Holders — by stockHoldings — by fund
ROSENBLUM SILVERMAN SUTTON S F INC /CA
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000918893
$416.2M
disclosed book value
80
positions
10.7%
largest position share
Positions, as of 2026-06-30
top 80 of 80 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 223,074 | $44.6M | 10.7% |
| 2 | AMZNAMAZON COM INC | 94,068 | $22.4M | 5.4% |
| 3 | GOOGLALPHABET INC | 57,476 | $20.5M | 4.9% |
| 4 | VVISA INC | 56,807 | $19.5M | 4.7% |
| 5 | SHARKNINJA INC | 117,059 | $17.8M | 4.3% |
| 6 | MSFTMICROSOFT CORP | 45,941 | $17.1M | 4.1% |
| 7 | METAMETA PLATFORMS INC | 29,575 | $16.7M | 4% |
| 8 | COSTCOSTCO WHOLESALE CORPORATION | 17,355 | $16.2M | 3.9% |
| 9 | NFLXNETFLIX INC. | 186,495 | $13.3M | 3.2% |
| 10 | JMBSJANUS DETROIT STR TR | 276,850 | $12.5M | 3% |
| 11 | GOOGALPHABET INC | 33,097 | $11.7M | 2.8% |
| 12 | CTASCINTAS CORP | 68,633 | $11.7M | 2.8% |
| 13 | ALNYALNYLAM PHARMACEUTICALS INC | 32,172 | $9.7M | 2.3% |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 113,435 | $9.4M | 2.3% |
| 15 | TMOTHERMO FISHER SCIENTIFIC INC | 18,388 | $9.2M | 2.2% |
| 16 | JBNDJ P MORGAN EXCHANGE TRADED F | 172,210 | $9.2M | 2.2% |
| 17 | FLOTISHARES TR | 171,980 | $8.8M | 2.1% |
| 18 | RDDTREDDIT INC | 47,403 | $8.2M | 2% |
| 19 | JPMJPMORGAN CHASE & CO | 23,195 | $7.6M | 1.8% |
| 20 | JAAAJANUS DETROIT STR TR | 149,875 | $7.6M | 1.8% |
| 21 | VCSHVANGUARD SCOTTSDALE FDS | 93,920 | $7.4M | 1.8% |
| 22 | APHAMPHENOL CORP | 41,398 | $7.3M | 1.8% |
| 23 | DECKDECKERS OUTDOOR CORP | 69,115 | $6.9M | 1.6% |
| 24 | SNPSSYNOPSYS INC | 13,873 | $6.2M | 1.5% |
| 25 | CRMSALESFORCE INC | 37,572 | $5.9M | 1.4% |
| 26 | XYZBLOCK INC | 69,455 | $5.3M | 1.3% |
| 27 | PODDINSULET CORP | 33,452 | $5.1M | 1.2% |
| 28 | HDHOME DEPOT INC | 14,039 | $5.0M | 1.2% |
| 29 | BXBLACKSTONE INC | 40,257 | $4.7M | 1.1% |
| 30 | OKTAOKTA INC | 31,723 | $4.3M | 1% |
| 31 | TSLATESLA INC | 9,720 | $4.1M | 1% |
| 32 | DGROISHARES TR | 51,649 | $3.9M | 0.9% |
| 33 | IWBISHARES TR | 9,506 | $3.9M | 0.9% |
| 34 | SGISOMNIGROUP INTERNATIONAL INC | 48,920 | $3.8M | 0.9% |
| 35 | SAIASAIA INC | 8,588 | $3.6M | 0.9% |
| 36 | IQVIQVIA HLDGS INC | 15,468 | $3.0M | 0.7% |
| 37 | ADBEADOBE INC | 13,652 | $2.8M | 0.7% |
| 38 | AAPLAPPLE INC | 9,660 | $2.8M | 0.7% |
