Stock Taper 
FRANK, RIMERMAN ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CubeSmart | CUBE | 14.45K | $574.8K |
 QUALCOMM Incorporated | QCOM | 14.47K | $2.67M |
 Danaher Corporation | DHR | 14.49K | $2.76M |
 Super Micro Computer, Inc. | SMCI | 14.53K | $426.14K |
 GSK plc | GSK | 14.57K | $763.76K |
 Banco Santander, S.A. | SAN | 14.61K | $201.56K |
 MSC Industrial Direct Co., Inc. | MSM | 14.7K | $1.75M |
 American Express Company | AXP | 14.78K | $5M |
 Starbucks Corporation | SBUX | 14.83K | $1.52M |
 The TJX Companies, Inc. | TJX | 14.88K | $2.25M |
 Howmet Aerospace Inc. | HWM | 14.98K | $4.03M |
 Coty Inc. | COTY | 14.99K | $32.38K |
 American Financial Group, Inc. | AFG | 15.11K | $2.11M |
 Ferrari N.V. | RACE | 15.23K | $5.67M |
 Macy's, Inc. | M | 15.45K | $363.73K |
 Carnival Corporation & plc | CCL | 15.51K | $443.01K |
 Mizuho Financial Group, Inc. | MFG | 15.53K | $148.73K |
 GE Aerospace | GE | 15.6K | $5.83M |
 Devon Energy Corporation | DVN | 15.85K | $655K |
 Sunrun Inc. | RUN | 16.23K | $217.12K |