Frank, Rimerman Advisors LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$1.6B

Holdings

600

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (600 positions)

StockValue
CHDCHURCH & DWIGHT CO INC
$307K
APTVAPTIV PLC
$307K
SYYSYSCO CORP
$303K
HIGHARTFORD INSURANCE GROUP INC
$303K
FERGFERGUSON ENTERPRISES INC
$302K
FFIVF5 INC
$301K
PEGAPEGASYSTEMS INC
$301K
EQREQUITY RESIDENTIAL
$301K
HLTHILTON WORLDWIDE HLDGS INC
$299K
KEYSKEYSIGHT TECHNOLOGIES INC
$299K
RUNSUNRUN INC
$298K
RELXRELX PLC
$298K
ROLROLLINS INC
$294K
FCXFREEPORT-MCMORAN INC
$291K
WDAYWORKDAY INC
$291K
CAHCARDINAL HEALTH INC
$289K
NGGNATIONAL GRID PLC
$285K
IJHISHARES TR
$283K
LPLALPL FINL HLDGS INC
$280K
FMXFOMENTO ECONOMICO MEXICANO S
$280K
NOKNOKIA CORP
$279K
AXONAXON ENTERPRISE INC
$279K
EOGEOG RES INC
$276K
TSCOTRACTOR SUPPLY CO
$275K
STTSTATE STR CORP
$274K
CNHICNH INDL N V
$273K
NSYNICE LTD
$272K
TEVATEVA PHARMACEUTICAL INDS LTD
$272K
TSNTYSON FOODS INC
$269K
YUMCYUM CHINA HLDGS INC
$269K
BNBROOKFIELD CORP
$268K
RLIRLI CORP
$268K
AFRMAFFIRM HLDGS INC
$268K
STLDSTEEL DYNAMICS INC
$268K
BKRBAKER HUGHES COMPANY
$267K
BWABORGWARNER INC
$266K
HEIHEICO CORP NEW
$266K
EX9EXELIXIS INC
$265K
STIPISHARES TR
$264K
BARGRANITESHARES GOLD TR
$260K
IYFISHARES TR
$256K
GEHCGE HEALTHCARE TECHNOLOGIES I
$256K
LIESUN LIFE FINANCIAL INC.
$254K
IWDISHARES TR
$254K
CTVACORTEVA INC
$253K
CLSCELESTICA INC
$252K
ARGXARGENX SE
$251K
ULTAULTA BEAUTY INC
$251K
FUTUFUTU HLDGS LTD
$249K
MMSMAXIMUS INC
$249K
SOFISOFI TECHNOLOGIES INC
$248K
7HPHP INC
$247K
VRSKVERISK ANALYTICS INC
$247K
ILMNILLUMINA INC
$246K
TTDTHE TRADE DESK INC
$245K
WATWATERS CORP
$244K
ALLEALLEGION PLC
$243K
RLRALPH LAUREN CORP
$242K
CHRWC H ROBINSON WORLDWIDE INC
$242K
XPXP INC
$239K
HIIHUNTINGTON INGALLS INDS INC
$239K
PORPORTLAND GEN ELEC CO
$238K
PRPERMIAN RESOURCES CORP
$238K
KDKYNDRYL HLDGS INC
$238K
STMSTMICROELECTRONICS N V
$237K
HBANHUNTINGTON BANCSHARES INC
$236K
INCYINCYTE CORP
$234K
BROBROWN & BROWN INC
$233K
LLOEWS CORP
$233K
NYTNEW YORK TIMES CO
$231K
CBSHCOMMERCE BANCSHARES INC
$231K
ICLICL GROUP LTD
$230K
PAYXPAYCHEX INC
$229K
RBLXROBLOX CORP
$227K
ESEVERSOURCE ENERGY
$225K
ICLRICON PLC
$223K
ELSEQUITY LIFESTYLE PPTYS INC
$223K
DVNDEVON ENERGY CORP NEW
$223K
JJACOBS SOLUTIONS INC
$220K
PSKYPARAMOUNT SKYDANCE CORP
$219K
TRPTC ENERGY CORP
$216K
FLINFRANKLIN TEMPLETON ETF TR
$214K
LSCCLATTICE SEMICONDUCTOR CORP
$212K
BLDTOPBUILD CORP
$211K
WPMWHEATON PRECIOUS METALS CORP
$209K
EFXEQUIFAX INC
$209K
FNDXSCHWAB STRATEGIC TR
$208K
CVLTCOMMVAULT SYS INC
$206K
IQVIQVIA HLDGS INC
$205K
GMABGENMAB A/S
$202K
CUBECUBESMART
$201K
PKGPACKAGING CORP AMER
$200K
MPMP MATERIALS CORP
$200K
MUFGMITSUBISHI UFJ FINL GROUP IN
$186K
COLDAMERICOLD REALTY TRUST INC
$155K
LEGLEGGETT & PLATT INC
$122K
QSQUANTUMSCAPE CORP
$110K
UWMCUWM HOLDINGS CORPORATION
$106K
MLCOMELCO RESORTS AND ENTMNT LTD
$83K
MPTMEDICAL PPTYS TRUST INC
$50K
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