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
MSI
Motorola Solutions, Inc.

Technology
-236
- 11.74%
$394.72 - $440.39 $93.2K - $104K
1.78K $746K
STZ
Constellation Brands, Inc.

Consumer Defensive
-492
- 20.66%
$160.0 - $195.62 $78.7K - $96.2K
1.89K $307K
PPL
Ppl Corp

Utilities
-2.75K
- 21.94%
$33.45 - $36.5 $92K - $100K
9.78K $331K
AFL
Aflac Inc

Financial Services
-407
- 3.05%
$99.77 - $112.45 $40.6K - $45.8K
12.9K $1.36M
GILD
Gilead Sciences, Inc.

Healthcare
-685
- 2.09%
$96.91 - $113.0 $66.4K - $77.4K
32.1K $3.56M
IWC
Russell Micro Cap ETF

ETFs
-8.19K
- 14.75%
$97.43 - $127.66 $798K - $1.05M
47.3K $6.04M
AIG
American International Group, Inc.

Financial Services
-1.28K
- 31.2%
$77.56 - $87.72 $99.4K - $112K
2.83K $241K
NKE
Nike, Inc.

Consumer Cyclical
-2.77K
- 25.44%
$53.27 - $72.04 $148K - $200K
8.12K $576K
WEC
Wec Energy Group, Inc.

Utilities
-890
- 23.32%
$102.24 - $109.76 $91K - $97.7K
2.93K $304K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-31
- 0.12%
$45.92 - $50.78 $1.42K - $1.57K
25.8K $1.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
-289
- 13.69%
$248.61 - $294.96 $71.8K - $85.2K
1.82K $513K
YUM
Yum Brands Inc

Consumer Cyclical
-471
- 11.7%
$138.36 - $161.45 $65.2K - $76K
3.56K $526K
PCG
Pg&E Corp

Utilities
-3.97K
- 25.44%
$13.55 - $17.87 $53.8K - $70.9K
11.6K $162K
BRO
Brown & Brown, Inc.

Financial Services
-497
- 14.02%
$104.48 - $124.43 $51.9K - $61.8K
3.05K $338K
CMS
Cms Energy Corp

Utilities
-1.05K
- 20.93%
$68.57 - $75.51 $72.1K - $79.4K
3.97K $275K
CAT
Caterpillar Inc

Industrials
-1.06K
- 19.97%
$273.94 - $388.21 $291K - $413K
4.27K $1.66M
EMR
Emerson Electric CO

Industrials
-1.58K
- 34.17%
$94.15 - $133.33 $149K - $211K
3.05K $406K
HOLX
Hologic Inc

Healthcare
-1.86K
- 31.14%
$52.73 - $65.22 $98.1K - $121K
4.12K $268K
GRMN
Garmin LTD

Technology
-219
- 3.45%
$173.63 - $218.07 $38K - $47.8K
6.14K $1.28M
SPG
Simon Property Group Inc

Real Estate
-350
- 4.47%
$140.37 - $171.44 $49.1K - $60K
7.48K $1.2M
SHW
Sherwin Williams CO

Basic Materials
-222
- 6.54%
$313.51 - $363.51 $69.6K - $80.7K
3.17K $1.09M
CNC
Centene Corp

Healthcare
-699
- 7.96%
$53.4 - $64.29 $37.3K - $44.9K
8.09K $438K
PSX
Phillips 66

Energy
-626
- 13.91%
$92.87 - $125.73 $58.1K - $78.7K
3.88K $462K
EQR
Equity Residential

Real Estate
-871
- 15.35%
$61.82 - $71.72 $53.8K - $62.5K
4.8K $324K
AZO
Autozone Inc

Consumer Cyclical
-12
- 3.23%
$3478.38 - $3880.15 $41.7K - $46.6K
360 $1.34M
ES
Eversource Energy

Utilities
-1.39K
- 27.95%
$54.25 - $65.89 $75.4K - $91.5K
3.58K $227K
WAT
Waters Corp

Healthcare
-188
- 22.65%
$307.71 - $366.67 $57.8K - $68.9K
642 $224K
BEN
Franklin Resources Inc

Financial Services
-7.68K
- 34.64%
$16.66 - $23.85 $128K - $183K
14.5K $345K
EQIX
Equinix Inc

Real Estate
-72
- 6.82%
$740.07 - $914.43 $53.3K - $65.8K
983 $781K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-7.21K
- 40.79%
$10.59 - $11.48 $76.4K - $82.8K
10.5K $120K
WDAY
Workday, Inc.

Technology
-445
- 9.17%
$210.47 - $274.71 $93.7K - $122K
4.41K $1.06M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.01K
- 22.57%
$105.69 - $140.64 $107K - $142K
3.46K $458K
DD
Du Pont De Nemours, Inc.

Basic Materials
-770
- 20.87%
$55.13 - $75.25 $42.5K - $57.9K
2.92K $200K
RSG
Republic Services, Inc.

Industrials
-409
- 6.84%
$227.2 - $258.07 $92.9K - $106K
5.57K $1.37M
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 0.37%
$210.83 - $235.28 $4.64K - $5.18K
5.97K $1.32M
NOC
Northrop Grumman Corp

Industrials
-93
- 4.54%
$456.3 - $540.39 $42.4K - $50.3K
1.95K $976K
ALL
Allstate Corp

Financial Services
-264
- 8.11%
$180.53 - $212.64 $47.7K - $56.1K
2.99K $602K
WELL
Welltower Inc.

Real Estate
-506
- 4.95%
$136.49 - $155.22 $69.1K - $78.5K
9.72K $1.49M
CI
Cigna Corp

Healthcare
-228
- 7.87%
$301.89 - $340.04 $68.8K - $77.5K
2.67K $881K
IR
Ingersoll Rand Inc.

Industrials
-1.05K
- 19.62%
$66.75 - $84.94 $70K - $89.1K
4.3K $357K
TRV
Travelers Companies, Inc.

Financial Services
-300
- 8.91%
$233.83 - $276.34 $70.1K - $82.9K
3.07K $820K
NEE
Nextera Energy Inc

Utilities
-570
- 2.81%
$64.11 - $75.0 $36.5K - $42.8K
19.7K $1.37M
PKG
Packaging Corp Of America

Consumer Cyclical
-284
- 18.85%
$175.97 - $201.36 $50K - $57.2K
1.22K $230K
EOG
Eog Resources Inc

Energy
-318
- 10.15%
$104.61 - $129.97 $33.3K - $41.3K
2.82K $336K
KR
Kroger CO

Consumer Defensive
-1.42K
- 15.08%
$64.62 - $74.0 $92K - $105K
8.02K $575K
FITB
Fifth Third Bancorp

Financial Services
-1.99K
- 19.66%
$33.32 - $41.51 $66.2K - $82.5K
8.12K $333K
EFX
Equifax Inc

Industrials
-319
- 25.4%
$205.5 - $280.54 $65.6K - $89.5K
937 $243K
TDY
Teledyne Technologies Inc

Technology
-146
- 15.92%
$435.54 - $512.31 $63.6K - $74.8K
771 $394K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-556
- 20.19%
$109.83 - $131.67 $61.1K - $73.2K
2.2K $278K
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
Track This Portfolio

Track Frank, Rimerman Advisors LLC Portfolio

Follow Frank, Rimerman Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Frank, Rimerman Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frank, Rimerman Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email