Frank-Rimerman-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "MPWR",
  "NLY",
  "AES",
  null,
  null,
  "AFG",
  null,
  "HUM",
  "PCG",
  "RF",
  "SMCI",
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "PRCT",
  "AXP",
  "AU",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "AM",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "CP.TO",
  "BIDU",
  "BSX",
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "CMI",
  "DUK",
  "D",
  "NICE",
  "ESS",
  "EBAY",
  "PL",
  "RL",
  "QNST",
  "EQNR",
  "EOG",
  "SIGI",
  "EXPE",
  "EXPD",
  "FFIV",
  "PNR",
  "LOGI",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "BEN",
  null,
  "UNP",
  "QCOM",
  "GLPI",
  "ISRG",
  null,
  "FRSH",
  "HSBC",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "META",
  "IJH",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "ICF",
  "LIN",
  "L",
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "EXEL",
  "PODD",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "HUN",
  "HEI",
  "RHI",
  "HIG",
  "HES",
  "HOLX",
  "NVS",
  "NU",
  "FMC",
  "OXY",
  "ODFL",
  "OMF",
  "ORLY",
  "ICLR",
  "PCAR",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "DOC",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MAN",
  "MPW",
  "AMGN",
  "KVUE",
  "PKG",
  "MSTR",
  "PPG",
  "REGN",
  "ROK",
  "TFSL",
  "IEFA",
  "SPGI",
  "RELX",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "STX",
  "SAP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "DTM",
  "AGNC",
  "RCL",
  "SCHW",
  "MNST",
  "VWO",
  "JBL",
  null,
  "IWV",
  "HR",
  "SBAC",
  "VCIT",
  "VIG",
  null,
  "TRGP",
  "TSCO",
  "MTD",
  null,
  "TSM",
  "IT",
  "OHI",
  "GPN",
  "RMD",
  "DD",
  "VRTX",
  null,
  "EA",
  "EW",
  "TT",
  "VRSK",
  "ATO",
  "ADSK",
  "AON",
  "AEE",
  "GM",
  "HAL",
  "STWD",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "FI",
  "DRI",
  "DOV",
  "IP",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "EFX",
  "IR",
  "CAH",
  "AEP",
  "BKR",
  "ES",
  "HTHT",
  "IPG",
  null,
  "IDXX",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "TTWO",
  "CMS",
  "IVE",
  "HCA",
  "PFG",
  "LUV",
  "SBRA",
  "ESGD",
  "DKS",
  "HII",
  "KD",
  null,
  "DOX",
  null,
  "NTES",
  "HBAN",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WFC",
  "WELL",
  "WTM",
  "WIT",
  "WMB",
  "WWD",
  "WPC",
  "WDAY",
  "YUM",
  "XYL",
  "GRMN",
  "MTB",
  "JHG",
  "SCHG",
  null,
  "IHG",
  "MSCI",
  "EIX",
  "NSC",
  "RDY",
  "JCI",
  "NXPI",
  "MOH",
  "KDP",
  "NOV",
  "ESLT",
  "SO",
  "TRMB",
  "PPL",
  "OKTA",
  "OTIS",
  "PSX",
  "TCOM",
  "CRM",
  "SWKS",
  "RPRX",
  "TDY",
  "RUN",
  "S",
  "RDDT",
  "DIA",
  "TPG",
  null,
  "LII",
  "LYB",
  "GEV",
  "MELI",
  "MCK",
  "IRTC",
  "GWW",
  null,
  "NTAP",
  "PSA",
  "NRG",
  "FDX",
  "AME",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BHP",
  "BIO",
  "BA",
  null,
  "OWL",
  "BMY",
  "BF-B",
  "CCJ",
  "CDNS",
  "CVNA",
  "CARR",
  "CBOE",
  "CBRE",
  "CNC",
  "CHX",
  "CC",
  "CVX",
  "CHTR",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CNA",
  "CME",
  "COKE",
  "KO",
  "CBSH",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CVLT",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CUBE",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  null,
  null,
  "DFS",
  "DLR",
  "RSP",
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "MLM",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 512
Total Value: 1261696085
Accession Number: 0001172661-25-001659
Form Type: 13F-HR
CIK: frank-rimerman-advisors
Manager Name: Frank-Rimerman-Advisors

