FRANK, RIMERMAN ADVISORS LLC

PrivateCIK: 1977560
Location

PALO ALTO, CA

📋 What this filing means

FRANK, RIMERMAN ADVISORS LLC filed this quarterly 13F‑HR report disclosing 612 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

612
Positions
$1.77B
Total AUM (reported)
13.20M
Total Shares

Allocation by class

TOTAL AUM$1.77B612 positions
COM$939.18M53.2%
UNIT SER 1$107.97M6.1%
CAP STK CL A$91.47M5.2%
CL A$64.18M3.6%
TR UNIT$54.23M3.1%
CAP STK CL C$48.54M2.7%
COM NEW$45.74M2.6%

Portfolio Concentration

Top 317.6%4–1019.6%11–2516.8%Rest45.9%TOP 1037.3%0%100%
Top 3$311.36M17.6%
4–10$346.90M19.6%
11–25$296.90M16.8%
Rest$810.87M45.9%

Top 3 weight

17.6%

Top 10 weight

37.3%

Voting Authority Distribution

Total shares with voting rights: 13.20M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

13.20M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole612
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings612
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares559.34K
TypeSH
Market value$111.92M
6.34%
Sole
0.00
Shared
0.00
None
559.34K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares146.62K
TypeSH
Market value$107.97M
6.11%
Sole
0.00
Shared
0.00
None
146.62K

ALPHABET INC

SOLE
CAP STK CL A
Shares255.94K
TypeSH
Market value$91.47M
5.18%
Sole
0.00
Shared
0.00
None
255.94K

APPLE INC

SOLE
COM
Shares288.14K
TypeSH
Market value$83.38M
4.72%
Sole
0.00
Shared
0.00
None
288.14K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares72.62K
TypeSH
Market value$54.23M
3.07%
Sole
0.00
Shared
0.00
None
72.62K

ALPHABET INC

SOLE
CAP STK CL C
Shares137.37K
TypeSH
Market value$48.54M
2.75%
Sole
0.00
Shared
0.00
None
137.37K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares141.37K
TypeSH
Market value$42.83M
2.43%
Sole
0.00
Shared
0.00
None
141.37K

NETFLIX INC.

SOLE
COM
Shares576.30K
TypeSH
Market value$41.15M
2.33%
Sole
0.00
Shared
0.00
None
576.30K

MICROSOFT CORP

SOLE
COM
Shares109.87K
TypeSH
Market value$40.98M
2.32%
Sole
0.00
Shared
0.00
None
109.87K

AMAZON COM INC

SOLE
COM
Shares150.18K
TypeSH
Market value$35.79M
2.03%
Sole
0.00
Shared
0.00
None
150.18K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares94.52K
TypeSH
Market value$34.98M
1.98%
Sole
0.00
Shared
0.00
None
94.52K

BROADCOM INC

SOLE
COM
Shares84.15K
TypeSH
Market value$31.79M
1.80%
Sole
0.00
Shared
0.00
None
84.15K

MICRON TECHNOLOGY INC

SOLE
COM
Shares27.38K
TypeSH
Market value$31.60M
1.79%
Sole
0.00
Shared
0.00
None
27.38K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares57.37K
TypeSH
Market value$27.40M
1.55%
Sole
0.00
Shared
0.00
None
57.37K

META PLATFORMS INC

SOLE
CL A
Shares42.23K
TypeSH
Market value$23.79M
1.35%
Sole
0.00
Shared
0.00
None
42.23K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares33.92K
TypeSH
Market value$19.71M
1.12%
Sole
0.00
Shared
0.00
None
33.92K

JPMORGAN CHASE & CO

SOLE
COM
Shares57.58K
TypeSH
Market value$18.85M
1.07%
Sole
0.00
Shared
0.00
None
57.58K

TESLA INC

SOLE
COM
Shares42.96K
TypeSH
Market value$18.07M
1.02%
Sole
0.00
Shared
0.00
None
42.96K

APPLIED MATLS INC

SOLE
COM
Shares23.08K
TypeSH
Market value$16.69M
0.95%
Sole
0.00
Shared
0.00
None
23.08K

ELI LILLY & CO

SOLE
COM
Shares11.07K
TypeSH
Market value$13.27M
0.75%
Sole
0.00
Shared
0.00
None
11.07K

JOHNSON & JOHNSON

SOLE
COM
Shares51.67K
TypeSH
Market value$13.12M
0.74%
Sole
0.00
Shared
0.00
None
51.67K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares180.12K
TypeSH
Market value$12.83M
0.73%
Sole
0.00
Shared
0.00
None
180.12K

CISCO SYS INC

SOLE
COM
Shares106.58K
TypeSH
Market value$12.52M
0.71%
Sole
0.00
Shared
0.00
None
106.58K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares56.07K
TypeSH
Market value$11.93M
0.68%
Sole
0.00
Shared
0.00
None
56.07K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares20.70K
TypeSH
Market value$10.36M
0.59%
Sole
0.00
Shared
0.00
None
20.70K
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