Frank, Rimerman Advisors LLC
Sector Allocation
- Technology41.8%$755.9M
- Other17.8%$322.9M
- Financials11.6%$209.3M
- Healthcare6.0%$108.1M
- Consumer Discretionary5.1%$92.2M
- Industrials4.3%$77.3M
- Communication Services3.3%$60.1M
- Consumer Staples3.1%$55.3M
- Energy2.6%$47.0M
- Materials2.3%$41.0M
AUM History
13fpro.ai/research/fund/frank-rimerman-advisors-llc-1977560
Conviction and streaks
Concentrating · top 10 = 39.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$127.4MQQQ
$108.3MAAPL
$97.3MGOOGL
$88.2MMSFT
$62.4MSPY
$57.5MGOOG
$46.5MIVZ
$43.1MNFLX
$40.3MAMZN
$38.0M- VANGUARD$36.4M
META
$30.8MAVGO
$29.5MMU
$28.8MTSM
$26.3MAMD
$20.4MJPM
$19.1MTSLA
$14.8MJNJ
$13.7MLLY
$12.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/frank-rimerman-advisors-llc-1977560
Frank, Rimerman Advisors LLC 13F holdings — Q3 2026
$1.8B portfolio (+2.5% QoQ) · 607 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
$127.4M
7.0% of stocks
-0.3%This quarter+0.9%Since filed8+ qtrsHeld$108.3M
6.0% of stocks
-0.2%This quarter+0.3%Since filed8+ qtrsHeld$97.3M
5.4% of stocks
+1%This quarter+0.1%Since filed8+ qtrsHeld$88.2M
4.9% of stocks
+0.1%This quarter-6.7%Since filed8+ qtrsHeld$62.4M
3.5% of stocks
+11%This quarter+0.7%Since filed8+ qtrsHeld$57.5M
3.2% of stocks
+4%This quarter+0.3%Since filed8+ qtrsHeld$46.5M
2.6% of stocks
-0.6%This quarter-6.7%Since filed8+ qtrsHeld$43.1M
2.4% of stocks
-0.0%This quarter+1.2%Since filed8+ qtrsHeld$40.3M
2.2% of stocks
+0.6%This quarter-9.4%Since filed8+ qtrsHeld$38.0M
2.1% of stocks
+2%This quarter-0.4%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Frank, Rimerman Advisors LLC (Q3 2026)
607 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $36.4M | 2.0% | 97K | +3% | — | — | 13F |
| 12 | Meta Platforms, Inc. | Technology | $30.8M | 1.7% | 42K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Broadcom Inc. | Technology | $29.5M | 1.6% | 84K | -0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICRON TECHNOLOGY INC | Technology | $28.8M | 1.6% | 27K | -1% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $26.3M | 1.4% | 58K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ADVANCED MICRO DEVICES INC | Technology | $20.4M | 1.1% | 33K | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $19.1M | 1.1% | 58K | +0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Tesla, Inc. | Consumer Discretionary | $14.8M | 0.8% | 42K | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $13.7M | 0.8% | 52K | +0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $12.8M | 0.7% | 11K | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $12.7M | 0.7% | 180K | — | — | — | 13F |
| 22 | APPLIED MATERIALS INC /DE | Technology | $11.7M | 0.7% | 23K | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Invesco Ltd. | Financials | $11.6M | 0.6% | 56K | -0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CISCO SYSTEMS, INC. | Technology | $11.4M | 0.6% | 106K | -0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $10.5M | 0.6% | 21K | +2% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $10.4M | 0.6% | 39K | +303% | |||
| 27 | $V | VISA INC. | Financials | $10.3M | 0.6% | 29K | +0.0% | |||