Data Enrichment

94% identified

483 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

512 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 18 of 26

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25434V401

Shares:7.2K

Value:$434.9K

% of Portfolio:0.0% ($434.9K/$1.3B)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:8.1K

Value:$433.2K

% of Portfolio:0.0% ($433.2K/$1.3B)

SELECTIVE INSURANCE GROUP INC

SIGI|816300107

Shares:4.7K

Value:$432.8K

% of Portfolio:0.0% ($432.8K/$1.3B)

EBAY INC

EBAY|278642103

Shares:6.4K

Value:$432.6K

% of Portfolio:0.0% ($432.6K/$1.3B)

AppLovin Corp

APP|03831W108

Shares:1.6K

Value:$430.8K

% of Portfolio:0.0% ($430.8K/$1.3B)

HERSHEY CO

HSY|427866108

Shares:2.5K

Value:$430.5K

% of Portfolio:0.0% ($430.5K/$1.3B)

Ingersoll Rand Inc.

IR|45687V106

Shares:5.3K

Value:$427.9K

% of Portfolio:0.0% ($427.9K/$1.3B)

BIO-RAD LABORATORIES, INC.

BIO|090572207

Shares:1.8K

Value:$427.0K

% of Portfolio:0.0% ($427.0K/$1.3B)

FRANKLIN RESOURCES INC

BEN|354613101

Shares:22.2K

Value:$426.6K

% of Portfolio:0.0% ($426.6K/$1.3B)

FEDEX CORP

FDX|31428X106

Shares:1.8K

Value:$426.6K

% of Portfolio:0.0% ($426.6K/$1.3B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.8K

Value:$415.9K

% of Portfolio:0.0% ($415.9K/$1.3B)

03073E105

Shares:1.5K

Value:$409.9K

% of Portfolio:0.0% ($409.9K/$1.3B)

EQUITY RESIDENTIAL

EQR|29476L107

Shares:5.7K

Value:$406.1K

% of Portfolio:0.0% ($406.1K/$1.3B)

EOG RESOURCES INC

EOG|26875P101

Shares:3.1K

Value:$401.8K

% of Portfolio:0.0% ($401.8K/$1.3B)

Huntsman CORP

HUN|447011107

Shares:25.2K

Value:$397.4K

% of Portfolio:0.0% ($397.4K/$1.3B)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:6.1K

Value:$397.3K

% of Portfolio:0.0% ($397.3K/$1.3B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:10.1K

Value:$396.2K

% of Portfolio:0.0% ($396.2K/$1.3B)

464287226

Shares:4.0K

Value:$395.3K

% of Portfolio:0.0% ($395.3K/$1.3B)

N72482206

Shares:9.8K

Value:$393.8K

% of Portfolio:0.0% ($393.8K/$1.3B)

