Filed: 5/13/2026ACC: 0000918893-26-000004
📋 What this filing means
ROSENBLUM SILVERMAN SUTTON S F INC /CA filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $382.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$382.30M
Total AUM (reported)
2.83M
Total Shares
Allocation by class
STOCK$319.08M83.5%
ETF$61.40M16.1%
REIT$1.46M0.4%
CONVERTIBLE PREFERRED$233.5K0.1%
CEF$133.3K0.0%
Portfolio Concentration
Top 3$81.25M21.3%
4–10$111.46M29.2%
11–25$118.17M30.9%
Rest$71.42M18.7%
Top 3 weight
21.3%
Top 10 weight
50.4%
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)
Sole76
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings76
Rows:
NVIDIA CORPORATION
SOLEShares246.87K
TypeSH
Market value$43.05M
11.26%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares95.75K
TypeSH
Market value$19.94M
5.22%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares189.81K
TypeSH
Market value$18.25M
4.77%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares17.72K
TypeSH
Market value$17.66M
4.62%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares46.92K
TypeSH
Market value$17.37M
4.54%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares57.31K
TypeSH
Market value$17.32M
4.53%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares59.84K
TypeSH
Market value$17.21M
4.50%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30.05K
TypeSH
Market value$17.19M
4.50%
Sole
0.00
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares121.11K
TypeSH
Market value$12.83M
3.35%
Sole
0.00
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares70.27K
TypeSH
Market value$11.89M
3.11%
Sole
0.00
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares250.62K
TypeSH
Market value$11.32M
2.96%
Sole
0.00
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares32.93K
TypeSH
Market value$10.89M
2.85%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares36.92K
TypeSH
Market value$10.59M
2.77%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares123.13K
TypeSH
Market value$10.19M
2.67%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares171.50K
TypeSH
Market value$9.22M
2.41%
Sole
0.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares18.68K
TypeSH
Market value$9.18M
2.40%
Sole
0.00
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares40.05K
TypeSH
Market value$7.48M
1.96%
Sole
0.00
Shared
0.00
None
0.00
INSULET CORP
SOLEShares34K
TypeSH
Market value$7.13M
1.87%
Sole
0.00
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares69.60K
TypeSH
Market value$6.97M
1.82%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares23.43K
TypeSH
Market value$6.89M
1.80%
Sole
0.00
Shared
0.00
None
0.00
REDDIT INC
SOLEShares48.61K
TypeSH
Market value$6.55M
1.71%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares125.24K
TypeSH
Market value$6.38M
1.67%
Sole
0.00
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares14.39K
TypeSH
Market value$5.71M
1.49%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares14.78K
TypeSH
Market value$4.86M
1.27%
Sole
0.00
Shared
0.00
None
0.00
XYLEM INC
SOLEShares40.23K
TypeSH
Market value$4.81M
1.26%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | Stock | 246.87K | SH | $43.05M 11.26% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | Stock | 95.75K | SH | $19.94M 5.22% | 0.00 | 0.00 | 0.00 |
NETFLIX INC.SOLE | Stock | 189.81K | SH | $18.25M 4.77% | 0.00 | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | Stock | 17.72K | SH | $17.66M 4.62% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Stock | 46.92K | SH | $17.37M 4.54% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | Stock | 57.31K | SH | $17.32M 4.53% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | Stock | 59.84K | SH | $17.21M 4.50% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Stock | 30.05K | SH | $17.19M 4.50% | 0.00 | 0.00 | 0.00 |
SHARKNINJA INCSOLE | Stock | 121.11K | SH | $12.83M 3.35% | 0.00 | 0.00 | 0.00 |
CINTAS CORPSOLE | Stock | 70.27K | SH | $11.89M 3.11% | 0.00 | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | ETF | 250.62K | SH | $11.32M 2.96% | 0.00 | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | Stock | 32.93K | SH | $10.89M 2.85% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | Stock | 36.92K | SH | $10.59M 2.77% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | ETF | 123.13K | SH | $10.19M 2.67% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ETF | 171.50K | SH | $9.22M 2.41% | 0.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | Stock | 18.68K | SH | $9.18M 2.40% | 0.00 | 0.00 | 0.00 |
SALESFORCE INCSOLE | Stock | 40.05K | SH | $7.48M 1.96% | 0.00 | 0.00 | 0.00 |
INSULET CORPSOLE | Stock | 34K | SH | $7.13M 1.87% | 0.00 | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | Stock | 69.60K | SH | $6.97M 1.82% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Stock | 23.43K | SH | $6.89M 1.80% | 0.00 | 0.00 | 0.00 |
REDDIT INCSOLE | Stock | 48.61K | SH | $6.55M 1.71% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ETF | 125.24K | SH | $6.38M 1.67% | 0.00 | 0.00 | 0.00 |
SYNOPSYS INCSOLE | Stock | 14.39K | SH | $5.71M 1.49% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | Stock | 14.78K | SH | $4.86M 1.27% | 0.00 | 0.00 | 0.00 |
XYLEM INCSOLE | Stock | 40.23K | SH | $4.81M 1.26% | 0.00 | 0.00 | 0.00 |
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