Rosenblum Silverman Sutton S F Inc
Net seller this quarter
$416M
53
-$7.92M
48.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $44.6M | 10.73% | 0.00% | -9.6% | Q4 2015 |
 AMZN | $22.4M | 5.39% | 0.00% | -1.8% | Q3 2013 |
 GOOGL | $20.5M | 4.94% | 0.00% | -4.0% | Q3 2015 |
 V | $19.5M | 4.68% | 0.00% | -0.9% | Q3 2013 |
 SN | $17.8M | 4.28% | 0.08% | -3.4% | Q3 2023 |
 MSFT | $17.1M | 4.12% | 0.00% | -2.1% | Q3 2013 |
 META | $16.7M | 4.00% | Not reported | -1.6% | Q3 2013 |
 COST | $16.2M | 3.90% | 0.00% | -2.1% | Q1 2019 |
 NFLX | $13.3M | 3.20% | 0.00% | -1.8% | Q2 2016 |
| GOOG | $11.7M | 2.81% | Not reported | -10.4% | Q3 2015 |
 CTAS | $11.7M | 2.80% | 0.02% | -2.3% | Q1 2019 |
 ALNY | $9.68M | 2.33% | 0.02% | -2.3% | Q1 2020 |
 TMO | $9.22M | 2.22% | 0.01% | -1.6% | Q3 2013 |
 RDDT | $8.23M | 1.98% | Not reported | -2.5% | Q1 2025 |
 JPM | $7.59M | 1.82% | 0.00% | -1.0% | Q3 2013 |
 APH | $7.3M | 1.75% | 0.00% | New | Q2 2026 |
 DECK | $6.86M | 1.65% | 0.05% | -0.7% | Q3 2022 |
 SNPS | $6.19M | 1.49% | 0.01% | -3.6% | Q3 2016 |
 CRM | $5.89M | 1.41% | 0.00% | -6.2% | Q3 2013 |
 XYZ | $5.28M | 1.27% | Not reported | +140.5% | Q4 2025 |
 PODD | $5.09M | 1.22% | 0.05% | -1.6% | Q3 2017 |
 HD | $4.95M | 1.19% | 0.00% | -5.0% | Q3 2013 |
 BX | $4.74M | 1.14% | 0.01% | +10.3% | Q4 2017 |
 OKTA | $4.33M | 1.04% | Not reported | -4.2% | Q4 2017 |
 TSLA | $4.09M | 0.98% | 0.00% | -7.6% | Q4 2013 |
 SGI | $3.84M | 0.92% | 0.02% | +344.1% | Q3 2019 |
 SAIA | $3.62M | 0.87% | 0.03% | -4.9% | Q1 2018 |
 IQV | $2.99M | 0.72% | 0.01% | +24.1% | Q1 2019 |
 ADBE | $2.8M | 0.67% | 0.00% | -20.0% | Q4 2014 |
 AAPL | $2.8M | 0.67% | 0.00% | +26.0% | Q3 2013 |
 BAC | $2.66M | 0.64% | 0.00% | +1.7% | Q3 2013 |
 NOW | $2.44M | 0.59% | 0.00% | -8.2% | Q1 2018 |
 MDY | $2.27M | 0.55% | Not reported | -4.1% | Q1 2020 |
 TJX | $1.93M | 0.46% | 0.00% | +27.6% | Q1 2018 |
| SPY | $1.68M | 0.40% | Not reported | +6.7% | Q1 2020 |
 AMT | $1.35M | 0.32% | 0.00% | -2.2% | Q3 2013 |
 DT | $1.33M | 0.32% | 0.01% | -39.4% | Q1 2021 |
 VOT | $1.27M | 0.30% | Not reported | +4.6% | Q1 2022 |
 MS | $1.17M | 0.28% | 0.00% | -0.3% | Q3 2013 |
 ILMN | $1.08M | 0.26% | 0.00% | Not reported | Q3 2013 |
 XYL | $568K | 0.14% | 0.00% | -88.1% | Q3 2024 |
 ANET | $549K | 0.13% | 0.00% | Not reported | Q4 2023 |
| DIA | $545K | 0.13% | Not reported | -1.1% | Q1 2020 |
 NTRA | $502K | 0.12% | 0.00% | Not reported | Q2 2021 |
 BRK.B | $460K | 0.11% | Not reported | Not reported | Q4 2014 |
 SPGI | $421K | 0.10% | 0.00% | Not reported | Q2 2016 |
 CVX | $370K | 0.09% | 0.00% | Not reported | Q3 2013 |
 UNP | $332K | 0.08% | 0.00% | Not reported | Q2 2019 |
 RTX | $312K | 0.07% | 0.00% | Not reported | Q2 2020 |
