13F HOLDINGS REPORT
ROSENBLUM SILVERMAN SUTTON S F INC /CA
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0000918893-25-000010
Total Value
$437.9M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | NVDA | 270,743 | $50.5M | 11.53% |
| 2 | MICROSOFT CORP COM | MSFT | 47,579 | $24.6M | 5.63% |
| 3 | NETFLIX INC COM | NFLX | 19,052 | $22.8M | 5.22% |
| 4 | META PLATFORMS INC CL A | META | 30,168 | $22.2M | 5.06% |
| 5 | AMAZON COM INC COM | AMZN | 96,950 | $21.3M | 4.86% |
| 6 | VISA INC COM CL A | V | 58,182 | $19.9M | 4.54% |
| 7 | COSTCO WHSL CORP NEW COM | 22160K105 | 18,508 | $17.1M | 3.91% |
| 8 | ALNYLAM PHARMACEUTICALS INC COM | ALNY | 34,002 | $15.5M | 3.54% |
| 9 | ALPHABET INC CAP STK CL A | GOOG | 62,010 | $15.1M | 3.44% |
| 10 | CINTAS CORP COM | CTAS | 72,148 | $14.8M | 3.38% |
| 11 | SHARKNINJA INC COM SHS | SN | 121,929 | $12.6M | 2.87% |
| 12 | REDDIT INC CL A | RDDT | 49,433 | $11.4M | 2.60% |
| 13 | INSULET CORP COM | PODD | 34,105 | $10.5M | 2.40% |
| 14 | SALESFORCE INC COM | CRM | 42,607 | $10.1M | 2.31% |
| 15 | ALPHABET INC CAP STK CL C | GOOG | 41,057 | $10.0M | 2.28% |
| 16 | THERMO FISHER SCIENTIFIC INC COM | TMO | 19,187 | $9.3M | 2.12% |
| 17 | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 47103U852 | 198,170 | $9.1M | 2.07% |
| 18 | ADOBE INC COM | ADBE | 23,059 | $8.1M | 1.86% |
| 19 | JPMORGAN CHASE & CO. COM | VYLD | 24,363 | $7.7M | 1.75% |
| 20 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 92206C870 | 90,210 | $7.6M | 1.73% |
| 21 | DECKERS OUTDOOR CORP COM | DECK | 74,498 | $7.6M | 1.72% |
| 22 | JPMORGAN ACTIVE BOND ETF | 46654Q716 | 137,825 | $7.5M | 1.70% |
| 23 | SYNOPSYS INC COM | SNPS | 14,311 | $7.1M | 1.61% |
| 24 | ISHARES FLOATING RATE BOND ETF | 46429B655 | 129,866 | $6.6M | 1.51% |
| 25 | HOME DEPOT INC COM | HD | 15,494 | $6.3M | 1.43% |
| 26 | BLACKSTONE INC COM | BX | 36,730 | $6.3M | 1.43% |
| 27 | XYLEM INC COM | XYL | 41,187 | $6.1M | 1.39% |
| 28 | ZOETIS INC CL A | ZTS | 34,454 | $5.0M | 1.15% |
| 29 | SERVICENOW INC COM | NOW | 5,430 | $5.0M | 1.14% |
| 30 | TESLA INC COM | TSLA | 11,050 | $4.9M | 1.12% |
| 31 | BELLRING BRANDS INC COMMON STOCK | BRBR | 108,818 | $4.0M | 0.90% |
| 32 | DYNATRACE INC COM NEW | DT | 68,338 | $3.3M | 0.76% |
| 33 | ISHARES CORE DIVIDEND GROWTH ETF | 46434V621 | 47,114 | $3.2M | 0.73% |
| 34 | SAIA INC COM | SAIA | 10,587 | $3.2M | 0.72% |
| 35 | OKTA INC CL A | OKTA | 31,046 | $2.8M | 0.65% |
| 36 | ISHARES RUSSELL 1000 ETF | 464287622 | 7,482 | $2.7M | 0.62% |
| 37 | BANK AMERICA CORP COM | 060505104 | 46,372 | $2.4M | 0.55% |
| 38 | WORKIVA INC COM CL A | WK | 27,696 | $2.4M | 0.54% |
| 39 | IQVIA HLDGS INC COM | IQV | 11,645 | $2.2M | 0.51% |
| 40 | AMERICAN TOWER CORP NEW COM | 03027X100 | 11,492 | $2.2M | 0.50% |
