Frank, Rimerman Advisors LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.5T

Holdings

561

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (561 positions)

StockValue
DOWDOW INC
$1.1B
WDAYWORKDAY INC
$1.1B
DYHTARGET CORP
$1.1B
NUNU HLDGS LTD
$1.0B
IWVISHARES TR
$1.0B
RYROYAL BK CDA
$1.0B
FISVFISERV INC
$1.0B
AWMSKYWORKS SOLUTIONS INC
$1.0B
LOGILOGITECH INTL S A
$1.0B
BABAALIBABA GROUP HLDG LTD
$1.0B
MMM3M CO
$995.0M
DRIDARDEN RESTAURANTS INC
$990.2M
SHOPSHOPIFY INC
$989.9M
SNOWSNOWFLAKE INC
$989.7M
HBC2HSBC HLDGS PLC
$982.4M
CPNGCOUPANG INC
$979.1M
NOCNORTHROP GRUMMAN CORP
$977.0M
AMTAMERICAN TOWER CORP NEW
$968.3M
MIGAMICROSTRATEGY INC
$960.5M
CEGCONSTELLATION ENERGY CORP
$953.1M
PYPLPAYPAL HLDGS INC
$941.3M
VICIVICI PPTYS INC
$937.7M
TMTOYOTA MOTOR CORP
$932.8M
WMWASTE MGMT INC DEL
$925.3M
MPCMARATHON PETE CORP
$910.0M
COINCOINBASE GLOBAL INC
$907.1M
ITWILLINOIS TOOL WKS INC
$904.9M
DELLDELL TECHNOLOGIES INC
$904.5M
GISGENERAL MLS INC
$904.2M
VTEBVANGUARD MUN BD FDS
$903.3M
MARMARRIOTT INTL INC NEW
$901.3M
BABOEING CO
$898.9M
ULUNILEVER PLC
$890.6M
EIXEDISON INTL
$887.8M
RFREGIONS FINANCIAL CORP NEW
$887.3M
CITHE CIGNA GROUP
$882.0M
A4SAMERIPRISE FINL INC
$873.2M
TDTORONTO DOMINION BK ONT
$870.2M
KMBKIMBERLY-CLARK CORP
$865.2M
NTESNETEASE INC
$864.3M
TWTRADEWEB MKTS INC
$861.0M
VCSHVANGUARD SCOTTSDALE FDS
$853.4M
CHTRCHARTER COMMUNICATIONS INC N
$852.8M
LMTLOCKHEED MARTIN CORP
$850.8M
DDSDILLARDS INC
$836.5M
MDTMEDTRONIC PLC
$831.7M
AEPAMERICAN ELEC PWR CO INC
$822.1M
TRVTRAVELERS COMPANIES INC
$820.8M
TPGTPG INC
$814.0M
COPCONOCOPHILLIPS
$808.5M
METMETLIFE INC
$782.8M
ORLYOREILLY AUTOMOTIVE INC
$782.8M
EQIXEQUINIX INC
$781.9M
ARESARES MANAGEMENT CORPORATION
$777.7M
OKEONEOK INC NEW
$773.3M
LAZLAZARD INC
$771.9M
CLCOLGATE PALMOLIVE CO
$769.2M
CSXCSX CORP
$762.1M
VSTVISTRA CORP
$755.5M
FQIDIGITAL RLTY TR INC
$755.4M
NDAQNASDAQ INC
$753.5M
VRSNVERISIGN INC
$751.7M
RIORIO TINTO PLC
$751.4M
ZTSZOETIS INC
$750.9M
ANETARISTA NETWORKS INC
$748.6M
MSIMOTOROLA SOLUTIONS INC
$746.3M
CHRDCHORD ENERGY CORPORATION
$744.1M
TWLOTWILIO INC
$743.2M
MRSHMARSH & MCLENNAN COS INC
$742.3M
AQLTISHARES TR
$741.6M
SUSUNCOR ENERGY INC NEW
$739.9M
SMCISUPER MICRO COMPUTER INC
$739.5M
APPAPPLOVIN CORP
$727.5M
INTCINTEL CORP
$727.5M
FDXFEDEX CORP
$725.3M
PSAPUBLIC STORAGE OPER CO
$724.7M
CVSCVS HEALTH CORP
$724.4M
BCEBCE INC
$717.2M
KEYKEYCORP
$713.9M
RCI/BROGERS COMMUNICATIONS INC
$710.2M
PEOEXELON CORP
$708.3M
HSTHOST HOTELS & RESORTS INC
$706.8M
RTXRTX CORPORATION
$692.0M
PNRPENTAIR PLC
$688.8M
APY1EURCHAMPIONX CORPORATION
$688.4M
IEMGISHARES INC
$686.0M
AMCRAMCOR PLC
$681.5M
NVSNNOVARTIS AG
$680.2M
BIIBBIOGEN INC
$674.2M
KBIAKB FINL GROUP INC
$673.2M
7HPHP INC
$672.0M
CAGCONAGRA BRANDS INC
$667.5M
PLDPROLOGIS INC.
$666.5M
JCIJOHNSON CTLS INTL PLC
$656.4M
GLWCORNING INC
$651.5M
MCKMCKESSON CORP
$649.2M
CLVTRIP COM GROUP LTD
$642.6M
STWDSTARWOOD PPTY TR INC
$640.8M
KDPKEURIG DR PEPPER INC
$640.4M
FANGDIAMONDBACK ENERGY INC
$626.3M
PreviousPage 3 of 6Next