Frank, Rimerman Advisors LLC Incresed Positions in Q2 2025

Frank, Rimerman Advisors LLC

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
2K
+ 30.48%
$276.76 - $326.81 $554K - $654K
8.57K $2.64M
UL
Unilever PLC

Consumer Defensive
10.1K
+ 225.22%
$57.9 - $65.43 $584K - $660K
14.6K $890K
SWKS
Skyworks Solutions, Inc.

Technology
7.55K
+ 122.89%
$49.2 - $74.95 $372K - $566K
13.7K $1.02M
VB
Vanguard Small Cap ETF

ETFs
1.7K
+ 11.75%
$193.73 - $237.37 $329K - $403K
16.1K $3.82M
MSTR
Microstrategy Inc

Technology
1.16K
+ 95.07%
$237.95 - $421.61 $276K - $488K
2.38K $960K
VZ
Verizon Communications Inc

Communication Services
18.1K
+ 19.34%
$41.67 - $45.62 $755K - $827K
112K $4.84M
CEG
Constellation Energy Corp

Utilities
1.01K
+ 52.14%
$170.96 - $322.76 $173K - $327K
2.95K $953K
VFH
Vanguard Financial ETF

ETFs
1.51K
+ 3.31%
$104.87 - $127.3 $158K - $192K
47.1K $5.99M
TD
Toronto Dominion Bank

Financial Services
6.4K
+ 117.55%
$55.71 - $73.45 $357K - $470K
11.8K $870K
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 0.15%
$451.58 - $565.94 $7.23K - $9.06K
10.9K $5.94M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.25%
$1794.73 - $2613.63 $3.59K - $5.23K
788 $2.06M
SCHW
Schwab Charles Corp

Financial Services
3.36K
+ 20.35%
$69.06 - $91.24 $232K - $307K
19.9K $1.82M
GS
Goldman Sachs Group Inc

Financial Services
198
+ 8.79%
$462.22 - $707.75 $91.5K - $140K
2.45K $1.73M
JNJ
Johnson & Johnson

Healthcare
6.58K
+ 16.51%
$146.36 - $159.82 $963K - $1.05M
46.4K $7.09M
SNOW
Snowflake Inc.

Technology
926
+ 26.48%
$130.53 - $223.77 $121K - $207K
4.42K $989K
CPNG
Coupang, Inc.

Consumer Cyclical
9.05K
+ 38.28%
$19.76 - $30.81 $179K - $279K
32.7K $979K
PANW
Palo Alto Networks Inc

Technology
729
+ 8.27%
$152.44 - $204.64 $111K - $149K
9.54K $1.95M
COST
Costco Wholesale Corp

Consumer Defensive
107
+ 1.38%
$908.13 - $1056.85 $97.2K - $113K
7.86K $7.78M
MO
Altria Group, Inc.

Consumer Defensive
8.97K
+ 15.33%
$55.56 - $60.91 $498K - $546K
67.5K $3.96M
TFC
Truist Financial Corp

Financial Services
9.02K
+ 29.6%
$34.79 - $42.99 $314K - $388K
39.5K $1.7M
TECK
Teck Resources LTD

Basic Materials
588
+ 0.56%
$29.05 - $41.48 $17.1K - $24.4K
105K $4.23M
TGT
Target Corp

Consumer Defensive
4.7K
+ 78.1%
$88.76 - $105.77 $417K - $497K
10.7K $1.06M
BAC
Bank Of America Corp

Financial Services
377
+ 0.53%
$34.39 - $47.46 $13K - $17.9K
71.1K $3.36M
V
Visa Inc.

Financial Services
788
+ 2.73%
$308.27 - $373.31 $243K - $294K
29.6K $10.5M
GIS
General Mills Inc

Consumer Defensive
9.19K
+ 111.27%
$50.37 - $60.97 $463K - $560K
17.5K $904K
AER
Aer Cap Holdings N.V.

Industrials
106
+ 0.4%
$88.97 - $117.24 $9.43K - $12.4K
26.7K $3.12M
DELL
Dell Technologies Inc.

Technology
1.77K
+ 31.59%
$71.63 - $125.98 $127K - $223K
7.38K $904K
DUK
Duke Energy Corp

Utilities
3.59K
+ 42.85%
$112.46 - $124.05 $403K - $445K
12K $1.41M
NVS
Novartis Ag

Healthcare
2.91K
+ 107.34%
$101.96 - $121.01 $297K - $352K
5.62K $680K
O
Realty Income Corp

Real Estate
6.63K
+ 18.28%
$52.27 - $58.52 $347K - $388K
42.9K $2.47M
TJX
Tjx Companies Inc

Consumer Cyclical
2.81K
+ 27.53%
$119.13 - $135.03 $335K - $380K
13K $1.61M
TFSL
Tfs Financial Corp

Financial Services
26.9K
+ 133.46%
$11.62 - $13.54 $312K - $364K
47K $608K
DASH
Door Dash, Inc.

Communication Services
1.06K
+ 81.7%
$163.16 - $246.51 $173K - $261K
2.35K $580K
BHP
Bhp Group LTD

Basic Materials
7.01K
+ 23.5%
$40.22 - $50.88 $282K - $357K
36.8K $1.77M
VST
Vistra Corp.

Utilities
160
+ 4.28%
$98.07 - $195.04 $15.7K - $31.2K
3.9K $755K
UPS
United Parcel Service Inc

Industrials
4.91K
+ 23.34%
$91.92 - $110.2 $451K - $541K
25.9K $2.62M
FDX
Fedex Corp

Industrials
1.44K
+ 82.34%
$198.07 - $245.17 $285K - $353K
3.19K $725K
APP
App Lovin Corp

Technology
452
+ 27.8%
$219.37 - $417.89 $99.2K - $189K
2.08K $727K
PEP
Pepsico Inc

Consumer Defensive
3.56K
+ 35.88%
$128.02 - $151.37 $455K - $538K
13.5K $1.78M
NET
Cloudflare, Inc.

Technology
527
+ 23.5%
$97.08 - $195.83 $51.2K - $103K
2.77K $542K
BA
Boeing CO

Industrials
701
+ 19.53%
$136.59 - $217.51 $95.7K - $152K
4.29K $898K
MA
Mastercard Inc

Financial Services
176
+ 1.31%
$479.92 - $590.74 $84.5K - $104K
13.6K $7.63M
NVO
Novo Nordisk A S

Healthcare
4.17K
+ 19.46%
$58.08 - $81.05 $242K - $338K
25.6K $1.77M
FTNT
Fortinet, Inc.

Technology
1.42K
+ 10.63%
$84.71 - $108.69 $121K - $155K
14.8K $1.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.95K
+ 26.39%
$51.14 - $57.0 $253K - $282K
23.7K $1.35M
NU
Nu Holdings Ltd.

Financial Services
1.06K
+ 1.41%
$9.6 - $13.72 $10.2K - $14.6K
76.2K $1.05M
DG
Dollar General Corp

Consumer Defensive
1.69K
+ 58.87%
$86.02 - $114.95 $146K - $195K
4.57K $522K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.61K
+ 50.45%
$45.98 - $56.15 $166K - $203K
10.8K $605K
RF
Regions Financial Corp

Financial Services
7.33K
+ 24.13%
$18.34 - $23.52 $134K - $172K
37.7K $887K
Activity Summary
Buys All Purchases 276 New Holdings 102 Increased Positions 174 Sells All Sells 228 Reductions 228 Sold out 0 Options Calls 0 Puts 0
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