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
TXRHTEXAS ROADHOUSE INC
$385.8M
HASHASBRO INC
$384.7M
ICLRICON PLC
$384.0M
SRESEMPRA
$375.7M
MRNAMODERNA INC
$374.3M
SNYSANOFI
$374.3M
EQREQUITY RESIDENTIAL
$373.3M
EOGEOG RES INC
$371.7M
HOLXHOLOGIC INC
$371.2M
CBRECBRE GROUP INC
$370.9M
HSYHERSHEY CO
$370.8M
IPGINTERPUBLIC GROUP COS INC
$370.6M
ALSALLSTATE CORP
$363.9M
CUBECUBESMART
$362.9M
STMSTMICROELECTRONICS N V
$355.9M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$353.5M
EAELECTRONIC ARTS INC
$353.2M
CWENCLEARWAY ENERGY INC
$352.8M
PEOEXELON CORP
$349.6M
IJRISHARES TR
$348.1M
MPWRMONOLITHIC PWR SYS INC
$347.6M
TMTOYOTA MOTOR CORP
$343.9M
BNDXVANGUARD CHARLOTTE FDS
$343.9M
SCHMSCHWAB STRATEGIC TR
$340.7M
TWLOTWILIO INC
$338.9M
ELLAUDER ESTEE COS INC
$337.0M
FWONALIBERTY MEDIA CORP DEL
$337.0M
GPNGLOBAL PMTS INC
$334.8M
HPEHEWLETT PACKARD ENTERPRISE C
$330.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$326.7M
OEFISHARES TR
$324.0M
FITBFIFTH THIRD BANCORP
$324.0M
WTMWHITE MTNS INS GROUP LTD
$321.7M
DVNDEVON ENERGY CORP NEW
$320.0M
METMETLIFE INC
$317.1M
MKLMARKEL GROUP INC
$315.1M
HLNHALEON PLC
$314.4M
COINCOINBASE GLOBAL INC
$313.8M
CAGCONAGRA BRANDS INC
$313.4M
SCCOSOUTHERN COPPER CORP
$304.3M
PPLPPL CORP
$302.4M
IWDISHARES TR
$301.5M
ABNBAIRBNB INC
$300.5M
RCLROYAL CARIBBEAN GROUP
$297.8M
LHXL3HARRIS TECHNOLOGIES INC
$294.2M
EBAEBAY INC.
$294.1M
TERTERADYNE INC
$293.9M
OXYOCCIDENTAL PETE CORP
$292.3M
ABGCENCORA INC
$291.5M
VCITVANGUARD SCOTTSDALE FDS
$290.5M
TDTORONTO DOMINION BK ONT
$289.9M
TDYTELEDYNE TECHNOLOGIES INC
$289.0M
CWBSPDR SER TR
$288.2M
UALUNITED AIRLS HLDGS INC
$286.2M
VGTVANGUARD WORLD FD
$284.8M
VRTVERTIV HOLDINGS CO
$282.3M
BROBROWN & BROWN INC
$279.1M
LUMINAR TECHNOLOGIES INC
$278.5M
EWTISHARES INC
$278.1M
XYLXYLEM INC
$276.4M
DFASDIMENSIONAL ETF TRUST
$275.3M
SUZSUZANO S A
$274.3M
DFSIDIMENSIONAL ETF TRUST
$273.9M
IJJISHARES TR
$273.7M
BIIBBIOGEN INC
$273.3M
FTVFORTIVE CORP
$269.9M
SCHGSCHWAB STRATEGIC TR
$269.4M
DECKDECKERS OUTDOOR CORP
$269.1M
KOFCOCA-COLA FEMSA SAB DE CV
$268.1M
FISFIDELITY NATL INFORMATION SV
$266.2M
QUALISHARES TR
$264.8M
IHGINTERCONTINENTAL HOTELS GROU
$262.1M
RMERESMED INC
$258.8M
IFFINTERNATIONAL FLAVORS&FRAGRA
$258.3M
SCZISHARES TR
$257.9M
DDDUPONT DE NEMOURS INC
$257.3M
STIPISHARES TR
$256.7M
ACWXISHARES TR
$256.6M
APOAPOLLO GLOBAL MGMT INC
$256.4M
EFXEQUIFAX INC
$253.6M
IDXXIDEXX LABS INC
$253.3M
WSMWILLIAMS SONOMA INC
$252.7M
WWDWOODWARD INC
$252.0M
IJHISHARES TR
$251.6M
HIGHARTFORD FINL SVCS GROUP INC
$248.0M
BSACBANCO SANTANDER CHILE NEW
$247.8M
CMSCMS ENERGY CORP
$244.8M
CTVACORTEVA INC
$244.6M
FTECFIDELITY COVINGTON TRUST
$243.6M
NVSNNOVARTIS AG
$241.9M
XYZBLOCK INC
$238.5M
KKRKKR & CO INC
$237.8M
JJACOBS SOLUTIONS INC
$237.6M
KDKYNDRYL HLDGS INC
$235.1M
GEHCGE HEALTHCARE TECHNOLOGIES I
$234.5M
HLTHILTON WORLDWIDE HLDGS INC
$223.4M
PCGPG&E CORP
$221.9M
FLINFRANKLIN TEMPLETON ETF TR
$221.9M
HRHEALTHCARE RLTY TR
$221.4M
LWLAMB WESTON HLDGS INC
$221.3M
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