Stock Taper 
FRANK, RIMERMAN ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bloom Energy Corporation | BE | 2.56K | $775.22K |
 Motorola Solutions, Inc. | MSI | 2.54K | $1.06M |
 VeriSign, Inc. | VRSN | 2.54K | $639.21K |
 Delta Air Lines, Inc. | DAL | 2.52K | $235.65K |
 Norfolk Southern Corporation | NSC | 2.51K | $789.93K |
 Synopsys, Inc. | SNPS | 2.49K | $1.11M |
 Astera Labs, Inc. Common Stock | ALAB | 2.48K | $1.2M |
 Ciena Corporation | CIEN | 2.46K | $1.21M |
 Dover Corporation | DOV | 2.46K | $550.61K |
 Tower Semiconductor Ltd. | TSEM | 2.45K | $638.83K |
 NICE Ltd. | NICE | 2.41K | $219.31K |
 AMETEK, Inc. | AME | 2.41K | $583.08K |
 Seagate Technology Holdings plc | STX | 2.39K | $2.31M |
 D.R. Horton, Inc. | DHI | 2.35K | $382.77K |
 Cardinal Health, Inc. | CAH | 2.33K | $552.8K |
 The Clorox Company | CLX | 2.29K | $218.94K |
 Intuit Inc. | INTU | 2.29K | $598.47K |
 Live Nation Entertainment, Inc. | LYV | 2.29K | $418.77K |
 Twilio Inc. | TWLO | 2.28K | $469.81K |
 State Street Corporation | STT | 2.25K | $381.6K |