Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2026)

About Frank, Rimerman Advisors LLC

Investment Activity

Frank, Rimerman Advisors LLC has $1.53 billion in total holdings as of March 31, 2026.
Frank, Rimerman Advisors LLC owns shares of 590 different stocks, but just 138 companies or ETFs make up 80% of its holdings.
Approximately 4.30% of the portfolio was purchased this quarter.
About 3.92% of the portfolio was sold this quarter.
This quarter, Frank, Rimerman Advisors LLC has purchased 600 new stocks and bought additional shares in 272 stocks.
Frank, Rimerman Advisors LLC sold shares of 162 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

NVIDIA: $98,615,218
Invesco QQQ: $84,992,189
Alphabet: $73,309,684
Apple: $72,684,949
Netflix: $56,506,970

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $2,493,650 Holding
808524805 - Schwab International Equity ETF: $2,006,260 Holding
78440P306 - SK Telecom: $1,734,437 Holding
N53745100 - LyondellBasell Industries: $1,150,477 Holding
80004C200 - SANDISK CORP: $1,107,398 Holding

Largest Purchases this Quarter

AstraZeneca: 12,644 shares (about $2.49M)
Progressive: 11,401 shares (about $2.26M)
Berkshire Hathaway: 4,660 shares (about $2.23M)
Schwab International Equity ETF: 81,061 shares (about $2.01M)
Paychex: 21,274 shares (about $1.96M)