| 41 | APPLE INC COM | AAPL | 8,638 | $2.2M | 0.50% |
| 42 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 3,578 | $2.1M | 0.49% |
| 43 | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 78464A359 | 19,898 | $1.8M | 0.41% |
| 44 | TJX COS INC NEW COM | 872540109 | 9,960 | $1.4M | 0.33% |
| 45 | SPDR S&P 500 ETF TRUST | SPY | 2,091 | $1.4M | 0.32% |
| 46 | ISHARES S&P SMALL-CAP 600 GROWTH ETF | 464287887 | 8,172 | $1.2M | 0.26% |
| 47 | INVESCO FINANCIAL PREFERRED ETF | IVZ | 73,265 | $1.1M | 0.24% |
| 48 | VANGUARD SMALL-CAP ETF | 922908751 | 4,083 | $1.0M | 0.24% |
| 49 | SOMNIGROUP INTL INC (FORMERLY TPX Tempur Sealy) | SGI | 11,930 | $1.0M | 0.23% |
| 50 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 2,002 | $937,757 | 0.21% |
| 51 | MORGAN STANLEY COM NEW | MS-PQ | 5,764 | $916,245 | 0.21% |
| 52 | VANGUARD MID-CAP GROWTH ETF | 922908538 | 2,765 | $812,329 | 0.19% |
| 53 | ISHARES CORE S&P MID-CAP ETF | 464287507 | 11,990 | $782,467 | 0.18% |
| 54 | SPDR PORTFOLIO S&P 500 GROWTH ETF | 78464A409 | 7,215 | $754,054 | 0.17% |
| 55 | ILLUMINA INC COM | ILMN | 7,511 | $713,320 | 0.16% |
| 56 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 92206C409 | 7,880 | $629,848 | 0.14% |
| 57 | NIKE INC CL B | NKE | 8,681 | $605,326 | 0.14% |
| 58 | VANGUARD S&P 500 ETF | 922908363 | 944 | $578,087 | 0.13% |
| 59 | ISHARES TIPS BOND ETF | 464287176 | 5,070 | $563,885 | 0.13% |
| 60 | PROSHARES ULTRA QQQ | 74347R206 | 3,808 | $522,391 | 0.12% |
| 61 | S&P GLOBAL INC COM | SPGI | 1,024 | $498,192 | 0.11% |
| 62 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 78467X109 | 1,029 | $477,420 | 0.11% |
| 63 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 945 | $475,089 | 0.11% |
| 64 | ARISTA NETWORKS INC COM SHS | ANET | 3,215 | $468,458 | 0.11% |
| 65 | PAYPAL HLDGS INC COM | PYPL | 6,977 | $467,878 | 0.11% |
| 66 | ISHARES RUSSELL 2000 GROWTH ETF | 464287648 | 1,273 | $407,411 | 0.09% |
| 67 | ISHARES CORE S&P 500 ETF | 464287200 | 515 | $344,690 | 0.08% |
| 68 | CHEVRON CORP NEW COM | CVX | 2,130 | $330,768 | 0.08% |
| 69 | NATERA INC COM | NTRA | 2,000 | $321,940 | 0.07% |
| 70 | SPDR S&P 600 SMALL CAP GROWTH ETF | 78464A201 | 3,152 | $297,265 | 0.07% |
| 71 | UNION PAC CORP COM | UNP | 1,178 | $278,444 | 0.06% |
| 72 | RTX CORPORATION COM | RTX | 1,626 | $272,079 | 0.06% |
| 73 | INTUITIVE SURGICAL INC COM NEW | ISRG | 600 | $268,338 | 0.06% |
| 74 | BANK AMERICA CORP 7.25CNV PFD L | 060505682 | 196 | $250,880 | 0.06% |
| 75 | ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | 1,665 | $237,113 | 0.05% |
| 76 | WORKDAY INC CL A | WDAY | 870 | $209,435 | 0.05% |
| 77 | SHOPIFY INC CL A SUB VTG SHS | SHOP | 1,400 | $208,054 | 0.05% |
| 78 | CITIGROUP INC COM NEW | C-PR | 2,005 | $203,508 | 0.05% |