Frank, Rimerman Advisors LLC New Holdings in Q4 2024

Frank, Rimerman Advisors LLC

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTN
Vail Resorts Inc

Consumer Cyclical
3.35K
New
$165.69 - $195.44 $556K - $656K
3.35K $628K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
New
$57.53 - $60.83 $582K - $615K
10.1K $581K
BEN
Franklin Resources Inc

Financial Services
27.8K
New
$19.35 - $22.76 $539K - $633K
27.8K $564K
BIIB
Biogen Inc.

Healthcare
3.34K
New
$146.47 - $191.55 $489K - $639K
3.34K $510K
APO
Apollo Global Management, Inc.

Financial Services
2.85K
New
$131.36 - $178.61 $375K - $510K
2.85K $471K
OXY
Occidental Petroleum Corp

Energy
8.69K
New
$45.36 - $55.91 $394K - $486K
8.69K $429K
APP
App Lovin Corp

Technology
1.29K
New
$130.67 - $401.5 $169K - $519K
1.29K $418K
MSTR
Microstrategy Inc

Technology
1.28K
New
$162.69 - $473.83 $208K - $605K
1.28K $369K
IVZ
Invesco Ltd.

Financial Services
20.2K
New
$16.78 - $18.63 $339K - $377K
20.2K $353K
OTIS
Otis Worldwide Corp

Industrials
3.77K
New
$92.57 - $106.01 $349K - $400K
3.77K $349K
KRNT
Kornit Digital Ltd.

Industrials
10K
New
$22.89 - $32.91 $229K - $329K
10K $309K
AXON
Axon Enterprise, Inc.

Industrials
481
New
$399.22 - $689.78 $192K - $332K
481 $285K
DOCU
Docusign, Inc.

Technology
3.17K
New
$61.42 - $106.99 $195K - $340K
3.17K $285K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.4K
New
$152.04 - $211.12 $212K - $295K
1.4K $283K
APA
Apa Corp

Energy
12K
New
$20.47 - $27.07 $245K - $324K
12K $277K
CDAY
Ceridian Hcm Holding Inc.

Technology
4.23K
New
N/A
4.23K $273K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
606
New
$338.38 - $446.21 $205K - $270K
606 $263K
QNST
Quinstreet, Inc

Communication Services
11.3K
New
$18.28 - $24.7 $207K - $280K
11.3K $261K
SHOP
Shopify Inc.

Technology
2.44K
New
$78.14 - $119.49 $190K - $291K
2.44K $258K
L
Loews Corp

Financial Services
2.86K
New
$76.49 - $87.05 $218K - $249K
2.86K $241K
DEO
Diageo PLC

Consumer Defensive
1.89K
New
$118.0 - $139.88 $223K - $264K
1.89K $240K
CTRA
Coterra Energy Inc.

Energy
9.26K
New
$22.71 - $27.63 $210K - $256K
9.26K $236K
BKR
Baker Hughes CO

Energy
5.75K
New
$35.98 - $44.88 $207K - $258K
5.75K $235K
CODI
Compass Diversified Holdings

Industrials
10K
New
$20.56 - $24.27 $206K - $243K
10K $230K
CBZ
Cbiz, Inc.

Industrials
2.75K
New
$63.78 - $83.43 $175K - $229K
2.75K $225K
AFRM
Affirm Holdings, Inc.

Technology
3.69K
New
$38.48 - $72.86 $142K - $269K
3.69K $224K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.2K
New
$146.47 - $191.01 $175K - $229K
1.2K $223K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
584
New
$260.53 - $404.79 $152K - $236K
584 $223K
JBL
Jabil Inc

Technology
1.54K
New
$118.97 - $147.77 $183K - $227K
1.54K $220K
PODD
Insulet Corp

Healthcare
841
New
$227.79 - $275.7 $192K - $232K
841 $219K
ED
Consolidated Edison Inc

Utilities
2.43K
New
$88.87 - $107.38 $216K - $261K
2.43K $217K
PEGA
Pegasystems Inc

Technology
2.34K
New
$69.42 - $97.28 $162K - $228K
2.34K $217K
RL
Ralph Lauren Corp

Consumer Cyclical
943
New
$192.23 - $233.41 $181K - $220K
943 $217K
LII
Lennox International Inc

Industrials
356
New
$589.36 - $678.43 $210K - $242K
356 $216K
NTRS
Northern Trust Corp

Financial Services
2.08K
New
$88.4 - $111.16 $184K - $231K
2.08K $213K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.18K
New
$97.29 - $122.68 $212K - $268K
2.18K $212K
CNI
Canadian National Railway CO

Industrials
2.02K
New
$100.62 - $117.12 $203K - $237K
2.02K $205K
XEL
Xcel Energy Inc

Utilities
3.02K
New
$62.16 - $72.92 $187K - $220K
3.02K $203K
EXEL
Exelixis, Inc.

Healthcare
6.06K
New
$25.39 - $36.46 $154K - $221K
6.06K $201K
Blackrock Inc
689
New
N/A
689 $0
Arista Networks Inc
7.8K
New
N/A
7.8K $0
Super Micro Computer Inc
16.3K
New
N/A
16.3K $0
Te Connectivity PLC
1.88K
New
N/A
1.88K $0
Lam Research Corp
15.1K
New
N/A
15.1K $0
Activity Summary
Buys All Purchases 299 New Holdings 45 Increased Positions 254 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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