Frank, Rimerman Advisors LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$1.4T

Holdings

538

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (538 positions)

StockValue
OMFONEMAIN HLDGS INC
$608.2M
REGNREGENERON PHARMACEUTICALS
$606.4M
NTESNETEASE INC
$603.9M
MDBMONGODB INC
$599.2M
HALHALLIBURTON CO
$597.0M
HESHESS CORP
$594.9M
NSYNICE LTD
$591.1M
ELANELANCO ANIMAL HEALTH INC
$588.9M
BDXBECTON DICKINSON & CO
$588.7M
CEGCONSTELLATION ENERGY CORP
$584.4M
CLCOLGATE PALMOLIVE CO
$575.2M
HTHTH WORLD GROUP LTD
$567.5M
PBRPETROLEO BRASILEIRO SA PETRO
$567.0M
MTDRMATADOR RES CO
$561.8M
BUWABIO RAD LABS INC
$559.3M
JDJD.COM INC
$557.9M
KRCKILROY RLTY CORP
$557.0M
GDGENERAL DYNAMICS CORP
$554.5M
ROPROPER TECHNOLOGIES INC
$553.5M
CVSCVS HEALTH CORP
$550.7M
GBCIGLACIER BANCORP INC NEW
$547.5M
FCXFREEPORT-MCMORAN INC
$546.8M
TTENTOTALENERGIES SE
$540.8M
MTDMETTLER TOLEDO INTERNATIONAL
$536.7M
MSMMSC INDL DIRECT INC
$536.5M
WITWIPRO LTD
$531.3M
NDAQNASDAQ INC
$531.1M
APDAIR PRODS & CHEMS INC
$530.3M
VLOVALERO ENERGY CORP
$526.1M
IWMISHARES TR
$525.7M
MCKMCKESSON CORP
$525.6M
PNRPENTAIR PLC
$525.1M
HRLHORMEL FOODS CORP
$523.4M
COFCAPITAL ONE FINL CORP
$523.3M
AKXANSYS INC
$520.5M
GIB/ACGI INC
$515.4M
FFORD MTR CO DEL
$513.7M
EMREMERSON ELEC CO
$511.3M
CLVTRIP COM GROUP LTD
$506.3M
BABOEING CO
$505.6M
OHIOMEGA HEALTHCARE INVS INC
$497.1M
COKECOCA COLA CONS INC
$493.7M
CPNGCOUPANG INC
$493.2M
KMBKIMBERLY-CLARK CORP
$493.1M
FMXFOMENTO ECONOMICO MEXICANO S
$488.8M
GLWCORNING INC
$484.2M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$481.2M
PEGPUBLIC SVC ENTERPRISE GRP IN
$478.5M
NLYANNALY CAPITAL MANAGEMENT IN
$477.9M
RELXRELX PLC
$470.2M
YUMYUM BRANDS INC
$467.3M
ESLTELBIT SYS LTD
$466.3M
WENWENDYS CO
$460.6M
DOVDOVER CORP
$459.2M
VRSNVERISIGN INC
$458.5M
KDPKEURIG DR PEPPER INC
$457.2M
DBEFDBX ETF TR
$455.9M
BLKCHFBLACKROCK INC
$453.5M
IWVISHARES TR
$451.6M
DOCHEALTHPEAK PROPERTIES INC
$449.9M
PNCPNC FINL SVCS GROUP INC
$448.1M
SNOWSNOWFLAKE INC
$438.0M
AGNCAGNC INVT CORP
$436.7M
VLTOVERALTO CORP
$436.1M
NEMNEWMONT CORP
$435.7M
ROSTROSS STORES INC
$433.1M
CNCCENTENE CORP DEL
$432.3M
SIGISELECTIVE INS GROUP INC
$431.6M
TRMBTRIMBLE INC
$428.0M
HUMHUMANA INC
$423.7M
STZCONSTELLATION BRANDS INC
$423.5M
DFUSDIMENSIONAL ETF TRUST
$423.1M
TIMBTIM S A
$422.0M
ESGDISHARES TR
$421.9M
AMEAMETEK INC
$419.1M
TPGTPG INC
$416.2M
DFSEURDISCOVER FINL SVCS
$414.7M
QGENQIAGEN NV
$414.6M
VMCVULCAN MATLS CO
$413.6M
MTNVAIL RESORTS INC
$412.1M
OKTAOKTA INC
$411.3M
KRKROGER CO
$408.4M
RITMRITHM CAPITAL CORP
$405.8M
MNSTMONSTER BEVERAGE CORP NEW
$403.2M
ROKROCKWELL AUTOMATION INC
$401.6M
SBACSBA COMMUNICATIONS CORP NEW
$401.6M
NSCNORFOLK SOUTHN CORP
$399.5M
MRVIMARAVAI LIFESCIENCES HLDGS I
$398.6M
ZUOUSDZUORA INC
$397.2M
MCHPMICROCHIP TECHNOLOGY INC.
$396.9M
CPRICAPRI HOLDINGS LIMITED
$393.0M
JCIJOHNSON CTLS INTL PLC
$392.0M
PLTRPALANTIR TECHNOLOGIES INC
$391.4M
CHTCHUNGHWA TELECOM CO LTD
$391.2M
TSCOTRACTOR SUPPLY CO
$389.3M
SWKSTANLEY BLACK & DECKER INC
$388.1M
SLBSCHLUMBERGER LTD
$387.9M
AGGISHARES TR
$387.9M
TFSLTFS FINL CORP
$387.0M
MMM3M CO
$387.0M
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