ROSENBLUM SILVERMAN SUTTON S F INC /CA
13F Reported Value
ⓘ$382.3M
Holdings
76
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ROSENBLUM SILVERMAN SUTTON S F INC /CA disclosed 76 positions worth $382.3M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 11.3% of the equity portfolio, followed by $AMZN and $NFLX. During the quarter the fund opened 0 new positions and exited 4 and a full exit from $NKE. The portfolio is most concentrated in Technology (43.2% of disclosed assets). All figures are sourced directly from ROSENBLUM SILVERMAN SUTTON S F INC /CA’s Form 13F-HR filing with the SEC under CIK 918893.
AI Fund Analysis
Concentrating
$NVDA
$AMZN
$NFLX
$COST
$MSFT
$OKTASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$43.1M246,867 sh - 74.6#152
Quality
$19.9M95,751 sh - 86.7#7
Quality
$18.3M189,810 sh - 67.0
Quality
$17.7M17,724 sh - 83.7
Quality
$17.4M46,918 sh - 83.5
Quality
$17.3M57,311 sh - 80.2
Quality
$17.2M59,841 sh - 80.9
Quality
$17.2M30,052 sh - —
Quality
$12.8M121,114 sh - 76.3
Quality
$11.9M70,274 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $43.1M | 246,867 |
| AMAZON COM INC$AMZN | 74.6#152 | $19.9M | 95,751 |
| NETFLIX INC$NFLX | 86.7#7 | $18.3M | 189,810 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $17.7M | 17,724 |
| MICROSOFT CORP$MSFT | 83.7 | $17.4M | 46,918 |
 VISA INC.$V | 83.5 | $17.3M | 57,311 |
 Alphabet Inc.$GOOG | 80.2 | $17.2M | 59,841 |
 Meta Platforms, Inc.$META | 80.9 | $17.2M | 30,052 |
 SharkNinja, Inc.$SN | — | $12.8M | 121,114 |
 CINTAS CORP$CTAS | 76.3 | $11.9M | 70,274 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ROSENBLUM SILVERMAN SUTTON S F INC /CA's 76 positions.
Showing top 10 of 76 holdings.
Sector Allocation
Technology
$165.0M
Consumer Discretionary
$63.7M
Other
$59.3M
Financials
$35.1M
Healthcare
$21.2M
Communication Services
$18.3M
Industrials
$17.0M
Real Estate
$1.5M
Full Holdings — ROSENBLUM SILVERMAN SUTTON S F INC /CA (Q1 2026)
All 76 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $43.1M | 11.3% | -2% | 90.2 |
| 2 | $AMZN | AMAZON COM INC | $19.9M | 5.2% | -1% | 74.6 |
| 3 | $NFLX | NETFLIX INC | $18.3M | 4.8% | +0% | 86.7 |
| 4 | $COST | COSTCO WHOLESALE CORP /NEW | $17.7M | 4.6% | -1% | 67 |
| 5 | $MSFT | MICROSOFT CORP | $17.4M | 4.5% | -0% | 83.7 |
| 6 | $V | VISA INC. | $17.3M | 4.5% | -1% | 83.5 |
| 7 | $GOOG | Alphabet Inc. | $17.2M | 4.5% | -2% | 80.2 |
| 8 | $META | Meta Platforms, Inc. | $17.2M | 4.5% | -0% | 80.9 |
| 9 | $SN | SharkNinja, Inc. | $12.8M | 3.4% | -1% | — |
| 10 | $CTAS | CINTAS CORP | $11.9M | 3.1% | -1% | 76.3 |
| 11 | — | JANUS DETROIT STR TR | $11.3M | 3.0% | +5% | — |
| 12 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $10.9M | 2.9% | -1% | 60.9 |
| 13 |  $GOOGL | Alphabet Inc. | $10.6M | 2.8% | -5% | 80.2 |
| 14 | — | VANGUARD SCOTTSDALE FDS | $10.2M | 2.7% | +7% | — |
| 15 | — | J P MORGAN EXCHANGE TRADED F | $9.2M | 2.4% | +9% | — |
| 16 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $9.2M | 2.4% | -1% | 63.7 |
| 17 |  $CRM | Salesforce, Inc. | $7.5M | 2.0% | -2% | 75.2 |
| 18 |  $PODD | INSULET CORP | $7.1M | 1.9% | +1% | 70.4 |
| 19 |  $DECK | DECKERS OUTDOOR CORP | $7.0M | 1.8% | -1% | 83.2 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $6.9M | 1.8% | -0% | 35.6 |
| 21 |  $RDDT | Reddit, Inc. | $6.5M | 1.7% | -0% | 79.3 |
| 22 | — | ISHARES TR | $6.4M | 1.7% | +3% | — |
