Frank, Rimerman Advisors LLC

Frank, Rimerman Advisors LLC reported 612 holdings worth US$1.77B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Frank, Rimerman Advisors LLC reported 612 holdings worth US$1.77B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Jul 27, 2026 (Form 13F).

Holdings
612
Value as reported
US$1.77B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C392KUS$140M7.9%
Nvidia Corporation559KUS$112M6.3%
Apple Inc288KUS$83.4M4.7%
Netflix, Inc.576KUS$41.1M2.3%
Microsoft Corp.110KUS$41M2.3%
Amazon.com, Inc.150KUS$35.8M2.0%
Broadcom Inc.84,152US$31.8M1.8%
Micron Technology, Inc.27,378US$31.6M1.8%
Taiwan Semiconductor Manufacturing Co., Ltd.57,370US$27.4M1.6%
Meta Platforms, Inc.42,235US$23.8M1.3%
Advanced Micro Devices Inc33,923US$19.7M1.1%
Jp Morgan Chase & Co.57,576US$18.8M1.1%
Tesla, Inc.42,960US$18.1M1.0%
Applied Materials, Inc.23,084US$16.7M0.95%
Eli Lilly And Company11,066US$13.3M0.75%
Johnson & Johnson51,668US$13.1M0.74%
Cisco Systems, Inc.107KUS$12.5M0.71%
Berkshire Hathaway Inc.20,695US$10.4M0.59%
Walmart Inc.89,511US$10.1M0.57%
Visa Inc.28,750US$9.86M0.56%
Intel Corporation67,238US$9.39M0.53%
Asml Holding Nv4,483US$8.92M0.51%
Abbvie Inc.34,526US$8.69M0.49%
Morgan Stanley38,149US$7.97M0.45%
Lam Research Corporation17,819US$7.72M0.44%
Costco Wholesale Corporation8,149US$7.62M0.43%
Crowdstrike Holdings, Inc.9,715US$7.41M0.42%
Transdigm Group Inc.5,093US$6.78M0.38%
International Business Machines Corporation23,814US$6.7M0.38%
Caterpillar, Inc.6,001US$6.39M0.36%
Teck Resources Limited Class A105KUS$6.25M0.35%
Ge Vernova Inc.5,287US$6.21M0.35%
Unitedhealth Group Incorporated14,325US$5.95M0.34%
Ge Aerospace15,597US$5.83M0.33%
Chevron Corporation34,294US$5.68M0.32%
Nrg Energy, Inc.38,482US$5.62M0.32%
Philip Morris International Inc30,842US$5.58M0.32%
Mastercard Incorporated10,571US$5.43M0.31%
Coca-cola Company (the)61,701US$5.01M0.28%
American Express Company14,776US$5M0.28%
Amphenol Corporation28,245US$4.98M0.28%
Texas Instruments Incorporated16,622US$4.95M0.28%
Merck & Company, Inc.37,710US$4.85M0.27%
Altria Group, Inc.66,975US$4.82M0.27%
Corning Incorporated17,921US$4.58M0.26%
Gilead Sciences, Inc.35,286US$4.46M0.25%
Oracle Corporation30,294US$4.44M0.25%
Palantir Technologies Inc.37,396US$4.36M0.25%
Bank Of America Corporation75,870US$4.32M0.24%
Sandisk Corporation1,885US$4.29M0.24%
Howmet Aerospace Inc.14,978US$4.03M0.23%
Kla Corporation13,200US$3.98M0.23%
Pfizer, Inc.164KUS$3.95M0.22%
T. Rowe Price Group, Inc.34,448US$3.92M0.22%
United Parcel Service, Inc.36,264US$3.9M0.22%
Verizon Communications Inc.92,000US$3.9M0.22%
Cme Group Inc.17,616US$3.89M0.22%
Palo Alto Networks, Inc.11,124US$3.79M0.21%
Parker-hannifin Corporation3,819US$3.74M0.21%
Procter & Gamble Company (the)25,127US$3.68M0.21%
Marvell Technology, Inc.11,889US$3.54M0.20%
Western Digital Corporation5,355US$3.42M0.19%
United Microelectronics Corp.124KUS$3.38M0.19%
Union Pacific Corporation12,180US$3.31M0.19%
Analog Devices, Inc.8,340US$3.31M0.19%
Intuitive Surgical, Inc.8,221US$3.27M0.19%
Paccar Inc.27,146US$3.26M0.18%
At&t Inc.156KUS$3.24M0.18%
Bhp Group Ltd37,499US$3.12M0.18%
Dell Technologies Inc.7,130US$3.08M0.17%
Kb Financial Group Inc.28,786US$3.02M0.17%
Home Depot, Inc. (the)8,565US$3.02M0.17%
Goldman Sachs Group, Inc. (the)2,903US$2.94M0.17%
Shinhan Financial Group Co., Ltd.46,041US$2.91M0.16%
Bristol-myers Squibb Company50,290US$2.9M0.16%
Mcdonald's Corporation10,534US$2.85M0.16%
Procept Biorobotics Corporation123KUS$2.78M0.16%
Danaher Corporation14,492US$2.76M0.16%
Cummins Inc.3,751US$2.68M0.15%
Qualcomm Incorporated14,469US$2.67M0.15%
Realty Income Corporation42,797US$2.65M0.15%
Amgen Inc.7,272US$2.63M0.15%
Fortinet, Inc.17,064US$2.62M0.15%
Blackstone Inc.22,181US$2.61M0.15%
Hca Healthcare, Inc.6,617US$2.58M0.15%
Deere & Company4,014US$2.55M0.14%
Icici Bank Limited86,915US$2.52M0.14%
Southern Company (the)26,339US$2.52M0.14%
Wells Fargo & Company30,494US$2.52M0.14%
Royal Bank Of Canada12,118US$2.51M0.14%
Progressive Corporation (the)11,456US$2.5M0.14%
Posco Holdings Inc.48,685US$2.5M0.14%
Pepsico, Inc.18,396US$2.49M0.14%
Ase Technology Holding Co., Ltd.52,335US$2.36M0.13%
Applovin Corporation4,517US$2.33M0.13%
Welltower Inc.10,221US$2.32M0.13%
Walt Disney Company (the)23,864US$2.3M0.13%
Tjx Companies, Inc. (the)14,881US$2.25M0.13%
Woori Financial Group, Inc.38,737US$2.22M0.13%
Reddit, Inc.12,808US$2.22M0.13%

Every holding of Frank, Rimerman Advisors LLC

Source

View original at SEC

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