Fund HoldingsFrank, Rimerman Advisors LLC

Total Portfolio Value
$1.77B
Total Bought
$237.48M
Total Sold
$194.33M
Net Transaction
+$43.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO QQQ TR147,254146,624-63084,992107,9746.11%+22,982
MICRON TECHNOLOGY INC(MU)28,60627,378-1,2289,66431,6021.79%+21,938
ALPHABET INC(GOOG)254,937255,940+1,00373,31091,4655.18%+18,156
ADVANCED MICRO DEVICES INC(AMD)26,32733,923+7,5965,35619,7061.12%+14,351
NVIDIA CORPORATION(NVDA)565,454559,344-6,11098,615111,9196.34%+13,304
APPLE INC(AAPL)286,398288,141+1,74372,68583,3764.72%+10,692
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
141,851141,373-47833,70742,8322.43%+9,125
APPLIED MATLS INC22,74923,084+3357,77516,6900.95%+8,914
ALPHABET INC(GOOG)138,980137,369-1,61139,86848,5372.75%+8,669
TAIWAN SEMICONDUCTOR MANUFAC(TSM)55,55857,370+1,81218,77627,3981.55%+8,622
AMAZON COM INC(AMZN)132,431150,177+17,74627,58135,7932.03%+8,212
INTEL CORP(INTC)44,29467,238+22,9441,9559,3880.53%+7,434
STATE STR SPDR S&P 500 ETF T(SPY)73,28072,620-66047,65754,2313.07%+6,574
BROADCOM INC(AVGO)82,73284,152+1,42025,60631,7881.80%+6,182
CISCO SYS INC(CSCO)104,353106,585+2,2328,09712,5190.71%+4,423
LAM RESEARCH CORP(LRCX)16,80217,819+1,0173,5907,7220.44%+4,132
VANGUARD INDEX FDS96,58394,520-2,06330,98534,9761.98%+3,991
PRICE T ROWE GROUP INC(TROW)034,448+34,44803,9160.22%+3,916
ELI LILLY & CO(LLY)10,33411,066+7329,50513,2730.75%+3,768
SANDISK CORP(SNDK)1,7431,885+1421,1074,2860.24%+3,179
ASML HLDG NV
N Y REGISTRY SHS
4,4424,483+415,8678,9190.51%+3,052
TRANSDIGM GROUP INC(TDG)3,4765,093+1,6174,0296,7840.38%+2,756
MARVELL TECHNOLOGY INC(MRVL)7,99111,889+3,8987923,5420.20%+2,750
BLACKSTONE INC(BX)022,181+22,18102,6100.15%+2,610
TEXAS INSTRS INC(TXN)13,11816,622+3,5042,5474,9550.28%+2,408
CROWDSTRIKE HLDGS INC(CRWD)12,8889,715-3,1735,0327,4140.42%+2,382
TESLA INC(TSLA)42,29942,960+66115,72518,0691.02%+2,345
UNITED MICROELECTRONICS CORP(UMC)123,033124,326+1,2931,1053,3830.19%+2,278
PALO ALTO NETWORKS INC(PANW)9,56811,124+1,5561,5343,7940.21%+2,260
CORNING INC(GLW)17,31717,921+6042,3554,5780.26%+2,223
WESTERN DIGITAL CORP(WDC)4,4545,355+9011,2053,4200.19%+2,216
CATERPILLAR INC(CAT)5,9616,001+404,2236,3900.36%+2,167
UNITEDHEALTH GROUP INC(UNH)14,37714,325-523,8905,9540.34%+2,064
KLA CORP(KLAC)1,31413,200+11,8861,9353,9830.23%+2,048
WIPRO LTD(WIT)16,916901,459+884,543362,0280.11%+1,992
ISHARES TR47,16847,005-1637,5289,4030.53%+1,874
PROCTER & GAMBLE CO(PG)12,78225,127+12,3451,8463,6850.21%+1,838
JPMORGAN CHASE & CO(JPM)58,21357,576-63717,12418,8461.07%+1,722
MORGAN STANLEY(MS)38,04838,149+1016,2627,9750.45%+1,713
DELL TECHNOLOGIES INC(DELL)8,4067,130-1,2761,3803,0760.17%+1,697
GE VERNOVA INC(GEV)5,2585,287+294,5906,2110.35%+1,622
INFOSYS LTD(INFY)0151,524+151,52401,5890.09%+1,589
ASE TECHNOLOGY HLDG CO LTD(ASX)37,50052,335+14,8358132,3610.13%+1,548
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,0412,391+3508002,3070.13%+1,508
BLUE OWL CAPITAL INC(OBDC)0171,191+171,19101,4980.08%+1,498
AMPHENOL CORP27,99728,245+2483,5374,9800.28%+1,443
JOHNSON & JOHNSON(JNJ)48,01151,668+3,65711,73613,1220.74%+1,386
