Portfolio von Frank, Rimerman Advisors LLC
525 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 40.4 % des Aktienteils
Aufteilung nach Branche
- Technologie 25,8 %
- Kommunikation 14,7 %
- Finanzen 7,6 %
- Gesundheit 6,0 %
- Zyklischer Konsum 5,1 %
- Industrie 4,7 %
- Basiskonsum 3,5 %
- Fonds 1,9 %
- Energie 1,8 %
- Versorger 1,6 %
- Rohstoffe 1,0 %
- Immobilien 0,8 %
- Nicht zugeordnet 25,6 %
Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.
Aufteilung nach Währung
- USD 100,0 %
Die gemeldete Notierungswährung jeder Position.
Länderaufteilung
- US 95,6 %
- TW 1,4 %
- KR 0,6 %
- NL 0,5 %
- GB 0,4 %
- IN 0,3 %
- AU 0,2 %
- BR 0,1 %
- KY 0,1 %
- DE 0,1 %
- JP 0,1 %
- CN 0,1 %
- Weitere Länder 0,4 %
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|---|---|---|---|
| 1 | US | 477 | 1,4 Mrd. $ | 95,60 % |
| 2 | TW | 3 | 20,7 Mio. $ | 1,43 % |
| 3 | KR | 5 | 9 Mio. $ | 0,62 % |
| 4 | NL | 3 | 6,6 Mio. $ | 0,46 % |
| 5 | GB | 9 | 5,7 Mio. $ | 0,39 % |
| 6 | IN | 3 | 4,7 Mio. $ | 0,32 % |
| 7 | AU | 1 | 2,7 Mio. $ | 0,19 % |
| 8 | BR | 3 | 2,1 Mio. $ | 0,15 % |
| 9 | KY | 3 | 1,8 Mio. $ | 0,12 % |
| 10 | DE | 1 | 1,7 Mio. $ | 0,12 % |
| 11 | JP | 1 | 1,6 Mio. $ | 0,11 % |
| 12 | CN | 3 | 1,5 Mio. $ | 0,10 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|---|---|---|---|
| 401 | Vanguard Information Technology ETF | 512 | 357.233 $ | |
| 402 | WEC Energy Group Inc | 3.059 | 354.140 $ | |
| 403 | Super Micro Computer Inc | 15.536 | 353.755 $ | |
| 404 | Xcel Energy Inc | 4.441 | 352.793 $ | |
| 405 | Live Nation Entertainment Inc | 2.286 | 348.638 $ | |
| 406 | InterContinental Hotels Group PLC | 2.592 | 345.928 $ | |
| 407 | Nokia Oyj | 42.752 | 343.726 $ | |
| 408 | Ingersoll Rand Inc | 4.289 | 343.635 $ | |
| 409 | Selective Insurance Group Inc | 4.555 | 343.401 $ | |
| 410 | F5 Inc | 1.180 | 341.409 $ | |
| 411 | Carrier Global Corp | 6.051 | 340.732 $ | |
| 412 | Li Auto Inc | 19.105 | 340.642 $ | |
| 413 | STMicroelectronics NV | 9.826 | 339.488 $ | |
| 414 | Roper Technologies Inc | 950 | 336.167 $ | |
| 415 | Conagra Brands Inc | 21.047 | 330.859 $ | |
| 416 | iShares Trust | 4.829 | 330.642 $ | |
| 417 | Fox Corp | 5.660 | 330.544 $ | |
| 418 | CubeSmart | 8.990 | 329.483 $ | |
| 419 | NIKE Inc | 6.187 | 326.797 $ | |
| 420 | Dimensional U S Small Cap ETF | 4.583 | 325.980 $ | |
| 421 | Markel Group Inc | 170 | 325.392 $ | |
| 422 | iShares Core S&P Small-Cap ETF | 2.615 | 325.020 $ | |
| 423 | BorgWarner Inc | 5.950 | 322.847 $ | |
| 424 | Leidos Holdings Inc | 2.070 | 321.926 $ | |
| 425 | National Grid PLC | 3.802 | 321.649 $ | |
| 426 | Hilton Worldwide Holdings Inc | 1.046 | 318.068 $ | |
| 427 | Corteva Inc | 3.799 | 318.014 $ | |
| 428 | Expand Energy Corp | 2.889 | 317.154 $ | |
| 429 | Clorox Co/The | 3.057 | 316.797 $ | |
| 430 | ROBLOX Corp | 5.593 | 316.340 $ | |
| 431 | ZTO Express Cayman Inc | 12.553 | 315.959 $ | |
| 432 | Ferguson Enterprises Inc | 1.349 | 314.668 $ | |
| 433 | Waters Corp | 1.050 | 312.690 $ | |
| 434 | Schwab Strategic Trust | 10.688 | 311.341 $ | |
| 435 | Unilever PLC | 5.437 | 309.746 $ | |
| 436 | Fomento Economico Mexicano SAB de CV | 2.776 | 308.303 $ | |
| 437 | Devon Energy Corp | 6.079 | 305.895 $ | |
