Filed: 11/13/2025ACC: 0000918893-25-000010
📋 What this filing means
ROSENBLUM SILVERMAN SUTTON S F INC /CA filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $437.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$437.95M
Total AUM (reported)
2.46M
Total Shares
Allocation by class
COM$382.87M87.4%
ETF$52.62M12.0%
REIT$2.21M0.5%
CONVERTIBLE PREFERRED$250.9K0.1%
Portfolio Concentration
Top 3$98.00M22.4%
4–10$125.82M28.7%
11–25$131.33M30.0%
Rest$82.80M18.9%
Top 3 weight
22.4%
Top 10 weight
51.1%
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)
Sole78
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings78
Rows:
NVIDIA CORPORATION COM
SOLEShares270.74K
TypeSH
Market value$50.52M
11.53%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares47.58K
TypeSH
Market value$24.64M
5.63%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares19.05K
TypeSH
Market value$22.84M
5.22%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares30.17K
TypeSH
Market value$22.15M
5.06%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares96.95K
TypeSH
Market value$21.29M
4.86%
Sole
0.00
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares58.18K
TypeSH
Market value$19.86M
4.54%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares18.51K
TypeSH
Market value$17.13M
3.91%
Sole
0.00
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC COM
SOLEShares34K
TypeSH
Market value$15.50M
3.54%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares62.01K
TypeSH
Market value$15.07M
3.44%
Sole
0.00
Shared
0.00
None
0.00
CINTAS CORP COM
SOLEShares72.15K
TypeSH
Market value$14.81M
3.38%
Sole
0.00
Shared
0.00
None
0.00
SHARKNINJA INC COM SHS
SOLEShares121.93K
TypeSH
Market value$12.58M
2.87%
Sole
0.00
Shared
0.00
None
0.00
REDDIT INC CL A
SOLEShares49.43K
TypeSH
Market value$11.37M
2.60%
Sole
0.00
Shared
0.00
None
0.00
INSULET CORP COM
SOLEShares34.10K
TypeSH
Market value$10.53M
2.40%
Sole
0.00
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares42.61K
TypeSH
Market value$10.10M
2.31%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares41.06K
TypeSH
Market value$10.00M
2.28%
Sole
0.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares19.19K
TypeSH
Market value$9.31M
2.12%
Sole
0.00
Shared
0.00
None
0.00
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
SOLEShares198.17K
TypeSH
Market value$9.05M
2.07%
Sole
0.00
Shared
0.00
None
0.00
ADOBE INC COM
SOLEShares23.06K
TypeSH
Market value$8.13M
1.86%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares24.36K
TypeSH
Market value$7.68M
1.75%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
SOLEShares90.21K
TypeSH
Market value$7.59M
1.73%
Sole
0.00
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP COM
SOLEShares74.50K
TypeSH
Market value$7.55M
1.72%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN ACTIVE BOND ETF
SOLEShares137.82K
TypeSH
Market value$7.46M
1.70%
Sole
0.00
Shared
0.00
None
0.00
SYNOPSYS INC COM
SOLEShares14.31K
TypeSH
Market value$7.06M
1.61%
Sole
0.00
Shared
0.00
None
0.00
ISHARES FLOATING RATE BOND ETF
SOLEShares129.87K
TypeSH
Market value$6.63M
1.51%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares15.49K
TypeSH
Market value$6.28M
1.43%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | COM | 270.74K | SH | $50.52M 11.53% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 47.58K | SH | $24.64M 5.63% | 0.00 | 0.00 | 0.00 |
NETFLIX INC COMSOLE | COM | 19.05K | SH | $22.84M 5.22% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 30.17K | SH | $22.15M 5.06% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 96.95K | SH | $21.29M 4.86% | 0.00 | 0.00 | 0.00 |
VISA INC COM CL ASOLE | COM | 58.18K | SH | $19.86M 4.54% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | COM | 18.51K | SH | $17.13M 3.91% | 0.00 | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INC COMSOLE | COM | 34K | SH | $15.50M 3.54% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | COM | 62.01K | SH | $15.07M 3.44% | 0.00 | 0.00 | 0.00 |
CINTAS CORP COMSOLE | COM | 72.15K | SH | $14.81M 3.38% | 0.00 | 0.00 | 0.00 |
SHARKNINJA INC COM SHSSOLE | COM | 121.93K | SH | $12.58M 2.87% | 0.00 | 0.00 | 0.00 |
REDDIT INC CL ASOLE | COM | 49.43K | SH | $11.37M 2.60% | 0.00 | 0.00 | 0.00 |
INSULET CORP COMSOLE | COM | 34.10K | SH | $10.53M 2.40% | 0.00 | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | COM | 42.61K | SH | $10.10M 2.31% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 41.06K | SH | $10.00M 2.28% | 0.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 19.19K | SH | $9.31M 2.12% | 0.00 | 0.00 | 0.00 |
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 198.17K | SH | $9.05M 2.07% | 0.00 | 0.00 | 0.00 |
ADOBE INC COMSOLE | COM | 23.06K | SH | $8.13M 1.86% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | COM | 24.36K | SH | $7.68M 1.75% | 0.00 | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 90.21K | SH | $7.59M 1.73% | 0.00 | 0.00 | 0.00 |
DECKERS OUTDOOR CORP COMSOLE | COM | 74.50K | SH | $7.55M 1.72% | 0.00 | 0.00 | 0.00 |
JPMORGAN ACTIVE BOND ETFSOLE | ETF | 137.82K | SH | $7.46M 1.70% | 0.00 | 0.00 | 0.00 |
SYNOPSYS INC COMSOLE | COM | 14.31K | SH | $7.06M 1.61% | 0.00 | 0.00 | 0.00 |
ISHARES FLOATING RATE BOND ETFSOLE | ETF | 129.87K | SH | $6.63M 1.51% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 15.49K | SH | $6.28M 1.43% | 0.00 | 0.00 | 0.00 |
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