 ISRG | $250K | 0.06% | 0.00% | Not reported | Q3 2020 |
| Q1 2026 | |||||
| NVDA | $43.1M | 11.26% | 0.00% | -2.1% | Q4 2015 |
| AMZN | $19.9M | 5.22% | 0.00% | -0.7% | Q3 2013 |
| NFLX | $18.3M | 4.77% | 0.00% | +0.2% | Q2 2016 |
| COST | $17.7M | 4.62% | 0.00% | -1.3% | Q1 2019 |
| MSFT | $17.4M | 4.54% | 0.00% | -0.5% | Q3 2013 |
| V | $17.3M | 4.53% | 0.00% | -0.6% | Q3 2013 |
| GOOGL | $17.2M | 4.50% | 0.00% | -2.3% | Q3 2015 |
| META | $17.2M | 4.50% | Not reported | -0.2% | Q3 2013 |
| SN | $12.8M | 3.35% | 0.09% | -0.9% | Q3 2023 |
| CTAS | $11.9M | 3.11% | 0.02% | -1.1% | Q1 2019 |
| ALNY | $10.9M | 2.85% | 0.02% | -0.8% | Q1 2020 |
| GOOG | $10.6M | 2.77% | Not reported | -4.8% | Q3 2015 |
| TMO | $9.18M | 2.40% | 0.01% | -1.0% | Q3 2013 |
| CRM | $7.48M | 1.96% | 0.00% | -2.3% | Q3 2013 |
| PODD | $7.13M | 1.87% | 0.05% | +0.6% | Q3 2017 |
| DECK | $6.97M | 1.82% | 0.05% | -1.0% | Q3 2022 |
| JPM | $6.89M | 1.80% | 0.00% | -0.4% | Q3 2013 |
| RDDT | $6.55M | 1.71% | Not reported | -0.2% | Q1 2025 |
| SNPS | $5.71M | 1.49% | 0.01% | +0.5% | Q3 2016 |
| HD | $4.86M | 1.27% | 0.00% | -2.6% | Q3 2013 |
| XYL | $4.81M | 1.26% | 0.02% | +0.4% | Q3 2024 |
 Z | $4.48M | 1.17% | Not reported | +5.5% | Q4 2025 |
| BX | $4.2M | 1.10% | 0.00% | +0.4% | Q4 2017 |
| ADBE | $4.15M | 1.08% | 0.00% | -11.4% | Q4 2014 |
| TSLA | $3.91M | 1.02% | 0.00% | -2.6% | Q4 2013 |
| SAIA | $3.17M | 0.83% | 0.03% | -4.5% | Q1 2018 |
| NOW | $2.8M | 0.73% | 0.00% | -0.4% | Q1 2018 |
| OKTA | $2.61M | 0.68% | Not reported | +0.1% | Q4 2017 |
| BAC | $2.24M | 0.59% | 0.00% | -0.6% | Q3 2013 |
| IQV | $2.13M | 0.56% | 0.01% | +8.6% | Q1 2019 |
| MDY | $2.08M | 0.54% | Not reported | -0.8% | Q1 2020 |
| AAPL | $1.95M | 0.51% | 0.00% | -13.4% | Q3 2013 |
| DT | $1.85M | 0.48% | 0.02% | -17.5% | Q1 2021 |
| XYZ | $1.74M | 0.45% | Not reported | +248.2% | Q4 2025 |
 WK | $1.63M | 0.43% | Not reported | +0.1% | Q4 2020 |
| TJX | $1.59M | 0.42% | 0.00% | +1.4% | Q1 2018 |
| AMT | $1.46M | 0.38% | 0.00% | -8.3% | Q3 2013 |
| SPY | $1.37M | 0.36% | Not reported | -1.1% | Q1 2020 |
| VOT | $1.02M | 0.27% | Not reported | +25.6% | Q1 2022 |
| MS | $924K | 0.24% | 0.00% | -0.7% | Q3 2013 |
| SGI | $814K | 0.21% | 0.01% | +1.8% | Q3 2019 |
 BRBR | $758K | 0.20% | 0.04% | -50.8% | Q4 2019 |
| ILMN | $756K | 0.20% | 0.00% | -6.4% | Q3 2013 |
| DIA | $488K | 0.13% | Not reported | +2.9% | Q1 2020 |
| CVX | $462K | 0.12% | 0.00% | +0.1% | Q3 2013 |
| BRK.B | $441K | 0.12% | Not reported | -2.7% | Q4 2014 |
| SPGI | $440K | 0.12% | 0.00% | Not reported | Q2 2016 |
 ZTS | $412K | 0.11% | 0.00% | -64.6% | Q1 2024 |
| ANET | $397K | 0.10% | 0.00% | Not reported | Q4 2023 |