SCHWAB STRATEGIC TR81,061120,825+39,7642,0063,3470.19%+1,341
VANGUARD TAX-MANAGED FDS179,707180,120+41311,51612,8340.73%+1,318
KB FINL GROUP INC(KB)17,44828,786+11,3381,7403,0210.17%+1,281
ISHARES INC
CORE MSCI EMKT
11,55025,140+13,5908062,0830.12%+1,277
FORTINET INC(FTNT)16,76817,064+2961,3702,6210.15%+1,251
ABBVIE INC(ABBV)34,51034,526+167,5068,6880.49%+1,183
ARES MANAGEMENT CORPORATION(ARES)010,471+10,47101,1660.07%+1,166
ORACLE CORP(ORCL)22,32030,294+7,9743,2834,4400.25%+1,156
APPLOVIN CORP(APP)2,9714,517+1,5461,1822,3270.13%+1,145
ROBERT HALF INC.(RHI)036,701+36,70101,1270.06%+1,127
SHINHAN FINANCIAL GROUP CO L(SHG)29,48546,041+16,5561,8082,9120.16%+1,104
CVS HEALTH CORP(CVS)10,58817,302+6,7147601,7900.10%+1,029
VISA INC(V)29,43128,750-6818,8959,8640.56%+969
HONEYWELL INTL INC04,253+4,25309520.05%+952
HONEYWELL AEROSPACE INC04,253+4,25309400.05%+940
ASTERA LABS INC(ALAB)2,3812,485+1042611,2000.07%+939
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
57,37556,074-1,30111,01111,9310.68%+920
LG DISPLAY CO LTD(LPL)0225,123+225,12308760.05%+876
TECK RESOURCES LTD(TECK)104,726105,131+4055,4206,2510.35%+832
ANALOG DEVICES INC(ADI)7,8078,340+5332,4843,3120.19%+829
EATON CORP PLC(ETN)7,4568,194+7382,6673,4920.20%+825
ISHARES TR44,05344,05306,0966,9150.39%+819
BERKSHIRE HATHAWAY INC DEL19,93920,695+7569,55510,3560.59%+801
UNILEVER PLC(UL)5,43718,413+12,9763101,1070.06%+797
COMFORT SYS USA INC(FIX)0397+39707870.04%+787
INTERNATIONAL BUSINESS MACHS(IBM)24,40423,814-5905,9156,6970.38%+781
BLOOM ENERGY CORP02,561+2,56107750.04%+775
FRANKLIN RESOURCES INC(BEN)022,201+22,20107390.04%+739
ROYAL CARIBBEAN GROUP
COM
1,7083,718+2,0104701,1810.07%+711
HEWLETT PACKARD ENTERPRISE C(HPE)19,70925,944+6,2354691,1700.07%+701
AUTOMATIC DATA PROCESSING IN2,5185,413+2,8955121,2120.07%+701
BANK OF AMER CORP74,86075,870+1,0103,6494,3230.24%+674
WOORI FINL GROUP INC(WF)23,34738,737+15,3901,5552,2240.13%+669
CUMMINS INC(CMI)3,7393,751+122,0122,6750.15%+664
DOORDASH INC(DASH)03,535+3,53506520.04%+652
BANK OF NY MELLON CORP12,60414,776+2,1721,4952,1370.12%+642
HP INC(HPQ)12,71339,718+27,0052448710.05%+627
ARISTA NETWORKS INC(ANET)12,45312,687+2341,5292,1550.12%+626
FLEX LTD(FLEX)6,3226,381+594141,0340.06%+620
DATADOG INC(DDOG)3,9674,103+1364681,0680.06%+600
HOWMET AEROSPACE INC(HWM)14,87514,978+1033,4284,0270.23%+599
MONOLITHIC PWR SYS INC(MPWR)361703+3423959720.06%+577
ON SEMICONDUCTOR CORP(ON)06,086+6,08605750.03%+575
CHUNGHWA TELECOM CO LTD(CHT)12,25524,635+12,3805181,0900.06%+573
REDDIT INC(RDDT)12,26812,808+5401,6522,2230.13%+571
TORONTO DOMINION BK ONT(TD)16,92317,650+7271,5792,1430.12%+564
AMERICAN EXPRESS CO(AXP)14,66614,776+1104,4364,9980.28%+562
ROYAL BK CDA(RY)12,10312,118+151,9582,5080.14%+550
WORKDAY INC(WDAY)04,442+4,44205440.03%+544
NXP SEMICONDUCTORS N V
COM
2,7123,793+1,0815341,0660.06%+532
QUANTA SVCS INC3,0263,045+191,6612,1930.12%+531
KIMBERLY-CLARK CORP(KMB)7,12511,094+3,9696871,2180.07%+530
CHECK POINT SOFTWARE TECH LT
ORD
04,013+4,01305270.03%+527
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