Frank, Rimerman Advisors LLC Reduced Holdings in Q1 2025

Frank, Rimerman Advisors LLC

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
-1.05K
- 36.86%
$126.01 - $172.06 $133K - $181K
1.8K $246K
HPE
Hewlett Packard Enterprise CO

Technology
-5.59K
- 24.14%
$14.77 - $24.42 $82.6K - $137K
17.6K $271K
F
Ford Motor CO

Consumer Cyclical
-22.5K
- 37.61%
$9.12 - $10.43 $205K - $234K
37.3K $373K
HON
Honeywell International Inc

Industrials
-465
- 6.22%
$202.75 - $226.52 $94.3K - $105K
7.01K $1.48M
PANW
Palo Alto Networks Inc

Technology
-579
- 6.16%
$167.82 - $208.28 $97.2K - $121K
8.81K $1.5M
JHG
Janus Henderson Group PLC

Financial Services
-163
- 0.53%
$35.98 - $45.94 $5.86K - $7.49K
30.4K $1.1M
LMT
Lockheed Martin Corp

Industrials
-261
- 12.31%
$423.19 - $506.29 $110K - $132K
1.86K $830K
TT
Trane Technologies PLC

Industrials
-26
- 0.46%
$332.0 - $400.86 $8.63K - $10.4K
5.63K $1.9M
NTAP
Net App, Inc.

Technology
-235
- 4.2%
$87.84 - $126.3 $20.6K - $29.7K
5.36K $471K
OXY
Occidental Petroleum Corp

Energy
-3.52K
- 40.48%
$45.45 - $52.7 $160K - $185K
5.17K $255K
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 0.29%
$554.06 - $615.85 $8.86K - $9.85K
5.59K $3.14M
IWR
Ishares Russell Mid Cap ETF

ETFs
-748
- 2.61%
$82.81 - $92.93 $61.9K - $69.5K
28K $2.38M
O
Realty Income Corp

Real Estate
-6.09K
- 14.37%
$51.67 - $58.49 $315K - $356K
36.3K $2.1M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-23
- 1.3%
$243.0 - $367.0 $5.59K - $8.44K
1.75K $426K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-167
- 1.14%
$408.78 - $448.82 $68.3K - $75K
14.4K $6.06M
RDY
Dr Reddys Laboratories LTD

Healthcare
-550
- 0.99%
$12.53 - $15.81 $6.89K - $8.7K
55K $724K
WDAY
Workday, Inc.

Technology
-119
- 2.39%
$233.53 - $277.82 $27.8K - $33.1K
4.85K $1.13M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-133
- 6.35%
$522.96 - $601.18 $69.6K - $80K
1.96K $1.05M
CMI
Cummins Inc

Industrials
-66
- 1.85%
$312.92 - $386.07 $20.7K - $25.5K
3.5K $1.1M
BHP
Bhp Group LTD

Basic Materials
-2.78K
- 8.52%
$48.18 - $52.11 $134K - $145K
29.8K $1.45M
OMF
One Main Holdings, Inc.

Financial Services
-1.94K
- 13.36%
$45.35 - $58.06 $88.1K - $113K
12.6K $615K
BEN
Franklin Resources Inc

Financial Services
-5.67K
- 20.36%
$18.92 - $22.24 $107K - $126K
22.2K $426K
OHI
Omega Healthcare Investors Inc

Real Estate
-3.69K
- 21.5%
$35.7 - $38.33 $132K - $142K
13.5K $513K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-371
- 10.21%
$168.84 - $202.89 $62.6K - $75.3K
3.26K $573K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-4.2K
- 30.16%
$25.93 - $29.28 $109K - $123K
9.72K $263K
FDX
Fedex Corp

Industrials
-207
- 10.58%
$230.33 - $281.53 $47.7K - $58.3K
1.75K $426K
ASML
Asml Holding Nv

Technology
-21
- 0.59%
$662.63 - $776.99 $13.9K - $16.3K
3.57K $2.36M
MLM
Martin Marietta Materials Inc

Basic Materials
-157
- 14.63%
$460.39 - $552.64 $72.3K - $86.8K
916 $437K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.97K
- 28.57%
$34.5 - $43.01 $102K - $128K
7.43K $281K
AZN
Astrazeneca PLC

Healthcare
-2.89K
- 22.7%
$65.37 - $77.96 $189K - $226K
9.85K $724K
LOW
Lowes Companies Inc

Consumer Cyclical
-112
- 1.84%
$222.66 - $268.42 $24.9K - $30.1K
5.99K $1.4M
BDX
Becton Dickinson & CO

Healthcare
-484
- 18.98%
$222.79 - $249.08 $108K - $121K
2.07K $473K
STWD
Starwood Property Trust, Inc.

Real Estate
-7.76K
- 12.0%
$18.41 - $20.53 $143K - $159K
56.9K $1.12M
TM
Toyota Motor Corp

Consumer Cyclical
-377
- 19.68%
$176.53 - $195.35 $66.6K - $73.6K
1.54K $271K
HAL
Halliburton CO

Energy
-2.89K
- 20.81%
$24.15 - $29.9 $69.8K - $86.4K
11K $279K
TJX
Tjx Companies Inc

Consumer Cyclical
-882
- 7.95%
$112.81 - $126.16 $99.5K - $111K
10.2K $1.24M
PEAK
Healthpeak Properties, Inc.

Real Estate
-5.02K
- 17.04%
N/A
24.4K $463K
OTIS
Otis Worldwide Corp

Industrials
-1.29K
- 34.11%
$90.77 - $104.01 $117K - $134K
2.49K $256K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.5K
- 5.1%
$85.55 - $94.34 $128K - $141K
27.8K $2.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
-520
- 30.09%
$182.82 - $196.21 $95.1K - $102K
1.21K $227K
VST
Vistra Corp.

Utilities
-105
- 2.73%
$108.49 - $191.89 $11.4K - $20.1K
3.74K $438K
SPG
Simon Property Group Inc

Real Estate
-206
- 2.57%
$159.48 - $187.78 $32.9K - $38.7K
7.83K $1.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.19K
- 9.95%
$77.7 - $78.94 $92.2K - $93.6K
10.7K $847K
RF
Regions Financial Corp

Financial Services
-1.14K
- 3.6%
$20.84 - $24.77 $23.7K - $28.1K
30.4K $660K
GPN
Global Payments Inc

Industrials
-434
- 15.85%
$92.18 - $113.03 $40K - $49.1K
2.3K $225K
CUBE
Cube Smart

Real Estate
-1.79K
- 22.23%
$40.23 - $43.23 $71.9K - $77.3K
6.25K $266K
VTRS
Viatris Inc

Healthcare
-1.94K
- 11.99%
$8.68 - $12.42 $16.9K - $24.1K
14.3K $124K
FMC
Fmc Corp

Basic Materials
-835
- 12.86%
$34.54 - $56.38 $28.8K - $47.1K
5.66K $238K
QNST
Quinstreet, Inc

Communication Services
-700
- 6.18%
$17.0 - $25.17 $11.9K - $17.6K
10.6K $189K
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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