Constellation Energy Corp

CEG|21037T109

Shares:1.9K

Value:$391.4K

% of Portfolio:0.0% ($391.4K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V401)✕	7.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$434.9K	0.0% ($434.9K/$1.3B)	QoQ -5.12% (-$23.5K) YoY +6.14% (+$25.2K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	8.1K	QoQ +42.55% (+2.4K) YoY +35204.34% (+8.1K)	All Managers (Combined)	$433.2K	0.0% ($433.2K/$1.3B)	QoQ +41.31% (+$126.6K) YoY +48194.53% (+$432.3K)
SELECTIVE INSURANCE GROUP INC(SIGIcusip816300107)	4.7K	QoQ +2.96% (+136) YoY NEW(+4.7K)	All Managers (Combined)	$432.8K	0.0% ($432.8K/$1.3B)	QoQ +0.78% (+$3.4K) YoY NEW(+$432.8K)
EBAY INC(EBAYcusip278642103)	6.4K	QoQ +3.88% (+239) YoY +12674.00% (+6.3K)	All Managers (Combined)	$432.6K	0.0% ($432.6K/$1.3B)	QoQ +13.58% (+$51.7K) YoY +16292.26% (+$430.0K)
AppLovin Corp(APPcusip03831W108)	1.6K	QoQ +25.75% (+333) YoY NEW(+1.6K)	All Managers (Combined)	$430.8K	0.0% ($430.8K/$1.3B)	QoQ +2.89% (+$12.1K) YoY NEW(+$430.8K)
HERSHEY CO(HSYcusip427866108)	2.5K	QoQ +31.84% (+608) YoY NEW(+2.5K)	All Managers (Combined)	$430.5K	0.0% ($430.5K/$1.3B)	QoQ +33.15% (+$107.2K) YoY NEW(+$430.5K)
Ingersoll Rand Inc.(IRcusip45687V106)	5.3K	QoQ +14.86% (+692) YoY +59311.11% (+5.3K)	All Managers (Combined)	$427.9K	0.0% ($427.9K/$1.3B)	QoQ +1.62% (+$6.8K) YoY +49949.12% (+$427.1K)
BIO-RAD LABORATORIES, INC.(BIOcusip090572207)	1.8K	QoQ -1.29% (-23) YoY NEW(+1.8K)	All Managers (Combined)	$427.0K	0.0% ($427.0K/$1.3B)	QoQ -26.81% (-$156.5K) YoY NEW(+$427.0K)
FRANKLIN RESOURCES INC(BENcusip354613101)	22.2K	QoQ -20.36% (-5.7K) YoY NEW(+22.2K)	All Managers (Combined)	$426.6K	0.0% ($426.6K/$1.3B)	QoQ -24.44% (-$138.0K) YoY NEW(+$426.6K)
FEDEX CORP(FDXcusip31428X106)	1.8K	QoQ -10.57% (-207) YoY NEW(+1.8K)	All Managers (Combined)	$426.6K	0.0% ($426.6K/$1.3B)	QoQ -22.51% (-$123.9K) YoY NEW(+$426.6K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.8K	QoQ -5.14% (-207) YoY NEW(+3.8K)	All Managers (Combined)	$415.9K	0.0% ($415.9K/$1.3B)	QoQ +9.92% (-$37.5K) YoY NEW(+$415.9K)
(cusip03073E105)✕	1.5K	QoQ +20.42% (+250) YoY +12183.33% (+1.5K)	All Managers (Combined)	$409.9K	0.0% ($409.9K/$1.3B)	QoQ +49.05% (+$134.9K) YoY +13957.09% (+$407.0K)
EQUITY RESIDENTIAL(EQRcusip29476L107)	5.7K	QoQ +1.24% (+70) YoY +41.21% (+1.7K)	All Managers (Combined)	$406.1K	0.0% ($406.1K/$1.3B)	QoQ +0.99% (+$4.0K) YoY +60.16% (+$152.6K)
EOG RESOURCES INC(EOGcusip26875P101)	3.1K	QoQ -8.15% (-278) YoY +431.01% (+2.5K)	All Managers (Combined)	$401.8K	0.0% ($401.8K/$1.3B)	QoQ -3.90% (-$16.3K) YoY +432.67% (+$326.4K)
Huntsman CORP(HUNcusip447011107)	25.2K	QoQ NEW(+25.2K) YoY NEW(+25.2K)	All Managers (Combined)	$397.4K	0.0% ($397.4K/$1.3B)	QoQ NEW(+$397.4K) YoY NEW(+$397.4K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	6.1K	QoQ -58.37% (-8.6K) YoY NEW(+6.1K)	All Managers (Combined)	$397.3K	0.0% ($397.3K/$1.3B)	QoQ -69.66% (-$912.3K) YoY NEW(+$397.3K)
FIFTH THIRD BANCORP(FITBcusip316773100)	10.1K	QoQ +7.88% (+739) YoY +8322.50% (+10.0K)	All Managers (Combined)	$396.2K	0.0% ($396.2K/$1.3B)	QoQ +0.02% (+$115) YoY +8773.32% (+$391.7K)
(cusip464287226)✕	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$395.3K	0.0% ($395.3K/$1.3B)	QoQ +2.08% (+$8.1K) YoY +1.00% (+$3.9K)
(cusipN72482206)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$393.8K	0.0% ($393.8K/$1.3B)	QoQ NEW(+$393.8K) YoY NEW(+$393.8K)
Constellation Energy Corp(CEGcusip21037T109)	1.9K	QoQ +0.77% (-15) YoY +21466.66% (+1.9K)	All Managers (Combined)	$391.4K	0.0% ($391.4K/$1.3B)	QoQ -9.16% (-$39.5K) YoY +23419.47% (+$389.7K)