Frank, Rimerman Advisors LLC

CIK

1977560

Location

Palo Alto, CA

Portfolio Value

Mid $1,288,174,522

Diversification

Diversified

Filing Date

Global Rank

#1,532 / 8,605 ▲ 15 · as of Mar 2026

Top Industry

Semiconductors 15.2%

3Y Alpha vs SPY

+3.8%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+93.1%

SPY

+76.5%

Annualised alpha

+3.7%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

533 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−0.2 pts

Top 5

30.0%

−1.0 pts

Top 10

43.3%

−2.2 pts

HHI

244

Diversified−19

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$390,590,560	97
Communication Services	14.2%	$183,211,030	32
Unclassified	11.0%	$141,734,665	7
Financial Services	10.3%	$133,052,958	77
Healthcare	7.6%	$97,419,587	54
Consumer Cyclical	6.9%	$88,511,819	61
Industrials	6.7%	$85,688,781	67
Consumer Defensive	4.2%	$54,440,030	33
Energy	2.8%	$36,588,106	34
Basic Materials	2.6%	$34,101,684	24
Utilities	1.8%	$23,676,367	23
Real Estate	1.5%	$19,158,935	24

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RDY	Dr Reddys Laboratories Ltd	+113,367	174,383	$2,415,204
TPG	TPG Inc.	+26,998	42,533	$1,723,011
TKC	Turkcell Iletisim Hizmetleri A S	+22,908	120,433	$726,210
PAYX	Paychex Inc	+21,274	23,324	$2,148,606
KVUE	Kenvue Inc.	+20,786	44,736	$771,248
PKX	Posco Holdings Inc.	+15,331	37,631	$2,201,037
PGR	Progressive Corp/Oh/	+11,401	20,249	$4,014,161
HOOD	Robinhood Markets, Inc.	+10,873	14,686	$1,017,739
PFE	Pfizer Inc	+10,872	174,884	$4,910,742
NU	Nu Holdings Ltd.	+10,548	98,091	$1,409,567
WF	Woori Financial Group Inc.	+7,374	23,347	$1,554,910
MO	Altria Group, Inc.	+5,937	66,784	$4,407,076
NVDA	Nvidia Corp	+5,570	565,454	$98,615,177
KB	KB Financial Group Inc.	+5,552	17,448	$1,740,089
TFC	Truist Financial Corp	+5,447	43,737	$2,010,589
SHG	Shinhan Financial Group Co Ltd	+5,273	29,485	$1,808,020
GLW	Corning Inc /Ny	+4,698	17,317	$2,354,592
BRK-B	Berkshire Hathaway Inc	+4,660	19,939	$9,554,768
O	Realty Income Corp	+4,633	47,205	$2,888,001
BBY	Best Buy Co Inc	+4,620	12,059	$774,187
SWKS	Skyworks Solutions, Inc.	+4,347	13,094	$701,183
AAPL	Apple Inc.	+4,072	286,398	$72,684,948
MSFT	Microsoft Corp	+4,041	126,905	$46,976,423
ANET	Arista Networks, Inc.	+3,908	12,453	$1,528,979
FTNT	Fortinet, Inc.	+3,825	16,768	$1,370,280
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−470,937	16,916	$35,861
CAG	Conagra Brands Inc.	−20,607	21,047	$330,858
RITM	Rithm Capital Corp.	−19,996	25,895	$245,484
CPNG	Coupang, Inc.	−12,832	29,184	$550,993
SBRA	Sabra Health Care REIT, Inc.	−7,853	13,544	$260,451
NVO	Novo Nordisk A S	−7,606	22,463	$825,515
UL	Unilever PLC	−6,989	5,437	$309,745
NOW	ServiceNow, Inc.	−6,900	11,039	$1,154,127
OMF	OneMain Holdings, Inc.	−6,885	9,979	$533,776
AMZN	Amazon Com Inc	−6,102	132,431	$27,581,404
