13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000918893
Total reported value
$416.2M
$416.2M
75 檔
28.1%
According to the latest 13F quarterly dataset, Rosenblum Silverman Sutton S F Inc /ca managed an equity portfolio of $416.2M at the end of Q2 2024, spanning 75 distinct U.S. exchange-listed positions.
During Q2 2024, Rosenblum Silverman Sutton S F Inc /ca's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.31% | -0.53% | +860.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | -0.42% | -0.52% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.16% | +0.17% | -0.87% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.57% | -0.72% | -1.54% | |
| 5 | ✓ | Stock-Other | 4.33% | — | -0.61% | ||
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.33% | -0.50% | -1.06% | |
| 7 | ✓ | Stock-Other | 3.79% | — | -0.19% | ||
| 8 | ADBE | Adobe Inc | Stock-Tech | 3.73% | -0.41% | -0.02% | |
| 9 | CTAS | Cintas CORP | Stock-Industrials | 3.68% | -0.31% | -0.19% | |
| 10 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 3.35% | -0.17% | +0.12% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | +0.44% | -0.39% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 3.03% | -0.55% | -0.23% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.98% | -0.18% | +0.02% | |
| 14 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 2.61% | +0.92% | +0.09% | |
| 15 | ✓ | Stock-Other | 2.29% | — | -0.76% | ||
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.04% | -1.82% | |
| 17 | SNPS | Synopsys Inc | Stock-Tech | 2.09% | — | +5.35% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.06% | +0.44% | +1.89% | |
| 19 | PODD | Insulet CORP | Stock-Healthcare | 1.88% | -0.65% | +0.52% | |
| 20 | ✓ | Stock-Other | 1.88% | — | +2.31% | ||
| 21 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 1.67% | -0.20% | EXIT | |
| 22 | SAIA | Saia Inc | Stock-Industrials | 1.50% | +0.04% | -4.53% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | -0.08% | -3.27% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.02% | -0.63% | |
| 25 | ✓ | Stock-Other | 1.25% | — | -1.06% | ||
| 26 | ✓ | Stock-Other | 1.20% | — | +1.24% | ||
| 27 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.12% | — | +1.50% | |
| 28 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.00% | +0.16% | +0.85% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.93% | -0.42% | +22.50% | |
| 30 | ✓ | Stock-Other | 0.89% | — | -8.45% | ||
| 31 | DT | Dynatrace Inc | Stock-Tech | 0.85% | -0.16% | -0.96% | |
| 32 | OKTA | Okta Inc | Stock-Tech | 0.81% | +0.36% | +1.44% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.77% | +0.09% | -0.97% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.05% | — | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | -0.06% | -2.56% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.70% | — | -6.66% | |
| 37 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.69% | +0.03% | +27.30% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.56% | +0.12% | — | |
| 39 | WK | Workiva Inc | Stock-Tech | 0.54% | -0.38% | +1.70% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.50% | +0.01% | — | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.16% | -10.69% | |
| 42 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 0.48% | — | -6.47% | |
| 43 | ILMN | Illumina Inc | Stock-Healthcare | 0.44% | +0.06% | -4.04% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.40% | +0.02% | -1.67% | |
| 45 | FIS | Fidelity National Info Serv | Stock-Tech | 0.34% | — | -2.01% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | +0.04% | +2.60% | |
| 47 | ✓ | Stock-Other | 0.28% | — | — | ||
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.27% | +0.02% | — | |
| 49 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.26% | -0.05% | EXIT | |
| 50 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.21% | — | -0.56% |
According to official SEC Form 13F filings, Rosenblum Silverman Sutton S F Inc /ca reported a total U.S. public equity portfolio value of $416.2M across 75 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 28.1% of total reported equity market value during Q2 2024.
During Q2 2024, Rosenblum Silverman Sutton S F Inc /ca's top holdings by market value included NVDA (11.3%)、MSFT (5.9%)、AMZN (5.2%). The largest single position, NVDA, represented 11.3% of total portfolio value.
In Q2 2024, Rosenblum Silverman Sutton S F Inc /ca made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.