Frank, Rimerman Advisors LLC
CIK 1977560
13F filing for Q2 2026・No. 1,784
- Holdings
- US$1.77B
- Quarter change
- +US$241.02M
- Entries
- 612
- Net bought (estimate)
- +US$12.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 72
- Sold out 50
- Cut 170
- Added 318
- Corporate actions 2
- Unchanged 52
Largest holdings
612 stocks worth US$1.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 559,344 | US$111.92M | 6.34% |
| QQQInvesco QQQUNIT SER 1 | Cut | 146,624 | US$107.97M | 6.11% |
| GOOGLAlphabetCAP STK CL A | Added | 255,940 | US$91.47M | 5.18% |
| AAPLAppleCOM | Added | 288,141 | US$83.38M | 4.72% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 72,620 | US$54.23M | 3.07% |
| GOOGALPHABET INCCAP STK CL C | Cut | 137,369 | US$48.54M | 2.75% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Cut | 141,373 | US$42.83M | 2.43% |
| NFLXNETFLIX INC.COM | Cut | 576,301 | US$41.15M | 2.33% |
| MSFTMicrosoftCOM | Cut | 109,867 | US$40.98M | 2.32% |
| AMZNAmazonCOM | Added | 150,177 | US$35.79M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.