Frank, Rimerman Advisors LLC Incresed Positions in Q1 2025

Frank, Rimerman Advisors LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
57
+ 1.44%
$123.25 - $162.53 $7.03K - $9.26K
4.03K $633K
APD
Air Products & Chemicals, Inc.

Basic Materials
308
+ 17.08%
$283.24 - $338.07 $87.2K - $104K
2.11K $622K
FANG
Diamondback Energy, Inc.

Energy
718
+ 16.53%
$139.9 - $180.18 $100K - $129K
5.06K $809K
SLB
Schlumberger Limited

Energy
1.58K
+ 17.04%
$38.4 - $43.74 $60.7K - $69.1K
10.9K $453K
ED
Consolidated Edison Inc

Utilities
391
+ 16.07%
$88.0 - $110.59 $34.4K - $43.2K
2.82K $312K
BAC
Bank Of America Corp

Financial Services
5.59K
+ 8.58%
$39.61 - $47.74 $221K - $267K
70.7K $2.95M
CHTR
Charter Communications, Inc.

Communication Services
81
+ 3.59%
$334.89 - $384.77 $27.1K - $31.2K
2.34K $862K
PPL
Ppl Corp

Utilities
1.26K
+ 11.2%
$31.68 - $36.11 $40K - $45.6K
12.5K $452K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
642
+ 34.78%
$203.38 - $274.79 $131K - $176K
2.49K $511K
HUM
Humana Inc

Healthcare
254
+ 17.19%
$249.11 - $303.11 $63.3K - $77K
1.73K $458K
CL
Colgate Palmolive CO

Consumer Defensive
700
+ 12.04%
$85.68 - $97.5 $60K - $68.3K
6.52K $610K
NSC
Norfolk Southern Corp

Industrials
308
+ 9.74%
$227.69 - $259.76 $70.1K - $80K
3.47K $821K
TSN
Tyson Foods, Inc.

Consumer Defensive
847
+ 23.02%
$54.27 - $63.81 $46K - $54K
4.53K $288K
FTNT
Fortinet, Inc.

Technology
569
+ 4.44%
$92.49 - $114.57 $52.6K - $65.2K
13.4K $1.29M
EQT
Eqt Corp

Energy
530
+ 8.23%
$46.16 - $54.25 $24.5K - $28.8K
6.97K $372K
XYL
Xylem Inc.

Industrials
551
+ 26.15%
$114.02 - $132.04 $62.8K - $72.8K
2.66K $317K
SHW
Sherwin Williams CO

Basic Materials
111
+ 3.38%
$330.16 - $365.55 $36.6K - $40.6K
3.4K $1.19M
CMS
Cms Energy Corp

Utilities
353
+ 7.56%
$64.99 - $75.11 $22.9K - $26.5K
5.02K $377K
KMI
Kinder Morgan, Inc.

Energy
378
+ 0.78%
$26.1 - $31.22 $9.87K - $11.8K
48.9K $1.4M
CTVA
Corteva, Inc.

Basic Materials
659
+ 17.71%
$55.94 - $66.15 $36.9K - $43.6K
4.38K $275K
BA
Boeing CO

Industrials
484
+ 15.59%
$148.15 - $186.25 $71.7K - $90.1K
3.59K $612K
ALL
Allstate Corp

Financial Services
84
+ 2.65%
$180.99 - $210.18 $15.2K - $17.7K
3.26K $674K
STZ
Constellation Brands, Inc.

Consumer Defensive
659
+ 38.27%
$161.05 - $222.93 $106K - $147K
2.38K $436K
TDY
Teledyne Technologies Inc

Technology
52
+ 6.01%
$455.51 - $518.84 $23.7K - $27K
917 $456K
C
Citigroup Inc

Financial Services
664
+ 4.92%
$67.23 - $84.63 $44.6K - $56.2K
14.2K $1.01M
EBAY
Ebay Inc

Consumer Cyclical
239
+ 3.89%
$61.61 - $70.93 $14.7K - $17K
6.39K $432K
MPC
Marathon Petroleum Corp

Energy
120
+ 2.25%
$134.72 - $159.03 $16.2K - $19.1K
5.45K $794K
EA
Electronic Arts Inc.

Communication Services
381
+ 13.29%
$116.53 - $146.29 $44.4K - $55.7K
3.25K $469K
TFSL
Tfs Financial Corp

Financial Services
4.25K
+ 26.77%
$12.02 - $13.88 $51.1K - $59K
20.1K $249K
PSA
Public Storage

Real Estate
166
+ 6.8%
$288.99 - $313.98 $48K - $52.1K
2.61K $779K
FICO
Fair Isaac Corp

Technology
34
+ 32.69%
$1695.35 - $2030.47 $57.6K - $69K
138 $254K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
498
+ 3.65%
$30.38 - $34.94 $15.1K - $17.4K
14.1K $484K
ABC
Amerisourcebergen Corp

Healthcare
250
+ 20.42%
N/A
1.47K $272K
NKE
Nike, Inc.

Consumer Cyclical
2.34K
+ 27.37%
$63.29 - $81.72 $148K - $191K
10.9K $691K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.09K
+ 6.6%
$9.19 - $12.93 $10.1K - $14.1K
17.7K $197K
WAT
Waters Corp

Healthcare
112
+ 15.6%
$362.16 - $417.28 $40.6K - $46.7K
830 $305K
GLW
Corning Inc

Technology
1.28K
+ 10.21%
$44.91 - $54.25 $57.3K - $69.2K
13.8K $630K
VRSK
Verisk Analytics, Inc.

Industrials
38
+ 3.34%
$268.63 - $301.33 $10.2K - $11.5K
1.18K $350K
AXON
Axon Enterprise, Inc.

Industrials
128
+ 26.61%
$496.65 - $710.01 $63.6K - $90.9K
609 $320K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.08K
+ 28.46%
$9.47 - $11.46 $29.2K - $35.3K
13.9K $149K
CTRA
Coterra Energy Inc.

Energy
53
+ 0.57%
$25.51 - $29.83 $1.35K - $1.58K
9.31K $269K
EXEL
Exelixis, Inc.

Healthcare
285
+ 4.71%
$32.38 - $39.16 $9.23K - $11.2K
6.34K $234K
TPG
Tpg Inc.

Financial Services
3.84K
+ 38.65%
$46.15 - $69.77 $177K - $268K
13.8K $652K
ANSS
Ansys Inc

Technology
204
+ 12.2%
$316.56 - $360.36 $64.6K - $73.5K
1.88K $593K
LYB
Lyondell Basell Industries N.V.

Basic Materials
647
+ 14.99%
$69.82 - $78.67 $45.2K - $50.9K
4.96K $349K
COF
Capital One Financial Corp

Financial Services
138
+ 4.5%
$163.87 - $209.82 $22.6K - $29K
3.21K $574K
JCI
Johnson Controls International PLC

Industrials
229
+ 3.47%
$76.12 - $90.6 $17.4K - $20.7K
6.84K $547K
CNA
Cna Financial Corp

Financial Services
8
+ 0.09%
$45.86 - $51.0 $367 - $408
9.41K $477K
ESS
Essex Property Trust, Inc.

Real Estate
80
+ 9.24%
N/A
946 $258K
Activity Summary
Buys All Purchases 269 New Holdings 43 Increased Positions 226 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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