Filed: 2/13/2025ACC: 0000918893-25-000002
📋 What this filing means
ROSENBLUM SILVERMAN SUTTON S F INC /CA filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $398.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$398.06M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
COM$362.22M91.0%
ETF$35.84M9.0%
Portfolio Concentration
Top 3$82.94M20.8%
4–10$115.79M29.1%
11–25$121.74M30.6%
Rest$77.60M19.5%
Top 3 weight
20.8%
Top 10 weight
49.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings74
Rows:
Nvidia Corp.
SOLEShares305.08K
TypeSH
Market value$40.97M
10.29%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc
SOLEShares98.31K
TypeSH
Market value$21.57M
5.42%
Sole
0.00
Shared
0.00
None
0.00
Microsoft
SOLEShares48.40K
TypeSH
Market value$20.40M
5.12%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares59.92K
TypeSH
Market value$18.94M
4.76%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Cl A
SOLEShares31.18K
TypeSH
Market value$18.25M
4.59%
Sole
0.00
Shared
0.00
None
0.00
Netflix Inc.
SOLEShares20.05K
TypeSH
Market value$17.87M
4.49%
Sole
0.00
Shared
0.00
None
0.00
Costco Wholesale Corporation
SOLEShares19.39K
TypeSH
Market value$17.77M
4.46%
Sole
0.00
Shared
0.00
None
0.00
Deckers Outdoors
SOLEShares73.53K
TypeSH
Market value$14.93M
3.75%
Sole
0.00
Shared
0.00
None
0.00
Salesforce.com
SOLEShares43.34K
TypeSH
Market value$14.49M
3.64%
Sole
0.00
Shared
0.00
None
0.00
Cintas Corp.
SOLEShares74.07K
TypeSH
Market value$13.53M
3.40%
Sole
0.00
Shared
0.00
None
0.00
SharkNinja, Inc.
SOLEShares123.36K
TypeSH
Market value$12.01M
3.02%
Sole
0.00
Shared
0.00
None
0.00
Alphabet Inc. Cl-A
SOLEShares62.09K
TypeSH
Market value$11.75M
2.95%
Sole
0.00
Shared
0.00
None
0.00
Adobe Systems
SOLEShares24.21K
TypeSH
Market value$10.77M
2.70%
Sole
0.00
Shared
0.00
None
0.00
Thermo Fisher Scientific
SOLEShares19.22K
TypeSH
Market value$10.00M
2.51%
Sole
0.00
Shared
0.00
None
0.00
Insulet Corp.
SOLEShares34.42K
TypeSH
Market value$8.99M
2.26%
Sole
0.00
Shared
0.00
None
0.00
Alnylam Pharmaceuticals Inc
SOLEShares34.77K
TypeSH
Market value$8.18M
2.06%
Sole
0.00
Shared
0.00
None
0.00
Alphabet Inc. Cl-C
SOLEShares42.68K
TypeSH
Market value$8.13M
2.04%
Sole
0.00
Shared
0.00
None
0.00
BellRing Brands
SOLEShares102.63K
TypeSH
Market value$7.73M
1.94%
Sole
0.00
Shared
0.00
None
0.00
iShares Floating Rate Bond
SOLEShares136.03K
TypeSH
Market value$6.92M
1.74%
Sole
0.00
Shared
0.00
None
0.00
Zoetis, Inc.
SOLEShares40.23K
TypeSH
Market value$6.56M
1.65%
Sole
0.00
Shared
0.00
None
0.00
Synopsys Inc.
SOLEShares13.39K
TypeSH
Market value$6.50M
1.63%
Sole
0.00
Shared
0.00
None
0.00
Blackstone Group
SOLEShares35.56K
TypeSH
Market value$6.13M
1.54%
Sole
0.00
Shared
0.00
None
0.00
Tesla Motors Inc
SOLEShares15.18K
TypeSH
Market value$6.13M
1.54%
Sole
0.00
Shared
0.00
None
0.00
Home Depot
SOLEShares15.66K
TypeSH
Market value$6.09M
1.53%
Sole
0.00
Shared
0.00
None
0.00
JP Morgan Chase & Co.
SOLEShares24.42K
TypeSH
Market value$5.85M
1.47%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 305.08K | SH | $40.97M 10.29% | 0.00 | 0.00 | 0.00 |
Amazon.com, IncSOLE | COM | 98.31K | SH | $21.57M 5.42% | 0.00 | 0.00 | 0.00 |
MicrosoftSOLE | COM | 48.40K | SH | $20.40M 5.12% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 59.92K | SH | $18.94M 4.76% | 0.00 | 0.00 | 0.00 |
Meta Platforms Cl ASOLE | COM | 31.18K | SH | $18.25M 4.59% | 0.00 | 0.00 | 0.00 |
Netflix Inc.SOLE | COM | 20.05K | SH | $17.87M 4.49% | 0.00 | 0.00 | 0.00 |
Costco Wholesale CorporationSOLE | COM | 19.39K | SH | $17.77M 4.46% | 0.00 | 0.00 | 0.00 |
Deckers OutdoorsSOLE | COM | 73.53K | SH | $14.93M 3.75% | 0.00 | 0.00 | 0.00 |
Salesforce.comSOLE | COM | 43.34K | SH | $14.49M 3.64% | 0.00 | 0.00 | 0.00 |
Cintas Corp.SOLE | COM | 74.07K | SH | $13.53M 3.40% | 0.00 | 0.00 | 0.00 |
SharkNinja, Inc.SOLE | COM | 123.36K | SH | $12.01M 3.02% | 0.00 | 0.00 | 0.00 |
Alphabet Inc. Cl-ASOLE | COM | 62.09K | SH | $11.75M 2.95% | 0.00 | 0.00 | 0.00 |
Adobe SystemsSOLE | COM | 24.21K | SH | $10.77M 2.70% | 0.00 | 0.00 | 0.00 |
Thermo Fisher ScientificSOLE | COM | 19.22K | SH | $10.00M 2.51% | 0.00 | 0.00 | 0.00 |
Insulet Corp.SOLE | COM | 34.42K | SH | $8.99M 2.26% | 0.00 | 0.00 | 0.00 |
Alnylam Pharmaceuticals IncSOLE | COM | 34.77K | SH | $8.18M 2.06% | 0.00 | 0.00 | 0.00 |
Alphabet Inc. Cl-CSOLE | COM | 42.68K | SH | $8.13M 2.04% | 0.00 | 0.00 | 0.00 |
BellRing BrandsSOLE | COM | 102.63K | SH | $7.73M 1.94% | 0.00 | 0.00 | 0.00 |
iShares Floating Rate BondSOLE | ETF | 136.03K | SH | $6.92M 1.74% | 0.00 | 0.00 | 0.00 |
Zoetis, Inc.SOLE | COM | 40.23K | SH | $6.56M 1.65% | 0.00 | 0.00 | 0.00 |
Synopsys Inc.SOLE | COM | 13.39K | SH | $6.50M 1.63% | 0.00 | 0.00 | 0.00 |
Blackstone GroupSOLE | COM | 35.56K | SH | $6.13M 1.54% | 0.00 | 0.00 | 0.00 |
Tesla Motors IncSOLE | COM | 15.18K | SH | $6.13M 1.54% | 0.00 | 0.00 | 0.00 |
Home DepotSOLE | COM | 15.66K | SH | $6.09M 1.53% | 0.00 | 0.00 | 0.00 |
JP Morgan Chase & Co.SOLE | COM | 24.42K | SH | $5.85M 1.47% | 0.00 | 0.00 | 0.00 |
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