Frank, Rimerman Advisors LLC Reduced Holdings in Q4 2025

Frank, Rimerman Advisors LLC

  • $1.53 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-119K
- 46.09%
$242.67 - $261.79 $28.9M - $31.2M
139K $34.9M
META
Meta Platforms, Inc.

Communication Services
-1.09K
- 2.68%
$609.01 - $751.67 $662K - $817K
39.4K $24M
ORCL
Oracle Corp

Technology
-4.47K
- 19.16%
$217.57 - $313.0 $973K - $1.4M
18.9K $4.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.56K
- 2.99%
$589.5 - $635.77 $2.69M - $2.9M
148K $89.4M
PG
Procter & Gamble CO

Consumer Defensive
-13.4K
- 54.37%
$145.5 - $153.18 $1.95M - $2.05M
11.3K $1.64M
PAYX
Paychex Inc

Industrials
-13.3K
- 86.66%
$111.08 - $128.59 $1.48M - $1.71M
2.05K $229K
PM
Philip Morris International Inc.

Consumer Defensive
-7.49K
- 19.68%
$144.33 - $160.86 $1.08M - $1.2M
30.6K $4.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.89K
- 15.88%
$475.68 - $513.11 $1.37M - $1.48M
15.3K $7.78M
SNPS
Synopsys Inc

Technology
-2.17K
- 46.26%
$389.83 - $489.36 $844K - $1.06M
2.52K $981K
VZ
Verizon Communications Inc

Communication Services
-22.6K
- 19.7%
$38.4 - $43.83 $869K - $992K
92.2K $3.78M
RHI
Robert Half International Inc.

Industrials
-29.1K
- 53.18%
$25.48 - $34.43 $742K - $1M
25.6K $683K
HD
Home Depot, Inc.

Consumer Cyclical
-898
- 5.6%
$358.03 - $397.02 $322K - $357K
15.1K $5.42M
MO
Altria Group, Inc.

Consumer Defensive
-8.15K
- 11.81%
$56.38 - $66.65 $459K - $543K
60.8K $3.54M
BX
Blackstone Inc.

Financial Services
-1.65K
- 7.35%
$138.42 - $168.45 $228K - $277K
20.8K $2.88M
PFE
Pfizer Inc

Healthcare
-33K
- 16.73%
$24.23 - $27.37 $799K - $902K
164K $4.11M
ABT
Abbott Laboratories

Healthcare
-6.01K
- 26.07%
$123.62 - $134.59 $743K - $809K
17K $2.22M
S
Sentinel One, Inc.

Technology
-38.5K
- 19.51%
$16.36 - $18.0 $629K - $692K
159K $2.66M
CMCSA
Comcast Corp

Communication Services
-22K
- 52.71%
$26.98 - $31.09 $592K - $683K
19.7K $536K
VST
Vistra Corp.

Utilities
-3.13K
- 39.68%
$171.56 - $210.85 $537K - $660K
4.76K $830K
RDY
Dr Reddys Laboratories LTD

Healthcare
-47K
- 43.52%
$13.29 - $14.87 $625K - $699K
61K $850K
CTAS
Cintas Corp

Industrials
-2.83K
- 44.06%
$182.04 - $203.64 $516K - $577K
3.6K $671K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.1K
- 15.25%
$293.81 - $310.11 $616K - $650K
11.7K $3.55M
V
Visa Inc.

Financial Services
-438
- 1.48%
$325.75 - $352.42 $143K - $154K
29.2K $9.5M
HPQ
Hp Inc

Technology
-19.6K
- 63.89%
$24.53 - $28.61 $482K - $562K
11.1K $272K
OMF
One Main Holdings, Inc.

Financial Services
-9.09K
- 35.03%
$52.15 - $61.38 $474K - $558K
16.9K $997K
VICI
Vici Properties Inc.

Real Estate
-11.9K
- 35.8%
$29.52 - $32.91 $353K - $393K
21.4K $650K
O
Realty Income Corp

Real Estate
-4.21K
- 9.0%
$56.12 - $60.64 $236K - $255K
42.6K $2.42M
TGT
Target Corp

Consumer Defensive
-4.5K
- 43.31%
$85.53 - $97.77 $385K - $440K
5.89K $529K
RBLX
Roblox Corp

Communication Services
-2.01K
- 41.73%
$101.27 - $138.56 $203K - $278K
2.8K $286K
FAST
Fastenal CO

Industrials
-386
- 0.91%
$40.45 - $48.17 $15.6K - $18.6K
42K $1.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
-116
- 1.92%
$242.98 - $310.48 $28.2K - $36K
5.94K $1.53M
SBUX
Starbucks Corp

Consumer Cyclical
-3.83K
- 24.16%
$78.46 - $87.26 $301K - $334K
12K $1.02M
ROP
Roper Technologies Inc

Industrials
-541
- 37.05%
$443.27 - $520.0 $240K - $281K
919 $413K
DUK
Duke Energy Corp

Utilities
-2.65K
- 23.89%
$121.57 - $129.03 $322K - $341K
8.43K $1.06M
CHD
Church & Dwight CO Inc

Consumer Defensive
-3.27K
- 47.17%
$81.8 - $90.01 $267K - $294K
3.66K $308K
TECK
Teck Resources LTD

Basic Materials
-3
- -0.0%
$41.09 - $44.57 $123 - $134
105K $4.31M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.17K
- 19.58%
$145.59 - $162.64 $170K - $190K
4.8K $730K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-467
- 21.51%
$252.87 - $320.26 $118K - $150K
1.7K $430K
TDY
Teledyne Technologies Inc

Technology
-323
- 29.55%
$501.23 - $593.62 $162K - $192K
770 $385K
VRSK
Verisk Analytics, Inc.

Industrials
-856
- 43.58%
$208.0 - $249.55 $178K - $214K
1.11K $239K
DASH
Door Dash, Inc.

Communication Services
-373
- 13.85%
$195.21 - $281.74 $72.8K - $105K
2.32K $480K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.01K
- 49.24%
$256.75 - $275.06 $259K - $278K
1.04K $280K
UBER
Uber Technologies, Inc

Technology
-921
- 3.78%
$91.62 - $100.1 $84.4K - $92.2K
23.5K $2.15M
UNP
Union Pacific Corp

Industrials
-202
- 1.64%
$216.37 - $237.41 $43.7K - $48K
12.1K $2.67M
TXN
Texas Instruments Inc

Technology
-1.2K
- 8.44%
N/A
13.1K $2.54M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-727
- 5.08%
$454.87 - $482.76 $331K - $351K
13.6K $6.41M
YUM
Yum Brands Inc

Consumer Cyclical
-1.31K
- 26.69%
$138.21 - $153.19 $181K - $200K
3.59K $535K
FLO
Flowers Foods Inc

Consumer Defensive
-9.52K
- 15.9%
$11.37 - $13.16 $108K - $125K
50.3K $573K
WDAY
Workday, Inc.

Technology
-793
- 36.9%
$223.49 - $245.67 $177K - $195K
1.36K $312K
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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