Filed: 2/13/2026ACC: 0000918893-26-000002
📋 What this filing means
ROSENBLUM SILVERMAN SUTTON S F INC /CA filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $432.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$432.18M
Total AUM (reported)
2.85M
Total Shares
Allocation by class
STOCK$371.40M85.9%
ETF$58.67M13.6%
REIT$1.73M0.4%
CONVERTIBLE PREFERRED$245.4K0.1%
CEF$135.1K0.0%
Portfolio Concentration
Top 3$92.10M21.3%
4–10$119.58M27.7%
11–25$138.58M32.1%
Rest$81.92M19.0%
Top 3 weight
21.3%
Top 10 weight
49.0%
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)
Sole80
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings80
Rows:
NVIDIA CORPORATION
SOLEShares252.23K
TypeSH
Market value$47.04M
10.88%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares47.14K
TypeSH
Market value$22.80M
5.28%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares96.46K
TypeSH
Market value$22.26M
5.15%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares57.67K
TypeSH
Market value$20.22M
4.68%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30.12K
TypeSH
Market value$19.88M
4.60%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares61.24K
TypeSH
Market value$19.17M
4.44%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares189.53K
TypeSH
Market value$17.77M
4.11%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares17.96K
TypeSH
Market value$15.49M
3.58%
Sole
0.00
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares122.25K
TypeSH
Market value$13.68M
3.17%
Sole
0.00
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares71.03K
TypeSH
Market value$13.36M
3.09%
Sole
0.00
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares33.18K
TypeSH
Market value$13.19M
3.05%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares38.76K
TypeSH
Market value$12.16M
2.81%
Sole
0.00
Shared
0.00
None
0.00
REDDIT INC
SOLEShares48.70K
TypeSH
Market value$11.19M
2.59%
Sole
0.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares18.86K
TypeSH
Market value$10.93M
2.53%
Sole
0.00
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares239.16K
TypeSH
Market value$10.93M
2.53%
Sole
0.00
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares40.98K
TypeSH
Market value$10.86M
2.51%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares115.20K
TypeSH
Market value$9.65M
2.23%
Sole
0.00
Shared
0.00
None
0.00
INSULET CORP
SOLEShares33.80K
TypeSH
Market value$9.61M
2.22%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares157.54K
TypeSH
Market value$8.52M
1.97%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares23.51K
TypeSH
Market value$7.57M
1.75%
Sole
0.00
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares70.29K
TypeSH
Market value$7.29M
1.69%
Sole
0.00
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares102.64K
TypeSH
Market value$7.00M
1.62%
Sole
0.00
Shared
0.00
None
0.00
ADOBE INC
SOLEShares19.24K
TypeSH
Market value$6.73M
1.56%
Sole
0.00
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares14.33K
TypeSH
Market value$6.73M
1.56%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares122.17K
TypeSH
Market value$6.21M
1.44%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Stock | 252.23K | SH | $47.04M 10.88% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Stock | 47.14K | SH | $22.80M 5.28% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | Stock | 96.46K | SH | $22.26M 5.15% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | Stock | 57.67K | SH | $20.22M 4.68% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Stock | 30.12K | SH | $19.88M 4.60% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | Stock | 61.24K | SH | $19.17M 4.44% | 0.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | Stock | 189.53K | SH | $17.77M 4.11% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | Stock | 17.96K | SH | $15.49M 3.58% | 0.00 | 0.00 | 0.00 |
SHARKNINJA INCSOLE | Stock | 122.25K | SH | $13.68M 3.17% | 0.00 | 0.00 | 0.00 |
CINTAS CORPSOLE | Stock | 71.03K | SH | $13.36M 3.09% | 0.00 | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | Stock | 33.18K | SH | $13.19M 3.05% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | Stock | 38.76K | SH | $12.16M 2.81% | 0.00 | 0.00 | 0.00 |
REDDIT INCSOLE | Stock | 48.70K | SH | $11.19M 2.59% | 0.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | Stock | 18.86K | SH | $10.93M 2.53% | 0.00 | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | ETF | 239.16K | SH | $10.93M 2.53% | 0.00 | 0.00 | 0.00 |
SALESFORCE INCSOLE | Stock | 40.98K | SH | $10.86M 2.51% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | ETF | 115.20K | SH | $9.65M 2.23% | 0.00 | 0.00 | 0.00 |
INSULET CORPSOLE | Stock | 33.80K | SH | $9.61M 2.22% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ETF | 157.54K | SH | $8.52M 1.97% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | Stock | 23.51K | SH | $7.57M 1.75% | 0.00 | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | Stock | 70.29K | SH | $7.29M 1.69% | 0.00 | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | Stock | 102.64K | SH | $7.00M 1.62% | 0.00 | 0.00 | 0.00 |
ADOBE INCSOLE | Stock | 19.24K | SH | $6.73M 1.56% | 0.00 | 0.00 | 0.00 |
SYNOPSYS INCSOLE | Stock | 14.33K | SH | $6.73M 1.56% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 122.17K | SH | $6.21M 1.44% | 0.00 | 0.00 | 0.00 |
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