Rosenblum Silverman Sutton S F Inc /ca

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 75Value: $362.9MLatest: 2025Q1

ROSENBLUM SILVERMAN SUTTON S F INC /CA is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 75 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ADBE",
  "GOOGL",
  "ALNY",
  null,
  null,
  "DT",
  "SN",
  null,
  "HD",
  "UNP",
  "ISRG",
  null,
  "META",
  null,
  "IJH",
  "IQV",
  "PODD",
  "MSFT",
  "MS",
  null,
  "ILMN",
  null,
  "BX",
  "IWF",
  "PYPL",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "SPGI",
  "NOW",
  "RTX",
  "SPYG",
  "AMT",
  "SNPS",
  "TMO",
  "TJX",
  "VCIT",
  "IWO",
  "SAIA",
  "NTRA",
  "DECK",
  "AMZN",
  null,
  "VOT",
  "VB",
  "VOO",
  "V",
  "WK",
  "WDAY",
  "XYL",
  "OKTA",
  "CRM",
  "RDDT",
  "DIA",
  null,
  "DGRO",
  "BAC",
  "BRK-B",
  "BRBR",
  "CVX",
  "CTAS",
  "STZ",
  "COST",
  "IJT",
  "IWB",
  "NKE",
  "MDY",
  "GOOG",
  "TSLA",
  "NFLX",
  "ANET",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 75
Total Value: 362900027
Accession Number: 0000918893-25-000004
Form Type: 13F-HR
CIK: rosenblum-silverman-sutton-s-f-inc-ca
Manager Name: Rosenblum-Silverman-Sutton-S-F-Inc-Ca

Data Enrichment

87% identified

65 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $362.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:297.1K

Value:$32.2M

% of Portfolio:8.9% ($32.2M/$362.9M)

VISA INC.

V|92826C839

Shares:58.6K

Value:$20.5M

% of Portfolio:5.7% ($20.5M/$362.9M)

AMAZON COM INC

AMZN|023135106

Shares:97.7K

Value:$18.6M

% of Portfolio:5.1% ($18.6M/$362.9M)

NETFLIX INC

NFLX|64110L106

Shares:19.8K

Value:$18.4M

% of Portfolio:5.1% ($18.4M/$362.9M)

MICROSOFT CORP

MSFT|594918104

Shares:48.2K

Value:$18.1M

% of Portfolio:5.0% ($18.1M/$362.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:18.9K

Value:$17.9M

% of Portfolio:4.9% ($17.9M/$362.9M)

Meta Platforms, Inc.

META|30303M102

Shares:30.7K

Value:$17.7M

% of Portfolio:4.9% ($17.7M/$362.9M)

CINTAS CORP

CTAS|172908105

Shares:73.3K

Value:$15.1M

% of Portfolio:4.2% ($15.1M/$362.9M)

Salesforce, Inc.

CRM|79466L302

Shares:43.3K

Value:$11.6M

% of Portfolio:3.2% ($11.6M/$362.9M)

SharkNinja, Inc.

SN|G8068L108

Shares:122.9K

Value:$10.3M

% of Portfolio:2.8% ($10.3M/$362.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:19.4K

Value:$9.7M

% of Portfolio:2.7% ($9.7M/$362.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:62.2K

Value:$9.6M

% of Portfolio:2.7% ($9.6M/$362.9M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:34.6K

Value:$9.4M

% of Portfolio:2.6% ($9.4M/$362.9M)

ADOBE INC.

ADBE|00724F101

Shares:23.9K

Value:$9.2M

% of Portfolio:2.5% ($9.2M/$362.9M)

INSULET CORP

PODD|45784P101

Shares:34.3K

Value:$9.0M

% of Portfolio:2.5% ($9.0M/$362.9M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:77.2K

Value:$8.6M

% of Portfolio:2.4% ($8.6M/$362.9M)

BELLRING BRANDS, INC.

BRBR|07831C103

Shares:99.9K

Value:$7.4M

% of Portfolio:2.1% ($7.4M/$362.9M)

46429B655

Shares:140.7K

Value:$7.2M

% of Portfolio:2.0% ($7.2M/$362.9M)

Alphabet Inc.

GOOG|02079K107

Shares:42.4K

Value:$6.6M

% of Portfolio:1.8% ($6.6M/$362.9M)

Zoetis Inc.

