Institutions / Rosenblum Silverman Sutton S F Inc /Ca

Rosenblum Silverman Sutton S F Inc /Ca

CIK 918893 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$432.18M
Positions
80
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$47.04M252,23110.9%
Microsoft Corpโ€”$22.80M47,1395.3%
Amazon.com Incโ€”$22.26M96,4565.2%
Visa Incโ€”$20.22M57,6684.7%
Meta Platforms Incโ€”$19.88M30,1224.6%
Alphabet Inc.โ€”$19.17M61,2414.4%
Netflix Incโ€”$17.77M189,5354.1%
Costco Wholesale Corp /Newโ€”$15.49M17,9623.6%
Sharkninja Incโ€”$13.68M122,2493.2%
Cintas Corpโ€”$13.36M71,0343.1%
Alnylam Pharmaceuticals Incโ€”$13.19M33,1803.1%
Alphabet Inc.โ€”$12.16M38,7612.8%
Reddit, Inc.โ€”$11.19M48,6982.6%
Thermo Fisher Scientific Inc.โ€”$10.93M18,8632.5%
Janus Detroit Str Trโ€”$10.93M239,1652.5%
Salesforce Incโ€”$10.86M40,9842.5%
Vanguard Scottsdale Fdsโ€”$9.65M115,2002.2%
Insulet Corpโ€”$9.61M33,8052.2%
J P Morgan Exchange Traded Fโ€”$8.52M157,5402.0%
JPMorgan Chase & Coโ€”$7.57M23,5091.8%
Deckers Outdoor Corpโ€”$7.29M70,2931.7%
Zillow Group, Inc.โ€”$7.00M102,6451.6%
Adobe Inc.โ€”$6.73M19,2431.6%
Synopsys Incโ€”$6.73M14,3261.6%
iShares Trโ€”$6.21M122,1651.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.