Frank, Rimerman Advisors LLC Portfolio Holdings

Frank, Rimerman Advisors LLC

  • $1.46 Billion
  • Q2 2025

Frank, Rimerman Advisors LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 561 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $98.6M, Nvidia Corp with a value of $85.3M, Invesco Qqq Trust, Series 1 with a value of $84M, Netflix Inc with a value of $79.1M, and Microsoft Corp with a value of $59.8M.

Examining the 13F form we can see an increase of $222M in the current position value, from $1.24B to 1.46B.

Frank, Rimerman Advisors LLC is based out at Palo Alto, CA

Below you can find more details about Frank, Rimerman Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.46 Billion
ETFs: $424 Million
Technology: $352 Million
Communication Services: $199 Million
Financial Services: $120 Million
Consumer Cyclical: $84.4 Million
Healthcare: $84.1 Million
Industrials: $69.1 Million
Consumer Defensive: $49.1 Million
Other: $82.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233B
$1.45 Million 0.1% of portfolio
20,680
Q2 2025 Added 109.86%
$258B
$1.16 Million 0.08% of portfolio
16,433
Q2 2025 Added 280.22%
$259B
$982,000 0.07% of portfolio
16,160
Q2 2025 Added 5.39%
$324B
$1 Million 0.07% of portfolio
8,860
Q2 2025 New
$265B
$932,000 0.06% of portfolio
5,415
Q2 2025 Added 251.85%
$257B
$680,000 0.05% of portfolio
5,621
Q2 2025 Added 107.34%
$229B
$691,000 0.05% of portfolio
4,739
Q2 2025 Reduced 11.83%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $1.46 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 102 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 228 stocks
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