Frank, Rimerman Advisors LLC Reduced Holdings in Q2 2025

Frank, Rimerman Advisors LLC

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-16.1K
- 5.51%
$172.42 - $223.89 $2.77M - $3.6M
276K $56.6M
UNH
Unitedhealth Group Inc

Healthcare
-6.2K
- 40.84%
$274.35 - $599.47 $1.7M - $3.72M
8.98K $2.8M
PCAR
Paccar Inc

Industrials
-13.4K
- 35.49%
$86.4 - $99.09 $1.16M - $1.33M
24.3K $2.31M
LLY
Eli Lilly & CO

Healthcare
-800
- 8.98%
$713.71 - $898.95 $571K - $719K
8.11K $6.32M
ACN
Accenture PLC

Technology
-2.88K
- 27.51%
$279.23 - $323.21 $803K - $930K
7.58K $2.27M
KHC
Kraft Heinz CO

Consumer Defensive
-28.4K
- 63.53%
$25.61 - $30.81 $728K - $875K
16.3K $421K
ADI
Analog Devices Inc

Technology
-5.85K
- 46.79%
$164.6 - $238.02 $963K - $1.39M
6.66K $1.58M
AMGN
Amgen Inc

Healthcare
-2.29K
- 27.64%
$262.28 - $309.85 $600K - $708K
5.98K $1.67M
DOW
Dow Inc.

Basic Materials
-12.3K
- 23.18%
$25.81 - $34.89 $317K - $428K
40.7K $1.08M
KLAC
Kla Corp

Technology
-1.48K
- 53.63%
$576.53 - $902.94 $852K - $1.33M
1.28K $1.14M
TXN
Texas Instruments Inc

Technology
-3.57K
- 21.57%
N/A
13K $2.52M
XOM
Exxon Mobil Corp

Energy
-1.64K
- 3.61%
$99.93 - $119.04 $164K - $195K
43.8K $4.72M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-269
- 5.46%
$390.26 - $489.06 $105K - $132K
4.66K $1.89M
ADBE
Adobe Inc.

Technology
-1.51K
- 22.91%
$340.0 - $420.68 $512K - $634K
5.07K $1.96M
OWL
Blue Owl Capital Inc.

Financial Services
-26.9K
- 71.03%
$15.9 - $21.16 $428K - $569K
11K $210K
USB
Us Bancorp \De\

Financial Services
-12.8K
- 57.87%
$36.4 - $45.76 $467K - $587K
9.34K $422K
STWD
Starwood Property Trust, Inc.

Real Estate
-25K
- 43.88%
$17.28 - $20.41 $431K - $509K
31.9K $640K
NSC
Norfolk Southern Corp

Industrials
-1.95K
- 56.22%
$206.34 - $257.46 $403K - $502K
1.52K $388K
IWV
Ishares Russell 3000 ETF

ETFs
-1.45K
- 32.75%
$281.67 - $351.0 $408K - $509K
2.98K $1.05M
UNP
Union Pacific Corp

Industrials
-1.18K
- 8.84%
$208.27 - $238.46 $245K - $281K
12.1K $2.79M
FISV
Fiserv Inc

Technology
-2.38K
- 28.52%
N/A
5.95K $745K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-304
- 8.56%
$421.16 - $509.5 $128K - $155K
3.25K $1.45M
SBUX
Starbucks Corp

Consumer Cyclical
-1.64K
- 9.37%
$79.69 - $99.41 $131K - $163K
15.9K $1.45M
DHR
Danaher Corp

Healthcare
-706
- 4.25%
$174.64 - $205.16 $123K - $145K
15.9K $3.14M
TYL
Tyler Technologies Inc

Technology
-450
- 54.28%
$521.68 - $592.84 $235K - $267K
379 $224K
AJG
Arthur J. Gallagher & Co.

Financial Services
-278
- 4.42%
$310.86 - $348.77 $86.4K - $97K
6.01K $1.93M
AON
Aon PLC

Financial Services
-252
- 7.45%
$335.85 - $398.81 $84.6K - $101K
3.13K $1.12M
TMUS
T Mobile Us, Inc.

Communication Services
-231
- 3.74%
$220.99 - $268.54 $51K - $62K
5.95K $1.42M
PGR
Progressive Corp

Financial Services
-319
- 3.54%
$255.27 - $288.74 $81.4K - $92.1K
8.68K $2.32M
IP
International Paper CO

Consumer Cyclical
-3.44K
- 42.34%
$43.89 - $54.46 $151K - $187K
4.68K $219K
EIX
Edison International

Utilities
-1.34K
- 7.23%
$48.32 - $59.92 $64.8K - $80.4K
17.2K $887K
AEP
American Electric Power CO Inc

Utilities
-1.36K
- 14.61%
$98.59 - $109.11 $134K - $148K
7.92K $822K
CVS
Cvs Health Corp

Healthcare
-2.99K
- 22.15%
$60.04 - $70.18 $179K - $210K
10.5K $724K
NXPI
Nxp Semiconductors N.V.

Technology
-1.42K
- 33.36%
$153.5 - $218.72 $217K - $310K
2.83K $617K
PAYX
Paychex Inc

Industrials
-410
- 2.8%
$137.01 - $159.78 $56.2K - $65.5K
14.2K $2.07M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-400
- 10.54%
$212.1 - $244.27 $84.8K - $97.7K
3.4K $742K
FANG
Diamondback Energy, Inc.

Energy
-503
- 9.94%
$119.25 - $161.49 $60K - $81.2K
4.56K $626K
ELV
Elevance Health, Inc.

Healthcare
-41
- 1.13%
$372.27 - $452.69 $15.3K - $18.6K
3.6K $1.4M
COP
Conocophillips

Energy
-370
- 3.94%
$82.66 - $106.1 $30.6K - $39.3K
9.01K $808K
TT
Trane Technologies PLC

Industrials
-1.69K
- 30.07%
$315.21 - $437.41 $534K - $741K
3.94K $1.72M
PLD
Prologis, Inc.

Real Estate
-1.14K
- 15.29%
$89.76 - $112.34 $103K - $129K
6.34K $666K
CRM
Salesforce, Inc.

Technology
-886
- 5.08%
$236.26 - $291.15 $209K - $258K
16.6K $4.51M
EXPD
Expeditors International Of Washington Inc

Industrials
-998
- 15.51%
$102.84 - $122.24 $103K - $122K
5.44K $621K
VLO
Valero Energy Corp

Energy
-1.16K
- 30.92%
$104.69 - $141.77 $122K - $165K
2.6K $349K
ITW
Illinois Tool Works Inc

Industrials
-577
- 13.62%
$218.41 - $252.43 $126K - $146K
3.66K $904K
ROP
Roper Technologies Inc

Industrials
-210
- 17.53%
$519.19 - $590.78 $109K - $124K
988 $560K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.14K
- 4.11%
$79.79 - $91.42 $91.3K - $105K
26.7K $2.38M
BDX
Becton Dickinson & CO

Healthcare
-143
- 6.92%
$165.15 - $226.42 $23.6K - $32.4K
1.92K $331K
DVN
Devon Energy Corp

Energy
-2.57K
- 26.3%
$26.8 - $37.92 $68.9K - $97.5K
7.2K $229K
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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