Filed: 5/12/2025ACC: 0000918893-25-000004
📋 What this filing means
ROSENBLUM SILVERMAN SUTTON S F INC /CA filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $362.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$362.90M
Total AUM (reported)
2.29M
Total Shares
Allocation by class
COM$324.62M89.5%
ETF$38.28M10.5%
Portfolio Concentration
Top 3$71.33M19.7%
4–10$109.02M30.0%
11–25$111.50M30.7%
Rest$71.04M19.6%
Top 3 weight
19.7%
Top 10 weight
49.7%
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)
Sole75
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings75
Rows:
Nvidia Corp.
SOLEShares297.12K
TypeSH
Market value$32.20M
8.87%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares58.63K
TypeSH
Market value$20.55M
5.66%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc
SOLEShares97.68K
TypeSH
Market value$18.58M
5.12%
Sole
0.00
Shared
0.00
None
0.00
Netflix Inc.
SOLEShares19.75K
TypeSH
Market value$18.42M
5.08%
Sole
0.00
Shared
0.00
None
0.00
Microsoft
SOLEShares48.23K
TypeSH
Market value$18.10M
4.99%
Sole
0.00
Shared
0.00
None
0.00
Costco Wholesale Corporation
SOLEShares18.88K
TypeSH
Market value$17.85M
4.92%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Cl A
SOLEShares30.69K
TypeSH
Market value$17.69M
4.87%
Sole
0.00
Shared
0.00
None
0.00
Cintas Corp.
SOLEShares73.34K
TypeSH
Market value$15.07M
4.15%
Sole
0.00
Shared
0.00
None
0.00
Salesforce.com
SOLEShares43.30K
TypeSH
Market value$11.62M
3.20%
Sole
0.00
Shared
0.00
None
0.00
SharkNinja, Inc.
SOLEShares122.95K
TypeSH
Market value$10.26M
2.83%
Sole
0.00
Shared
0.00
None
0.00
Thermo Fisher Scientific
SOLEShares19.45K
TypeSH
Market value$9.68M
2.67%
Sole
0.00
Shared
0.00
None
0.00
Alphabet Inc. Cl-A
SOLEShares62.23K
TypeSH
Market value$9.62M
2.65%
Sole
0.00
Shared
0.00
None
0.00
Alnylam Pharmaceuticals Inc
SOLEShares34.63K
TypeSH
Market value$9.35M
2.58%
Sole
0.00
Shared
0.00
None
0.00
Adobe Systems
SOLEShares23.91K
TypeSH
Market value$9.17M
2.53%
Sole
0.00
Shared
0.00
None
0.00
Insulet Corp.
SOLEShares34.34K
TypeSH
Market value$9.02M
2.48%
Sole
0.00
Shared
0.00
None
0.00
Deckers Outdoors
SOLEShares77.20K
TypeSH
Market value$8.63M
2.38%
Sole
0.00
Shared
0.00
None
0.00
BellRing Brands
SOLEShares99.93K
TypeSH
Market value$7.44M
2.05%
Sole
0.00
Shared
0.00
None
0.00
iShares Floating Rate Bond
SOLEShares140.71K
TypeSH
Market value$7.18M
1.98%
Sole
0.00
Shared
0.00
None
0.00
Alphabet Inc. Cl-C
SOLEShares42.36K
TypeSH
Market value$6.62M
1.82%
Sole
0.00
Shared
0.00
None
0.00
Zoetis, Inc.
SOLEShares38.67K
TypeSH
Market value$6.37M
1.75%
Sole
0.00
Shared
0.00
None
0.00
JP Morgan Chase & Co.
SOLEShares24.61K
TypeSH
Market value$6.04M
1.66%
Sole
0.00
Shared
0.00
None
0.00
Synopsys Inc.
