Filed: 8/13/2025ACC: 0000918893-25-000006
📋 What this filing means
ROSENBLUM SILVERMAN SUTTON S F INC /CA filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $412.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$412.53M
Total AUM (reported)
2.32M
Total Shares
Allocation by class
STOCK$367.03M89.0%
ETF$42.75M10.4%
REIT$2.51M0.6%
CONVERTIBLE PREFERRED$237.7K0.1%
Portfolio Concentration
Top 3$95.36M23.1%
4–10$123.08M29.8%
11–25$116.88M28.3%
Rest$77.21M18.7%
Top 3 weight
23.1%
Top 10 weight
53.0%
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)
Sole77
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings77
Rows:
NVIDIA CORPORATION COM
SOLEShares288.09K
TypeSH
Market value$45.51M
11.03%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares19.41K
TypeSH
Market value$25.99M
6.30%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares47.97K
TypeSH
Market value$23.86M
5.78%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares30.51K
TypeSH
Market value$22.52M
5.46%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares97.17K
TypeSH
Market value$21.32M
5.17%
Sole
0.00
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares58.37K
TypeSH
Market value$20.72M
5.02%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares18.68K
TypeSH
Market value$18.50M
4.48%
Sole
0.00
Shared
0.00
None
0.00
CINTAS CORP COM
SOLEShares72.42K
TypeSH
Market value$16.14M
3.91%
Sole
0.00
Shared
0.00
None
0.00
SHARKNINJA INC COM SHS
SOLEShares122.36K
TypeSH
Market value$12.11M
2.94%
Sole
0.00
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares43.16K
TypeSH
Market value$11.77M
2.85%
Sole
0.00
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC COM
SOLEShares34.39K
TypeSH
Market value$11.21M
2.72%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares61.88K
TypeSH
Market value$10.90M
2.64%
Sole
0.00
Shared
0.00
None
0.00
INSULET CORP COM
SOLEShares34.08K
TypeSH
Market value$10.71M
2.60%
Sole
0.00
Shared
0.00
None
0.00
ADOBE INC COM
SOLEShares23.70K
TypeSH
Market value$9.17M
2.22%
Sole
0.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares19.17K
TypeSH
Market value$7.77M
1.88%
Sole
0.00
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP COM
SOLEShares73.96K
TypeSH
Market value$7.62M
1.85%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares42.36K
TypeSH
Market value$7.51M
1.82%
Sole
0.00
Shared
0.00
None
0.00
REDDIT INC CL A
SOLEShares49.43K
TypeSH
Market value$7.44M
1.80%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares24.65K
TypeSH
Market value$7.15M
1.73%
Sole
0.00
Shared
0.00
None
0.00
SYNOPSYS INC COM
SOLEShares13.34K
TypeSH
Market value$6.84M
1.66%
Sole
0.00
Shared
0.00
None
0.00
ISHARES FLOATING RATE BOND ETF
SOLEShares132.46K
TypeSH
Market value$6.76M
1.64%
Sole
0.00
Shared
0.00
None
0.00
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
SOLEShares139.19K
TypeSH
Market value$6.27M
1.52%
Sole
0.00
Shared
0.00
None
0.00
ZOETIS INC CL A
SOLEShares38.31K
TypeSH
Market value$5.98M
1.45%
Sole
0.00
Shared
0.00
None
0.00
BELLRING BRANDS INC COMMON STOCK
SOLEShares100.93K
TypeSH
Market value$5.85M
1.42%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares15.56K
TypeSH
Market value$5.70M
1.38%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | Stock | 288.09K | SH | $45.51M 11.03% | 0.00 | 0.00 | 0.00 |
NETFLIX INC COMSOLE | Stock | 19.41K | SH | $25.99M 6.30% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 47.97K | SH | $23.86M 5.78% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 30.51K | SH | $22.52M 5.46% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 97.17K | SH | $21.32M 5.17% | 0.00 | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 58.37K | SH | $20.72M 5.02% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 18.68K | SH | $18.50M 4.48% | 0.00 | 0.00 | 0.00 |
CINTAS CORP COMSOLE | Stock | 72.42K | SH | $16.14M 3.91% | 0.00 | 0.00 | 0.00 |
SHARKNINJA INC COM SHSSOLE | Stock | 122.36K | SH | $12.11M 2.94% | 0.00 | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 43.16K | SH | $11.77M 2.85% | 0.00 | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INC COMSOLE | Stock | 34.39K | SH | $11.21M 2.72% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 61.88K | SH | $10.90M 2.64% | 0.00 | 0.00 | 0.00 |
INSULET CORP COMSOLE | Stock | 34.08K | SH | $10.71M 2.60% | 0.00 | 0.00 | 0.00 |
ADOBE INC COMSOLE | Stock | 23.70K | SH | $9.17M 2.22% | 0.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 19.17K | SH | $7.77M 1.88% | 0.00 | 0.00 | 0.00 |
DECKERS OUTDOOR CORP COMSOLE | Stock | 73.96K | SH | $7.62M 1.85% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 42.36K | SH | $7.51M 1.82% | 0.00 | 0.00 | 0.00 |
REDDIT INC CL ASOLE | Stock | 49.43K | SH | $7.44M 1.80% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 24.65K | SH | $7.15M 1.73% | 0.00 | 0.00 | 0.00 |
SYNOPSYS INC COMSOLE | Stock | 13.34K | SH | $6.84M 1.66% | 0.00 | 0.00 | 0.00 |
ISHARES FLOATING RATE BOND ETFSOLE | ETF | 132.46K | SH | $6.76M 1.64% | 0.00 | 0.00 | 0.00 |
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 139.19K | SH | $6.27M 1.52% | 0.00 | 0.00 | 0.00 |
ZOETIS INC CL ASOLE | Stock | 38.31K | SH | $5.98M 1.45% | 0.00 | 0.00 | 0.00 |
BELLRING BRANDS INC COMMON STOCKSOLE | Stock | 100.93K | SH | $5.85M 1.42% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 15.56K | SH | $5.70M 1.38% | 0.00 | 0.00 | 0.00 |
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