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
ADSK
Autodesk, Inc.

Technology
-239
- 5.33%
N/A
4.25K $1.04M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.27K
- 13.1%
$22.66 - $26.12 $28.8K - $33.3K
8.45K $206K
ECL
Ecolab Inc.

Basic Materials
-350
- 14.82%
$225.65 - $270.95 $79K - $94.8K
2.01K $542K
PSA
Public Storage

Real Estate
-136
- 5.22%
$266.31 - $309.77 $36.2K - $42.1K
2.47K $724K
CNA
Cna Financial Corp

Financial Services
-267
- 2.84%
$45.03 - $50.88 $12K - $13.6K
9.14K $425K
ALLE
Allegion PLC

Industrials
-536
- 25.97%
$118.52 - $145.64 $63.5K - $78.1K
1.53K $220K
HBAN
Huntington Bancshares Inc

Financial Services
-4.81K
- 25.97%
$12.49 - $16.76 $60.1K - $80.7K
13.7K $229K
MNST
Monster Beverage Corp

Consumer Defensive
-1.46K
- 13.96%
$55.01 - $64.24 $80.1K - $93.5K
8.97K $562K
ROST
Ross Stores, Inc.

Consumer Cyclical
-375
- 10.92%
$126.62 - $154.26 $47.5K - $57.8K
3.06K $390K
IDXX
Idexx Laboratories Inc

Healthcare
-252
- 33.6%
$361.04 - $536.34 $91K - $135K
498 $267K
DRI
Darden Restaurants Inc

Consumer Cyclical
-434
- 8.72%
$186.58 - $225.78 $81K - $98K
4.54K $990K
AME
Ametek Inc

Industrials
-376
- 13.74%
$151.41 - $182.75 $56.9K - $68.7K
2.36K $427K
XYL
Xylem Inc.

Industrials
-528
- 19.86%
$102.86 - $129.5 $54.3K - $68.4K
2.13K $275K
OMF
One Main Holdings, Inc.

Financial Services
-2.52K
- 20.01%
$40.42 - $57.0 $102K - $144K
10.1K $574K
OKTA
Okta, Inc.

Technology
-159
- 3.53%
$91.24 - $127.3 $14.5K - $20.2K
4.34K $433K
CAH
Cardinal Health Inc

Healthcare
-560
- 30.91%
$125.0 - $168.0 $70K - $94.1K
1.25K $210K
MSCI
Msci Inc.

Financial Services
-103
- 5.03%
$506.56 - $576.74 $52.2K - $59.4K
1.94K $1.12M
VMC
Vulcan Materials CO

Basic Materials
-352
- 17.45%
$226.49 - $276.01 $79.7K - $97.2K
1.67K $434K
TSCO
Tractor Supply CO

Consumer Cyclical
-401
- 7.14%
$47.86 - $55.77 $19.2K - $22.4K
5.22K $275K
CBRE
Cbre Group, Inc.

Real Estate
-546
- 12.09%
$113.94 - $140.12 $62.2K - $76.5K
3.97K $556K
SQ
Block, Inc.

Technology
-592
- 15.27%
N/A
3.29K $188K
WTM
White Mountains Insurance Group LTD

Financial Services
-5
- 2.75%
$1699.35 - $1901.99 $8.5K - $9.51K
177 $317K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.69K
- 22.78%
$29.15 - $44.46 $49.3K - $75.2K
5.74K $248K
BIDU
Baidu, Inc.

Communication Services
-104
- 2.88%
$76.86 - $92.5 $7.99K - $9.62K
3.51K $300K
ANSS
Ansys Inc

Technology
-274
- 14.61%
$284.19 - $351.22 $77.9K - $96.2K
1.6K $562K
SIGI
Selective Insurance Group Inc

Financial Services
-97
- 2.05%
$82.37 - $92.83 $7.99K - $9K
4.63K $401K
MTD
Mettler Toledo International Inc

Healthcare
-23
- 5.85%
$970.15 - $1216.57 $22.3K - $28K
370 $434K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-343
- 10.51%
$149.76 - $186.42 $51.4K - $63.9K
2.92K $544K
SBAC
Sba Communications Corp

Real Estate
-269
- 11.67%
$208.57 - $243.4 $56.1K - $65.5K
2.04K $478K
AMT
American Tower Corp

Real Estate
-204
- 4.45%
$203.96 - $228.19 $41.6K - $46.6K
4.38K $968K
EQT
Eqt Corp

Energy
-1.09K
- 15.62%
$46.11 - $60.44 $50.2K - $65.8K
5.88K $343K
AMP
Ameriprise Financial Inc

Financial Services
-226
- 12.14%
$422.19 - $533.73 $95.4K - $121K
1.64K $873K
FIS
Fidelity National Information Services, Inc.

Technology
-707
- 15.04%
$68.14 - $82.13 $48.2K - $58.1K
4K $325K
ABC
Amerisourcebergen Corp

Healthcare
-135
- 9.16%
N/A
1.34K $247K
KMI
Kinder Morgan, Inc.

Energy
-2.28K
- 4.66%
$25.21 - $29.4 $57.6K - $67.1K
46.7K $1.37M
TW
Tradeweb Markets Inc.

Financial Services
-78
- 1.31%
$125.37 - $149.02 $9.78K - $11.6K
5.88K $860K
ARES
Ares Management Corp

Financial Services
-956
- 17.55%
$118.04 - $175.83 $113K - $168K
4.49K $777K
RTX
Raytheon Technologies Corp

Industrials
-636
- 11.83%
$113.75 - $148.48 $72.3K - $94.4K
4.74K $691K
CARR
Carrier Global Corp

Industrials
-1.22K
- 17.06%
$55.55 - $75.83 $67.5K - $92.2K
5.91K $432K
FMC
Fmc Corp

Basic Materials
-390
- 6.89%
$33.98 - $44.06 $13.3K - $17.2K
5.27K $219K
KKR
Kkr & Co. Inc.

Financial Services
-534
- 17.43%
$92.79 - $134.29 $49.5K - $71.7K
2.53K $336K
DOV
Dover Corp

Industrials
-201
- 7.77%
$151.14 - $186.7 $30.4K - $37.5K
2.39K $437K
SRE
Sempra Energy

Utilities
-521
- 9.57%
$63.78 - $78.91 $33.2K - $41.1K
4.92K $372K
EA
Electronic Arts Inc.

Communication Services
-401
- 12.35%
$132.53 - $159.7 $53.1K - $64K
2.85K $454K
IEMG
Ishares Inc

ETFs
-257
- 2.2%
N/A
11.4K $612K
DOX
Amdocs LTD

Technology
-147
- 5.78%
$80.46 - $94.08 $11.8K - $13.8K
2.4K $218K
FFIV
F5, Inc.

Technology
-174
- 12.88%
$239.25 - $295.9 $41.6K - $51.5K
1.18K $346K
CBSH
Commerce Bancshares Inc

Financial Services
-164
- 4.05%
$55.42 - $65.63 $9.09K - $10.8K
3.89K $241K
NEM
Newmont Corp

Basic Materials
-1.87K
- 18.82%
$44.18 - $59.46 $82.6K - $111K
8.06K $469K
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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