SOLEShares13.46K
TypeSH
Market value$5.77M
1.59%
Sole
0.00
Shared
0.00
None
0.00
Home Depot
SOLEShares15.63K
TypeSH
Market value$5.73M
1.58%
Sole
0.00
Shared
0.00
None
0.00
Janus Henderson Mortgage-Backed Sec
SOLEShares126.15K
TypeSH
Market value$5.70M
1.57%
Sole
0.00
Shared
0.00
None
0.00
Reddit Inc. - CL A
SOLEShares49.41K
TypeSH
Market value$5.18M
1.43%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 297.12K | SH | $32.20M 8.87% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 58.63K | SH | $20.55M 5.66% | 0.00 | 0.00 | 0.00 |
Amazon.com, IncSOLE | COM | 97.68K | SH | $18.58M 5.12% | 0.00 | 0.00 | 0.00 |
Netflix Inc.SOLE | COM | 19.75K | SH | $18.42M 5.08% | 0.00 | 0.00 | 0.00 |
MicrosoftSOLE | COM | 48.23K | SH | $18.10M 4.99% | 0.00 | 0.00 | 0.00 |
Costco Wholesale CorporationSOLE | COM | 18.88K | SH | $17.85M 4.92% | 0.00 | 0.00 | 0.00 |
Meta Platforms Cl ASOLE | COM | 30.69K | SH | $17.69M 4.87% | 0.00 | 0.00 | 0.00 |
Cintas Corp.SOLE | COM | 73.34K | SH | $15.07M 4.15% | 0.00 | 0.00 | 0.00 |
Salesforce.comSOLE | COM | 43.30K | SH | $11.62M 3.20% | 0.00 | 0.00 | 0.00 |
SharkNinja, Inc.SOLE | COM | 122.95K | SH | $10.26M 2.83% | 0.00 | 0.00 | 0.00 |
Thermo Fisher ScientificSOLE | COM | 19.45K | SH | $9.68M 2.67% | 0.00 | 0.00 | 0.00 |
Alphabet Inc. Cl-ASOLE | COM | 62.23K | SH | $9.62M 2.65% | 0.00 | 0.00 | 0.00 |
Alnylam Pharmaceuticals IncSOLE | COM | 34.63K | SH | $9.35M 2.58% | 0.00 | 0.00 | 0.00 |
Adobe SystemsSOLE | COM | 23.91K | SH | $9.17M 2.53% | 0.00 | 0.00 | 0.00 |
Insulet Corp.SOLE | COM | 34.34K | SH | $9.02M 2.48% | 0.00 | 0.00 | 0.00 |
Deckers OutdoorsSOLE | COM | 77.20K | SH | $8.63M 2.38% | 0.00 | 0.00 | 0.00 |
BellRing BrandsSOLE | COM | 99.93K | SH | $7.44M 2.05% | 0.00 | 0.00 | 0.00 |
iShares Floating Rate BondSOLE | ETF | 140.71K | SH | $7.18M 1.98% | 0.00 | 0.00 | 0.00 |
Alphabet Inc. Cl-CSOLE | COM | 42.36K | SH | $6.62M 1.82% | 0.00 | 0.00 | 0.00 |
Zoetis, Inc.SOLE | COM | 38.67K | SH | $6.37M 1.75% | 0.00 | 0.00 | 0.00 |
JP Morgan Chase & Co.SOLE | COM | 24.61K | SH | $6.04M 1.66% | 0.00 | 0.00 | 0.00 |
Synopsys Inc.SOLE | COM | 13.46K | SH | $5.77M 1.59% | 0.00 | 0.00 | 0.00 |
Home DepotSOLE | COM | 15.63K | SH | $5.73M 1.58% | 0.00 | 0.00 | 0.00 |
Janus Henderson Mortgage-Backed SecSOLE | ETF | 126.15K | SH | $5.70M 1.57% | 0.00 | 0.00 | 0.00 |
Reddit Inc. - CL ASOLE | COM | 49.41K | SH | $5.18M 1.43% | 0.00 | 0.00 | 0.00 |
Page 1 of 3