Frank Rimerman Advisors Investment Activity Analysis: Q2 2026 Portfolio Changes
Frank, Rimerman Advisors Llc held a portfolio valued at $1.75 billion as of June 30th, 2026. This analysis focuses on observable changes in their holdings during the quarter.
As of June 30th, 2026, Frank, Rimerman Advisors Llc managed a substantial portfolio valued at $1.75 billion.
The firm demonstrated significant activity within its investment strategy this quarter:
- NVIDIA Corporation (NVDA): Reduced holdings by 0.1% (-$6.1 million), maintaining its position as a core Technology holding at approximately $17.5 billion.
- Apple Inc. (AAPL): Increased shares slightly (+0.6%), adding around $834,000 to the portfolio value, now worth ~$16.9 billion in this quarter's filing.
- Micron Technology Inc. (MU): Not listed among significant changes or top holdings data provided for Q2 2026.
Concurrent with these adjustments, Frank Rimerman Advisors introduced several new positions and significantly increased stakes in certain companies:
- Invesco Exchange Traded Fund (QQQM): Added a substantial position valued at $42.8 million.
- Netflix Inc. (NFLX): Increased holdings by 1.9% ($7.6 million), adding to its Technology allocation of ~$35 billion in this quarter's filing.
In other sectors, notable shifts occurred:
- Microsoft Corporation (MSFT): Reduced exposure by 13.4% ($20 million), trimming its Technology stake to ~$7.6 billion in this quarter's filing.
The firm also engaged in significant buying activities across various sectors:
- Intel Corporation (INTC): Acquired a new position valued at $9.4 million, boosting its Technology allocation to ~$5.6% of the portfolio.
Conversely, Frank Rimerman Advisors exited positions in several companies:
- Amazon.com Inc. (AMZN): Sold shares valued at $3.6 million during this quarter.
The overall portfolio saw a mix of buying and selling activities, reflecting the firm's dynamic investment approach for Q2 2026.