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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$85.3 Million 5.83% of portfolio
539,940
Q2 2025 Added 15.74%
$545B
$79.1 Million 5.4% of portfolio
59,081
Q2 2025 Added 0.83%
$3.95T
$59.8 Million 4.08% of portfolio
120,223
Q2 2025 Reduced 5.27%
$3.69T
$56.6 Million 3.86% of portfolio
275,849
Q2 2025 Reduced 5.51%
$1.21T
$41.2 Million 2.82% of portfolio
233,997
Q2 2025 Added 13.32%
$1.78T
$29.2 Million 1.99% of portfolio
39,580
Q2 2025 Added 1.83%
$2.26T
$27.7 Million 1.89% of portfolio
126,231
Q2 2025 Reduced 13.13%
$1.24T
$25.1 Million 1.71% of portfolio
141,384
Q2 2025 Reduced 1.24%
$127B
$18.5 Million 1.26% of portfolio
67,114
Q2 2025 Reduced 8.34%
$859B
$16.8 Million 1.15% of portfolio
58,066
Q2 2025 Added 3.95%
$1.08T
$12.4 Million 0.85% of portfolio
38,997
Q2 2025 Added 17.09%
$1.27T
$12.3 Million 0.84% of portfolio
54,300
Q2 2025 Added 2.12%
$551B
$10.5 Million 0.72% of portfolio
29,619
Q2 2025 Added 2.73%
$621B
$8.41 Million 0.57% of portfolio
17,304
Q2 2025 Added 10.61%
$439B
$7.78 Million 0.53% of portfolio
7,859
Q2 2025 Added 1.38%
$3.36B
$7.62 Million 0.52% of portfolio
416,768
Q2 2025 Added 15.73%
$548B
$7.63 Million 0.52% of portfolio
13,584
Q2 2025 Added 1.31%
$81.5B
$7.46 Million 0.51% of portfolio
15,199
Q2 2025 Added 0.01%
$1.72B
$7.03 Million 0.48% of portfolio
122,082
Q1 2025 Reduced 0.02%
$452B
$7.09 Million 0.48% of portfolio
46,409
Q2 2025 Added 16.51%
$76.5B
$6.89 Million 0.47% of portfolio
4,533
Q2 2025 Added 4.11%
$261B
$6.94 Million 0.47% of portfolio
38,116
Q2 2025 Added 22.92%
$293B
$6.64 Million 0.45% of portfolio
95,773
Q2 2025 Added 26.52%
$210B
$6.6 Million 0.45% of portfolio
22,385
Q2 2025 Added 19.62%
$608B
$6.32 Million 0.43% of portfolio
8,107
Q2 2025 Reduced 8.98%
$36.8B
$6.18 Million 0.42% of portfolio
38,459
Q2 2025 Reduced 1.75%
$93.6B
$6.08 Million 0.41% of portfolio
11,932
Q2 2025 Added 8.02%
$169B
$5.94 Million 0.41% of portfolio
10,928
Q2 2025 Added 0.15%
$351B
$5.92 Million 0.4% of portfolio
31,907
Q2 2025 Added 15.54%
$405B
$5.59 Million 0.38% of portfolio
15,255
Q2 2025 Added 45.49%
$367B
$5.35 Million 0.37% of portfolio
39,256
Q2 2025 Added 31.1%
$250B
$5.32 Million 0.36% of portfolio
37,786
Q2 2025 Reduced 0.53%
$182B
$4.84 Million 0.33% of portfolio
111,874
Q2 2025 Added 19.34%
$442B
$4.72 Million 0.32% of portfolio
43,757
Q2 2025 Reduced 3.61%
$227B
$4.7 Million 0.32% of portfolio
14,719
Q2 2025 Added 19.22%
$368B
$4.68 Million 0.32% of portfolio
29,405
Q2 2025 Added 124.41%
$99.2B
$4.67 Million 0.32% of portfolio
16,953
Q2 2025 Added 11.83%
$232B
$4.51 Million 0.31% of portfolio
16,554
Q2 2025 Reduced 5.08%
$203B
$4.43 Million 0.3% of portfolio
152,992
Q2 2025 Reduced 0.94%
$17B
$4.23 Million 0.29% of portfolio
104,737
Q2 2025 Added 0.56%
$162B
$4.11 Million 0.28% of portfolio
22,443
Q2 2025 Added 109.94%
$684B
$4.09 Million 0.28% of portfolio
18,724
Q2 2025 Reduced 18.7%
$306B
$3.97 Million 0.27% of portfolio
15,424
Q2 2025 Reduced 14.74%
$118B
$3.96 Million 0.27% of portfolio
67,468
Q2 2025 Added 15.33%
$201B
$3.86 Million 0.26% of portfolio
4,897
Q2 2025 Added 22.55%
$302B
$3.8 Million 0.26% of portfolio
26,509
Q2 2025 Added 23.48%
$138B
$3.74 Million 0.26% of portfolio
154,336
Q2 2025 Added 9.78%
$222B
$3.65 Million 0.25% of portfolio
12,508
Q2 2025 Added 7.44%
$172B
$3.62 Million 0.25% of portfolio
3,525
Q2 2025 Added 5.51%

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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