Fund Holdings

Frank, Rimerman Advisors LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP052,817+52,81708,960,932+8,960,932
ASTRAZENECA PLC012,644+12,64402,493,650+2,493,650
CHEVRON CORPORATION035,611+35,61107,367,916+7,367,916
MICRON TECHNOLOGY INC028,606+28,60609,664,251+9,664,251
TAIWAN SEMICONDUCTOR MANUFAC055,558+55,558018,775,826+18,775,826
SCHWAB STRATEGIC TR081,061+81,06102,006,260+2,006,260
PROGRESSIVE CORP020,249+20,24904,014,162+4,014,162
APPLIED MATLS INC022,749+22,74907,775,381+7,775,381
PAYCHEX INC023,324+23,32402,148,607+2,148,607
BERKSHIRE HATHAWAY INC DEL019,939+19,93909,554,769+9,554,769
JOHNSON & JOHNSON048,011+48,011011,735,689+11,735,689
SK TELECOM CO LTD059,216+59,21601,734,437+1,734,437
LINDE PLC05,602+5,60202,777,248+2,777,248
DR REDDYS LABS LTD0174,383+174,38302,415,205+2,415,205
ASML HLDG NV04,442+4,44205,867,127+5,867,127
NETFLIX INC.0587,696+587,696056,506,970+56,506,970
DOW HLDGS INC071,750+71,75002,988,387+2,988,387
WALMART INC086,661+86,661010,770,229+10,770,229
CORNING INC017,317+17,31702,354,593+2,354,593
GE VERNOVA INC05,258+5,25804,589,708+4,589,708
LYONDELLBASELL INDUSTRIES NV014,281+14,28101,150,477+1,150,477
CATERPILLAR INC05,961+5,96104,223,130+4,223,130
COSTCO WHOLESALE CORPORATION08,351+8,35108,321,187+8,321,187
SANDISK CORP01,743+1,74301,107,398+1,107,398
TOTALENERGIES SE011,773+11,77301,071,108+1,071,108
POSCO HOLDINGS INC037,631+37,63102,201,037+2,201,037
AMCOR PLC025,324+25,32401,006,629+1,006,629
ANGLOGOLD ASHANTI PLC079,659+79,65907,755,600+7,755,600
ALTRIA GROUP INC066,784+66,78404,407,076+4,407,076
PFIZER INC0174,884+174,88404,910,743+4,910,743
VERIZON COMMUNICATIONS INC090,821+90,82104,559,214+4,559,214
MERCK & CO INC037,346+37,34604,492,350+4,492,350
TPG INC042,533+42,53301,723,012+1,723,012
KB FINL GROUP INC017,448+17,44801,740,089+1,740,089
LAM RESEARCH CORP016,802+16,80203,589,916+3,589,916
KIMBERLY-CLARK CORP07,125+7,1250687,349+687,349
SPOTIFY TECHNOLOGY S A01,386+1,3860672,085+672,085
ADVANCED ENERGY INDS01,945+1,9450627,671+627,671
ANALOG DEVICES INC07,807+7,80702,483,719+2,483,719
AT&T INC0152,572+152,57204,423,062+4,423,062
WOORI FINL GROUP INC023,347+23,34701,554,910+1,554,910
ROBINHOOD MKTS INC014,686+14,68601,017,740+1,017,740
GILEAD SCIENCES INC035,105+35,10504,892,584+4,892,584
GE AEROSPACE018,861+18,86105,352,186+5,352,186
CHUNGHWA TELECOM CO LTD012,255+12,2550517,651+517,651
VERTIV HOLDINGS CO04,418+4,41801,107,062+1,107,062
SHINHAN FINANCIAL GROUP CO L029,485+29,48501,808,020+1,808,020
LUMENTUM HLDGS INC0709+7090498,257+498,257
REALTY INCOME CORP047,205+47,20502,888,002+2,888,002
KEYSIGHT TECHNOLOGIES INC02,771+2,7710782,447+782,447
KEURIG DR PEPPER INC018,203+18,2030479,285+479,285
ANTERO MIDSTREAM CORP094,315+94,31502,150,382+2,150,382
GENERAL MILLS INC012,645+12,6450470,647+470,647
DATADOG INC03,967+3,9670468,304+468,304
BHP BILLITON LIMITED037,264+37,26402,710,583+2,710,583
ENBRIDGE INC08,521+8,5210461,327+461,327
BLOCK INC07,645+7,6450460,076+460,076
DELL TECHNOLOGIES INC08,406+8,40601,379,677+1,379,677
WESTERN DIGITAL CORP04,454+4,45401,204,762+1,204,762
CME GROUP INC019,895+19,89505,875,988+5,875,988
BRISTOL-MYERS SQUIBB CO051,166+51,16603,103,218+3,103,218
MARATHON PETE CORP05,285+5,28501,290,491+1,290,491
CONOCOPHILLIPS010,455+10,45501,380,060+1,380,060
SUNCOR ENERGY INC NEW019,787+19,78701,308,119+1,308,119
TOWER SEMICONDUCTOR LTD02,424+2,4240425,364+425,364
INTERCONTINENTAL EXCHANGE IN07,645+7,64501,202,406+1,202,406
WASTE CONNECTIONS INC02,613+2,6130424,456+424,456
VAIL RESORTS INC06,853+6,8530879,377+879,377
SHELL PLC020,210+20,21001,879,530+1,879,530
FLEXTRONICS INTL LTD06,322+6,3220413,838+413,838
JOHNSON CONTROLS INTERNATION08,827+8,82701,155,896+1,155,896
DEERE & CO04,039+4,03902,275,169+2,275,169
ARISTA NETWORKS INC012,453+12,45301,528,979+1,528,979
HOWMET AEROSPACE INC014,875+14,87503,428,092+3,428,092
INTEL CORP044,294+44,29401,954,695+1,954,695
QNITY ELECTRONICS INC03,515+3,5150405,561+405,561
COHERENT CORP01,699+1,6990404,719+404,719
BROOKFIELD ASSET MANAGMT LTD09,098+9,0980404,406+404,406
TECK RESOURCES LTD0104,726+104,72605,419,571+5,419,571
QUANTA SVCS INC03,026+3,02601,661,335+1,661,335
AGREE RLTY CORP05,170+5,1700389,715+389,715
CIENA CORP02,445+2,4450949,222+949,222
COCA COLA CO061,395+61,39504,669,089+4,669,089
QIAGEN NV09,316+9,3160373,013+373,013
MICROCHIP TECHNOLOGY INC.05,593+5,5930361,364+361,364
KENVUE INC044,736+44,7360771,249+771,249
SLB LIMITED027,268+27,26801,401,303+1,401,303
LIVE NATION ENTERTAINMENT IN02,286+2,2860348,638+348,638
ELBIT SYS LTD01,277+1,27701,084,288+1,084,288
KLA CORP01,314+1,31401,934,747+1,934,747
FORTINET INC016,768+16,76801,370,281+1,370,281
LI AUTO INC019,105+19,1050340,642+340,642
EOG RES INC04,120+4,1200595,628+595,628
CLOROX CO DEL03,057+3,0570316,797+316,797
ZTO EXPRESS CAYMAN INC012,553+12,5530315,959+315,959
CAMECO CORP017,516+17,51601,902,413+1,902,413
PETROLEO BRASILEIRO S A035,118+35,1180728,698+728,698
CARNIVAL CORP012,075+12,0750312,501+312,501
VANGUARD TAX-MANAGED FDS0179,707+179,707011,515,625+11,515,625
DIAGEO PLC03,970+3,9700295,567+295,567
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