| NTRA | $370K | 0.10% | 0.00% | -2.6% | Q2 2021 |
| Q4 2025 | |||||
| NVDA | $47M | 10.88% | 0.00% | -6.8% | Q4 2015 |
| MSFT | $22.8M | 5.28% | 0.00% | -0.9% | Q3 2013 |
| AMZN | $22.3M | 5.15% | 0.00% | -0.5% | Q3 2013 |
| V | $20.2M | 4.68% | 0.00% | -0.9% | Q3 2013 |
| META | $19.9M | 4.60% | Not reported | -0.2% | Q3 2013 |
| GOOGL | $19.2M | 4.44% | 0.00% | -1.2% | Q3 2015 |
| NFLX | $17.8M | 4.11% | 0.00% | -0.5% | Q2 2016 |
| COST | $15.5M | 3.58% | 0.00% | -3.0% | Q1 2019 |
| SN | $13.7M | 3.17% | 0.09% | +0.3% | Q3 2023 |
| CTAS | $13.4M | 3.09% | 0.02% | -1.5% | Q1 2019 |
| ALNY | $13.2M | 3.05% | 0.03% | -2.4% | Q1 2020 |
| GOOG | $12.2M | 2.81% | Not reported | -5.6% | Q3 2015 |
| RDDT | $11.2M | 2.59% | Not reported | -1.5% | Q1 2025 |
| TMO | $10.9M | 2.53% | 0.01% | -1.7% | Q3 2013 |
| CRM | $10.9M | 2.51% | 0.00% | -3.8% | Q3 2013 |
| PODD | $9.61M | 2.22% | 0.05% | -0.9% | Q3 2017 |
| JPM | $7.57M | 1.75% | 0.00% | -3.5% | Q3 2013 |
| DECK | $7.29M | 1.69% | 0.05% | -5.6% | Q3 2022 |
| Z | $7M | 1.62% | Not reported | New | Q4 2025 |
| ADBE | $6.73M | 1.56% | 0.00% | -16.6% | Q4 2014 |
| SNPS | $6.73M | 1.56% | 0.01% | +0.1% | Q3 2016 |
| BX | $5.6M | 1.30% | 0.00% | -1.0% | Q4 2017 |
| XYL | $5.45M | 1.26% | 0.02% | -2.7% | Q3 2024 |
| HD | $5.22M | 1.21% | 0.00% | -2.1% | Q3 2013 |
| TSLA | $4.86M | 1.12% | 0.00% | -2.3% | Q4 2013 |
| NOW | $4.12M | 0.95% | 0.00% | -0.9% | Q1 2018 |
| SAIA | $3.09M | 0.71% | 0.04% | -10.7% | Q1 2018 |
| OKTA | $2.86M | 0.66% | Not reported | +6.6% | Q4 2017 |
| DT | $2.62M | 0.61% | 0.02% | -11.5% | Q1 2021 |
| IQV | $2.59M | 0.60% | 0.01% | -1.5% | Q1 2019 |
| BRBR | $2.56M | 0.59% | 0.08% | -12.0% | Q4 2019 |
| BAC | $2.54M | 0.59% | 0.00% | -0.4% | Q3 2013 |
| AAPL | $2.41M | 0.56% | 0.00% | +2.5% | Q3 2013 |
| WK | $2.35M | 0.54% | Not reported | -1.7% | Q4 2020 |
| MDY | $2.05M | 0.47% | Not reported | -5.1% | Q1 2020 |
| AMT | $1.62M | 0.37% | 0.00% | -19.9% | Q3 2013 |
| TJX | $1.51M | 0.35% | 0.00% | -1.3% | Q1 2018 |
| SPY | $1.45M | 0.34% | Not reported | +1.8% | Q1 2020 |
| ZTS | $1.24M | 0.29% | 0.00% | -71.5% | Q1 2024 |
| MS | $1M | 0.23% | 0.00% | -1.9% | Q3 2013 |
| SGI | $966K | 0.22% | 0.01% | -9.3% | Q3 2019 |
| VOT | $878K | 0.20% | Not reported | +13.8% | Q1 2022 |
| ILMN | $860K | 0.20% | 0.00% | -12.7% | Q3 2013 |
| SPGI | $541K | 0.13% | 0.00% | +1.1% | Q2 2016 |
| XYZ | $540K | 0.12% | Not reported | New | Q4 2025 |
| DIA | $492K | 0.11% | Not reported | -0.5% | Q1 2020 |
| BRK.B | $475K | 0.11% | Not reported | Not reported | Q4 2014 |
| NTRA | $435K | 0.10% | 0.00% | -5.0% | Q2 2021 |
| ANET | $424K | 0.10% | 0.00% | +0.6% | Q4 2023 |
 NKE | $396K | 0.09% | 0.00% | -28.3% | Q3 2015 |
| Q3 2025 | |||||