| 28 | $CBRS | Cerebras Systems Inc. | Technology | $10.0M | 0.6% | 56K | +3682% | |||
| 29 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $9.3M | 0.5% | 57K | New | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $9.1M | 0.5% | 35K | +0.3% | |||
| 31 | $WMT | Walmart Inc. | Consumer Staples | $8.8M | 0.5% | 85K | -5% | |||
| 32 | — | ISHARES TR - MICRO-CAP ETF | — | $8.6M | 0.5% | 46K | -1% | |||
| 33 | $ASML | ASML HOLDING NV | Technology | $8.1M | 0.5% | 4,483 | — | |||
| 34 | $PM | Philip Morris International Inc. | Consumer Staples | $7.6M | 0.4% | 40K | +28% | |||
| 35 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $7.5M | 0.4% | 127K | — | |||
| 36 | $AU | AngloGold Ashanti PLC | Materials | $7.5M | 0.4% | 80K | +0.3% | |||
| 37 | $MS | MORGAN STANLEY | Financials | $7.2M | 0.4% | 38K | +0.0% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $7.0M | 0.4% | 34K | +0.3% | |||
| 39 | — | ISHARES TR - MSCI ACWI ETF | — | $7.0M | 0.4% | 44K | — | |||
| 40 | $TECK | TECK RESOURCES LTD | Materials | $6.9M | 0.4% | 105K | — | |||
| 41 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $6.9M | 0.4% | 14K | +6% | |||
| 42 | $INTC | INTEL CORP | Technology | $6.9M | 0.4% | 57K | -15% | |||
| 43 | $PLTR | Palantir Technologies Inc. | Technology | $6.6M | 0.4% | 35K | -5% | |||
| 44 | $RACE | Ferrari N.V. | Consumer Discretionary | $6.0M | 0.3% | 15K | +0.4% | |||
| 45 | $MA | Mastercard Inc | Financials | $5.9M | 0.3% | 11K | +1% | |||
| 46 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.7M | 0.3% | 6,231 | -24% | |||
| 47 | $LRCX | LAM RESEARCH CORP | Technology | $5.6M | 0.3% | 17K | -5% | |||
| 48 | $GE | GENERAL ELECTRIC CO | Industrials | $5.6M | 0.3% | 18K | +14% | |||
| 49 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $5.5M | 0.3% | 42K | +2% | |||
| 50 | $MRK | Merck & Co., Inc. | Healthcare | $5.4M | 0.3% | 37K | -0.8% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $5.3M | 0.3% | 62K | +0.3% | |||
| 52 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $5.3M | 0.3% | 36K | +1% | |||
| 53 | $GEV | GE Vernova Inc. | Industrials | $5.1M | 0.3% | 5,317 | +0.6% | |||
| 54 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.0M | 0.3% | 14K | -6% | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $4.9M | 0.3% | 5,991 | -0.2% | |||
| 56 | $APH | AMPHENOL CORP /DE/ | Technology | $4.8M | 0.3% | 57K | +103% | |||
| 57 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $4.8M | 0.3% | 17K | +10% | |||
| 58 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $4.7M | 0.3% | 103K | +12% | |||
| 59 | $PFE | PFIZER INC | Healthcare | $4.7M | 0.3% | 165K | +0.3% | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.7M | 0.3% | 21K | -11% | |||
| 61 | $CME | CME GROUP INC. | Financials | $4.6M | 0.3% | 18K | -0.1% | |||
| 62 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $4.5M | 0.3% | 67K | -0.1% | |||
| 63 | $AXP | AMERICAN EXPRESS CO | Financials | $4.5M | 0.3% | 15K | +0.0% | |||
| 64 | $PANW | Palo Alto Networks Inc | Technology | $4.4M | 0.2% | 11K | +0.4% | |||
| 65 | $TXN | TEXAS INSTRUMENTS INC | Technology | $4.2M | 0.2% | 15K | -10% | |||