| 438 | Constellation Brands Inc | 2.038 | 305.700 $ | |
| 439 | First Solar Inc | 1.523 | 300.427 $ | |
| 440 | DR Horton Inc | 2.188 | 300.237 $ | |
| 441 | IDEXX Laboratories Inc | 534 | 300.049 $ | |
| 442 | Hartford Insurance Group Inc/The | 2.216 | 299.670 $ | |
| 443 | Cardinal Health, Inc. | 1.418 | 299.637 $ | |
| 444 | MongoDB Inc | 1.221 | 298.864 $ | |
| 445 | iShares Trust | 1.551 | 297.497 $ | |
| 446 | Yum China Holdings Inc | 6.085 | 296.826 $ | |
| 447 | Lloyds Banking Group PLC | 58.865 | 296.091 $ | |
| 448 | Diageo PLC | 3.970 | 295.567 $ | |
| 449 | FIDELITY COVINGTON TRUST | 1.420 | 295.431 $ | |
| 450 | Sysco Corp | 4.138 | 295.164 $ | |
| 451 | Equity Residential | 4.990 | 295.159 $ | |
| 452 | Tyson Foods Inc | 4.605 | 295.042 $ | |
| 453 | New York Times Co/The | 3.429 | 287.110 $ | |
| 454 | Nice Ltd | 2.603 | 287.007 $ | |
| 455 | SBA Communications Corp | 1.667 | 286.907 $ | |
| 456 | Ventas Inc | 3.508 | 286.885 $ | |
| 457 | Steel Dynamics Inc | 1.584 | 285.120 $ | |
| 458 | Graniteshares Gold Trust | 6.121 | 282.362 $ | |
| 459 | Insmed Inc | 1.697 | 277.493 $ | |
| 460 | State Street Corp | 2.165 | 274.002 $ | |
| 461 | Lattice Semiconductor Corp | 2.922 | 271.045 $ | |
| 462 | Huntington Ingalls Industries, Inc. | 703 | 267.070 $ | |
| 463 | iShares 0-5 Year TIPS Bond ETF | 2.580 | 266.849 $ | |
| 464 | RELX PLC | 7.962 | 263.940 $ | |
| 465 | Portland General Electric Co | 4.973 | 262.425 $ | |
| 466 | Macy's Inc | 14.495 | 262.215 $ | |
| 467 | Exelixis Inc | 6.101 | 261.672 $ | |
| 468 | Astera Labs Inc | 2.381 | 260.958 $ | |
| 469 | Sabra Health Care REIT Inc | 13.544 | 260.451 $ | |
| 470 | APA Corp | 6.130 | 260.157 $ | |
| 471 | Teva Pharmaceutical Industries Ltd | 8.634 | 260.056 $ | |
| 472 | Ubiquiti Inc | 322 | 254.473 $ | |
| 473 | Xylem Inc/NY | 2.101 | 251.070 $ | |
| 474 | CH Robinson Worldwide Inc | 1.507 | 250.267 $ | |
| 475 | Expedia Group Inc | 1.082 | 249.823 $ | |
| 476 | Strategy Inc | 1.999 | 249.475 $ | |
| 477 | Rollins Inc | 4.614 | 246.434 $ | |
| 478 | Rithm Capital Corp | 25.895 | 245.485 $ | |
| 479 | HP Inc | 12.713 | 244.217 $ | |
| 480 | IRhythm Holdings Inc | 2.045 | 241.351 $ | |
| 481 | Verisk Analytics Inc | 1.271 | 241.172 $ | |
| 482 | Ralph Lauren Corp | 689 | 237.009 $ | |
| 483 | Loews Corp | 2.210 | 235.896 $ | |
| 484 | KKR & Co Inc | 2.548 | 235.690 $ | |
| 485 | iShares U.S. Financials ETF | 1.992 | 234.379 $ | |
| 486 | Eversource Energy | 3.354 | 232.365 $ | |
| 487 | United Therapeutics Corp | 388 | 230.076 $ | |
| 488 | Zscaler Inc | 1.638 | 229.795 $ | |
| 489 | MP Materials Corp | 4.761 | 229.766 $ | |
| 490 | Illumina Inc | 1.863 | 229.633 $ | |
| 491 | CoreWeave Inc | 2.963 | 229.543 $ | |
| 492 | Wendy's Co/The | 32.973 | 229.162 $ | |
| 493 | American Airlines Group Inc | 21.303 | 228.794 $ | |
| 494 | HEICO Corp | 825 | 226.215 $ | |
| 495 | Brown & Brown Inc | 3.441 | 224.388 $ | |
| 496 | Mitsubishi UFJ Financial Group Inc | 13.172 | 223.529 $ | |
| 497 | Incyte Corp | 2.370 | 223.064 $ | |
| 498 | Targa Resources Corp | 880 | 220.642 $ | |
| 499 | Sunrun Inc | 16.227 | 220.038 $ | |
| 500 | Gold Fields Ltd | 4.846 | 220.008 $ |