Frank, Rimerman Advisors LLC Purchases in Q4 2025

Frank, Rimerman Advisors LLC

  • $1.53 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
766
+ 6.22%
$90.06 - $98.43 $69K - $75.4K
13.1K $1.26M
HAL
Halliburton CO

Energy
2.14K
+ 19.93%
$21.82 - $28.06 $46.6K - $59.9K
12.8K $350K
EW
Edwards Lifesciences Corp

Healthcare
414
+ 6.79%
$72.65 - $86.3 $30.1K - $35.7K
6.51K $561K
MCK
Mckesson Corp

Healthcare
11
+ 1.0%
$738.06 - $859.37 $8.12K - $9.45K
1.11K $935K
STX
Seagate Technology Holdings PLC

Technology
146
+ 7.56%
$211.63 - $293.99 $30.9K - $42.9K
2.08K $536K
PII
Polaris Inc.

Consumer Cyclical
6
+ 0.05%
$56.3 - $71.19 $338 - $427
12.6K $813K
PCAR
Paccar Inc

Industrials
1.56K
+ 6.09%
$93.0 - $101.08 $145K - $157K
27.1K $2.59M
VFH
Vanguard Financial ETF

ETFs
1.88K
+ 3.98%
$125.75 - $131.12 $237K - $247K
49.2K $6.28M
FANG
Diamondback Energy, Inc.

Energy
361
+ 10.85%
$137.29 - $149.2 $49.6K - $53.9K
3.69K $550K
TER
Teradyne, Inc

Technology
30
+ 1.42%
$132.08 - $187.59 $3.96K - $5.63K
2.14K $363K
F
Ford Motor CO

Consumer Cyclical
168
+ 0.3%
$11.41 - $13.84 $1.92K - $2.33K
56.7K $747K
RIO
Rio Tinto PLC

Basic Materials
173
+ 1.34%
$65.44 - $72.58 $11.3K - $12.6K
13.1K $920K
MTD
Mettler Toledo International Inc

Healthcare
2
+ 0.54%
$1273.67 - $1447.81 $2.55K - $2.9K
375 $526K
BA
Boeing CO

Industrials
948
+ 20.14%
$191.81 - $225.32 $182K - $214K
5.66K $1.08M
MMM
3 M CO

Industrials
11
+ 0.17%
$148.75 - $171.6 $1.64K - $1.89K
6.53K $1.08M
AFL
Aflac Inc

Financial Services
292
+ 2.26%
$105.7 - $115.01 $30.9K - $33.6K
13.2K $1.51M
ITUB
Itau Unibanco Holding S.A.

Financial Services
3.9K
+ 3.31%
$6.76 - $7.83 $26.4K - $30.5K
122K $930K
EIX
Edison International

Utilities
105
+ 0.63%
$52.12 - $59.08 $5.47K - $6.2K
16.8K $985K
EXPE
Expedia Group, Inc.

Consumer Cyclical
27
+ 2.53%
$210.33 - $273.65 $5.68K - $7.39K
1.1K $289K
XEL
Xcel Energy Inc

Utilities
739
+ 16.92%
$79.6 - $81.85 $58.8K - $60.5K
5.11K $411K
RTX
Raytheon Technologies Corp

Industrials
107
+ 2.22%
$157.0 - $179.44 $16.8K - $19.2K
4.92K $864K
ARGX
Argenx Se

Healthcare
11
+ 3.82%
$767.33 - $907.98 $8.44K - $9.99K
299 $271K
FSLR
First Solar, Inc.

Technology
26
+ 1.71%
$223.36 - $277.39 $5.81K - $7.21K
1.55K $392K
JCI
Johnson Controls International PLC

Industrials
10
+ 0.16%
$105.55 - $122.66 $1.06K - $1.23K
6.22K $738K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
25
+ 0.54%
$40.77 - $54.55 $1.02K - $1.36K
4.69K $255K
ROST
Ross Stores, Inc.

Consumer Cyclical
135
+ 3.3%
$147.71 - $162.85 $19.9K - $22K
4.23K $678K
MDB
Mongo Db, Inc.

Technology
1
+ 0.08%
$313.81 - $373.89 $314 - $374
1.22K $430K
SU
Suncor Energy Inc

Energy
27
+ 0.14%
$38.17 - $44.36 $1.03K - $1.2K
19.8K $877K
MNST
Monster Beverage Corp

Consumer Defensive
89
+ 0.79%
$66.31 - $71.91 $5.9K - $6.4K
11.3K $807K
EQT
Eqt Corp

Energy
91
+ 1.1%
$51.8 - $60.84 $4.71K - $5.54K
8.38K $501K
DOV
Dover Corp

Industrials
52
+ 2.18%
$161.16 - $183.97 $8.38K - $9.57K
2.44K $446K
INCY
Incyte Corp

Healthcare
14
+ 0.59%
$83.8 - $108.26 $1.17K - $1.52K
2.37K $247K
WTM
White Mountains Insurance Group LTD

Financial Services
1
+ 0.56%
$1650.5 - $1937.93 $1.65K - $1.94K
178 $342K
PWR
Quanta Services, Inc.

Industrials
4
+ 0.13%
$412.21 - $453.83 $1.65K - $1.82K
2.99K $1.28M
SPGI
S&P Global Inc.

Financial Services
64
+ 1.02%
$472.05 - $502.96 $30.2K - $32.2K
6.33K $3.09M
CEG
Constellation Energy Corp

Utilities
40
+ 1.29%
$335.74 - $401.43 $13.4K - $16.1K
3.14K $1.06M
ROK
Rockwell Automation, Inc

Industrials
12
+ 0.9%
$333.75 - $394.54 $4.01K - $4.73K
1.34K $506K
DDS
Dillard'S, Inc.

Consumer Cyclical
1
+ 0.05%
$579.32 - $664.06 $579 - $664
2K $1.27M
LPLA
Lpl Financial Holdings Inc.

Financial Services
31
+ 4.11%
$312.18 - $378.94 $9.68K - $11.7K
785 $290K
PCG
Pg&E Corp

Utilities
270
+ 1.14%
$15.63 - $16.81 $4.22K - $4.54K
24K $395K
VLO
Valero Energy Corp

Energy
45
+ 1.73%
$156.39 - $181.76 $7.04K - $8.18K
2.65K $481K
IWM
Ishares Russell 2000 ETF

ETFs
205
+ 8.11%
$236.79 - $250.33 $48.5K - $51.3K
2.73K $648K
IONS
Ionis Pharmaceuticals Inc

Healthcare
16
+ 0.28%
$65.8 - $74.68 $1.05K - $1.19K
5.78K $413K
MRVL
Marvell Technology, Inc.

Technology
224
+ 3.22%
$81.05 - $93.74 $18.2K - $21K
7.19K $621K
ZM
Zoom Video Communications, Inc.

Technology
329
+ 8.93%
$79.17 - $87.23 $26K - $28.7K
4.01K $338K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
474
+ 4.1%
$79.55 - $80.13 $37.7K - $38K
12K $959K
CM
Canadian Imperial Bank Of Commerce

Financial Services
53
+ 1.36%
$79.81 - $87.17 $4.23K - $4.62K
3.95K $344K
MKL
Markel Corp

Financial Services
4
+ 2.41%
$1826.32 - $2091.91 $7.31K - $8.37K
170 $350K
CNQ
Canadian Natural Resources LTD

Energy
84
+ 0.47%
$29.91 - $33.57 $2.51K - $2.82K
18K $603K
Activity Summary
Buys All Purchases 397 New Holdings 61 Increased Positions 336 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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