| 66 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.1M | 0.2% | 76K | -0.0% | |||
| 67 | — | ISHARES TR - CORE S&P500 ETF | — | $4.0M | 0.2% | 5,180 | -6% | |||
| 68 | $ORCL | ORACLE CORP | Technology | $3.9M | 0.2% | 29K | -6% | |||
| 69 | $DELL | Dell Technologies Inc. | Technology | $3.9M | 0.2% | 7,275 | +2% | |||
| 70 | $ETN | Eaton Corp plc | Industrials | $3.9M | 0.2% | 9,066 | +11% | |||
| 71 | $AER | AerCap Holdings N.V. | Industrials | $3.9M | 0.2% | 27K | — | |||
| 72 | $T | AT&T INC. | Communication Services | $3.8M | 0.2% | 157K | +0.1% | |||
| 73 | — | ISHARES TR - US INDUSTRIALS | — | $3.8M | 0.2% | 24K | — | |||
| 74 | $NRG | NRG ENERGY, INC. | Utilities | $3.7M | 0.2% | 39K | +0.6% | |||
| 75 | $PH | Parker-Hannifin Corp | Industrials | $3.7M | 0.2% | 3,832 | +0.3% | |||
| 76 | — | ISHARES TR - RUS 1000 GRW ETF | — | $3.6M | 0.2% | 29K | — | |||
| 77 | $TROW | PRICE T ROWE GROUP INC | Financials | $3.6M | 0.2% | 34K | -0.5% | |||
| 78 | $TDG | TransDigm Group INC | Industrials | $3.5M | 0.2% | 3,272 | -36% | |||
| 79 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $3.5M | 0.2% | 126K | +0.0% | |||
| 80 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.5M | 0.2% | 24K | -5% | |||
| 81 | $HWM | Howmet Aerospace Inc. | Materials | $3.4M | 0.2% | 15K | -0.6% | |||
| 82 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $3.3M | 0.2% | 8,198 | -0.3% | |||
| 83 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $3.3M | 0.2% | 121K | — | |||
| 84 | $UNP | UNION PACIFIC CORP | Industrials | $3.3M | 0.2% | 12K | +0.1% | |||
| 85 | $SNDK | Sandisk Corp | Technology | $3.3M | 0.2% | 1,886 | +0.1% | |||
| 86 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.3M | 0.2% | 15K | +2% | |||
| 87 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $3.2M | 0.2% | 38K | +0.0% | |||
| 88 | $KB | KB Financial Group Inc. | Financials | $3.2M | 0.2% | 26K | -9% | |||
| 89 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $3.2M | 0.2% | 35K | -5% | |||
| 90 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $3.2M | 0.2% | 41K | +7% | |||
| 91 | $SHG | SHINHAN FINANCIAL GROUP CO LTD | Financials | $3.2M | 0.2% | 41K | -11% | |||
| 92 | $BHP | BHP Group Ltd | Materials | $3.2M | 0.2% | 37K | -0.1% | |||
| 93 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.1M | 0.2% | 50K | +0.1% | |||
| 94 | $ADI | ANALOG DEVICES INC | Technology | $3.1M | 0.2% | 7,879 | -6% | |||
| 95 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $3.1M | 0.2% | 15K | +31% | |||
| 96 | $FTNT | Fortinet, Inc. | Technology | $3.1M | 0.2% | 17K | +2% | |||
| 97 | $AMGN | AMGEN INC | Healthcare | $3.1M | 0.2% | 7,300 | +0.4% | |||
| 98 | $UMC | UNITED MICROELECTRONICS CORP | Technology | $3.0M | 0.2% | 124K | — | |||
| 99 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $3.0M | 0.2% | 34K | -0.3% | |||
| 100 | — | ISHARES TR - RUS MID CAP ETF | — | $3.0M | 0.2% | 28K | +1% | |||
| 101 | $PCAR | PACCAR INC | Industrials | $3.0M | 0.2% | 27K | — | |||
| 102 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.9M | 0.2% | 4,259 | +2% | |||
| 103 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $2.9M | 0.2% | 41K | +0.0% | |||
