ROSENBLUM SILVERMAN SUTTON S F INC /CA
Q2 2026 13F filing
Updated 31 days ago80 disclosed positions worth $416.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $44.6M | 223.1K | 10.73% | — |
| 2 | A AMZN AMAZON COM INC | $22.4M | 94.1K | 5.39% | — |
| 3 | G GOOGN ALPHABET INC | $20.5M | 57.5K | 4.94% | — |
| 4 | V V VISA INC | $19.5M | 56.8K | 4.68% | — |
| 5 | S SN SHARKNINJA INC | $17.8M | 117.1K | 4.28% | — |
| 6 | M MSFT MICROSOFT CORP | $17.1M | 45.9K | 4.12% | — |
| 7 | M META META PLATFORMS INC | $16.7M | 29.6K | 4.00% | — |
| 8 | C COST COSTCO WHOLESALE CORPORATION | $16.2M | 17.4K | 3.90% | — |
| 9 | N NFLX NETFLIX INC. | $13.3M | 186.5K | 3.20% | — |
| 10 | J JCTC JANUS DETROIT STR TR | $12.5M | 276.9K | 2.99% | — |
| 11 | G GOOGN ALPHABET INC | $11.7M | 33.1K | 2.81% | — |
| 12 | C CTAS CINTAS CORP | $11.7M | 68.6K | 2.80% | — |
| 13 | A ALNY ALNYLAM PHARMACEUTICALS INC | $9.7M | 32.2K | 2.33% | — |
| 14 | V VGES VANGUARD SCOTTSDALE FDS | $9.4M | 113.4K | 2.25% | — |
| 15 | T TMO THERMO FISHER SCIENTIFIC INC | $9.2M | 18.4K | 2.22% | — |
| 16 | ? N/A J P MORGAN EXCHANGE TRADED F | $9.2M | 172.2K | 2.21% | — |
| 17 | E ETHA ISHARES TR | $8.8M | 172.0K | 2.11% | — |
| 18 | R RDDT REDDIT INC | $8.2M | 47.4K | 1.98% | — |
| 19 | J JPM-PM JPMORGAN CHASE & CO | $7.6M | 23.2K | 1.82% | — |
| 20 | N NOC JANUS DETROIT STR TR | $7.6M | 149.9K | 1.82% | — |
| 21 | V VGES VANGUARD SCOTTSDALE FDS | $7.4M | 93.9K | 1.78% | — |
| 22 | A APH AMPHENOL CORP | $7.3M | 41.4K | 1.75% | — |
| 23 | D DECK DECKERS OUTDOOR CORP | $6.9M | 69.1K | 1.65% | — |
| 24 | S SNPS SYNOPSYS INC | $6.2M | 13.9K | 1.49% | — |
| 25 | C CRM SALESFORCE INC | $5.9M | 37.6K | 1.41% | — |
| 26 | B BSQKZ BLOCK INC | $5.3M | 69.5K | 1.27% | — |
| 27 | P PODD INSULET CORP | $5.1M | 33.5K | 1.22% | — |
| 28 | H HD HOME DEPOT INC | $5M | 14.0K | 1.19% | — |
| 29 | B BX BLACKSTONE INC | $4.7M | 40.3K | 1.14% | — |
| 30 | O OKTA OKTA INC | $4.3M | 31.7K | 1.04% | — |
| 31 | T TSLA TESLA INC | $4.1M | 9.7K | 0.98% | — |
| 32 | E ETHA ISHARES TR | $3.9M | 51.6K | 0.94% | — |
| 33 | E ETHA ISHARES TR | $3.9M | 9.5K | 0.94% | — |
| 34 | S SGI SOMNIGROUP INTERNATIONAL INC | $3.8M | 48.9K | 0.92% | — |
| 35 | S SAIA SAIA INC | $3.6M | 8.6K | 0.87% | — |
| 36 | I IQV IQVIA HLDGS INC | $3M | 15.5K | 0.72% | — |
| 37 | A ADBE ADOBE INC | $2.8M | 13.7K | 0.67% | — |
| 38 | A AAPL APPLE INC | $2.8M | 9.7K | 0.67% | — |
| 39 | B BAC-PS BANK OF AMER CORP | $2.7M | 46.7K | 0.64% | — |
| 40 | N NOW SERVICENOW INC | $2.4M | 24.6K | 0.59% | — |
| 41 | M MDY STATE STR SPDR S&P MIDCAP 40 | $2.3M | 3.2K | 0.55% | — |
| 42 | C CW SPDR SERIES TRUST | $2.1M | 19.1K | 0.49% | — |
| 43 | T TJX TJX COS INC NEW | $1.9M | 12.7K | 0.46% | — |
| 44 | S SPY STATE STR SPDR S&P 500 ETF T | $1.7M | 2.2K | 0.40% | — |
| 45 | E ETHA ISHARES TR | $1.4M | 7.7K | 0.33% | — |
| 46 | A AMT AMERICAN TOWER CORP | $1.4M | 8.3K | 0.32% | — |
| 47 | D DT DYNATRACE INC | $1.3M | 30.2K | 0.32% | — |
| 48 | V VGES VANGUARD INDEX FDS | $1.3M | 4.1K | 0.30% | — |
| 49 | V VGES VANGUARD INDEX FDS | $1.2M | 4.0K | 0.29% | — |
| 50 | M MS-PP MORGAN STANLEY | $1.2M | 5.6K | 0.28% | — |