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CIK: 0000918893
Total reported value
$416.2M
$416.2M
77 檔
27.6%
During the Q3 2024 filing period, Rosenblum Silverman Sutton S F Inc /ca (CIK: 0000918893) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $416.2M across 77 reported positions.
During Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 27.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.04% | -0.53% | -5.45% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.44% | -0.42% | -0.06% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.75% | +0.17% | -0.18% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.66% | -0.50% | -0.89% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.51% | -0.72% | -0.96% | |
| 6 | ✓ | Stock-Other | 4.34% | — | -0.03% | ||
| 7 | CTAS | Cintas CORP | Stock-Industrials | 4.04% | -0.31% | +290.78% | |
| 8 | ✓ | Stock-Other | 3.78% | — | -0.86% | ||
| 9 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 3.58% | +0.92% | -0.68% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 3.32% | -0.41% | -0.02% | |
| 11 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 3.16% | -0.17% | +500.15% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.16% | -0.18% | -0.64% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 3.08% | -0.55% | -0.09% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | +0.44% | +0.05% | |
| 15 | ✓ | Stock-Other | 2.47% | — | -0.13% | ||
| 16 | PODD | Insulet CORP | Stock-Healthcare | 2.08% | -0.65% | +0.29% | |
| 17 | ✓ | Stock-Other | 2.03% | — | -0.05% | ||
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.04% | -2.42% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.79% | +0.44% | -9.03% | |
| 20 | XYL | Xylem Inc | Stock-Industrials | 1.78% | -1.12% | — | |
| 21 | SNPS | Synopsys Inc | Stock-Tech | 1.70% | — | +0.34% | |
| 22 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 1.65% | -0.20% | EXIT | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.64% | -0.08% | -0.38% | |
| 24 | ✓ | Stock-Other | 1.47% | — | -0.33% | ||
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.02% | -0.36% | |
| 26 | SAIA | Saia Inc | Stock-Industrials | 1.30% | +0.04% | -1.23% | |
| 27 | ✓ | Stock-Other | 1.30% | — | -0.51% | ||
| 28 | ✓ | Stock-Other | 1.12% | — | -0.83% | ||
| 29 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.08% | +0.16% | +0.23% | |
| 30 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.07% | — | -0.58% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.02% | -0.42% | +9.52% | |
| 32 | DT | Dynatrace Inc | Stock-Tech | 0.97% | -0.16% | -0.11% | |
| 33 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.78% | +0.03% | +13.03% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 0.77% | -0.06% | -3.70% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.76% | +0.09% | -4.97% | |
| 36 | OKTA | Okta Inc | Stock-Tech | 0.58% | +0.36% | -4.65% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.58% | +0.12% | +1.97% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.05% | -21.41% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.16% | -1.96% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.51% | +0.01% | — | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | — | -35.39% | |
| 42 | ILMN | Illumina Inc | Stock-Healthcare | 0.50% | +0.06% | -5.00% | |
| 43 | WK | Workiva Inc | Stock-Tech | 0.46% | -0.38% | -16.81% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.41% | +0.02% | — | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.35% | +0.04% | +0.48% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.29% | +0.02% | +4.86% | |
| 47 | FIS | Fidelity National Info Serv | Stock-Tech | 0.28% | — | -21.87% | |
| 48 | ✓ | Stock-Other | 0.28% | — | -0.90% | ||
| 49 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.27% | -0.05% | EXIT | |
| 50 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.23% | -0.20% | — |
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 77 disclosed positions in Q3 2024.
During Q3 2024, Rosenblum Silverman Sutton S F Inc /ca's top holdings by market value included NVDA (10.0%)、MSFT (5.4%)、AMZN (4.8%). The largest single position, NVDA, represented 10.0% of total portfolio value.
In Q3 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.
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