| 104 | $HCA | HCA Healthcare, Inc. | Healthcare | $2.8M | 0.2% | 6,677 | +0.9% | |||
| 105 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.8M | 0.2% | 10K | +17% | |||
| 106 | — | ISHARES TR - IBOXX INV CP ETF | — | $2.7M | 0.1% | 27K | +0.0% | |||
| 107 | $DE | DEERE & CO | Industrials | $2.7M | 0.1% | 4,053 | +1.0% | |||
| 108 | $LIN | LINDE PLC | Materials | $2.7M | 0.1% | 5,724 | +0.1% | |||
| 109 | $GLW | CORNING INC /NY | Materials | $2.7M | 0.1% | 18K | -2% | |||
| 110 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.6M | 0.1% | 2,899 | -0.1% | |||
| 111 | $ANET | Arista Networks, Inc. | Technology | $2.6M | 0.1% | 13K | +0.5% | |||
| 112 | $WDC | WESTERN DIGITAL CORP | Technology | $2.6M | 0.1% | 5,671 | +6% | |||
| 113 | $KLAC | KLA CORP | Technology | $2.6M | 0.1% | 13K | -0.3% | |||
| 114 | $CB | Chubb Ltd | Financials | $2.6M | 0.1% | 7,866 | — | |||
| 115 | $MRVL | Marvell Technology, Inc. | Technology | $2.5M | 0.1% | 9,570 | -20% | |||
| 116 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.5M | 0.1% | 31K | +3% | |||
| 117 | $BX | Blackstone Inc. | Financials | $2.5M | 0.1% | 22K | -0.2% | |||
| 118 | $IBN | ICICI BANK LTD | Financials | $2.4M | 0.1% | 87K | — | |||
| 119 | $RY | ROYAL BANK OF CANADA | Financials | $2.4M | 0.1% | 12K | — | |||
| 120 | $WELL | WELLTOWER INC. | Real Estate | $2.4M | 0.1% | 10K | +0.4% | |||
| 121 | $ACN | Accenture plc | Technology | $2.3M | 0.1% | 13K | +126% | |||
| 122 | $WF | WOORI FINANCIAL GROUP INC. | Financials | $2.3M | 0.1% | 31K | -20% | |||
| 123 | $O | REALTY INCOME CORP | Real Estate | $2.3M | 0.1% | 43K | +0.1% | |||
| 124 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.3M | 0.1% | 3,315 | +0.1% | |||
| 125 | $STX | Seagate Technology Holdings plc | Technology | $2.3M | 0.1% | 2,508 | +5% | |||
| 126 | $SAP | SAP SE | Technology | $2.3M | 0.1% | 11K | +29% | |||
| 127 | $CRM | Salesforce, Inc. | Technology | $2.3M | 0.1% | 9,855 | +2% | |||
| 128 | $PRCT | PROCEPT BioRobotics Corp | Healthcare | $2.2M | 0.1% | 122K | -0.7% | |||
| 129 | — | ISHARES INC - CORE MSCI EMKT | — | $2.2M | 0.1% | 27K | +6% | |||
| 130 | $MPC | Marathon Petroleum Corp | Energy | $2.2M | 0.1% | 5,475 | +0.3% | |||
| 131 | $SO | SOUTHERN CO | Utilities | $2.2M | 0.1% | 26K | -0.9% | |||
| 132 | $BNY | Bank of New York Mellon Corp | Financials | $2.1M | 0.1% | 15K | — | |||
| 133 | — | ISHARES TR - IBOXX HI YD ETF | — | $2.1M | 0.1% | 28K | — | |||
| 134 | $DIS | Walt Disney Co | Communication Services | $2.1M | 0.1% | 20K | -15% | |||
| 135 | $FAST | FASTENAL CO | Industrials | $2.1M | 0.1% | 43K | +0.8% | |||
| 136 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.1M | 0.1% | 21K | +0.5% | |||
| 137 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $2.1M | 0.1% | 15K | +0.4% | |||
| 138 | $TD | TORONTO DOMINION BANK | Financials | $2.1M | 0.1% | 18K | — | |||
| 139 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $2.1M | 0.1% | 46K | -12% | |||
| 140 | — | ISHARES TR - SELECT US REIT | — | $2.0M | 0.1% | 32K | -0.1% | |||
| 141 | $SHEL | Shell plc | Energy | $2.0M | 0.1% | 21K | +0.6% | |||
| 142 | $CBOE | Cboe Global Markets, Inc. | Financials | $2.0M | 0.1% | 7,331 | -0.9% | |||