SCHW	Schwab Charles Corp	−5,106	19,784	$1,859,300
AMD	Advanced Micro Devices Inc	−4,560	26,327	$5,355,701
CVS	CVS HEALTH Corp	−3,978	10,588	$760,430
BNY	Bank of New York Mellon Corp	−3,906	12,604	$1,495,212
MDLZ	Mondelez International, Inc.	−3,902	28,167	$1,623,545
CNI	Canadian National Railway Co	−3,754	4,408	$453,010
NKE	NIKE, Inc.	−3,219	6,187	$326,797
SO	Southern Co	−2,965	26,203	$2,529,113
ACN	Accenture plc	−2,918	5,877	$1,165,350
ADP	Automatic Data Processing Inc	−2,635	2,518	$511,607
XYL	Xylem Inc.	−2,468	2,101	$251,069
KKR	KKR & Co. Inc.	−2,439	2,548	$235,690
MET	Metlife Inc	−2,201	6,154	$435,210
INTU	Intuit Inc.	−2,169	3,256	$1,407,829
UBER	Uber Technologies, Inc	−2,044	21,431	$1,541,531
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	12,644	$2,493,649
SKM	Sk Telecom Co Ltd	59,216	$1,734,436
LYB	LyondellBasell Industries N.V.	14,281	$1,150,477
SNDK	Sandisk Corp	1,743	$1,107,397
TTE	TotalEnergies SE	11,773	$1,071,107
AMCR	Amcor plc	25,324	$1,006,629
KMB	Kimberly Clark Corp	7,125	$687,348
SPOT	Spotify Technology S.A.	1,386	$672,085
AEIS	Advanced Energy Industries Inc	1,945	$627,670
CHT	Chunghwa Telecom Co Ltd	12,255	$517,651
LITE	Lumentum Holdings Inc.	709	$498,256
KDP	Keurig Dr Pepper Inc.	18,203	$479,284
GIS	General Mills Inc	12,645	$470,646
DDOG	Datadog, Inc.	3,967	$468,304
ENB	Enbridge Inc	8,521	$461,326
XYZ	Block, Inc.	7,645	$460,076
TSEM	Tower Semiconductor Ltd	2,424	$425,363
WCN	Waste Connections, Inc.	2,613	$424,455
FLEX	Flex Ltd.	6,322	$413,838
Q	Qnity Electronics, Inc.	3,515	$405,560
COHR	Coherent Corp.	1,699	$404,718
BAM	Brookfield Asset Management Ltd.	9,098	$404,406
ADC	Agree Realty Corp	5,170	$389,714
QGEN	Qiagen N.V.	9,316	$373,012
MCHP	Microchip Technology Inc	5,593	$361,363
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	20,773	$3,201,950
INFY	Infosys Ltd	133,624	$2,381,179
S	SentinelOne, Inc.	158,656	$2,379,840
BABA	Alibaba Group Holding Ltd	13,965	$2,046,989
KHC	Kraft Heinz Co	49,856	$1,209,008
ARES	Ares Management Corp	4,526	$731,537
RHI	Robert Half Inc.	25,628	$696,056
VICI	Vici Properties Inc.	21,426	$602,499
CTSH	Cognizant Technology Solutions Corp	6,781	$562,823
FISV	Fiserv Inc	8,328	$559,391
FLO	Flowers Foods Inc	50,345	$547,753
BR	Broadridge Financial Solutions, Inc.	2,366	$528,020
DASH	DoorDash, Inc.	2,320	$525,433
MRP	Millrose Properties, Inc.	17,547	$524,128
IT	Gartner Inc	1,979	$499,262
SNY	Sanofi	10,266	$497,490
INVH	Invitation Homes Inc.	17,670	$491,049
GDDY	GoDaddy Inc.	3,676	$456,118
CCI	Crown Castle Inc.	5,093	$452,614
MKC	Mccormick & Co Inc	6,426	$437,674
REYN	Reynolds Consumer Products Inc.	19,004	$435,571
MORN	Morningstar, Inc.	1,975	$429,187
OKTA	Okta, Inc.	4,606	$398,280
GIB	Cgi Inc	4,059	$374,645
HUM	Humana Inc	1,434	$367,290
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