ZTS|98978V103

Shares:38.7K

Value:$6.4M

% of Portfolio:1.8% ($6.4M/$362.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	297.1K	QoQ -2.60% (-8.0K) YoY +734.95% (+261.5K)	All Managers (Combined)	$32.2M	8.9% ($32.2M/$362.9M)	QoQ -21.39% (-$8.8M) YoY +0.15% (+$48.7K)
VISA INC.(Vcusip92826C839)	58.6K	QoQ -2.14% (-1.3K) YoY -5.51% (-3.4K)	All Managers (Combined)	$20.5M	5.7% ($20.5M/$362.9M)	QoQ +8.51% (-$1.6M) YoY +18.65% (-$3.2M)
AMAZON COM INC(AMZNcusip023135106)	97.7K	QoQ -0.63% (-628) YoY -2.96% (-3.0K)	All Managers (Combined)	$18.6M	5.1% ($18.6M/$362.9M)	QoQ -13.83% (-$3.0M) YoY +2.35% (-$426.8K)
NETFLIX INC(NFLXcusip64110L106)	19.8K	QoQ -1.46% (-293) YoY -6.10% (-1.3K)	All Managers (Combined)	$18.4M	5.1% ($18.4M/$362.9M)	QoQ +3.09% (-$552.9K) YoY +44.16% (-$5.6M)
MICROSOFT CORP(MSFTcusip594918104)	48.2K	QoQ -0.34% (-167) YoY -2.96% (-1.5K)	All Managers (Combined)	$18.1M	5.0% ($18.1M/$362.9M)	QoQ -11.24% (-$2.3M) YoY -13.42% (-$2.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	18.9K	QoQ -2.67% (-518) YoY -7.42% (-1.5K)	All Managers (Combined)	$17.9M	4.9% ($17.9M/$362.9M)	QoQ +0.46% (-$82.4K) YoY +19.51% (-$2.9M)
Meta Platforms, Inc.(METAcusip30303M102)	30.7K	QoQ -1.54% (-482) YoY -5.36% (-1.7K)	All Managers (Combined)	$17.7M	4.9% ($17.7M/$362.9M)	QoQ -3.08% (-$563.1K) YoY +12.32% (-$1.9M)
CINTAS CORP(CTAScusip172908105)	73.3K	QoQ -0.99% (-735) YoY +272.59% (+53.7K)	All Managers (Combined)	$15.1M	4.2% ($15.1M/$362.9M)	QoQ +11.37% (-$1.5M) YoY +11.46% (+$1.6M)
Salesforce, Inc.(CRMcusip79466L302)	43.3K	QoQ -0.09% (-40) YoY -1.76% (-776)	All Managers (Combined)	$11.6M	3.2% ($11.6M/$362.9M)	QoQ -19.80% (-$2.9M) YoY -12.46% (-$1.7M)
SharkNinja, Inc.(SNcusipG8068L108)	122.9K	QoQ -0.33% (-416) YoY -4.99% (-6.5K)	All Managers (Combined)	$10.3M	2.8% ($10.3M/$362.9M)	QoQ -14.61% (-$1.8M) YoY +27.22% (-$2.2M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	19.4K	QoQ +1.16% (-223) YoY -3.20% (-644)	All Managers (Combined)	$9.7M	2.7% ($9.7M/$362.9M)	QoQ -3.24% (-$324.0K) YoY -17.13% (-$2.0M)
Alphabet Inc.(GOOGLcusip02079K305)	62.2K	QoQ +0.21% (-135) YoY -1.77% (-1.1K)	All Managers (Combined)	$9.6M	2.7% ($9.6M/$362.9M)	QoQ -18.13% (-$2.1M) YoY +0.64% (-$61.5K)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	34.6K	QoQ -0.41% (-143) YoY -2.36% (-838)	All Managers (Combined)	$9.4M	2.6% ($9.4M/$362.9M)	QoQ +14.27% (-$1.2M) YoY +76.40% (-$4.1M)
ADOBE INC.(ADBEcusip00724F101)	23.9K	QoQ -1.22% (-297) YoY -4.54% (-1.1K)	All Managers (Combined)	$9.2M	2.5% ($9.2M/$362.9M)	QoQ -14.80% (-$1.6M) YoY -27.44% (-$3.5M)
INSULET CORP(PODDcusip45784P101)	34.3K	QoQ -0.22% (-79) YoY -1.00% (-349)	All Managers (Combined)	$9.0M	2.5% ($9.0M/$362.9M)	QoQ +0.35% (-$32.3K) YoY +51.67% (-$3.1M)
DECKERS OUTDOOR CORP(DECKcusip243537107)	77.2K	QoQ +4.98% (-3.7K) YoY +497.78% (-64.3K)	All Managers (Combined)	$8.6M	2.4% ($8.6M/$362.9M)	QoQ -42.20% (-$6.3M) YoY -28.99% (-$3.5M)
BELLRING BRANDS, INC.(BRBRcusip07831C103)	99.9K	QoQ -2.62% (-2.7K) YoY -10.27% (-11.4K)	All Managers (Combined)	$7.4M	2.1% ($7.4M/$362.9M)	QoQ -3.76% (-$290.9K) YoY +13.17% (-$866.4K)
(cusip46429B655)✕	140.7K	QoQ +3.43% (+4.7K) YoY -4.89% (-7.2K)	All Managers (Combined)	$7.2M	2.0% ($7.2M/$362.9M)	QoQ +3.77% (+$261.6K) YoY -4.91% (-$371.5K)
Alphabet Inc.(GOOGcusip02079K107)	42.4K	QoQ -0.73% (-315) YoY -10.57% (-5.0K)	All Managers (Combined)	$6.6M	1.8% ($6.6M/$362.9M)	QoQ -18.56% (-$1.5M) YoY -8.24% (-$594.6K)
Zoetis Inc.(ZTScusip98978V103)	38.7K	QoQ -3.87% (-1.6K) YoY -2.41% (-956)	All Managers (Combined)	$6.4M	1.8% ($6.4M/$362.9M)	QoQ -2.86% (-$187.8K) YoY -5.04% (-$338.1K)