Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ROSENBLUM SILVERMAN SUTTON S F INC /CA (CIK 918893) reported $382.3M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($43.1M, 11.26%), AMZN ($19.9M, 5.22%), NFLX ($18.3M, 4.77%), COST ($17.7M, 4.62%), MSFT ($17.4M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $43.1M | 11.26% | 246,867 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $19.9M | 5.22% | 95,751 | Trimmed |
| 3 | NFLX | NETFLIX INC. | $18.3M | 4.77% | 189,810 | Added |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $17.7M | 4.62% | 17,724 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $17.4M | 4.54% | 46,918 | Trimmed |
| 6 | V | VISA INC | $17.3M | 4.53% | 57,311 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $17.2M | 4.50% | 59,841 | Trimmed |
| 8 | META | META PLATFORMS INC | $17.2M | 4.50% | 30,052 | Trimmed |
| 9 | SN | SHARKNINJA INC | $12.8M | 3.35% | 121,114 | Trimmed |
| 10 | CTAS | CINTAS CORP | $11.9M | 3.11% | 70,274 | Trimmed |
| 11 | JMBS | JANUS DETROIT STR TR | $11.3M | 2.96% | 250,615 | Added |
| 12 | ALNY | ALNYLAM PHARMACEUTICALS INC | $10.9M | 2.85% | 32,927 | Trimmed |
| 13 | GOOG | ALPHABET INC | $10.6M | 2.77% | 36,921 | Trimmed |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $10.2M | 2.67% | 123,130 | Added |
| 15 | JBND | J P MORGAN EXCHANGE TRADED F | $9.2M | 2.41% | 171,505 | Added |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $9.2M | 2.40% | 18,683 | Trimmed |
| 17 | CRM | SALESFORCE INC | $7.5M | 1.96% | 40,055 | Trimmed |
| 18 | PODD | INSULET CORP | $7.1M | 1.87% | 34,002 | Added |
| 19 | DECK | DECKERS OUTDOOR CORP | $7.0M | 1.82% | 69,603 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $6.9M | 1.80% | 23,425 | Trimmed |
| 21 | RDDT | REDDIT INC | $6.5M | 1.71% | 48,613 | Trimmed |
| 22 | FLOT | ISHARES TR | $6.4M | 1.67% | 125,240 | Added |
| 23 | SNPS | SYNOPSYS INC | $5.7M | 1.49% | 14,393 | Added |
| 24 | HD | HOME DEPOT INC | $4.9M | 1.27% | 14,776 | Trimmed |
| 25 | XYL | XYLEM INC | $4.8M | 1.26% | 40,232 | Added |
Source: SEC Form 13F filings · as of 2026-03-31