	0.57%	0.00%	+3.3%	Q4 2020
WMTWalmart Inc.	$8.24M	0.53%	0.00%	+3.3%	Q4 2020
MAMastercard Inc	$7.69M	0.49%	0.00%	-0.5%	Q4 2023
ABBVAbbVie Inc.	$7.65M	0.49%	0.00%	+3.5%	Q1 2021
RACEFerrari N.V.	$7.39M	0.47%	0.01%	+0.2%	Q3 2021
COSTCostco Wholesale Corp	$7.19M	0.46%	0.00%	-1.1%	Q3 2021
PLTRPalantir Technologies Inc.	$7.08M	0.45%	0.00%	-1.1%	Q1 2021
CSCOCisco Systems, Inc.	$6.71M	0.43%	0.00%	+2.4%	Q1 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$6.64M	0.43%	Not reported	Not reported	Q4 2020
ORCLOracle Corp	$6.57M	0.42%	0.00%	+24.7%	Q4 2023
HDHome Depot, Inc.	$6.5M	0.42%	0.00%	+5.2%	Q4 2023
LLYELI LILLY & Co	$6.48M	0.42%	0.00%	+4.8%	Q4 2023
IBMInternational Business Machines Corp	$6.3M	0.40%	0.00%	-0.2%	Q4 2023
NRGNRG Energy, Inc.	$6.23M	0.40%	0.02%	0.0%	Q2 2024
PMPhilip Morris International Inc.	$6.17M	0.40%	0.00%	-0.2%	Q4 2021
MSMorgan Stanley	$6.04M	0.39%	0.00%	+0.5%	Q4 2023
TDGTransDigm Group INC	$5.95M	0.38%	0.01%	-0.4%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$5.86M	0.38%	0.00%	+0.1%	Q1 2022
AUAngloGold Ashanti PLC	$5.6M	0.36%	0.02%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$5.38M	0.35%	0.00%	+9.0%	Q4 2023
VZVerizon Communications Inc	$5.05M	0.32%	0.00%	+2.7%	Q4 2023
PFEPfizer Inc	$5.02M	0.32%	0.00%	+27.6%	Q4 2023
CMECme Group Inc.	$4.95M	0.32%	0.01%	+8.2%	Q4 2023
CVXChevron Corp	$4.93M	0.32%	0.00%	+19.7%	Q4 2023
AXPAmerican Express Co	$4.89M	0.31%	0.00%	-0.1%	Q4 2023
GEGeneral Electric Co	$4.64M	0.30%	0.00%	-0.1%	Q4 2023
TECKTeck Resources Ltd	$4.6M	0.29%	Not reported	0.0%	Q2 2024
AMATApplied Materials Inc	$4.58M	0.29%	0.00%	-0.3%	Q4 2023
UNHUnitedhealth Group Inc	$4.58M	0.29%	0.00%	+47.6%	Q4 2020
MOAltria Group, Inc.	$4.56M	0.29%	0.00%	+2.3%	Q2 2024
PRCTPROCEPT BioRobotics Corp	$4.37M	0.28%	0.22%	+0.3%	Q2 2022
TAt&T Inc.	$4.31M	0.28%	0.00%	-0.1%	Q4 2023
MCDMcdonalds Corp	$4.18M	0.27%	0.00%	+10.0%	Q4 2023
ISRGIntuitive Surgical Inc	$4.14M	0.27%	0.00%	-15.3%	Q4 2020

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