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
PCG
Pg&E Corp

Utilities
3.4K
+ 27.88%
$15.16 - $20.4 $51.6K - $69.4K
15.6K $268K
CVLT
Commvault Systems Inc

Technology
63
+ 3.83%
$146.82 - $187.9 $9.25K - $11.8K
1.71K $269K
CBRE
Cbre Group, Inc.

Real Estate
161
+ 3.7%
$121.79 - $147.13 $19.6K - $23.7K
4.52K $590K
RMD
Resmed Inc

Healthcare
110
+ 8.08%
$219.7 - $257.65 $24.2K - $28.3K
1.47K $329K
HBAN
Huntington Bancshares Inc

Financial Services
2.21K
+ 13.54%
$14.28 - $17.39 $31.6K - $38.4K
18.5K $278K
APP
App Lovin Corp

Technology
333
+ 25.75%
$238.08 - $510.13 $79.3K - $170K
1.63K $430K
EFX
Equifax Inc

Industrials
92
+ 7.9%
$235.63 - $278.34 $21.7K - $25.6K
1.26K $305K
QCOM
Qualcomm Inc

Technology
53
+ 0.57%
$151.94 - $175.86 $8.05K - $9.32K
9.36K $1.44M
IR
Ingersoll Rand Inc.

Industrials
692
+ 14.87%
$79.44 - $94.23 $55K - $65.2K
5.35K $427K
WTM
White Mountains Insurance Group LTD

Financial Services
5
+ 2.82%
$1818.58 - $1983.07 $9.09K - $9.92K
182 $350K
PODD
Insulet Corp

Healthcare
14
+ 1.66%
$237.06 - $288.29 $3.32K - $4.04K
855 $224K
DFS
Discover Financial Services

Financial Services
75
+ 2.4%
$152.99 - $203.25 $11.5K - $15.2K
3.21K $547K
CBSH
Commerce Bancshares Inc

Financial Services
61
+ 1.53%
$58.85 - $68.59 $3.59K - $4.18K
4.05K $252K
TRMB
Trimble Inc.

Technology
631
+ 8.41%
$65.52 - $77.49 $41.3K - $48.9K
8.14K $534K
EQR
Equity Residential

Real Estate
70
+ 1.25%
$66.98 - $75.02 $4.69K - $5.25K
5.67K $406K
PPG
Ppg Industries Inc

Basic Materials
189
+ 10.82%
$107.44 - $124.29 $20.3K - $23.5K
1.94K $211K
SIGI
Selective Insurance Group Inc

Financial Services
136
+ 2.96%
$78.49 - $95.48 $10.7K - $13K
4.73K $432K
FTV
Fortive Corp

Technology
129
+ 3.13%
$71.82 - $82.98 $9.26K - $10.7K
4.25K $311K
CLX
Clorox CO

Consumer Defensive
150
+ 10.56%
$141.76 - $162.89 $21.3K - $24.4K
1.57K $231K
MCO
Moodys Corp

Financial Services
52
+ 1.74%
$437.8 - $527.48 $22.8K - $27.4K
3.04K $1.41M
Veralto Corp
259
+ 5.16%
N/A
5.28K $0
Annaly Capital Management In
12.8K
+ 127.51%
N/A
22.8K $0
Super Micro Computer Inc
3.95K
+ 24.21%
N/A
20.2K $0
Te Connectivity PLC
214
+ 11.38%
N/A
2.09K $0
Linde PLC
228
+ 7.27%
N/A
3.37K $0
Ge Vernova Inc
1.89K
+ 41.76%
N/A
6.43K $0
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.07%
N/A
6.71K $1.22M
Ge Healthcare Technologies I
98
+ 2.81%
N/A
3.59K $0
FITB
Fifth Third Bancorp

Financial Services
739
+ 7.89%
$37.48 - $44.96 $27.7K - $33.2K
10.1K $396K
PKG
Packaging Corp Of America

Consumer Cyclical
182
+ 13.74%
$192.03 - $242.13 $34.9K - $44.1K
1.51K $298K
Lam Research Corp
18.7K
+ 124.05%
N/A
33.7K $0
Healthcare Rlty Tr
9.22K
+ 68.61%
N/A
22.6K $0
Jacobs Solutions Inc
54
+ 2.75%
N/A
2.02K $0
GM
General Motors CO

Consumer Cyclical
662
+ 12.66%
$45.22 - $54.92 $29.9K - $36.4K
5.89K $277K
GWW
W.W. Grainger, Inc.

Industrials
17
+ 6.37%
$953.54 - $1132.42 $16.2K - $19.3K
284 $280K
PEG
Public Service Enterprise Group Inc

Utilities
163
+ 2.5%
$78.2 - $90.39 $12.7K - $14.7K
6.69K $550K
GS
Goldman Sachs Group Inc

Financial Services
95
+ 4.4%
$524.81 - $672.19 $49.9K - $63.9K
2.25K $1.23M
DD
Du Pont De Nemours, Inc.

Basic Materials
3
+ 0.08%
$72.7 - $84.32 $218 - $253
3.69K $275K
LII
Lennox International Inc

Industrials
19
+ 5.34%
$553.05 - $666.93 $10.5K - $12.7K
375 $210K
VMC
Vulcan Materials CO

Basic Materials
150
+ 8.03%
$220.9 - $277.54 $33.1K - $41.6K
2.02K $470K
CARR
Carrier Global Corp

Industrials
346
+ 5.1%
$62.07 - $70.55 $21.5K - $24.4K
7.13K $451K
EXPE
Expedia Group, Inc.

Consumer Cyclical
56
+ 4.68%
$157.11 - $206.52 $8.8K - $11.6K
1.25K $210K
AME
Ametek Inc

Industrials
39
+ 1.45%
$170.39 - $190.43 $6.65K - $7.43K
2.74K $471K
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.14%
$142.64 - $156.42 $2K - $2.19K
9.91K $1.49M
HOLX
Hologic Inc

Healthcare
549
+ 10.12%
$60.7 - $73.77 $33.3K - $40.5K
5.98K $369K
TFC
Truist Financial Corp

Financial Services
1.03K
+ 3.49%
$39.48 - $48.15 $40.5K - $49.5K
30.5K $1.25M
ABNB
Airbnb, Inc.

Consumer Cyclical
215
+ 5.05%
$119.38 - $161.42 $25.7K - $34.7K
4.47K $534K
ROST
Ross Stores, Inc.

Consumer Cyclical
330
+ 10.63%
$123.3 - $154.95 $40.7K - $51.1K
3.44K $438K
CSX
Csx Corp

Industrials
1.09K
+ 4.52%
$29.11 - $33.67 $31.6K - $36.5K
25.1K $738K
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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