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CIK: 0000918893
Total reported value
$416.2M
$416.2M
80 檔
31.8%
During the Q4 2025 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 80 reported positions.
In Q4 2025, Rosenblum Silverman Sutton S F Inc /ca adopted a defensive or profit-taking posture, trimming 47 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.88% | -0.53% | -6.84% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.28% | -0.42% | -0.92% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.15% | +0.17% | -0.51% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.68% | +0.15% | -0.88% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.60% | -0.50% | -0.15% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.44% | +0.44% | -1.24% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 4.11% | -1.57% | +894.83% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.58% | -0.72% | -2.95% | |
| 9 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 3.17% | +0.92% | +0.26% | |
| 10 | CTAS | Cintas CORP | Stock-Industrials | 3.09% | -0.31% | -1.54% | |
| 11 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 3.05% | -0.52% | -2.42% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.81% | +0.04% | -5.59% | |
| 13 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 2.59% | +0.27% | -1.49% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.53% | -0.18% | -1.69% | |
| 15 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.53% | +0.03% | +20.69% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 2.51% | -0.55% | -3.81% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.23% | -0.42% | +27.70% | |
| 18 | PODD | Insulet CORP | Stock-Healthcare | 2.22% | -0.65% | -0.88% | |
| 19 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.97% | -0.20% | +14.30% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | +0.02% | -3.51% | |
| 21 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.69% | -0.17% | -5.64% | |
| 22 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.62% | -1.17% | EXIT | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.56% | -0.41% | -16.55% | |
| 24 | SNPS | Synopsys Inc | Stock-Tech | 1.56% | — | +0.10% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.44% | +0.44% | -5.93% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.30% | +0.04% | -1.03% | |
| 27 | XYL | Xylem Inc | Stock-Industrials | 1.26% | -1.12% | -2.74% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.08% | -2.12% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | -0.04% | -2.29% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.95% | -0.14% | +395.76% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.73% | +0.09% | -3.98% | |
| 32 | SAIA | Saia Inc | Stock-Industrials | 0.71% | +0.04% | -10.68% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.68% | +0.12% | +4.88% | |
| 34 | OKTA | Okta Inc | Stock-Tech | 0.66% | +0.36% | +6.57% | |
| 35 | DT | Dynatrace Inc | Stock-Tech | 0.61% | -0.16% | -11.45% | |
| 36 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.60% | +0.16% | -1.49% | |
| 37 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.59% | -0.20% | EXIT | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.05% | -0.41% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.16% | +2.51% | |
| 40 | WK | Workiva Inc | Stock-Tech | 0.54% | -0.38% | -1.66% | |
| 41 | PGF | Invesco Financial Preferred | ETF-Other | 0.51% | -0.45% | +111.96% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | +0.01% | -5.09% | |
| 43 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.41% | +0.02% | -0.55% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.37% | -0.06% | -19.88% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.35% | +0.04% | -1.33% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.04% | +1.77% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.29% | -0.11% | EXIT | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.27% | +0.02% | -0.55% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.01% | -1.59% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.23% | +0.04% | -1.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -1.24% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -5.59% | Trim |
| 3 | VCIT | Vanguard Int-term Corporate | +0.5% | +27.70% | Add |
| 4 | JMBS | Janus Henderson Mortg Backed | +0.5% | +20.69% | Add |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.4% | -1.69% | Trim |
| 6 | SN | SharkNinja, Inc. | +0.3% | +0.26% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | -0.51% | Trim |
| 8 | PGF | Invesco Financial Preferred | +0.3% | +111.96% | Add |
| 9 | JBND | Jpmorgan Active Bond ETF | +0.3% | +14.30% | Add |
| 10 | CRM | Salesforce Inc | +0.2% | -3.81% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -0.88% | Trim |
| 12 | IQV | Iqvia Holdings Inc | +0.1% | -1.49% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | +2.51% | Add |
| 14 | IWB | Ishares Russell 1000 ETF | +0.1% | +4.88% | Add |
| 15 | BAC | Bank Of America CORP | 0% | -0.41% | Trim |
| 16 | ILMN | Illumina Inc | 0% | -12.70% | Trim |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +13.24% | Add |
| 18 | NTRA | Natera Inc | 0% | -5.00% | Trim |
| 19 | ISRG | Intuitive Surgical Inc | 0% | +4.83% | Add |
| 20 | MS | Morgan Stanley | 0% | -1.89% | Trim |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +25.60% | Add |
| 22 | TJX | Tjx Companies Inc | 0% | -1.33% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.77% | Add |
| 24 | SPGI | S&p Global Inc | 0% | +1.07% | Add |
| 25 | VOT | Vanguard Mid-cap Growth ETF | 0% | +13.82% | Add |
| 26 | IWO | Ishares Russell 2000 Growth | 0% | +10.21% | Add |
| 27 | RTX | Rtx CORP | 0% | +1.11% | Add |
| 28 | OKTA | Okta Inc | 0% | +6.57% | Add |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -0.55% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | -0.15% | Trim |
| 31 | UNP | Union Pacific CORP | 0% | +3.65% | Add |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | 0% | — | Unchanged |
| 33 | JPM | Jpmorgan Chase & Co | — | -3.51% | Trim |
| 34 | DGRO | Ishares Core Dividend Growth | — | -3.98% | Trim |
| 35 | TSLA | Tesla Inc | — | -2.29% | Trim |
| 36 | IWP | Ishares Russell Mid-cap Grow | — | -11.71% | Trim |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | — | -0.55% | Trim |
| 38 | WK | Workiva Inc | — | -1.66% | Trim |
| 39 | SHOP | Shopify Inc - Class A | — | — | Unchanged |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | — | -0.49% | Trim |
| 41 | QLD | Proshares Ultra Qqq | — | +99.97% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | — | -3.92% | Trim |
| 43 | CVX | Chevron CORP | — | +4.69% | Add |
| 44 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 45 | TIP | Ishares Tips Bond ETF | — | — | Unchanged |
| 46 | BAC 7.25 PERP LBond | Bank Of America CORP | — | — | Unchanged |
| 47 | VB | Vanguard Small-cap ETF | — | -1.59% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | — | -1.94% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 50 | RDDT | Reddit Inc-cl A | 0% | -1.49% | Trim |
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 80 disclosed positions in Q4 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, AMZN) accounted for 31.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
Z
市值: $7.0M
Top Position Liquidated / Trimmed
WDAY
前期市值: $209.4K
During Q4 2025, Rosenblum Silverman Sutton S F Inc /ca's top holdings by market value included NVDA (10.9%)、MSFT (5.3%)、AMZN (5.2%). The largest single position, NVDA, represented 10.9% of total portfolio value.
In Q4 2025, Rosenblum Silverman Sutton S F Inc /ca made 76 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 47 holdings, and fully liquidating 2 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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