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
CHTR
Charter Communications, Inc.

Communication Services
-254
- 10.85%
$321.68 - $427.25 $81.7K - $109K
2.09K $852K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-209
- 17.82%
$201.28 - $266.34 $42.1K - $55.7K
964 $256K
PODD
Insulet Corp

Healthcare
-165
- 19.3%
$238.57 - $327.47 $39.4K - $54K
690 $216K
CTSH
Cognizant Technology Solutions Corp

Technology
-214
- 3.27%
$66.47 - $81.81 $14.2K - $17.5K
6.33K $493K
CMI
Cummins Inc

Industrials
-164
- 4.69%
$267.12 - $336.65 $43.8K - $55.2K
3.33K $1.09M
CUBE
Cube Smart

Real Estate
-54
- 0.86%
$35.88 - $43.68 $1.94K - $2.36K
6.2K $263K
MCK
Mckesson Corp

Healthcare
-81
- 8.38%
$652.83 - $732.78 $52.9K - $59.4K
886 $649K
CTVA
Corteva, Inc.

Basic Materials
-703
- 16.05%
$55.52 - $74.53 $39K - $52.4K
3.68K $274K
Annaly Capital Management In
-7.21K
- 31.67%
N/A
15.6K $0
Ge Healthcare Technologies I
-620
- 17.28%
N/A
2.97K $0
Ge Vernova Inc
-1.31K
- 20.35%
N/A
5.12K $0
Veralto Corp
-578
- 10.94%
N/A
4.7K $0
Lam Research Corp
-18.2K
- 53.89%
N/A
15.6K $0
Jacobs Solutions Inc
-391
- 19.35%
N/A
1.63K $0
STT
State Street Corp

Financial Services
-384
- 15.74%
$75.33 - $106.34 $28.9K - $40.8K
2.06K $218K
Super Micro Computer Inc
-5.16K
- 25.48%
N/A
15.1K $0
CRH.L
Crh PLC

Basic Materials
-10
- 0.07%
N/A
13.9K $0
PEG
Public Service Enterprise Group Inc

Utilities
-115
- 1.72%
$77.13 - $84.18 $8.87K - $9.68K
6.57K $553K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-56
- 0.3%
$77.74 - $78.78 $4.35K - $4.41K
18.9K $1.49M
VRSN
Verisign Inc

Technology
-339
- 11.52%
$234.49 - $288.8 $79.5K - $97.9K
2.6K $751K
RMD
Resmed Inc

Healthcare
-164
- 11.14%
$204.54 - $258.0 $33.5K - $42.3K
1.31K $337K
FRSH
Freshworks Inc.

Technology
-26
- 0.16%
$12.07 - $15.98 $314 - $415
16.1K $239K
EBAY
Ebay Inc

Consumer Cyclical
-396
- 6.2%
$59.52 - $79.36 $23.6K - $31.4K
5.99K $446K
EW
Edwards Lifesciences Corp

Healthcare
-240
- 3.85%
$67.07 - $78.22 $16.1K - $18.8K
5.99K $468K
CVLT
Commvault Systems Inc

Technology
-61
- 3.57%
$139.35 - $190.99 $8.5K - $11.7K
1.65K $287K
TRMB
Trimble Inc.

Technology
-868
- 10.67%
$55.12 - $75.98 $47.8K - $66K
7.27K $552K
LMT
Lockheed Martin Corp

Industrials
-23
- 1.24%
$430.82 - $486.45 $9.91K - $11.2K
1.84K $850K
GLW
Corning Inc

Technology
-1.38K
- 10.01%
$39.07 - $52.59 $53.8K - $72.5K
12.4K $651K
UAL
United Airlines Holdings, Inc.

Industrials
-411
- 8.12%
$56.15 - $84.23 $23.1K - $34.6K
4.65K $370K
CSX
Csx Corp

Industrials
-1.73K
- 6.88%
$26.69 - $32.91 $46K - $56.8K
23.4K $762K
WMB
Williams Companies, Inc.

Energy
-703
- 3.09%
$54.33 - $62.87 $38.2K - $44.2K
22K $1.38M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-967
- 0.76%
$27.29 - $29.28 $26.4K - $28.3K
126K $3.68M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-767
- 30.83%
$177.93 - $313.14 $136K - $240K
1.72K $538K
MAR
Marriott International Inc

Consumer Cyclical
-367
- 10.01%
$211.12 - $274.14 $77.5K - $101K
3.3K $901K
IWM
Ishares Russell 2000 ETF

ETFs
-64
- 2.47%
$174.82 - $215.79 $11.2K - $13.8K
2.53K $545K
BSX
Boston Scientific Corp

Healthcare
-989
- 4.69%
$89.7 - $107.41 $88.7K - $106K
20.1K $2.16M
EXEL
Exelixis, Inc.

Healthcare
-225
- 3.55%
$34.13 - $46.26 $7.68K - $10.4K
6.12K $269K
RUN
Sunrun Inc.

Technology
-46
- 0.28%
$5.67 - $12.85 $261 - $591
16.2K $132K
SYK
Stryker Corp

Healthcare
-237
- 4.16%
$337.37 - $395.63 $80K - $93.8K
5.46K $2.16M
GD
General Dynamics Corp

Industrials
-2
- 0.1%
$247.68 - $291.66 $495 - $583
2.1K $611K
PNR
Pentair PLC

Industrials
-627
- 8.55%
$76.17 - $103.58 $47.8K - $64.9K
6.71K $688K
AMZN
Amazon Com Inc

Consumer Cyclical
-19.1K
- 13.13%
$167.32 - $223.3 $3.19M - $4.26M
126K $27.7M
HEI
Heico Corp

Industrials
-3
- 0.36%
$236.44 - $328.0 $709 - $984
826 $270K
AM
Antero Midstream Corp

Energy
-2.03K
- 2.11%
$15.88 - $18.99 $32.3K - $38.6K
94.3K $1.79M
JBL
Jabil Inc

Technology
-320
- 20.85%
$116.88 - $218.1 $37.4K - $69.8K
1.22K $264K
BK
Bank Of New York Mellon Corp

Financial Services
-406
- 3.15%
$73.31 - $91.62 $29.8K - $37.2K
12.5K $1.14M
T
At&T Inc.

Communication Services
-1.45K
- 0.94%
$26.33 - $28.94 $38.2K - $42K
153K $4.43M
HON
Honeywell International Inc

Industrials
-366
- 5.22%
$182.86 - $232.88 $66.9K - $85.2K
6.64K $1.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.2%
$468.22 - $566.51 $1.87K - $2.27K
1.96K $1.11M
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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