Frank, Rimerman Advisors LLC Incresed Positions in Q4 2025

Frank, Rimerman Advisors LLC

  • $1.53 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSG
Republic Services, Inc.

Industrials
2.42K
+ 43.69%
$204.12 - $227.29 $494K - $550K
7.96K $1.67M
KR
Kroger CO

Consumer Defensive
5.86K
+ 73.43%
$63.15 - $69.15 $370K - $405K
13.8K $922K
KB
Kb Financial Group Inc.

Financial Services
3.74K
+ 45.86%
$77.5 - $91.13 $290K - $341K
11.9K $1.06M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
438
+ 77.25%
$557.73 - $694.99 $244K - $304K
1.01K $696K
MRK
Merck & Co., Inc.

Healthcare
667
+ 1.93%
$82.49 - $92.93 $55K - $62K
35.2K $3.26M
AZN
Astrazeneca PLC

Healthcare
598
+ 2.43%
$81.15 - $89.4 $48.5K - $53.5K
25.2K $2.25M
PANW
Palo Alto Networks Inc

Technology
1.67K
+ 19.16%
$204.77 - $221.38 $342K - $370K
10.4K $2.13M
QCOM
Qualcomm Inc

Technology
2.09K
+ 10.01%
$153.59 - $187.68 $321K - $393K
23K $3.84M
BMY
Bristol Myers Squibb CO

Healthcare
6.01K
+ 13.83%
$42.6 - $49.08 $256K - $295K
49.5K $2.32M
CVS
Cvs Health Corp

Healthcare
4.09K
+ 39.03%
$76.69 - $83.04 $314K - $340K
14.6K $1.14M
TJX
Tjx Companies Inc

Consumer Cyclical
2.25K
+ 19.25%
$138.56 - $147.63 $311K - $332K
13.9K $2.03M
FISV
Fiserv Inc

Technology
2.76K
+ 49.43%
N/A
8.33K $1.04M
XYL
Xylem Inc.

Industrials
2.49K
+ 119.35%
$142.73 - $152.95 $355K - $380K
4.57K $652K
RY
Royal Bank Of Canada

Financial Services
2.32K
+ 24.08%
$143.64 - $149.05 $334K - $346K
12K $1.76M
CBOE
Cboe Global Markets, Inc.

Financial Services
971
+ 15.23%
$232.68 - $260.88 $226K - $253K
7.35K $1.9M
IDXX
Idexx Laboratories Inc

Healthcare
444
+ 80.58%
$616.15 - $722.94 $274K - $321K
995 $686K
HCA
Hca Healthcare, Inc.

Healthcare
39
+ 0.58%
$410.68 - $476.61 $16K - $18.6K
6.8K $3.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.48K
+ 4.37%
$185.12 - $192.11 $460K - $477K
59.3K $11.1M
TMUS
T Mobile Us, Inc.

Communication Services
2.16K
+ 36.13%
$201.01 - $233.26 $434K - $503K
8.13K $1.75M
EXC
Exelon Corp

Utilities
6.69K
+ 40.25%
$44.97 - $48.24 $301K - $323K
23.3K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.65K
+ 36.95%
$55.57 - $63.17 $481K - $547K
32.1K $1.78M
PH
Parker Hannifin Corp

Industrials
47
+ 1.25%
$716.66 - $857.93 $33.7K - $40.3K
3.82K $3.18M
GS
Goldman Sachs Group Inc

Financial Services
461
+ 16.84%
$744.6 - $838.97 $343K - $387K
3.2K $2.48M
CVX
Chevron Corp

Energy
2.04K
+ 6.44%
$148.9 - $157.72 $304K - $322K
33.8K $5.23M
WFC
Wells Fargo & Company

Financial Services
3.77K
+ 11.33%
$77.62 - $87.3 $293K - $329K
37.1K $3.09M
SCHW
Schwab Charles Corp

Financial Services
4.08K
+ 19.58%
$91.91 - $97.71 $375K - $398K
24.9K $2.29M
CRM
Salesforce, Inc.

Technology
1.25K
+ 10.43%
$235.69 - $263.41 $295K - $330K
13.2K $3.14M
HON
Honeywell International Inc

Industrials
1.94K
+ 29.93%
$194.07 - $220.67 $377K - $429K
8.43K $1.65M
ZS
Zscaler, Inc.

Technology
933
+ 138.43%
$292.75 - $336.27 $273K - $314K
1.61K $481K
WF
Woori Financial Group Inc.

Financial Services
5.05K
+ 46.19%
$52.67 - $56.82 $266K - $287K
16K $890K
AMCR
Amcor PLC

Consumer Cyclical
28.7K
+ 27.0%
$7.82 - $8.58 $224K - $246K
135K $1.14M
OXY
Occidental Petroleum Corp

Energy
6.88K
+ 159.94%
$39.75 - $47.72 $274K - $329K
11.2K $478K
NVS
Novartis Ag

Healthcare
1.82K
+ 19.23%
$121.8 - $132.39 $221K - $241K
11.3K $1.48M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.77K
+ 176.01%
$29.81 - $42.36 $291K - $414K
15.3K $483K
VNQ
Vanguard Specialized Funds Van

ETFs
3.63K
+ 10.69%
$88.13 - $92.69 $320K - $337K
37.6K $3.37M
KKR
Kkr & Co. Inc.

Financial Services
2.38K
+ 91.51%
$117.52 - $127.65 $280K - $304K
4.99K $598K
BMO
Bank Of Montreal

Financial Services
2.31K
+ 52.88%
$122.49 - $130.46 $282K - $301K
6.66K $826K
NVO
Novo Nordisk A S

Healthcare
8.4K
+ 38.78%
$45.68 - $59.65 $384K - $501K
30.1K $1.46M
RMD
Resmed Inc

Healthcare
1.2K
+ 90.54%
$244.46 - $283.36 $292K - $339K
2.52K $615K
ASML
Asml Holding Nv

Technology
40
+ 0.99%
$936.19 - $1075.45 $37.4K - $43K
4.07K $4.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
419
+ 0.56%
$653.02 - $687.39 $274K - $288K
74.9K $49.9M
APP
App Lovin Corp

Technology
1.08K
+ 47.67%
$552.64 - $704.09 $595K - $758K
3.33K $1.86M
INTC
Intel Corp

Technology
5.48K
+ 15.03%
$34.71 - $41.53 $190K - $228K
42K $1.46M
AMT
American Tower Corp

Real Estate
1.54K
+ 36.46%
$176.64 - $193.32 $273K - $298K
5.78K $1.04M
APO
Apollo Global Management, Inc.

Financial Services
1.81K
+ 64.17%
$118.22 - $133.75 $213K - $241K
4.62K $603K
CCI
Crown Castle International Corp

Real Estate
2.69K
+ 111.68%
$87.81 - $98.87 $236K - $266K
5.09K $461K
NEE
Nextera Energy Inc

Utilities
254
+ 1.31%
$78.18 - $86.03 $19.9K - $21.9K
19.7K $1.69M
IWC
Russell Micro Cap ETF

ETFs
1.66K
+ 3.53%
$147.86 - $159.95 $246K - $266K
48.8K $7.24M
WDC
Western Digital Corp

Technology
362
+ 8.87%
$113.13 - $174.22 $41K - $63.1K
4.44K $700K
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
Track This Portfolio

Track Frank, Rimerman Advisors LLC Portfolio

Follow Frank, Rimerman Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Frank, Rimerman Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frank, Rimerman Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email