| 39 | BACBANK OF AMER CORP | 46,720 | $2.7M | 0.6% |
| 40 | NOWSERVICENOW INC | 24,610 | $2.4M | 0.6% |
| 41 | MDYSTATE STR SPDR S&P MIDCAP 40 | 3,232 | $2.3M | 0.5% |
| 42 | CWBSPDR SERIES TRUST | 19,093 | $2.1M | 0.5% |
| 43 | TJXTJX COS INC NEW | 12,716 | $1.9M | 0.5% |
| 44 | SPYSTATE STR SPDR S&P 500 ETF T | 2,245 | $1.7M | 0.4% |
| 45 | IJTISHARES TR | 7,653 | $1.4M | 0.3% |
| 46 | AMTAMERICAN TOWER CORP | 8,261 | $1.4M | 0.3% |
| 47 | DTDYNATRACE INC | 30,247 | $1.3M | 0.3% |
| 48 | VOTVANGUARD INDEX FDS | 4,132 | $1.3M | 0.3% |
| 49 | VBVANGUARD INDEX FDS | 4,048 | $1.2M | 0.3% |
| 50 | MSMORGAN STANLEY | 5,596 | $1.2M | 0.3% |
| 51 | IWFISHARES TR | 9,159 | $1.1M | 0.3% |
| 52 | SPYGSPDR SERIES TRUST | 9,095 | $1.1M | 0.3% |
| 53 | ILMNILLUMINA INC | 6,137 | $1.1M | 0.3% |
| 54 | AORISHARES TR | 13,550 | $941,725 | 0.2% |
| 55 | IJHISHARES TR | 11,743 | $905,503 | 0.2% |
| 56 | VOOVANGUARD INDEX FDS | 1,103 | $757,551 | 0.2% |
| 57 | QLDPROSHARES TR | 7,465 | $722,288 | 0.2% |
| 58 | IWOISHARES TR | 1,675 | $659,906 | 0.2% |
| 59 | JEPIJ P MORGAN EXCHANGE TRADED F | 10,500 | $593,040 | 0.1% |
| 60 | XYLXYLEM INC | 4,806 | $568,079 | 0.1% |
| 61 | PGFINVESCO EXCHANGE TRADED FD T | 40,845 | $559,985 | 0.1% |
| 62 | TIPISHARES TR | 5,070 | $554,810 | 0.1% |
| 63 | ANETARISTA NETWORKS INC | 3,234 | $549,392 | 0.1% |
| 64 | DIASTATE STR SPDR DOW JONES IND | 1,042 | $544,591 | 0.1% |
| 65 | SLYGSPDR SERIES TRUST | 4,267 | $508,322 | 0.1% |
| 66 | NTRANATERA INC | 1,850 | $502,183 | 0.1% |
| 67 | BRK/BBERKSHIRE HATHAWAY INC DEL | 920 | $460,359 | 0.1% |
| 68 | SPGIS&P GLOBAL INC | 1,035 | $421,348 | 0.1% |
| 69 | IVVISHARES TR | 510 | $381,934 | 0.1% |
| 70 | CVXCHEVRON CORPORATION | 2,232 | $370,053 | 0.1% |
| 71 | UNPUNION PAC CORP | 1,221 | $332,082 | 0.1% |
| 72 | RTXRTX CORPORATION | 1,644 | $311,916 | 0.1% |
| 73 | ISRGINTUITIVE SURGICAL INC | 629 | $250,141 | 0.1% |
| 74 | BAC 7.25 PERP LBANK OF AMER CORP | 196 | $245,882 | 0.1% |
| 75 | MVVPROSHARES TR | 2,630 | $242,118 | 0.1% |
| 76 | CMFISHARES TR | 4,185 | $241,223 | 0.1% |
| 77 | WKWORKIVA INC | 4,513 | $218,926 | 0.1% |
| 78 | QQQINVESCO QQQ TR | 292 | $215,029 | 0.1% |
| 79 | IWPISHARES TR | 1,370 | $200,590 | 0% |
| 80 | NACNUVEEN CA DIVI ADV MUN | 11,440 | $138,653 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.