| NVDA | $50.5M | 11.53% | 0.00% | -6.0% | Q4 2015 |
| MSFT | $24.6M | 5.63% | 0.00% | -0.8% | Q3 2013 |
| NFLX | $22.8M | 5.22% | 0.00% | -1.8% | Q2 2016 |
| META | $22.2M | 5.06% | Not reported | -1.1% | Q3 2013 |
| AMZN | $21.3M | 4.86% | 0.00% | -0.2% | Q3 2013 |
| V | $19.9M | 4.54% | 0.00% | -0.3% | Q3 2013 |
| COST | $17.1M | 3.91% | 0.00% | -0.9% | Q1 2019 |
| ALNY | $15.5M | 3.54% | 0.03% | -1.1% | Q1 2020 |
| GOOGL | $15.1M | 3.44% | 0.00% | +0.2% | Q3 2015 |
| CTAS | $14.8M | 3.38% | 0.02% | -0.4% | Q1 2019 |
| SN | $12.6M | 2.87% | 0.09% | -0.4% | Q3 2023 |
| RDDT | $11.4M | 2.60% | Not reported | Not reported | Q1 2025 |
| PODD | $10.5M | 2.40% | 0.05% | +0.1% | Q3 2017 |
| CRM | $10.1M | 2.31% | 0.00% | -1.3% | Q3 2013 |
| GOOG | $10M | 2.28% | Not reported | -3.1% | Q3 2015 |
| TMO | $9.31M | 2.12% | 0.01% | +0.1% | Q3 2013 |
| ADBE | $8.13M | 1.86% | 0.01% | -2.7% | Q4 2014 |
| JPM | $7.68M | 1.75% | 0.00% | -1.2% | Q3 2013 |
| DECK | $7.55M | 1.72% | 0.05% | +0.7% | Q3 2022 |
| SNPS | $7.06M | 1.61% | 0.01% | +7.3% | Q3 2016 |
| HD | $6.28M | 1.43% | 0.00% | -0.4% | Q3 2013 |
| BX | $6.28M | 1.43% | 0.00% | +1.1% | Q4 2017 |
| XYL | $6.08M | 1.39% | 0.02% | +0.4% | Q3 2024 |
| ZTS | $5.04M | 1.15% | 0.01% | -10.1% | Q1 2024 |
| NOW | $5M | 1.14% | 0.00% | Not reported | Q1 2018 |
| TSLA | $4.91M | 1.12% | 0.00% | -0.7% | Q4 2013 |
| BRBR | $3.96M | 0.90% | 0.09% | +7.8% | Q4 2019 |
| DT | $3.31M | 0.76% | 0.02% | +0.9% | Q1 2021 |
| SAIA | $3.17M | 0.72% | 0.04% | +0.3% | Q1 2018 |
| OKTA | $2.85M | 0.65% | Not reported | +4.8% | Q4 2017 |
| BAC | $2.39M | 0.55% | 0.00% | -0.2% | Q3 2013 |
| WK | $2.38M | 0.54% | Not reported | +12.0% | Q4 2020 |
| IQV | $2.21M | 0.51% | 0.01% | -1.7% | Q1 2019 |
| AMT | $2.21M | 0.50% | 0.00% | +1.2% | Q3 2013 |
| AAPL | $2.2M | 0.50% | 0.00% | Not reported | Q3 2013 |
| MDY | $2.13M | 0.49% | Not reported | -0.5% | Q1 2020 |
| TJX | $1.44M | 0.33% | 0.00% | +4.6% | Q1 2018 |
| SPY | $1.39M | 0.32% | Not reported | -7.1% | Q1 2020 |
| SGI | $1.01M | 0.23% | 0.01% | -4.4% | Q3 2019 |
| MS | $916K | 0.21% | 0.00% | Not reported | Q3 2013 |
| VOT | $812K | 0.19% | Not reported | +12.2% | Q1 2022 |
| ILMN | $713K | 0.16% | 0.00% | -0.8% | Q3 2013 |
| NKE | $605K | 0.14% | 0.00% | -7.1% | Q3 2015 |
| SPGI | $498K | 0.11% | 0.00% | Not reported | Q2 2016 |
| DIA | $477K | 0.11% | Not reported | Not reported | Q1 2020 |
| BRK.B | $475K | 0.11% | Not reported | Not reported | Q4 2014 |
| ANET | $468K | 0.11% | 0.00% | Not reported | Q4 2023 |
 PYPL | $468K | 0.11% | 0.00% | Not reported | Q3 2015 |
| CVX | $331K | 0.08% | 0.00% | Not reported | Q3 2013 |
| NTRA | $322K | 0.07% | 0.00% | Not reported | Q2 2021 |