Frank, Rimerman Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 16, 2026

Latest 13F moves (filed Oct 16, 2026): 10 new positions, 18 added, 17 reduced, 3 sold out. Largest change by value: added $AAPL ($97.29M held).

New positions
10
Added / reduced
18 / 17
Sold out
3

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +4.01K (+1.39%) 292.15K $97.29M —
$MSFT Added +11.75K (+10.70%) 121.62K $62.38M —
$SPY Added +2.81K (+3.87%) 75.43K $57.53M —
$AMZN Added +2.50K (+1.67%) 152.68K $38.04M —
$VTI Added +2.63K (+2.79%) 97.16K $36.36M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WMT Reduced -4.70K (-5.25%) 84.81K $8.81M —
$INTC Reduced -10.25K (-15.25%) 56.98K $6.85M —
$COST Reduced -1.92K (-23.54%) 6.23K $5.67M —
$IBM Reduced -2.63K (-11.06%) 21.18K $4.66M —
$TXN Reduced -1.73K (-10.43%) 14.89K $4.17M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$XOM New +57.41K 57.41K $9.34M Read
$SPCX New +12.27K 12.27K $1.85M Read
$OKE New +17.65K 17.65K $1.50M Read
$BABA New +12.65K 12.65K $1.36M Read
$GIS New +31.67K 31.67K $1.02M Read
$ONEQ New +7.22K 7.22K $764.12K Read
$CCI New +9.04K 9.04K $602.45K Read
$VTR New +6K 6K $510.38K —
$CAG New +37.08K 37.08K $498.36K —
$CMG New +15.37K 15.37K $491.10K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +4.01K (+1.39%) 292.15K $97.29M —
$MSFT Added +11.75K (+10.70%) 121.62K $62.38M —
$SPY Added +2.81K (+3.87%) 75.43K $57.53M —
$AMZN Added +2.50K (+1.67%) 152.68K $38.04M —
$VTI Added +2.63K (+2.79%) 97.16K $36.36M —
$VTI Added +2.63K (+2.79%) 97.16K $36.36M —
$CRWD Added +29.46K (+303.29%) 39.18K $10.37M —
$CBRS Added +54.78K (+3681.65%) 56.27K $10M —
$PM Added +8.74K (+28.34%) 39.58K $7.55M —
$GE Added +2.20K (+14.11%) 17.80K $5.56M —
$VZ Added +11.02K (+11.98%) 103.02K $4.73M —
$PGR Added +3.59K (+31.33%) 15.04K $3.12M —
$RDY Added +61.27K (+93.64%) 126.71K $1.60M —
$ADBE Added +2.61K (+64.47%) 6.66K $1.60M —
$BSX Added +18.89K (+107.27%) 36.50K $1.59M —
$INTU Added +2.16K (+94.11%) 4.45K $1.23M —
$REGN Added +876 (+153.68%) 1.45K $1.10M —
$MRSH Added +3.01K (+96.63%) 6.12K $1.05M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WMT Reduced -4.70K (-5.25%) 84.81K $8.81M —
$INTC Reduced -10.25K (-15.25%) 56.98K $6.85M —
$COST Reduced -1.92K (-23.54%) 6.23K $5.67M —
$IBM Reduced -2.63K (-11.06%) 21.18K $4.66M —
$TXN Reduced -1.73K (-10.43%) 14.89K $4.17M —
$TDG Reduced -1.82K (-35.75%) 3.27K $3.54M —
$MRVL Reduced -2.32K (-19.51%) 9.57K $2.53M —
$WF Reduced -7.93K (-20.47%) 30.81K $2.33M —
$QCOM Reduced -4.33K (-29.91%) 10.14K $1.87M —
$MCD Reduced -3.21K (-30.48%) 7.32K $1.69M —
$TJX Reduced -4.23K (-28.45%) 10.65K $1.41M —
$PKX Reduced -32.37K (-66.48%) 16.32K $920.55K —
$WIT Reduced -439.54K (-48.76%) 461.92K $762.17K —
$APP Reduced -2.25K (-49.77%) 2.27K $658.99K —
$CHT Reduced -12.03K (-48.81%) 12.61K $573.50K —
$MTN Reduced -3.90K (-61.98%) 2.40K $328.55K —
$LPL Reduced -213.82K (-94.98%) 11.30K $33.34K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ON Sold out -6.09K — — Read
$IP Sold out -17.21K — — Read
$BCE Sold out -32.62K — — Read