Largest Sales this Quarter

Transdigm Group: 1,460 shares (about $1.69M)
Amazon.com: 6,102 shares (about $1.27M)
SPDR S&P 500 ETF Trust: 1,652 shares (about $1.07M)
Wipro: 470,937 shares (about $998.39K)
Intuit: 2,169 shares (about $937.83K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$98,615,218	$971,408 â–²	1.0%	565,454	6.5%	Computer and Technology
QQQ Invesco QQQ	$84,992,189	$439,235 â–¼	-0.5%	147,254	5.6%	Finance
GOOGL Alphabet	$73,309,684	$805,168 â–²	1.1%	254,937	4.8%	Computer and Technology
AAPL Apple	$72,684,949	$1,033,433 â–²	1.4%	286,398	4.8%	Computer and Technology
NFLX Netflix	$56,506,970	$78,074 â–¼	-0.1%	587,696	3.7%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$47,656,772	$1,074,358 â–¼	-2.2%	73,280	3.1%	Finance
MSFT Microsoft	$46,976,424	$1,495,857 â–²	3.3%	126,905	3.1%	Computer and Technology
GOOG Alphabet	$39,867,721	$212,276 â–¼	-0.5%	138,980	2.6%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$33,706,557	$602,841 â–²	1.8%	141,851	2.2%	ETF
VTI Vanguard Total Stock Market ETF	$30,984,854	$297,071 â–¼	-0.9%	96,583	2.0%	ETF
AMZN Amazon.com	$27,581,405	$1,270,864 â–¼	-4.4%	132,431	1.8%	Retail/Wholesale
AVGO Broadcom	$25,606,382	$575,379 â–²	2.3%	82,732	1.7%	Computer and Technology
META Meta Platforms	$24,348,709	$1,784,474 â–²	7.9%	42,558	1.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$18,775,826	$196,687 â–²	1.1%	55,558	1.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$17,123,936	$43,536 â–¼	-0.3%	58,213	1.1%	Finance
TSLA Tesla	$15,724,646	$219,704 â–²	1.4%	42,299	1.0%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$11,735,689	$2,933 â–²	0.0%	48,011	0.8%	Medical
VEA Vanguard FTSE Developed Markets ETF	$11,515,625	$21,018 â–²	0.2%	179,707	0.8%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$11,011,337	$368,100 â–¼	-3.2%	57,375	0.7%	ETF
WALMART INC	$10,770,229	$154,853 â–²	1.5%	86,661	0.7%	COM
MU Micron Technology	$9,664,251	$715,207 â–²	8.0%	28,606	0.6%	Computer and Technology
BRK.B Berkshire Hathaway	$9,554,769	$2,233,072 â–²	30.5%	19,939	0.6%	Finance
LLY Eli Lilly and Company	$9,504,903	$421,255 â–¼	-4.2%	10,334	0.6%	Medical
XOM ExxonMobil	$8,960,932	$37,156 â–²	0.4%	52,817	0.6%	Energy
V Visa	$8,895,225	$77,373 â–²	0.9%	29,431	0.6%	Business Services
COST Costco Wholesale	$8,321,187	$9,964 â–¼	-0.1%	8,351	0.5%	Retail/Wholesale
CSCO Cisco Systems	$8,096,749	$46,011 â–²	0.6%	104,353	0.5%	Computer and Technology
AMAT Applied Materials	$7,775,381	$9,228 â–²	0.1%	22,749	0.5%	Computer and Technology
ANGLOGOLD ASHANTI PLC	$7,755,600		0.0%	79,659	0.5%	COM SHS
IWC iShares Micro-Cap ETF	$7,528,490	$254,259 â–¼	-3.3%	47,168	0.5%	ETF
ABBV AbbVie	$7,505,580	$291,437 â–²	4.0%	34,510	0.5%	Medical
CVX Chevron	$7,367,916	$380,075 â–²	5.4%	35,611	0.5%	Energy
VWO Vanguard FTSE Emerging Markets ETF	$7,143,032		0.0%	132,156	0.5%	ETF
MA Mastercard	$6,779,387	$17,988 â–²	0.3%	13,568	0.4%	Business Services
DIA SPDR Dow Jones Industrial Average ETF Trust	$6,345,506	$52,802 â–²	0.8%	13,700	0.4%	Finance
MS Morgan Stanley	$6,261,559	$7,406 â–²	0.1%	38,048	0.4%	Finance
ACWI iShares MSCI ACWI ETF	$6,095,614		0.0%	44,053	0.4%	Manufacturing
PALANTIR TECHNOLOGIES INC	$6,093,586	$400,953 â–²	7.0%	41,657	0.4%	CL A
IBM International Business Machines	$5,915,285	$105,440 â–²	1.8%	24,404	0.4%	Computer and Technology
CME CME Group	$5,875,988	$4,135 â–¼	-0.1%	19,895	0.4%	Finance
ASML ASML	$5,867,127	$496,632 â–²	9.2%	4,442	0.4%	Computer and Technology
VFH Vanguard Financials ETF	$5,729,566	$211,419 â–¼	-3.6%	47,426	0.4%	ETF
NRG NRG Energy	$5,642,612	$19,437 â–²	0.3%	38,611	0.4%	Utilities
TECK Teck Resources	$5,419,571		0.0%	104,726	0.4%	Basic Materials
AMD Advanced Micro Devices	$5,355,701	$927,641 â–¼	-14.8%	26,327	0.4%	Computer and Technology
GE GE Aerospace	$5,352,186	$950,630 â–²	21.6%	18,861	0.4%	Aerospace
RACE Ferrari	$5,185,731	$28,091 â–²	0.5%	15,322	0.3%	Auto/Tires/Trucks
PM Philip Morris International	$5,054,113	$2,149 â–²	0.0%	30,568	0.3%	Consumer Staples
