Q2 2026 13F · SEC CIK 918893

Rosenblum Silverman Sutton S F Inc /ca

Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $416.2M
Reported positions: 80
Top holdings a year, 3 yrs: +19.5%
Average holding period: 9.1 yrs

Rosenblum Silverman Sutton S F Inc /ca is an investment manager that reported 80 positions worth $416.2M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation Com (NVDA, 10.7%), Amazon Com Inc Com (AMZN, 5.4%), Alphabet Inc (GOOGL, 4.9%). A portfolio copying its top holdings returned 19.5% a year over the last 3 years, against 20.4% for the S&P 500.

Rosenblum Silverman Sutton S F Inc /ca holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rosenblum Silverman Sutton S F Inc /ca 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	10.7%	11.3%	223,074	-9.6%	$44.6M
AMZNAmazon Com Inc Com	5.4%	5.2%	94,068	-1.8%	$22.4M
GOOGLAlphabet Inc	4.9%	4.5%	57,476	-4.0%	$20.5M
VVisa Inc Com Cl A	4.7%	4.5%	56,807	-0.9%	$19.5M
SNSharkninja Inc Com Shs	4.3%	3.4%	117,059	-3.3%	$17.8M
MSFTMicrosoft Corp	4.1%	4.5%	45,941	-2.1%	$17.1M
METAMeta Platforms Inc Class A	4.0%	4.5%	29,575	-1.6%	$16.7M
COSTCostco Whsl Corp New	3.9%	4.6%	17,355	-2.1%	$16.2M
NFLXNetflix Inc Total	3.2%	4.8%	186,495	-1.7%	$13.3M
JMBSJanus Detroit Str Tr	3.0%	3.0%	276,850	+10.5%	$12.5M
GOOGAlphabet Inc	2.8%	2.8%	33,097	-10.4%	$11.7M
CTASCintas Corp	2.8%	3.1%	68,633	-2.3%	$11.7M
ALNYAlnylam Pharmaceuticals Inc	2.3%	2.9%	32,172	-2.3%	$9.7M
VCITVanguard Scottsdale Fds	2.3%	2.7%	113,435	-7.9%	$9.4M
TMOThermo Fisher Scientific Inc	2.2%	2.4%	18,388	-1.6%	$9.2M
JBNDJpmorgan Active Bond ETF	2.2%	2.4%	172,210	+0.4%	$9.2M
FLOTIshares Tr	2.1%	1.7%	171,980	+37.3%	$8.8M
RDDTReddit Inc	2.0%	1.7%	47,403	-2.5%	$8.2M
JPMJpmorgan Chase & Co	1.8%	1.8%	23,195	-1.0%	$7.6M
JAAAJanus Detroit Str Tr	1.8%	—	149,875	—	$7.6M
VCSHVanguard Scottsdale Fds	1.8%	0.3%	93,920	+559.8%	$7.4M
APHAmphenol Corp	1.8%	—	41,398	—	$7.3M
DECKDeckers Outdoor Corp	1.6%	1.8%	69,115	-0.7%	$6.9M
SNPSSynopsys Inc	1.5%	1.5%	13,873	-3.6%	$6.2M
CRMSalesforce Inc Com	1.4%	2.0%	37,572	-6.2%	$5.9M
SQBlock Inc	1.3%	0.5%	69,455	+140.5%	$5.3M
PODDInsulet Corp	1.2%	1.9%	33,452	-1.6%	$5.1M
HDHome Depot Inc Com	1.2%	1.3%	14,039	-5.0%	$5.0M
BXBlackstone Inc Com	1.1%	1.1%	40,257	+10.3%	$4.7M
OKTAOkta Inc	1.0%	0.7%	31,723	-4.2%	$4.3M
TSLATesla Inc Com	1.0%	1.0%	9,720	-7.6%	$4.1M
DGROIshares Core Dividend Growth ETF	0.9%	0.9%	51,649	+11.2%	$3.9M
IWBIshares Russell 1000 ETF	0.9%	0.8%	9,506	+8.3%	$3.9M
TPXSomnigroup International Inc	0.9%	—	48,920	—	$3.8M
SAIASaia Inc	0.9%	0.8%	8,588	-4.9%	$3.6M
IQVIqvia Holdings Inc	0.7%	0.6%	15,468	+24.1%	$3.0M
ADBEAdobe Inc	0.7%	1.1%	13,652	-20.0%	$2.8M
AAPLApple Inc	0.7%	0.5%	9,660	+26.0%	$2.8M
BACBank of Amer Corp	0.6%	0.6%	46,720	+1.7%	$2.7M
NOWServicenow Inc Com	0.6%	0.7%	24,610	-8.2%	$2.4M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.5%	0.5%	3,232	-4.1%	$2.3M
CWBSpdr Series Trust	0.5%	0.5%	19,093	-3.0%	$2.1M
TJXTjx Cos Inc New Com	0.5%	0.4%	12,716	+27.6%	$1.9M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	2,245	+6.7%	$1.7M
IJTIshares Tr	0.3%	0.3%	7,653	-5.8%	$1.4M
AMTAmerican Tower Corp	0.3%	0.4%	8,261	-2.2%	$1.4M
DTDynatrace Inc	0.3%	0.5%	30,247	-39.4%	$1.3M
VOTVanguard Index Fds	0.3%	0.3%	4,132	+4.6%	$1.3M
VBVanguard Indx Fd	0.3%	0.3%	4,048	-1.0%	$1.2M
MSMorgan Stanley Com New	0.3%	—	5,596	—	$1.2M

