Stock Taper 
FRANK, RIMERMAN ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MACOM Technology Solutions Holdings, Inc. | MTSI | 766 | $291.36K |
 Roper Technologies, Inc. | ROP | 774 | $261.91K |
 MercadoLibre, Inc. | MELI | 780 | $1.32M |
 Teledyne Technologies Incorporated | TDY | 781 | $520.85K |
 Lumentum Holdings Inc. | LITE | 806 | $691.6K |
 Essex Property Trust, Inc. | ESS | 844 | $246.1K |
 Westinghouse Air Brake Technologies Corporation | WAB | 855 | $230.51K |
 HEICO Corporation | HEI | 867 | $308.82K |
 M&T Bank Corporation | MTB | 871 | $207.31K |
 Cheniere Energy, Inc. | LNG | 875 | $209.13K |
 Williams-Sonoma, Inc. | WSM | 911 | $212.35K |
 Martin Marietta Materials, Inc. | MLM | 950 | $547.87K |
 Targa Resources Corp. | TRGP | 963 | $258.22K |
 Packaging Corporation of America | PKG | 976 | $232.56K |
 Equinix, Inc. | EQIX | 997 | $1.04M |
 Celestica Inc. | CLS | 1.02K | $372.1K |
 Spotify Technology S.A. | SPOT | 1.04K | $476.12K |
 IQVIA Holdings Inc. | IQV | 1.04K | $200.95K |
 Hilton Worldwide Holdings Inc. | HLT | 1.05K | $348.63K |
 Waters Corporation | WAT | 1.08K | $404.29K |