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
BTI
British American Tobacco P.L.C.

Consumer Defensive
136
+ 1.21%
$50.39 - $55.82 $6.85K - $7.59K
11.3K $620K
PSX
Phillips 66

Energy
10
+ 0.25%
$126.76 - $142.32 $1.27K - $1.42K
3.93K $559K
TD
Toronto Dominion Bank

Financial Services
59
+ 0.42%
$78.32 - $82.74 $4.62K - $4.88K
14K $1.14M
BNS
Bank Of Nova Scotia

Financial Services
32
+ 0.42%
$63.31 - $67.83 $2.03K - $2.17K
7.56K $509K
ROL
Rollins Inc

Consumer Cyclical
443
+ 9.93%
$53.87 - $59.67 $23.9K - $26.4K
4.91K $285K
MS
Morgan Stanley

Financial Services
29
+ 0.08%
$151.86 - $169.92 $4.4K - $4.93K
38K $6.06M
LYG
Lloyds Banking Group PLC

Financial Services
1.23K
+ 2.08%
$4.42 - $5.03 $5.41K - $6.16K
60.1K $289K
FOXA
Fox Corp

Communication Services
169
+ 3.0%
$57.0 - $66.71 $9.63K - $11.3K
5.8K $376K
KEYS
Keysight Technologies, Inc.

Technology
83
+ 5.96%
$159.49 - $186.18 $13.2K - $15.5K
1.48K $264K
CCJ
Cameco Corp

Energy
69
+ 0.4%
$82.77 - $106.91 $5.71K - $7.38K
17.3K $1.47M
GE
General Electric CO

Industrials
100
+ 0.65%
$291.49 - $314.28 $29.1K - $31.4K
15.5K $4.66M
HII
Huntington Ingalls Industries, Inc.

Industrials
3
+ 0.43%
$280.02 - $324.19 $840 - $973
703 $220K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.03%
$600.51 - $631.95 $601 - $632
3.31K $2.05M
SOFI
So Fi Technologies, Inc.

Financial Services
149
+ 1.6%
$25.24 - $32.21 $3.76K - $4.8K
9.48K $263K
CSX
Csx Corp

Industrials
849
+ 3.58%
$34.88 - $36.67 $29.6K - $31.1K
24.6K $858K
AME
Ametek Inc

Industrials
13
+ 0.55%
$179.28 - $202.11 $2.33K - $2.63K
2.37K $457K
RL
Ralph Lauren Corp

Consumer Cyclical
3
+ 0.44%
$309.29 - $340.21 $928 - $1.02K
686 $227K
WWD
Woodward, Inc.

Industrials
2
+ 0.13%
$246.97 - $274.03 $494 - $548
1.49K $389K
GD
General Dynamics Corp

Industrials
17
+ 0.8%
$330.59 - $353.77 $5.62K - $6.01K
2.13K $732K
DG
Dollar General Corp

Consumer Defensive
77
+ 1.69%
$95.94 - $106.44 $7.39K - $8.2K
4.63K $482K
SRE
Sempra Energy

Utilities
19
+ 0.38%
$89.26 - $94.01 $1.7K - $1.79K
4.98K $458K
MGA
Magna International Inc

Consumer Cyclical
35
+ 0.55%
$43.54 - $50.37 $1.52K - $1.76K
6.42K $314K
HUM
Humana Inc

Healthcare
168
+ 13.27%
$236.74 - $298.04 $39.8K - $50.1K
1.43K $340K
ABC
Amerisourcebergen Corp

Healthcare
56
+ 4.29%
N/A
1.36K $251K
AAL
American Airlines Group Inc.

Industrials
954
+ 4.46%
N/A
22.3K $246K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.03K
+ 9.61%
$14.62 - $15.79 $15.1K - $16.3K
11.8K $181K
FCX
Freeport Mcmoran Inc

Basic Materials
104
+ 1.84%
$38.65 - $43.31 $4.02K - $4.5K
5.74K $230K
LDOS
Leidos Holdings, Inc.

Technology
20
+ 0.97%
$184.41 - $199.55 $3.69K - $3.99K
2.09K $400K
ABNB
Airbnb, Inc.

Consumer Cyclical
180
+ 5.26%
$117.6 - $129.07 $21.2K - $23.2K
3.6K $423K
SBAC
Sba Communications Corp

Real Estate
3
+ 0.16%
$187.49 - $202.84 $562 - $609
1.89K $373K
BKR
Baker Hughes CO

Energy
153
+ 2.68%
$44.47 - $49.08 $6.8K - $7.51K
5.87K $285K
BBY
Best Buy CO Inc

Consumer Cyclical
73
+ 0.99%
$70.43 - $84.0 $5.14K - $6.13K
7.44K $563K
GLW
Corning Inc

Technology
60
+ 0.48%
$82.06 - $90.29 $4.92K - $5.42K
12.6K $1.04M
MSCI
Msci Inc.

Financial Services
16
+ 0.84%
$533.34 - $593.76 $8.53K - $9.5K
1.92K $1.09M
HIG
Hartford Financial Services Group, Inc.

Financial Services
14
+ 0.64%
$122.36 - $133.85 $1.71K - $1.87K
2.21K $295K
EXEL
Exelixis, Inc.

Healthcare
37
+ 0.61%
$34.54 - $43.59 $1.28K - $1.61K
6.07K $252K
CBSH
Commerce Bancshares Inc

Financial Services
523
+ 13.4%
$52.19 - $59.46 $27.3K - $31.1K
4.43K $236K
ALL
Allstate Corp

Financial Services
21
+ 0.69%
$190.0 - $214.3 $3.99K - $4.5K
3.07K $658K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.13%
N/A
6.73K $1.23M
STT
State Street Corp

Financial Services
8
+ 0.38%
$111.0 - $121.11 $888 - $969
2.13K $248K
BAC
Bank Of America Corp

Financial Services
184
+ 0.26%
$48.65 - $54.11 $8.95K - $9.96K
71.6K $3.69M
CTVA
Corteva, Inc.

Basic Materials
117
+ 3.19%
$61.0 - $66.48 $7.14K - $7.78K
3.79K $250K
STLD
Steel Dynamics Inc

Basic Materials
6
+ 0.38%
N/A
1.58K $155K
TSCO
Tractor Supply CO

Consumer Cyclical
160
+ 2.99%
$52.49 - $56.37 $8.4K - $9.02K
5.52K $305K
IEMG
Ishares Inc

ETFs
21
+ 0.18%
N/A
11.5K $618K
PEG
Public Service Enterprise Group Inc

Utilities
49
+ 0.76%
$79.86 - $84.83 $3.91K - $4.16K
6.53K $541K
NRZ
New Residential Investment Corp.

Real Estate
60
+ 0.13%
N/A
45.9K $332K
NDAQ
Nasdaq, Inc.

Financial Services
128
+ 1.52%
$85.42 - $91.4 $10.9K - $11.7K
8.56K $745K
Millrose Pptys Inc
10.4K
+ 146.03%
N/A
17.5K $0
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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