| 143 | $DOW | DOW INC. | Materials | $2.0M | 0.1% | 73K | +0.3% | |||
| 144 | $TFC | TRUIST FINANCIAL CORP | Financials | $2.0M | 0.1% | 43K | -1% | |||
| 145 | $SONY | Sony Group Corp | Technology | $2.0M | 0.1% | 85K | +2% | |||
| 146 | $SPGI | S&P Global Inc. | Financials | $2.0M | 0.1% | 5,061 | +0.9% | |||
| 147 | $PEP | PEPSICO INC | Consumer Staples | $2.0M | 0.1% | 16K | -15% | |||
| 148 | $AZN | ASTRAZENECA PLC | Healthcare | $2.0M | 0.1% | 12K | -3% | |||
| 149 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.0M | 0.1% | 3,039 | -0.2% | |||
| 150 | — | ISHARES TR - MSCI EAFE ETF | — | $2.0M | 0.1% | 19K | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 30 new, 260 added to, 220 trimmed, 35 sold out. Share-count changes; largest moves by dollar size first.
New positions (30)
$XOM.R34088EXXON MOBIL CORP$9.3M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.9Mfirst bought this quarter
$BABAAlibaba Group Holding Ltd$1.4M
first bought this quarter
$GISGENERAL MILLS INC$1.0M
first bought this quarter
- FIDELITY COMWLTH TR - NASDAQ COMPSIT$764K
first bought this quarter
$CCICROWN CASTLE INC.$602K
first bought this quarter
+24 more in the Excel export
Added to (260)
$CBRSCerebras Systems Inc.+3682%
now $10.0M · held 2 qtrs, 2 adds in a row
$CRWDCrowdStrike Holdings, Inc.+303%
now $10.4M · held 8+ qtrs
now $62.4M · held 8+ qtrs
$APHAMPHENOL CORP /DE/+103%
now $4.8M · held 8+ qtrs
now $57.5M · held 8+ qtrs
$PMPhilip Morris International Inc.+28%
now $7.6M · held 8+ qtrs
+254 more in the Excel export
Trimmed (220)
$TDGTransDigm Group INC-36%
now $3.5M · held 8+ qtrs
$PKXPOSCO HOLDINGS INC.-66%
now $921K
$COSTCOSTCO WHOLESALE CORP /NEW-24%
now $5.7M · held 8+ qtrs, 2 trims in a row
$INTCINTEL CORP-15%
now $6.9M · held 8+ qtrs
$QCOMQUALCOMM INC/DE-30%
now $1.9M · held 8+ qtrs, 3 trims in a row
$MCDMCDONALDS CORP-30%
now $1.7M · held 8+ qtrs, 2 trims in a row
+214 more in the Excel export
Sold out (35)
$EAELECTRONIC ARTS INC.was $861K
held 7+ qtrs
$BCEBCE INCwas $702K
held 5 qtrs
$IPINTERNATIONAL PAPER CO /NEW/was $656K
held 7+ qtrs
$ONON SEMICONDUCTOR CORPwas $575K
held 1 qtr
$TLKPERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBKwas $441K
$NBISNebius Group N.V.was $380K
+29 more in the Excel export
Holdings by quarter
Every 13F Frank, Rimerman Advisors LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Frank, Rimerman Advisors?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Frank, Rimerman Advisors's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 17% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Frank, Rimerman Advisors LLC disclosed 607 positions worth $1.8B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 7.0% of the equity portfolio, followed by $QQQ and $AAPL. During the quarter the fund opened 30 new positions and exited 35 — including a new stake in $XOM.R34088 and a full exit from $EA. The portfolio is most concentrated in Technology (41.8% of disclosed assets). All figures are sourced directly from Frank, Rimerman Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1977560.
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