| 23 |  $SNPS | SYNOPSYS INC | $5.7M | 1.5% | +0% | 63.1 |
| 24 |  $HD | HOME DEPOT, INC. | $4.9M | 1.3% | -3% | 69.2 |
| 25 |  $XYL | Xylem Inc. | $4.8M | 1.3% | +0% | 65.6 |
| 26 |  $Z | ZILLOW GROUP, INC. | $4.5M | 1.2% | +5% | 57.3 |
| 27 |  $BX | Blackstone Inc. | $4.2M | 1.1% | +0% | 68 |
| 28 |  $ADBE | ADOBE INC. | $4.1M | 1.1% | -11% | 80.4 |
| 29 |  $TSLA | Tesla, Inc. | $3.9M | 1.0% | -3% | 50.1 |
| 30 | — | ISHARES TR | $3.3M | 0.8% | +3% | — |
| 31 |  $SAIA | SAIA INC | $3.2M | 0.8% | -5% | 57.3 |
| 32 | — | ISHARES TR | $3.1M | 0.8% | +12% | — |
| 33 |  $NOW | ServiceNow, Inc. | $2.8M | 0.7% | -0% | 76 |
| 34 | $OKTA | Okta, Inc. | $2.6M | 0.7% | +0% | 67.3 |
| 35 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.2M | 0.6% | -1% | 68.4 |
| 36 |  $IVZ | Invesco Ltd. | $2.2M | 0.6% | +4% | — |
| 37 |  $IQV | IQVIA HOLDINGS INC. | $2.1M | 0.6% | +9% | 59.7 |
| 38 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.1M | 0.5% | -1% | — |
| 39 |  $AAPL | Apple Inc. | $1.9M | 0.5% | -13% | 76.1 |
| 40 |  $DT | Dynatrace, Inc. | $1.8M | 0.5% | -17% | 77.6 |
| 41 | — | SPDR SERIES TRUST | $1.8M | 0.5% | -1% | — |
| 42 |  $XYZ | Block, Inc. | $1.7M | 0.5% | +248% | 60.3 |
| 43 |  $WK | WORKIVA INC | $1.6M | 0.4% | +0% | 52.8 |
| 44 |  $TJX | TJX COMPANIES INC /DE/ | $1.6M | 0.4% | +1% | 70.7 |
| 45 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.5M | 0.4% | -8% | 69.8 |
| 46 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.4% | -1% | — |
| 47 | — | ISHARES TR | $1.2M | 0.3% | +0% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.3% | +81% | — |
| 49 | — | VANGUARD INDEX FDS | $1.1M | 0.3% | +2% | — |
| 50 | — | VANGUARD INDEX FDS | $1.0M | 0.3% | +26% | — |
| 51 | — | ISHARES TR | $970,123 | 0.3% | +14% | — |
| 52 |  $MS | MORGAN STANLEY | $924,112 | 0.2% | -1% | — |
| 53 | — | SPDR SERIES TRUST | $888,069 | 0.2% | +11% | — |
| 54 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $814,229 | 0.2% | +2% | 64.6 |
| 55 | — | ISHARES TR | $809,685 | 0.2% | +0% | — |
| 56 |  $BRBR | BELLRING BRANDS, INC. | $758,048 | 0.2% | -51% | 58.7 |
| 57 |  $ILMN | ILLUMINA, INC. | $756,447 | 0.2% | -6% | 62.5 |
| 58 | — | VANGUARD INDEX FDS | $581,416 | 0.1% | +7% | — |
| 59 | — | ISHARES TR | $559,525 | 0.1% | +0% | — |
| 60 | — | ISHARES TR | $535,360 | 0.1% | +22% | — |
| 61 | — | STATE STR SPDR DOW JONES IND | $488,434 | 0.1% | +3% | — |
| 62 | — | PROSHARES TR | $464,492 | 0.1% | +0% | — |
| 63 |  $CVX | CHEVRON CORP | $461,731 | 0.1% | +0% | 54.7 |
| 64 |  $BRK.B | BERKSHIRE HATHAWAY INC | $440,864 | 0.1% | -3% | 64.5 |
| 65 |  $SPGI | S&P Global Inc. | $440,053 | 0.1% | +0% | 79.4 |
| 66 |  $ZTS | Zoetis Inc. | $412,080 | 0.1% | -65% | 72.6 |
| 67 | — | SPDR SERIES TRUST | $402,943 | 0.1% | +5% | — |
| 68 |  $ANET | Arista Networks, Inc. | $397,071 | 0.1% | +0% | 86 |
| 69 |  $NTRA | Natera, Inc. | $369,982 | 0.1% | -3% | 46.4 |
| 70 | — | ISHARES TR | $329,871 | 0.1% | +0% | — |
| 71 |  $RTX | RTX Corp | $317,128 | 0.1% | +0% | 70 |
| 72 |  $UNP | UNION PACIFIC CORP | $296,173 | 0.1% | +0% | 74 |
| 73 |  $ISRG | INTUITIVE SURGICAL INC | $289,963 | 0.1% | +0% | 81.4 |
| 74 | $BAC | BANK OF AMERICA CORP /DE/ | $233,546 | 0.1% | +0% | 68.4 |
| 75 |  $PYPL | PayPal Holdings, Inc. | $206,927 | 0.1% | -7% | 70.5 |
| 76 |  $NAC | Nuveen California Quality Municipal Income Fund | $133,276 | 0.0% | +0% | — |
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