Frank, Rimerman Advisors LLC Purchases in Q3 2025

Frank, Rimerman Advisors LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PPL
Ppl Corp

Utilities
4.78K
+ 48.87%
$33.54 - $37.24 $160K - $178K
14.6K $541K
UI
Ubiquiti Inc.

Technology
316
New
$388.83 - $660.58 $123K - $209K
316 $208K
VZ
Verizon Communications Inc

Communication Services
2.98K
+ 2.67%
$40.84 - $45.06 $122K - $134K
115K $5.05M
CYBR
Cyber Ark Software Ltd.

Technology
430
New
$374.8 - $491.1 $161K - $211K
430 $207K
DT
Dynatrace, Inc.

Technology
4.2K
New
$46.04 - $56.64 $193K - $238K
4.2K $203K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.54K
New
$96.73 - $137.09 $149K - $211K
1.54K $203K
SJM
J M Smucker CO

Consumer Defensive
1.87K
New
$102.24 - $113.2 $191K - $211K
1.87K $202K
FNDX
Schwab Fundamental U S Large C

ETFs
7.68K
New
$24.38 - $26.34 $187K - $202K
7.68K $201K
HII
Huntington Ingalls Industries, Inc.

Industrials
700
New
$246.31 - $287.91 $172K - $202K
700 $201K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
4.67K
New
$35.21 - $46.94 $164K - $219K
4.67K $200K
MCK
Mckesson Corp

Healthcare
214
+ 24.15%
$659.01 - $772.54 $141K - $165K
1.1K $849K
PCAR
Paccar Inc

Industrials
1.21K
+ 4.98%
$92.91 - $102.86 $113K - $125K
25.5K $2.51M
PCG
Pg&E Corp

Utilities
12.1K
+ 103.66%
$13.0 - $15.73 $157K - $190K
23.7K $357K
MNST
Monster Beverage Corp

Consumer Defensive
2.26K
+ 25.2%
$58.65 - $67.31 $133K - $152K
11.2K $756K
EMR
Emerson Electric CO

Industrials
1.48K
+ 48.59%
$128.6 - $149.63 $190K - $222K
4.53K $594K
CHRD
Oasis Petroleum Inc.

Energy
1.7K
+ 22.18%
$99.37 - $114.13 $169K - $194K
9.39K $932K
AMCR
Amcor PLC

Consumer Cyclical
32K
+ 43.12%
$7.97 - $9.94 $255K - $318K
106K $868K
CMS
Cms Energy Corp

Utilities
2.31K
+ 58.07%
$69.37 - $74.67 $160K - $172K
6.28K $459K
SCHW
Schwab Charles Corp

Financial Services
917
+ 4.61%
$91.03 - $98.69 $83.5K - $90.5K
20.8K $1.99M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
24
+ 1.96%
$311.12 - $482.13 $7.47K - $11.6K
1.25K $570K
BNS
Bank Of Nova Scotia

Financial Services
1.79K
+ 31.11%
$54.5 - $64.93 $97.4K - $116K
7.53K $486K
ROP
Roper Technologies Inc

Industrials
472
+ 47.77%
$495.03 - $573.0 $234K - $270K
1.46K $728K
CCJ
Cameco Corp

Energy
1
+ 0.01%
$70.47 - $86.89 $70.5 - $86.9
17.3K $1.45M
HPQ
Hp Inc

Technology
3.26K
+ 11.86%
$24.45 - $29.35 $79.6K - $95.6K
30.7K $836K
VO
Vanguard Mid Cap ETF

ETFs
136
+ 1.52%
$279.83 - $293.74 $38.1K - $39.9K
9.1K $2.67M
LLY
Eli Lilly & CO

Healthcare
390
+ 4.81%
$625.65 - $812.69 $244K - $317K
8.5K $6.48M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
450
+ 26.15%
$301.44 - $365.84 $136K - $165K
2.17K $702K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
72
+ 0.83%
$89.32 - $107.82 $6.43K - $7.76K
8.76K $944K
SNPS
Synopsys Inc

Technology
488
+ 11.64%
$387.78 - $645.35 $189K - $315K
4.68K $2.31M
FDX
Fedex Corp

Industrials
549
+ 17.2%
$217.1 - $243.2 $119K - $134K
3.74K $881K
STLD
Steel Dynamics Inc

Basic Materials
1.58K
New
N/A
1.58K $154K
DASH
Door Dash, Inc.

Communication Services
340
+ 14.45%
$234.5 - $272.5 $79.7K - $92.7K
2.69K $732K
VICI
Vici Properties Inc.

Real Estate
4.61K
+ 16.03%
$31.43 - $33.93 $145K - $156K
33.4K $1.09M
TYL
Tyler Technologies Inc

Technology
337
+ 88.92%
$522.22 - $611.76 $176K - $206K
716 $374K
IONS
Ionis Pharmaceuticals Inc

Healthcare
2
+ 0.03%
$39.94 - $65.42 $79.9 - $131
5.77K $377K
SQ
Block, Inc.

Technology
2.37K
+ 72.06%
N/A
5.65K $323K
IWR
Ishares Russell Mid Cap ETF

ETFs
36
+ 0.13%
$92.26 - $97.51 $3.32K - $3.51K
28K $2.71M
NKE
Nike, Inc.

Consumer Cyclical
2K
+ 24.63%
$69.24 - $79.24 $138K - $158K
10.1K $705K
SO
Southern CO

Utilities
710
+ 3.54%
$90.83 - $96.0 $64.5K - $68.2K
20.7K $1.97M
VRSK
Verisk Analytics, Inc.

Industrials
783
+ 66.3%
$242.3 - $312.95 $190K - $245K
1.96K $493K
FMC
Fmc Corp

Basic Materials
4.98K
+ 94.46%
$33.15 - $44.45 $165K - $221K
10.2K $344K
RF
Regions Financial Corp

Financial Services
396
+ 1.05%
$24.03 - $27.41 $9.52K - $10.9K
38.1K $1.01M
BA
Boeing CO

Industrials
417
+ 9.72%
$209.79 - $237.38 $87.5K - $99K
4.71K $1.02M
RCI
Rogers Communications Inc

Communication Services
26
+ 0.11%
$30.32 - $35.98 $788 - $935
24K $826K
RTX
Raytheon Technologies Corp

Industrials
76
+ 1.6%
$144.19 - $167.33 $11K - $12.7K
4.82K $805K
NTES
Net Ease, Inc.

Communication Services
7
+ 0.11%
$127.31 - $159.34 $891 - $1.12K
6.43K $977K
AIG
American International Group, Inc.

Financial Services
1.67K
+ 59.15%
$76.34 - $85.87 $128K - $143K
4.5K $353K
UNP
Union Pacific Corp

Industrials
145
+ 1.19%
$214.91 - $237.16 $31.2K - $34.4K
12.3K $2.91M
WEC
Wec Energy Group, Inc.

Utilities
695
+ 23.75%
$103.66 - $114.59 $72K - $79.6K
3.62K $414K
Activity Summary
Buys All Purchases 326 New Holdings 69 Increased Positions 257 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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