HD Home Depot	$5,036,950	$56,240 â–²	1.1%	15,315	0.3%	Retail/Wholesale
CRWD CrowdStrike	$5,031,604	$121,808 â–²	2.5%	12,888	0.3%	Computer and Technology
PFE Pfizer	$4,910,743	$305,286 â–²	6.6%	174,884	0.3%	Medical
GILD Gilead Sciences	$4,892,584		0.0%	35,105	0.3%	Medical
KO CocaCola	$4,669,089	$608 â–¼	0.0%	61,395	0.3%	Consumer Staples
GE VERNOVA INC	$4,589,708	$97,765 â–²	2.2%	5,258	0.3%	COM
VZ Verizon Communications	$4,559,214	$70,531 â–¼	-1.5%	90,821	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$4,492,350	$262,954 â–²	6.2%	37,346	0.3%	Medical
AXP American Express	$4,436,171	$29,038 â–¼	-0.7%	14,666	0.3%	Finance
T AT&T	$4,423,062	$14,466 â–¼	-0.3%	152,572	0.3%	Computer and Technology
MO Altria Group	$4,407,076	$391,783 â–²	9.8%	66,784	0.3%	Consumer Staples
CAT Caterpillar	$4,223,130	$403,822 â–²	10.6%	5,961	0.3%	Industrials
VB Vanguard Small-Cap ETF	$4,159,813	$808,809 â–¼	-16.3%	15,882	0.3%	ETF
TDG Transdigm Group	$4,028,545	$1,692,082 â–¼	-29.6%	3,476	0.3%	Aerospace
PGR Progressive	$4,014,162	$2,260,134 â–²	128.9%	20,249	0.3%	Finance
ISRG Intuitive Surgical	$3,966,358	$11,986 â–²	0.3%	8,604	0.3%	Medical
UNH UnitedHealth Group	$3,890,272	$79,012 â–²	2.1%	14,377	0.3%	Medical
MCD McDonald's	$3,695,293	$73,036 â–²	2.0%	11,890	0.2%	Retail/Wholesale
AER Aercap	$3,662,980	$1,646 â–¼	0.0%	26,702	0.2%	Transportation
IVV iShares Core S&P 500 ETF	$3,654,665		0.0%	5,595	0.2%	ETF
BAC Bank of America	$3,649,425	$157,609 â–²	4.5%	74,860	0.2%	Finance
UPS United Parcel Service	$3,630,123	$16,233 â–²	0.4%	36,899	0.2%	Transportation
IYJ iShares U.S. Industrials ETF	$3,610,009		0.0%	24,468	0.2%	ETF
ANGL VanEck Fallen Angel High Yield Bond ETF	$3,604,875		0.0%	125,518	0.2%	Manufacturing
LAM RESEARCH CORP	$3,589,916	$2,778 â–²	0.1%	16,802	0.2%	COM NEW
APH Amphenol	$3,537,421	$52,435 â–¼	-1.5%	27,997	0.2%	Computer and Technology
HWM Howmet Aerospace	$3,428,092	$31,112 â–²	0.9%	14,875	0.2%	Aerospace
PH Parker-Hannifin	$3,418,026		0.0%	3,818	0.2%	Industrials
ORCL Oracle	$3,283,495	$506,794 â–²	18.3%	22,320	0.2%	Computer and Technology
PEP PepsiCo	$3,264,040	$38,357 â–²	1.2%	21,019	0.2%	Consumer Staples
HCA HCA Healthcare	$3,239,328	$20,823 â–²	0.6%	6,845	0.2%	Medical
BND Vanguard Total Bond Market ETF	$3,215,243	$55,450 â–¼	-1.7%	43,662	0.2%	ETF
PCAR PACCAR	$3,131,206	$1,271 â–²	0.0%	27,110	0.2%	Auto/Tires/Trucks
BMY Bristol Myers Squibb	$3,103,218	$101,467 â–²	3.4%	51,166	0.2%	Medical
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,059,304	$99,833 â–¼	-3.2%	28,070	0.2%	Finance
PRCT PROCEPT BioRobotics	$3,053,271	$10,004 â–¼	-0.3%	122,082	0.2%	Medical
IWF iShares Russell 1000 Growth ETF	$3,045,349	$413,182 â–¼	-11.9%	7,142	0.2%	ETF
VNQ Vanguard Real Estate ETF	$3,006,077	$331,564 â–¼	-9.9%	33,890	0.2%	ETF
DOW DOW	$2,988,387	$1,874 â–²	0.1%	71,750	0.2%	Basic Materials
UNP Union Pacific	$2,957,781	$24,505 â–²	0.8%	12,191	0.2%	Transportation
VXUS Vanguard Total International Stock ETF	$2,948,201		0.0%	38,234	0.2%	ETF
O Realty Income	$2,888,002	$283,447 â–²	10.9%	47,205	0.2%	Finance
WFC Wells Fargo & Company	$2,871,612	$81,759 â–¼	-2.8%	36,071	0.2%	Finance
VO Vanguard Mid-Cap ETF	$2,794,836	$124,062 â–²	4.6%	9,732	0.2%	ETF
QCOM Qualcomm	$2,791,435	$171,535 â–¼	-5.8%	21,676	0.2%	Computer and Technology
GS The Goldman Sachs Group	$2,779,923	$73,601 â–²	2.7%	3,286	0.2%	Finance
LINDE PLC	$2,777,248	$1,511,077 â–²	119.3%	5,602	0.2%	SHS
DHR Danaher	$2,733,463	$132,341 â–¼	-4.6%	14,417	0.2%	Medical
BHP BHP Group	$2,710,583	$8,438 â–²	0.3%	37,264	0.2%	Basic Materials
IWR iShares Russell Mid-Cap ETF	$2,692,817	$2,917 â–²	0.1%	27,695	0.2%	ETF
ETN Eaton	$2,666,787	$12,161 â–¼	-0.5%	7,456	0.2%	Industrials
AMGN Amgen	$2,572,727	$38,352 â–²	1.5%	7,312	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2026)

About Frank, Rimerman Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2026)

About Frank, Rimerman Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFrank, Rimerman Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools