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CIK: 0001977560
Total reported value
$1.8B
$1.8B
590 檔
21.9%
According to the latest 13F quarterly dataset, Frank, Rimerman Advisors LLC managed an equity portfolio of $1.8B at the end of Q1 2026, spanning 590 distinct U.S. exchange-listed positions.
Frank, Rimerman Advisors LLC executed strategic sector rebalancing during Q1 2026, establishing 28 new positions while fully exiting 35 holdings and trimming 57 positions.
Showing top 200 holdings (of 590 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.47% | -0.13% | +0.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.57% | +0.54% | -0.51% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.81% | +0.37% | +1.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.77% | -0.05% | +1.44% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 3.71% | -1.38% | -0.14% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.13% | -0.05% | -2.20% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.76% | +3.29% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.61% | +0.14% | -0.53% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.21% | +0.22% | +1.82% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.03% | -0.05% | -0.95% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.22% | -4.40% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.68% | +0.12% | +2.30% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.60% | -0.25% | +7.91% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.23% | +0.32% | +1.06% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.05% | -0.25% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | -0.01% | +1.42% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.03% | +0.03% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | -0.03% | +0.18% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | -0.04% | -3.23% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.14% | +1.46% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.63% | +1.16% | +7.99% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | +30.50% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.13% | -4.24% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.59% | EXIT | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.02% | +0.88% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.12% | -0.12% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.18% | +0.57% | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.43% | +0.12% | |
| 29 | AU | AngloGold Ashanti plc | Stock-Materials | 0.51% | -0.15% | — | |
| 30 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.49% | +0.04% | -3.27% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | — | +4.04% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.16% | +5.44% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.04% | — | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.13% | +0.27% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.04% | +0.84% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.04% | +0.12% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.40% | -0.01% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.15% | +7.04% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.01% | +1.81% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.39% | -0.17% | -0.07% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.38% | +0.12% | +9.25% | |
| 42 | VFH | Vanguard Financials ETF | ETF-Other | 0.38% | -0.07% | -3.56% | |
| 43 | NRG | Nrg Energy Inc | Stock-Utilities | 0.37% | -0.05% | +0.35% | |
| 44 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.36% | -0.01% | — | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.35% | +0.77% | -14.76% | |
| 46 | GE | General Electric | Stock-Industrials | 0.35% | -0.02% | +21.60% | |
| 47 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.34% | -0.02% | +0.54% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | -0.01% | +0.04% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.16% | +1.13% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.33% | +0.09% | +2.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.2% | -0.14% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.2% | +0.42% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.06% | Add |
| 4 | CVX | Chevron CORP | +0.2% | +5.44% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | +7.99% | Add |
| 6 | AMAT | Applied Materials Inc | +0.1% | +0.12% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +30.50% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | +0.03% | Add |
| 9 | PGR | Progressive CORP | +0.1% | +128.85% | Add |
| 10 | PAYX | Paychex Inc | +0.1% | +1037.76% | Add |
| 11 | LIN | Linde plc | +0.1% | +119.34% | Add |
| 12 | RDY | Dr. Reddy's Laboratories-adr | +0.1% | +185.80% | Add |
| 13 | WMT | Walmart Inc | +0.1% | +1.46% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +9.25% | Add |
| 15 | DOW | Dow Inc | +0.1% | +0.06% | Add |
| 16 | GEV | GE Vernova Inc | +0.1% | +2.18% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | -0.12% | Trim |
| 18 | GLW | Corning Inc | +0.1% | +37.23% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +10.57% | Add |
| 20 | AU | AngloGold Ashanti plc | +0.1% | — | Unchanged |
| 21 | MO | Altria Group Inc | +0.1% | +9.76% | Add |
| 22 | PKX | Posco Holdings Inc -spon Adr | +0.1% | +68.75% | Add |
| 23 | PFE | Pfizer Inc | +0.1% | +6.63% | Add |
| 24 | VZ | Verizon Communications Inc | +0.1% | -1.52% | Trim |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +6.22% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | +0.08% | Add |
| 27 | TPG | Tpg Inc | +0.1% | +173.79% | Add |
| 28 | KB | Kb Financial Group Inc-adr | +0.1% | +46.67% | Add |
| 29 | T | At&t Inc | +0.1% | -0.33% | Trim |
| 30 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 31 | GE | General Electric | +0.1% | +21.60% | Add |
| 32 | CME | Cme Group Inc | +0.1% | -0.07% | Trim |
| 33 | ADI | Analog Devices Inc | 0% | +13.90% | Add |
| 34 | WF | Woori Financial-spon Adr | 0% | +46.17% | Add |
| 35 | HOOD | Robinhood Markets Inc - A | 0% | +285.16% | Add |
| 36 | SHG | Shinhan Financial Group-adr | 0% | +21.78% | Add |
| 37 | O | Realty Income CORP | 0% | +10.88% | Add |
| 38 | BHP | Bhp Group Ltd-spon Adr | 0% | +0.31% | Add |
| 39 | TECK | Teck Resources Ltd-cls B | 0% | — | Unchanged |
| 40 | KO | Coca-cola Co/the | 0% | -0.01% | Trim |
| 41 | VRT | Vertiv Holdings Co-a | 0% | +20.02% | Add |
| 42 | KEYS | Keysight Technologies In | 0% | +87.74% | Add |
| 43 | AM | Antero Midstream CORP | 0% | — | Unchanged |
| 44 | DELL | Dell Technologies -c | 0% | +14.32% | Add |
| 45 | WDC | Western Digital CORP | 0% | +0.29% | Add |
| 46 | BMY | Bristol-myers Squibb Co | 0% | +3.38% | Add |
| 47 | MPC | Marathon Petroleum CORP | 0% | +0.06% | Add |
| 48 | COP | Conocophillips | 0% | +3.07% | Add |
| 49 | SU | Suncor Energy Inc | 0% | — | Unchanged |
| 50 | ICE | Intercontinental Exchange In | 0% | +59.20% | Add |
According to official SEC Form 13F filings, Frank, Rimerman Advisors LLC reported a total U.S. public equity portfolio value of $1.8B across 590 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, QQQ, GOOGL) accounted for 21.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $2.5M
Top Position Liquidated / Trimmed
BX
前期市值: $3.2M
During Q1 2026, Frank, Rimerman Advisors LLC's top holdings by market value included NVDA (6.5%)、QQQ (5.6%)、GOOGL (4.8%). The largest single position, NVDA, represented 6.5% of total portfolio value.
In Q1 2026, Frank, Rimerman Advisors LLC made 194 total portfolio adjustments, initiating 28 new buys, adding to 74 positions, trimming 57 holdings, and fully liquidating 35 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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