What Rosenblum Silverman Sutton S F Inc /ca bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -1.3% /yr; S&P 500 +20.1%
3 years: +19.5% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$416.2M	80
Q1 2026	$382.3M	76
Q4 2025	$432.2M	80
Q3 2025	$437.9M	78
Q2 2025	$412.5M	77
Q1 2025	$362.9M	75
Q4 2024	$398.1M	74
Q3 2024	$391.0M	77
Q2 2024	$373.4M	75
Q1 2024	$353.1M	74
Q4 2023	$314.3M	73
Q3 2023	$293.7M	71

Questions about Rosenblum Silverman Sutton S F Inc /ca's portfolio

What stocks does Rosenblum Silverman Sutton S F Inc /ca own?

Rosenblum Silverman Sutton S F Inc /ca's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 80 positions worth $416.2M. The largest are Nvidia Corporation Com (NVDA) at 10.7%, Amazon Com Inc Com (AMZN) at 5.4%, Alphabet Inc (GOOGL) at 4.9%, Visa Inc Com Cl A (V) at 4.7% and Sharkninja Inc Com Shs (SN) at 4.3%.

What did Rosenblum Silverman Sutton S F Inc /ca buy last quarter?

In Q2 2026, Rosenblum Silverman Sutton S F Inc /ca added Vanguard Scottsdale Fds (VCSH) (+559.8% shares), Block Inc (SQ) (+140.5% shares) and Ishares Tr (FLOT) (+37.3% shares), compared with its Q1 2026 filing.

What did Rosenblum Silverman Sutton S F Inc /ca sell last quarter?

In Q2 2026, Rosenblum Silverman Sutton S F Inc /ca cut from its top 50 Xylem Inc Ny (XYL), cut from its top 50 Zillow Group Inc (Z), cut from its top 50 Invesco Exchange Traded Fd T (PGF), cut from its top 50 Workiva, Inc. (WK), Dynatrace Inc (DT) (-39.4% shares), Adobe Inc (ADBE) (-20.0% shares) and Alphabet Inc (GOOG) (-10.4% shares), compared with its Q1 2026 filing.

How has Rosenblum Silverman Sutton S F Inc /ca's portfolio performed?

A portfolio copying Rosenblum Silverman Sutton S F Inc /ca's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -1.3% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Rosenblum Silverman Sutton S F Inc /ca's next 13F filing due?

13F filings are due 45 days after each quarter ends. Rosenblum Silverman Sutton S F Inc /ca's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.