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CIK: 0000918893
Total reported value
$416.2M
$416.2M
75 檔
25.9%
As reported in its official Q1 2025 Form 13F filing, Rosenblum Silverman Sutton S F Inc /ca's tracked investment portfolio stood at $416.2M with 75 total positions.
In Q1 2025, Rosenblum Silverman Sutton S F Inc /ca displayed an active expansion posture, initiating 75 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.87% | -0.53% | -2.61% | |
| 2 | ✓ | Stock-Other | 5.66% | — | -2.15% | ||
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.12% | +0.17% | -0.64% | |
| 4 | ✓ | Stock-Other | 5.08% | — | -1.46% | ||
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | -0.42% | -0.35% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.92% | -0.72% | -2.67% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.87% | -0.50% | -1.55% | |
| 8 | CTAS | Cintas CORP | Stock-Industrials | 4.15% | -0.31% | -0.99% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 3.20% | -0.55% | -0.09% | |
| 10 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 2.83% | +0.92% | -0.34% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.67% | -0.18% | +1.16% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | +0.44% | +0.22% | |
| 13 | ✓ | Stock-Other | 2.58% | — | -0.41% | ||
| 14 | ADBE | Adobe Inc | Stock-Tech | 2.53% | -0.41% | -1.23% | |
| 15 | PODD | Insulet CORP | Stock-Healthcare | 2.48% | -0.65% | -0.23% | |
| 16 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 2.38% | -0.17% | +4.98% | |
| 17 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 2.05% | -0.20% | EXIT | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.98% | +0.44% | +3.43% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | +0.04% | -0.74% | |
| 20 | ✓ | Stock-Other | 1.75% | — | -3.88% | ||
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | +0.02% | +0.79% | |
| 22 | SNPS | Synopsys Inc | Stock-Tech | 1.59% | — | +0.57% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.58% | -0.08% | -0.20% | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.57% | +0.03% | +38.86% | |
| 25 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.43% | +0.27% | — | |
| 26 | ✓ | Stock-Other | 1.39% | — | +1.66% | ||
| 27 | XYL | Xylem Inc | Stock-Industrials | 1.36% | -1.12% | +0.49% | |
| 28 | ✓ | Stock-Other | 1.20% | — | +0.16% | ||
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.13% | -0.42% | +6.33% | |
| 30 | SAIA | Saia Inc | Stock-Industrials | 1.04% | +0.04% | -1.88% | |
| 31 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.88% | -0.20% | +12.52% | |
| 32 | DT | Dynatrace Inc | Stock-Tech | 0.88% | -0.16% | +0.00% | |
| 33 | ✓ | Stock-Other | 0.86% | — | -20.37% | ||
| 34 | OKTA | Okta Inc | Stock-Tech | 0.85% | +0.36% | +0.21% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.80% | +0.09% | -0.45% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | -0.06% | -7.11% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.64% | +0.12% | +4.41% | |
| 38 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.60% | +0.16% | -29.24% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.16% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.05% | -9.63% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.51% | +0.01% | +0.55% | |
| 42 | WK | Workiva Inc | Stock-Tech | 0.47% | -0.38% | +2.96% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.43% | +0.02% | -2.25% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | +0.04% | -7.54% | |
| 45 | ✓ | Stock-Other | 0.29% | — | +0.75% | ||
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.27% | +0.02% | -3.30% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.01% | +18.81% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | +0.01% | +0.07% | |
| 49 | ✓ | Stock-Other | 0.21% | — | -10.79% | ||
| 50 | PGF | Invesco Financial Preferred | ETF-Other | 0.20% | -0.45% | +36.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | ✓ | — | NEW | New buy | |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy | |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | CTAS | Cintas CORP | — | NEW | New buy |
| 9 | CRM | Salesforce Inc | — | NEW | New buy |
| 10 | SN | SharkNinja, Inc. | — | NEW | New buy |
| 11 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | ✓ | — | NEW | New buy | |
| 14 | ADBE | Adobe Inc | — | NEW | New buy |
| 15 | PODD | Insulet CORP | — | NEW | New buy |
| 16 | DECK | Deckers Outdoor CORP | — | NEW | New buy |
| 17 | BRBR | Bellring Brands Inc | — | NEW | New buy |
| 18 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 20 | ✓ | — | NEW | New buy | |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | SNPS | Synopsys Inc | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 25 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | XYL | Xylem Inc | — | NEW | New buy |
| 28 | ✓ | — | NEW | New buy | |
| 29 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 30 | SAIA | Saia Inc | — | NEW | New buy |
| 31 | JBND | Jpmorgan Active Bond ETF | — | NEW | New buy |
| 32 | DT | Dynatrace Inc | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | OKTA | Okta Inc | — | NEW | New buy |
| 35 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 36 | AMT | American Tower CORP | — | NEW | New buy |
| 37 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 38 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 39 | AAPL | Apple Inc | — | NEW | New buy |
| 40 | BAC | Bank Of America CORP | — | NEW | New buy |
| 41 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 42 | WK | Workiva Inc | — | NEW | New buy |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | — | NEW | New buy |
| 44 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 45 | ✓ | — | NEW | New buy | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | New buy |
| 47 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 48 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 49 | ✓ | — | NEW | New buy | |
| 50 | PGF | Invesco Financial Preferred | — | NEW | New buy |
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 Q1 2025.
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, , AMZN) accounted for 25.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $32.2M
During Q1 2025, Rosenblum Silverman Sutton S F Inc /ca's top holdings by market value included NVDA (8.9%)、 (5.7%)、AMZN (5.1%). The largest single position, NVDA, represented 8.9% of total portfolio value.
In Q1 2025, Rosenblum Silverman Sutton S F Inc /ca made 75 total portfolio adjustments, initiating 75 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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