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FRANK, RIMERMAN ADVISORS LLC 13F portfolio summary

FRANK, RIMERMAN ADVISORS LLC of FRANK, RIMERMAN ADVISORS LLC has 612 current stock holdings with a reported portfolio value of $1.77B. The portfolio 1 year return is +21.63%. Top holdings include NVDA (6.34%), QQQ (6.11%), GOOGL (5.18%), AAPL (4.72%), SPY (3.07%).

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FRANK, RIMERMAN ADVISORS LLC

FRANK, RIMERMAN ADVISORS LLC
Latest filing: 2026-06-30

FRANK, RIMERMAN ADVISORS LLC runs FRANK, RIMERMAN ADVISORS LLC and currently holds 612 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.77B. Their top holdings are NVDA, QQQ, GOOGL, AAPL, SPY. The top five represent 25.4% of reported portfolio weight. FRANK, RIMERMAN ADVISORS LLC ranks #373 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FRANK, RIMERMAN ADVISORS LLC initiated 1 new position. They added to 56 existing positions. They trimmed 39 positions. Their current best-performing preview position is ALAB with returns of +340.71%.

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Top 5 Holdings
NVDA6.3%
QQQ6.1%
GOOGL5.2%
AAPL4.7%
SPY3.1%
Top 5: 25.4%
Portfolio Returns
1 Year
+21.63%
#597/1000
3 Year
+81.87%
#364/1000
5 Year
+88.84%
#355/1000

Portfolio Value

$1.77B

Alpha Score

65.9

#373 of 1000

Holdings

612

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612 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
6.34%$106.80$214.76+101.09%
Trimmed
-1.08%
QQQ
INVESCO QQQ TR
6.11%$314.36$713.44+126.95%
Trimmed
-0.43%
GOOGL
ALPHABET INC
5.18%$166.29$344.82+107.36%
Added
+0.39%
AAPL
APPLE INC
4.72%$202.46$309.35+52.80%
Added
+0.61%
SPY
STATE STR SPDR S&P 500 ETF T
3.07%$394.52$765.62+94.06%
Trimmed
-0.90%
GOOG
ALPHABET INC
2.75%$114.09$341.75+199.54%
Trimmed
-1.16%
QQQM
INVESCO EXCH TRADED FD TR II
2.43%$123.67$293.76+137.54%
Trimmed
-0.34%
NFLX
NETFLIX INC.
2.33%$41.30$79.59+92.71%
Trimmed
-1.94%
MSFT
MICROSOFT CORP
2.32%$428.36$483.24+12.81%
Trimmed
-13.43%
AMZN
AMAZON COM INC
2.03%$202.21$258.63+27.90%
Added
+13.40%

Showing 1-10 of 612