Rosenblum Silverman Sutton S F Inc 13F Holdings · Q2 2026
Rosenblum Silverman Sutton S F Inc reported 80 securities worth $416.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (10.73%), AMZN (5.39%), GOOGL (4.94%). Among its top 25 positions this quarter: 2 new, 4 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $44.6M | 10.73% | 223,074 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $22.4M | 5.39% | 94,068 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $20.5M | 4.94% | 57,476 | Trimmed |
| 4 | V | VISA INC | $19.5M | 4.68% | 56,807 | Trimmed |
| 5 | SN | SHARKNINJA INC | $17.8M | 4.28% | 117,059 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $17.1M | 4.12% | 45,941 | Trimmed |
| 7 | META | META PLATFORMS INC | $16.7M | 4.00% | 29,575 | Trimmed |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $16.2M | 3.90% | 17,355 | Trimmed |
| 9 | NFLX | NETFLIX INC. | $13.3M | 3.20% | 186,495 | Trimmed |
| 10 | JMBS | JANUS DETROIT STR TR | $12.5M | 2.99% | 276,850 | Added |
| 11 | GOOG | ALPHABET INC | $11.7M | 2.81% | 33,097 | Trimmed |
| 12 | CTAS | CINTAS CORP | $11.7M | 2.80% | 68,633 | Trimmed |
| 13 | ALNY | ALNYLAM PHARMACEUTICALS INC | $9.7M | 2.33% | 32,172 | Trimmed |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $9.4M | 2.25% | 113,435 | Trimmed |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $9.2M | 2.22% | 18,388 | Trimmed |
| 16 | JBND | J P MORGAN EXCHANGE TRADED F | $9.2M | 2.21% | 172,210 | Added |
| 17 | FLOT | ISHARES TR | $8.8M | 2.11% | 171,980 | Added |
| 18 | RDDT | REDDIT INC | $8.2M | 1.98% | 47,403 | Trimmed |
| 19 | JAAA | JANUS DETROIT STR TR | $7.6M | 1.82% | 149,875 | New |
| 20 | JPM | JPMORGAN CHASE & CO | $7.6M | 1.82% | 23,195 | Trimmed |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $7.4M | 1.78% | 93,920 | Added |
| 22 | APH | AMPHENOL CORP | $7.3M | 1.75% | 41,398 | New |
| 23 | DECK | DECKERS OUTDOOR CORP | $6.9M | 1.65% | 69,115 | Trimmed |
| 24 | SNPS | SYNOPSYS INC | $6.2M | 1.49% | 13,873 | Trimmed |
| 25 | CRM | SALESFORCE INC | $5.9M | 1.41% | 37,572 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR