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CIK: 0000918893
Total reported value
$416.2M
$416.2M
76 檔
27.9%
At the close of Q1 2026, Rosenblum Silverman Sutton S F Inc /ca disclosed equity holdings valued at approximately $416.2M, spread across 76 reported holdings.
In Q1 2026, Rosenblum Silverman Sutton S F Inc /ca adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.26% | -0.53% | -2.13% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.22% | +0.17% | -0.73% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 4.77% | -1.57% | +0.15% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.62% | -0.72% | -1.32% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.42% | -0.47% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.53% | +0.15% | -0.62% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.50% | +0.44% | -2.29% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.50% | -0.50% | -0.23% | |
| 9 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 3.35% | +0.92% | -0.93% | |
| 10 | CTAS | Cintas CORP | Stock-Industrials | 3.11% | -0.31% | -1.07% | |
| 11 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.96% | +0.03% | +4.79% | |
| 12 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 2.85% | -0.52% | -0.76% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.77% | +0.04% | -4.75% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.67% | -0.42% | +6.88% | |
| 15 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.41% | -0.20% | +8.86% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.40% | -0.18% | -0.95% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.96% | -0.55% | -2.27% | |
| 18 | PODD | Insulet CORP | Stock-Healthcare | 1.87% | -0.65% | +0.58% | |
| 19 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.82% | -0.17% | -0.98% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | +0.02% | -0.36% | |
| 21 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.71% | +0.27% | -0.17% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.67% | +0.44% | +2.52% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.49% | — | +0.47% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | -0.08% | -2.57% | |
| 25 | XYL | Xylem Inc | Stock-Industrials | 1.26% | -1.12% | +0.44% | |
| 26 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.17% | -1.17% | EXIT | |
| 27 | BX | Blackstone Inc | Stock-Financials | 1.10% | +0.04% | +0.43% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.08% | -0.41% | -11.35% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.04% | -2.59% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.85% | +0.09% | +2.67% | |
| 31 | SAIA | Saia Inc | Stock-Industrials | 0.83% | +0.04% | -4.52% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.82% | +0.12% | +11.83% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.73% | -0.14% | -0.37% | |
| 34 | OKTA | Okta Inc | Stock-Tech | 0.68% | +0.36% | +0.06% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.05% | -0.56% | |
| 36 | PGF | Invesco Financial Preferred | ETF-Other | 0.58% | -0.45% | +4.03% | |
| 37 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.56% | +0.16% | +8.63% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | +0.01% | -0.80% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.16% | -13.44% | |
| 40 | DT | Dynatrace Inc | Stock-Tech | 0.48% | -0.16% | -17.48% | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.47% | +0.02% | -0.51% | |
| 42 | XYZ | Block Inc | Stock-Financials | 0.45% | +0.82% | +248.22% | |
| 43 | WK | Workiva Inc | Stock-Tech | 0.43% | -0.38% | +0.11% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | +0.04% | +1.42% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.38% | -0.06% | -8.27% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.04% | -1.13% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.31% | +0.02% | — | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | +1.48% | +80.65% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | +0.01% | +1.74% | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.27% | +0.03% | +25.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1% | -1.32% | Trim |
| 2 | NFLX | Netflix Inc | +0.7% | +0.15% | Add |
| 3 | JBND | Jpmorgan Active Bond ETF | +0.4% | +8.86% | Add |
| 4 | VCIT | Vanguard Int-term Corporate | +0.4% | +6.88% | Add |
| 5 | JMBS | Janus Henderson Mortg Backed | +0.4% | +4.79% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | -2.13% | Trim |
| 7 | XYZ | Block Inc | +0.3% | +248.22% | Add |
| 8 | FLOT | Ishares Floating Rate Bond E | +0.2% | +2.52% | Add |
| 9 | SN | SharkNinja, Inc. | +0.2% | -0.93% | Trim |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +80.65% | Add |
| 11 | IWB | Ishares Russell 1000 ETF | +0.1% | +11.83% | Add |
| 12 | DECK | Deckers Outdoor CORP | +0.1% | -0.98% | Trim |
| 13 | DGRO | Ishares Core Dividend Growth | +0.1% | +2.67% | Add |
| 14 | SAIA | Saia Inc | +0.1% | -4.52% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | -0.73% | Trim |
| 16 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +25.58% | Add |
| 17 | TJX | Tjx Companies Inc | +0.1% | +1.42% | Add |
| 18 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.80% | Trim |
| 19 | PGF | Invesco Financial Preferred | +0.1% | +4.03% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.29% | Trim |
| 21 | HD | Home Depot Inc | +0.1% | -2.57% | Trim |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | -0.51% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -0.36% | Trim |
| 24 | CVX | Chevron CORP | 0% | +0.09% | Add |
| 25 | IWO | Ishares Russell 2000 Growth | 0% | +21.60% | Add |
| 26 | VB | Vanguard Small-cap ETF | 0% | +1.74% | Add |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Unchanged |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | +13.81% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +11.02% | Add |
| 31 | CTAS | Cintas CORP | 0% | -1.07% | Trim |
| 32 | OKTA | Okta Inc | 0% | +0.06% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.13% | Trim |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +5.33% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +7.28% | Add |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +2.93% | Add |
| 37 | TIP | Ishares Tips Bond ETF | 0% | — | Unchanged |
| 38 | AMT | American Tower CORP | 0% | -8.27% | Trim |
| 39 | MS | Morgan Stanley | 0% | -0.71% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.65% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 42 | RTX | Rtx CORP | 0% | — | Unchanged |
| 43 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 44 | XYL | Xylem Inc | — | +0.44% | Add |
| 45 | BAC | Bank Of America CORP | — | -0.56% | Trim |
| 46 | ILMN | Illumina Inc | — | -6.41% | Trim |
| 47 | QLD | Proshares Ultra Qqq | — | — | Unchanged |
| 48 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 49 | NTRA | Natera Inc | — | -2.63% | Trim |
| 50 | ANET | Arista Networks Inc | — | — | Unchanged |
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 76 disclosed positions in Q1 2026.
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, NFLX) accounted for 27.9% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
NKE
前期市值: $396.3K
During Q1 2026, Rosenblum Silverman Sutton S F Inc /ca's top holdings by market value included NVDA (11.3%)、AMZN (5.2%)、NFLX (4.8%). The largest single position, NVDA, represented 11.3% of total portfolio value.
In Q1 2026, Rosenblum Silverman Sutton S F Inc /ca made 68 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 35 holdings, and fully liquidating 4 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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