533 positions · $1,288,174,522 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 533 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	565,454	+5,570	$98,615,177	−5.6%	7.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	147,254	-761	$84,992,063	−6.5%	6.60%
GOOGL	Alphabet Inc. Communication Services	Added	254,937	+2,800	$73,309,683	−7.1%	5.69%
AAPL	Apple Inc. Technology	Added	286,398	+4,072	$72,684,948	−5.3%	5.64%
NFLX	Netflix Inc Communication Services	Reduced	587,696	-812	$56,506,970	+2.4%	4.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	73,280	-1,652	$47,656,915	−6.7%	3.70%
MSFT	Microsoft Corp Technology	Added	126,905	+4,041	$46,976,423	−20.9%	3.65%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	132,431	-6,102	$27,581,404	−13.7%	2.14%
AVGO	Broadcom Inc. Technology	Added	82,732	+1,859	$25,606,381	−8.5%	1.99%
META	Meta Platforms, Inc. Communication Services	Added	42,558	+3,119	$24,348,708	−6.5%	1.89%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	55,558	+582	$18,775,826	+12.4%	1.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	58,213	-148	$17,123,936	−8.9%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	42,299	+591	$15,724,653	−16.2%	1.22%
JNJ	Johnson & Johnson Healthcare	Added	48,011	+12	$11,735,808	+18.1%	0.91%
WMT	Walmart Inc. Consumer Defensive	Added	86,661	+1,246	$10,770,229	+13.2%	0.84%
MU	Micron Technology Inc Technology	Added	28,606	+2,117	$9,664,251	+27.8%	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,939	+4,660	$9,554,768	+24.4%	0.74%
LLY	ELI LILLY & Co Healthcare	Reduced	10,334	-458	$9,504,903	−18.0%	0.74%
V	Visa Inc. Financial Services	Added	29,431	+256	$8,895,225	−13.1%	0.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	8,351	-10	$8,321,186	+15.4%	0.65%
CSCO	Cisco Systems, Inc. Technology	Added	104,353	+593	$8,096,749	+1.3%	0.63%
AMAT	Applied Materials Inc /De Technology	Added	22,749	+27	$7,775,380	+33.2%	0.60%
AU	AngloGold Ashanti PLC Basic Materials	Held	79,659	0	$7,755,600	+14.2%	0.60%
ABBV	AbbVie Inc. Healthcare	Added	34,510	+1,340	$7,505,579	−1.0%	0.58%
CVX	Chevron Corp Energy	Added	35,611	+1,837	$7,367,915	+43.1%	0.57%
MA	Mastercard Inc Financial Services	Added	13,568	+36	$6,779,386	−12.2%	0.53%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	13,700	+114	$6,345,703	−2.8%	0.49%
MS	Morgan Stanley Financial Services	Added	38,048	+45	$6,261,559	−7.2%	0.49%
PLTR	Palantir Technologies Inc. Technology	Added	41,657	+2,741	$6,093,585	−11.9%	0.47%
IBM	International Business Machines Corp Technology	Added	24,404	+435	$5,915,285	−16.7%	0.46%
CME	Cme Group Inc. Financial Services	Reduced	19,895	-14	$5,875,988	+8.1%	0.46%
ASML	Asml Holding NV Technology	Added	4,442	+376	$5,867,126	+34.9%	0.46%
NRG	Nrg Energy, Inc. Utilities	Added	38,611	+133	$5,642,611	−7.9%	0.44%
TECK	Teck Resources Ltd Basic Materials	Held	104,726	0	$5,419,570	+8.1%	0.42%
AMD	Advanced Micro Devices Inc Technology	Reduced	26,327	-4,560	$5,355,701	−19.0%	0.42%
GE	General Electric Co Industrials	Added	18,861	+3,350	$5,352,185	+12.0%	0.42%
RACE	Ferrari N.V. Consumer Cyclical	Added	15,322	+83	$5,185,730	−7.9%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	30,568	+13	$5,054,113	+3.1%	0.39%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,315	+171	$5,036,950	−3.3%	0.39%
PFE	Pfizer Inc Healthcare	Added	174,884	+10,872	$4,910,742	+20.2%	0.38%
GILD	Gilead Sciences, Inc. Healthcare	Held	35,105	0	$4,892,583	+13.5%	0.38%
KO	Coca Cola Co Consumer Defensive	Reduced	61,395	-8	$4,669,089	+8.8%	0.36%
GEV	GE Vernova Inc. Industrials	Added	5,258	+112	$4,589,708	+36.5%	0.36%
VZ	Verizon Communications Inc Communication Services	Reduced	90,821	-1,405	$4,559,214	+21.4%	0.35%
MRK	Merck & Co., Inc. Healthcare	Added	37,346	+2,186	$4,492,350	+21.4%	0.35%
AXP	American Express Co Financial Services	Reduced	14,666	-96	$4,436,171	−18.8%	0.34%
T	At&T Inc. Communication Services	Reduced	152,572	-499	$4,423,062	+16.3%	0.34%
MO	Altria Group, Inc. Consumer Defensive	Added	66,784	+5,937	$4,407,076	+25.6%	0.34%
CAT	Caterpillar Inc Industrials	Added	5,961	+570	$4,223,130	+36.7%	0.33%
TDG	TransDigm Group INC Industrials	Reduced	3,476	-1,460	$4,028,544	−38.6%	0.31%