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
FISV
Fiserv Inc

Technology
-578
- 6.49%
N/A
8.33K $1.04M
OKE
Oneok Inc

Energy
-444
- 2.85%
$89.57 - $109.85 $39.8K - $48.8K
15.1K $1.5M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-92
- 0.85%
$56.68 - $73.5 $5.21K - $6.76K
10.8K $684K
RUN
Sunrun Inc.

Technology
-77
- 0.47%
$5.86 - $11.37 $451 - $875
16.3K $95K
ADSK
Autodesk, Inc.

Technology
-230
- 4.87%
N/A
4.49K $1.1M
ROK
Rockwell Automation, Inc

Industrials
-54
- 3.65%
$255.29 - $303.75 $13.8K - $16.4K
1.43K $368K
ITW
Illinois Tool Works Inc

Industrials
-116
- 2.66%
$244.9 - $274.48 $28.4K - $31.8K
4.24K $1.05M
EW
Edwards Lifesciences Corp

Healthcare
-532
- 7.86%
$67.95 - $76.19 $36.1K - $40.5K
6.23K $451K
DOV
Dover Corp

Industrials
-96
- 3.58%
$174.65 - $206.43 $16.8K - $19.8K
2.59K $454K
ICLR
Icon PLC

Healthcare
-24
- 1.92%
$174.99 - $222.58 $4.2K - $5.34K
1.22K $214K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-55
- 2.17%
$109.48 - $136.56 $6.02K - $7.51K
2.47K $271K
FIS
Fidelity National Information Services, Inc.

Technology
-197
- 4.02%
$68.12 - $83.42 $13.4K - $16.4K
4.7K $351K
STT
State Street Corp

Financial Services
-237
- 8.86%
$84.47 - $102.23 $20K - $24.2K
2.44K $218K
COP
Conocophillips

Energy
-973
- 9.4%
$88.6 - $105.85 $86.2K - $103K
9.38K $984K
NICE
Nice Ltd.

Technology
-23
- 0.94%
$139.18 - $178.5 $3.2K - $4.11K
2.41K $372K
HYG
Ishares Tr

ETFs
-590
- 2.09%
$78.51 - $80.11 $46.3K - $47.3K
27.7K $2.18M
MTD
Mettler Toledo International Inc

Healthcare
-15
- 3.68%
$1177.09 - $1390.0 $17.7K - $20.9K
393 $464K
MET
Metlife Inc

Financial Services
-220
- 2.41%
$77.7 - $87.0 $17.1K - $19.1K
8.9K $714K
LHX
L3 Harris Technologies, Inc.

Industrials
-142
- 9.96%
$194.65 - $222.86 $27.6K - $31.6K
1.28K $268K
NDAQ
Nasdaq, Inc.

Financial Services
-205
- 2.26%
$72.17 - $83.76 $14.8K - $17.2K
8.87K $672K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-17
- 1.43%
$221.78 - $273.45 $3.77K - $4.65K
1.17K $266K
ADP
Automatic Data Processing Inc

Industrials
-367
- 5.29%
$286.85 - $318.64 $105K - $117K
6.57K $2.01M
CPRT
Copart Inc

Consumer Cyclical
-355
- 8.95%
$52.3 - $59.83 $18.6K - $21.2K
3.61K $204K
UL
Unilever PLC

Consumer Defensive
-563
- 11.17%
$54.72 - $60.29 $30.8K - $33.9K
4.48K $266K
RIO
Rio Tinto PLC

Basic Materials
-548
- 4.54%
$58.19 - $64.29 $31.9K - $35.2K
11.5K $692K
ZTS
Zoetis Inc.

Healthcare
-166
- 3.08%
$156.48 - $175.67 $26K - $29.2K
5.23K $861K
L
Loews Corp

Financial Services
-420
- 14.71%
$81.13 - $91.91 $34.1K - $38.6K
2.44K $223K
MSTR
Microstrategy Inc

Technology
-59
- 4.62%
$239.27 - $396.5 $14.1K - $23.4K
1.22K $351K
EOG
Eog Resources Inc

Energy
-278
- 8.15%
$120.54 - $138.05 $33.5K - $38.4K
3.13K $401K
RL
Ralph Lauren Corp

Consumer Cyclical
-19
- 2.01%
$215.68 - $286.74 $4.1K - $5.45K
924 $203K
TYL
Tyler Technologies Inc

Technology
-31
- 3.6%
$553.41 - $646.74 $17.2K - $20K
829 $481K
IEMG
Ishares Inc

ETFs
-259
- 2.17%
N/A
11.7K $626K
SYK
Stryker Corp

Healthcare
-230
- 3.88%
$355.18 - $399.9 $81.7K - $92K
5.7K $2.12M
SHEL
Shell PLC

Energy
-924
- 17.61%
$62.84 - $73.29 $58.1K - $67.7K
4.32K $316K
PLD
Prologis, Inc.

Real Estate
-521
- 6.51%
$103.59 - $124.04 $54K - $64.6K
7.48K $836K
RTX
Raytheon Technologies Corp

Industrials
-854
- 13.71%
$114.1 - $135.66 $97.4K - $116K
5.38K $711K
MO
Altria Group, Inc.

Consumer Defensive
-8.83K
- 13.12%
$50.81 - $60.02 $449K - $530K
58.5K $3.51M
UNP
Union Pacific Corp

Industrials
-499
- 3.61%
$225.21 - $254.42 $112K - $127K
13.3K $3.15M
CTSH
Cognizant Technology Solutions Corp

Technology
-5
- 0.08%
$75.32 - $90.7 $377 - $454
6.54K $500K
Blackrock Inc
-113
- 16.4%
N/A
576 $0
Arista Networks Inc
-3.8K
- 48.71%
N/A
4K $0
CRH.L
Crh PLC

Basic Materials
-21
- 0.15%
N/A
13.9K $0
SPGI
S&P Global Inc.

Financial Services
-100
- 1.77%
$478.26 - $543.77 $47.8K - $54.4K
5.54K $2.82M
BKR
Baker Hughes CO

Energy
-171
- 2.98%
$41.16 - $48.85 $7.04K - $8.35K
5.57K $244K
TSCO
Tractor Supply CO

Consumer Cyclical
-20
- 0.35%
$51.66 - $57.94 $1.03K - $1.16K
5.62K $309K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-79
- 0.41%
$76.94 - $78.28 $6.08K - $6.18K
19K $1.49M
ICE
Intercontinental Exchange, Inc.

Financial Services
-758
- 12.34%
$142.8 - $176.36 $108K - $134K
5.39K $929K
D
Dominion Energy, Inc

Utilities
-402
- 2.33%
$52.85 - $57.43 $21.2K - $23.1K
16.9K $946K
CHD
Church & Dwight CO Inc

Consumer Defensive
-13
- 0.38%
$101.42 - $113.2 $1.32K - $1.47K
3.41K $375K
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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