ROSENBLUM SILVERMAN SUTTON S F INC /CA — 13F Holdings & Portfolio
CIK 918893 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$382.3M
Long-equity book
Holdings
76
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+0 / −4 / ↑12 / ↓43
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COSTCO WHOLESALE CORPORATION$2.2M +14.0%
- BLOCK INC$1.2M +222.0%
- J P MORGAN EXCHANGE TRADED F$703.6K +8.3%
- VANGUARD SCOTTSDALE FDS$541.0K +5.6%
- VANGUARD SCOTTSDALE FDS$500.1K +79.6%
Top Trims
- MICROSOFT CORP-$5.4M -23.8%
- REDDIT INC-$4.6M -41.5%
- NVIDIA CORPORATION-$4.0M -8.5%
- SALESFORCE INC-$3.4M -31.1%
- VISA INC-$2.9M -14.4%
Exited Positions
- NIKE INC$396.3K
- SHOPIFY INC$225.4K
- ISHARES TR$201.3K
- AGNC INVT CORP$109.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $43.1M | 11.26% | 246,867 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $19.9M | 5.22% | 95,751 | SH |
| 3 | NETFLIX INC. | NFLX | 64110L106 | $18.3M | 4.77% | 189,810 | SH |
| 4 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $17.7M | 4.62% | 17,724 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $17.4M | 4.54% | 46,918 | SH |
| 6 | VISA INC | V | 92826C839 | $17.3M | 4.53% | 57,311 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $17.2M | 4.50% | 59,841 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $17.2M | 4.50% | 30,052 | SH |
| 9 | SHARKNINJA INC | SN | G8068L108 | $12.8M | 3.35% | 121,114 | SH |
| 10 | CINTAS CORP | CTAS | 172908105 | $11.9M | 3.11% | 70,274 | SH |
| 11 | JANUS DETROIT STR TR | JMBS | 47103U852 | $11.3M | 2.96% | 250,615 | SH |
| 12 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $10.9M | 2.85% | 32,927 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $10.6M | 2.77% | 36,921 | SH |
| 14 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $10.2M | 2.67% | 123,130 | SH |
| 15 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $9.2M | 2.41% | 171,505 | SH |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $9.2M | 2.40% | 18,683 | SH |
| 17 | SALESFORCE INC | CRM | 79466L302 | $7.5M | 1.96% | 40,055 | SH |
| 18 | INSULET CORP | PODD | 45784P101 | $7.1M | 1.87% | 34,002 | SH |
| 19 | DECKERS OUTDOOR CORP | DECK | 243537107 | $7.0M | 1.82% | 69,603 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.9M | 1.80% | 23,425 | SH |
| 21 | REDDIT INC | RDDT | 75734B100 | $6.5M | 1.71% | 48,613 | SH |
| 22 | ISHARES TR | FLOT | 46429B655 | $6.4M | 1.67% | 125,240 | SH |
| 23 | SYNOPSYS INC | SNPS | 871607107 | $5.7M | 1.49% | 14,393 | SH |
| 24 | HOME DEPOT INC | HD | 437076102 | $4.9M | 1.27% | 14,776 | SH |
| 25 | XYLEM INC | XYL | 98419M100 | $4.8M | 1.26% | 40,232 | SH |
| 26 | ZILLOW GROUP INC | Z | 98954M200 | $4.5M | 1.17% | 108,245 | SH |
| 27 | BLACKSTONE INC | BX | 09260D107 | $4.2M | 1.10% | 36,507 | SH |
| 28 | ADOBE INC | ADBE | 00724F101 | $4.1M | 1.08% | 17,058 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $3.9M | 1.02% | 10,517 | SH |
| 30 | ISHARES TR | DGRO | 46434V621 | $3.3M | 0.85% | 46,449 | SH |
| 31 | SAIA INC | SAIA | 78709Y105 | $3.2M | 0.83% | 9,029 | SH |
| 32 | ISHARES TR | IWB | 464287622 | $3.1M | 0.82% | 8,775 | SH |
| 33 | SERVICENOW INC | NOW | 81762P102 | $2.8M | 0.73% | 26,820 | SH |
| 34 | OKTA INC | OKTA | 679295105 | $2.6M | 0.68% | 33,106 | SH |
| 35 | BANK AMERICA CORP | BAC | 060505104 | $2.2M | 0.59% | 45,922 | SH |
| 36 | INVESCO EXCHANGE TRADED FD T | PGF | 46137V621 | $2.2M | 0.58% | 161,546 | SH |
| 37 | IQVIA HLDGS INC | IQV | 46266C105 | $2.1M | 0.56% | 12,462 | SH |
| 38 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $2.1M | 0.54% | 3,369 | SH |
| 39 | APPLE INC | AAPL | 037833100 | $1.9M | 0.51% | 7,665 | SH |
| 40 | DYNATRACE INC | DT | 268150109 | $1.8M | 0.48% | 49,938 | SH |
| 41 | SPDR SERIES TRUST | CWB | 78464A359 | $1.8M | 0.47% | 19,688 | SH |
| 42 | BLOCK INC | XYZ | 852234103 | $1.7M | 0.45% | 28,885 | SH |
| 43 | WORKIVA INC | WK | 98139A105 | $1.6M | 0.43% | 27,266 | SH |
| 44 | TJX COS INC NEW | TJX | 872540109 | $1.6M | 0.42% | 9,968 | SH |
| 45 | AMERICAN TOWER CORP | AMT | 03027X100 | $1.5M | 0.38% | 8,446 | SH |
| 46 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.4M | 0.36% | 2,104 | SH |
| 47 | ISHARES TR | IJT | 464287887 | $1.2M | 0.31% | 8,127 | SH |
| 48 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.1M | 0.30% | 14,235 | SH |
| 49 | VANGUARD INDEX FDS | VB | 922908751 | $1.1M | 0.28% | 4,088 | SH |
| 50 | VANGUARD INDEX FDS | VOT | 922908538 | $1.0M | 0.27% | 3,952 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $382.3M | 76 | 0000918893-26-000004 |
| 2025-12-31 | 2026-02-13 | $432.2M | 80 | 0000918893-26-000002 |
| 2025-09-30 | 2025-11-13 | $437.9M | 78 | 0000918893-25-000010 |