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CIK: 0000918893
Total reported value
$416.2M
$416.2M
78 檔
34.0%
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 Q3 2025, spanning 78 distinct U.S. exchange-listed positions.
Rosenblum Silverman Sutton S F Inc /ca executed strategic sector rebalancing during Q3 2025, establishing 15 new positions while fully exiting 12 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.53% | -0.53% | -6.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.63% | -0.42% | -0.81% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 5.22% | -1.57% | -1.82% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.06% | -0.50% | -1.12% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.86% | +0.17% | -0.22% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.54% | +0.15% | -0.32% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.91% | -0.72% | -0.94% | |
| 8 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 3.54% | -0.52% | -1.13% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.44% | +0.44% | +0.22% | |
| 10 | CTAS | Cintas CORP | Stock-Industrials | 3.38% | -0.31% | -0.37% | |
| 11 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 2.87% | +0.92% | -0.35% | |
| 12 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 2.60% | +0.27% | — | |
| 13 | PODD | Insulet CORP | Stock-Healthcare | 2.40% | -0.65% | +0.07% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 2.31% | -0.55% | -1.27% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.04% | -3.08% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.12% | -0.18% | +0.09% | |
| 17 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.07% | +0.03% | +42.37% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.86% | -0.41% | -2.70% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | +0.02% | -1.16% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.73% | -0.42% | +56.09% | |
| 21 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.72% | -0.17% | +0.73% | |
| 22 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.70% | -0.20% | +66.03% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.61% | — | +7.32% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.51% | +0.44% | -1.96% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.08% | -0.42% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.43% | +0.04% | +1.13% | |
| 27 | XYL | Xylem Inc | Stock-Industrials | 1.39% | -1.12% | +0.43% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 1.15% | -0.11% | EXIT | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 1.14% | -0.14% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | -0.04% | -0.72% | |
| 31 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.90% | -0.20% | EXIT | |
| 32 | DT | Dynatrace Inc | Stock-Tech | 0.76% | -0.16% | +0.89% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.73% | +0.09% | — | |
| 34 | SAIA | Saia Inc | Stock-Industrials | 0.72% | +0.04% | +0.28% | |
| 35 | OKTA | Okta Inc | Stock-Tech | 0.65% | +0.36% | +4.79% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | +0.12% | -0.16% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | +0.05% | -0.22% | |
| 38 | WK | Workiva Inc | Stock-Tech | 0.54% | -0.38% | +11.99% | |
| 39 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.51% | +0.16% | -1.65% | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.50% | -0.06% | +1.19% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.16% | — | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | +0.01% | -0.50% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.41% | +0.02% | -0.25% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | +0.04% | +4.57% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.04% | -7.11% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.26% | +0.02% | — | |
| 47 | PGF | Invesco Financial Preferred | ETF-Other | 0.24% | -0.45% | +26.65% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.01% | +3.42% | |
| 49 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.23% | +0.71% | -4.41% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | +0.02% | -0.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -6.02% | Trim |
| 2 | RDDT | Reddit Inc-cl A | +1.2% | — | Add |
| 3 | JBND | Jpmorgan Active Bond ETF | +0.8% | +66.03% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.22% | Trim |
| 5 | MSFT | Microsoft CORP | +0.6% | -0.81% | Trim |
| 6 | VCIT | Vanguard Int-term Corporate | +0.6% | +56.09% | Add |
| 7 | JMBS | Janus Henderson Mortg Backed | +0.5% | +42.37% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.5% | -3.08% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -1.12% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -1.16% | Trim |
| 11 | WK | Workiva Inc | +0.1% | +11.99% | Add |
| 12 | SN | SharkNinja, Inc. | 0% | -0.35% | Trim |
| 13 | PGF | Invesco Financial Preferred | 0% | +26.65% | Add |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +4.19% | Add |
| 15 | XYL | Xylem Inc | 0% | +0.43% | Trim |
| 16 | SNPS | Synopsys Inc | 0% | +7.32% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | 0% | -0.30% | Add |
| 18 | VOT | Vanguard Mid-cap Growth ETF | 0% | +12.17% | Add |
| 19 | QLD | Proshares Ultra Qqq | 0% | -6.67% | Trim |
| 20 | IWO | Ishares Russell 2000 Growth | 0% | +23.23% | Add |
| 21 | BAC | Bank Of America CORP | 0% | -0.22% | Trim |
| 22 | MS | Morgan Stanley | 0% | — | Trim |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +1.94% | Add |
| 24 | TJX | Tjx Companies Inc | — | +4.57% | Add |
| 25 | VB | Vanguard Small-cap ETF | — | +3.42% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | — | — | Add |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Add |
| 28 | RTX | Rtx CORP | — | — | Unchanged |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Add |
| 30 | NTRA | Natera Inc | 0% | — | Unchanged |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | — | Trim |
| 32 | WDAY | Workday Inc-class A | 0% | — | Unchanged |
| 33 | IWB | Ishares Russell 1000 ETF | 0% | -0.16% | Trim |
| 34 | MDY | State Street Spdr S&p Midcap | 0% | -0.50% | Add |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | -0.25% | Trim |
| 36 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 37 | PYPL | Paypal Holdings Inc | 0% | — | Trim |
| 38 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 39 | CVX | Chevron CORP | 0% | — | Trim |
| 40 | ILMN | Illumina Inc | 0% | -0.82% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 42 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 43 | TIP | Ishares Tips Bond ETF | 0% | — | Trim |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | -7.52% | Trim |
| 45 | AAPL | Apple Inc | 0% | — | Trim |
| 46 | NKE | Nike Inc -cl B | 0% | -7.07% | Trim |
| 47 | DGRO | Ishares Core Dividend Growth | -0.1% | — | Add |
| 48 | PODD | Insulet CORP | -0.1% | +0.07% | Trim |
| 49 | IQV | Iqvia Holdings Inc | -0.1% | -1.65% | Trim |
| 50 | DT | Dynatrace Inc | -0.1% | +0.89% | Add |
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 78 disclosed positions in Q3 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, MSFT, NFLX) accounted for 34.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
NFLX
市值: $22.8M
Top Position Liquidated / Trimmed
前期市值: $20.5M
During Q3 2025, Rosenblum Silverman Sutton S F Inc /ca's top holdings by market value included NVDA (11.5%)、MSFT (5.6%)、NFLX (5.2%). The largest single position, NVDA, represented 11.5% of total portfolio value.
In Q3 2025, Rosenblum Silverman Sutton S F Inc /ca made 83 total portfolio adjustments, initiating 15 new buys, adding to 22 positions, trimming 34 holdings, and fully liquidating 12 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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