All tracked 13F moves by Frank, Rimerman Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WMT Reduced -4.70K (-5.25%) 84.81K $8.81M —
$VTR New +6K 6K $510.38K —
$SPCX New +12.27K 12.27K $1.85M Read
$ONEQ New +7.22K 7.22K $764.12K Read
$OKE New +17.65K 17.65K $1.50M Read
$GIS New +31.67K 31.67K $1.02M Read
$XOM New +57.41K 57.41K $9.34M Read
$CCI New +9.04K 9.04K $602.45K Read
$CAG New +37.08K 37.08K $498.36K —
$CMG New +15.37K 15.37K $491.10K —
$BABA New +12.65K 12.65K $1.36M Read
$WIT Reduced -439.54K (-48.76%) 461.92K $762.17K —
$WF Reduced -7.93K (-20.47%) 30.81K $2.33M —
$MTN Reduced -3.90K (-61.98%) 2.40K $328.55K —
$TDG Reduced -1.82K (-35.75%) 3.27K $3.54M —
$TJX Reduced -4.23K (-28.45%) 10.65K $1.41M —
$TXN Reduced -1.73K (-10.43%) 14.89K $4.17M —
$QCOM Reduced -4.33K (-29.91%) 10.14K $1.87M —
$PKX Reduced -32.37K (-66.48%) 16.32K $920.55K —
$ON Sold out -6.09K — — Read
$MCD Reduced -3.21K (-30.48%) 7.32K $1.69M —
$MRVL Reduced -2.32K (-19.51%) 9.57K $2.53M —
$LPL Reduced -213.82K (-94.98%) 11.30K $33.34K —
$IP Sold out -17.21K — — Read
$IBM Reduced -2.63K (-11.06%) 21.18K $4.66M —
$INTC Reduced -10.25K (-15.25%) 56.98K $6.85M —
$COST Reduced -1.92K (-23.54%) 6.23K $5.67M —
$CHT Reduced -12.03K (-48.81%) 12.61K $573.50K —
$BCE Sold out -32.62K — — Read
$APP Reduced -2.25K (-49.77%) 2.27K $658.99K —
$VTI Added +2.63K (+2.79%) 97.16K $36.36M —
$VZ Added +11.02K (+11.98%) 103.02K $4.73M —
$VTI Added +2.63K (+2.79%) 97.16K $36.36M —
$PGR Added +3.59K (+31.33%) 15.04K $3.12M —
$SPY Added +2.81K (+3.87%) 75.43K $57.53M —
$REGN Added +876 (+153.68%) 1.45K $1.10M —
$RDY Added +61.27K (+93.64%) 126.71K $1.60M —
$PM Added +8.74K (+28.34%) 39.58K $7.55M —
$MSFT Added +11.75K (+10.70%) 121.62K $62.38M —
$MRSH Added +3.01K (+96.63%) 6.12K $1.05M —
$INTU Added +2.16K (+94.11%) 4.45K $1.23M —
$GE Added +2.20K (+14.11%) 17.80K $5.56M —
$CRWD Added +29.46K (+303.29%) 39.18K $10.37M —
$CBRS Added +54.78K (+3681.65%) 56.27K $10M —
$BSX Added +18.89K (+107.27%) 36.50K $1.59M —
$AAPL Added +4.01K (+1.39%) 292.15K $97.29M —
$AMZN Added +2.50K (+1.67%) 152.68K $38.04M —
$ADBE Added +2.61K (+64.47%) 6.66K $1.60M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Frank, Rimerman Advisors holds or traded

Frequently asked questions

What did Frank, Rimerman Advisors buy and sell in its latest 13F?

It opened or added to $AAPL, $MSFT, $SPY, $AMZN and $VTI; it cut or exited $WMT, $INTC, $COST, $IBM and $TXN.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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