ROSENBLUM SILVERMAN SUTTON S F INC /CA 13F Holdings

CIK 0000918893 · San Francisco, CA

As of Sep 30, 2025, ROSENBLUM SILVERMAN SUTTON S F INC /CA reported 78 positions worth $437.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology270,743$50.5M11.53%
MICROSOFT CORPMSFTTechnology47,579$24.6M5.63%
NETFLIX INCNFLXCommunication Services19,052$22.8M5.22%
META PLATFORMS INCMETACommunication Services30,168$22.2M5.06%
AMAZON.COM INCAMZNEquity96,950$21.3M4.86%
VISA INC-CLASS A SHARESVFinancial Services58,182 9.9M4.54%
COSTCO WHOLESALE CORPCOSTConsumer Defensive18,508 7.1M3.91%
ALNYLAM PHARMACEUTICALS INCALNYHealthcare34,002 5.5M3.54%
ALPHABET INCGOOGLEquity62,010 5.1M3.44%
CINTAS CORPCTASIndustrials72,148 4.8M3.38%
SHARKNINJA INCSNConsumer Cyclical121,929 2.6M2.87%
REDDIT INCRDDTCommunication Services49,433 1.4M2.60%
INSULET CORPPODDHealthcare34,105 0.5M2.40%
SALESFORCE INCCRMTechnology42,607 0.1M2.31%
ALPHABET INCGOOGEquity41,057 0.0M2.28%
THERMO FISHER SCIENTIFIC INCTMOHealthcare19,187$9.3M2.12%
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFJMBS—198,170$9.1M2.07%
ADOBE INCADBETechnology23,059$8.1M1.86%
JPMORGAN CHASE & COJPMFinancial Services24,363$7.7M1.75%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—90,210$7.6M1.73%
DECKERS OUTDOOR CORPDECKConsumer Cyclical74,498$7.6M1.72%
JPMORGAN ACTIVE BOND ETFJBND—137,825$7.5M1.70%
SYNOPSYS INCSNPSTechnology14,311$7.1M1.61%
ISHARES FLOATING RATE BOND ETFFLOT—129,866$6.6M1.51%
HOME DEPOT INCHDConsumer Cyclical15,494$6.3M1.43%