13F HOLDINGS REPORT
ROSENBLUM SILVERMAN SUTTON S F INC /CA
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000918893-26-000002
Total Value
$432.2M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 252,231 | $47.0M | 10.88% |
| 2 | MICROSOFT CORP | MSFT | 47,139 | $22.8M | 5.28% |
| 3 | AMAZON COM INC | AMZN | 96,456 | $22.3M | 5.15% |
| 4 | VISA INC | V | 57,668 | $20.2M | 4.68% |
| 5 | META PLATFORMS INC | META | 30,122 | $19.9M | 4.60% |
| 6 | ALPHABET INC | GOOG | 61,241 | $19.2M | 4.44% |
| 7 | NETFLIX INC | NFLX | 189,535 | $17.8M | 4.11% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 17,962 | $15.5M | 3.58% |
| 9 | SHARKNINJA INC | SN | 122,249 | $13.7M | 3.17% |
| 10 | CINTAS CORP | CTAS | 71,034 | $13.4M | 3.09% |
| 11 | ALNYLAM PHARMACEUTICALS INC | ALNY | 33,180 | $13.2M | 3.05% |
| 12 | ALPHABET INC | GOOG | 38,761 | $12.2M | 2.81% |
| 13 | REDDIT INC | RDDT | 48,698 | $11.2M | 2.59% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 18,863 | $10.9M | 2.53% |
| 15 | JANUS DETROIT STR TR | 47103U852 | 239,165 | $10.9M | 2.53% |
| 16 | SALESFORCE INC | CRM | 40,984 | $10.9M | 2.51% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 115,200 | $9.6M | 2.23% |
| 18 | INSULET CORP | PODD | 33,805 | $9.6M | 2.22% |
| 19 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 157,540 | $8.5M | 1.97% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 23,509 | $7.6M | 1.75% |
| 21 | DECKERS OUTDOOR CORP | DECK | 70,293 | $7.3M | 1.69% |
| 22 | ZILLOW GROUP INC | Z | 102,645 | $7.0M | 1.62% |
| 23 | ADOBE INC | ADBE | 19,243 | $6.7M | 1.56% |
| 24 | SYNOPSYS INC | SNPS | 14,326 | $6.7M | 1.56% |
| 25 | ISHARES TR | 46429B655 | 122,165 | $6.2M | 1.44% |
| 26 | BLACKSTONE INC | BX | 36,351 | $5.6M | 1.30% |
| 27 | XYLEM INC | XYL | 40,057 | $5.5M | 1.26% |
| 28 | HOME DEPOT INC | HD | 15,165 | $5.2M | 1.21% |
| 29 | TESLA INC | TSLA | 10,797 | $4.9M | 1.12% |
| 30 | SERVICENOW INC | NOW | 26,920 | $4.1M | 0.95% |
| 31 | ISHARES TR | 46434V621 | 45,239 | $3.1M | 0.73% |
| 32 | SAIA INC | SAIA | 9,456 | $3.1M | 0.71% |
| 33 | ISHARES TR | 464287622 | 7,847 | $2.9M | 0.68% |
| 34 | OKTA INC | OKTA | 33,086 | $2.9M | 0.66% |
| 35 | DYNATRACE INC | DT | 60,513 | $2.6M | 0.61% |
| 36 | IQVIA HLDGS INC | IQV | 11,472 | $2.6M | 0.60% |
| 37 | BELLRING BRANDS INC | BRBR | 95,818 | $2.6M | 0.59% |
| 38 | BANK AMERICA CORP | 060505104 | 46,182 | $2.5M | 0.59% |
| 39 | APPLE INC | AAPL | 8,855 | $2.4M | 0.56% |
| 40 | WORKIVA INC | WK | 27,236 | $2.3M | 0.54% |
| 41 | INVESCO EXCHANGE TRADED FD T | IVZ | 155,290 | $2.2M | 0.51% |
| 42 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,396 | $2.0M | 0.47% |
| 43 | SPDR SERIES TRUST | 78464A359 | 19,788 | $1.8M | 0.41% |
| 44 | AMERICAN TOWER CORP NEW | 03027X100 | 9,207 | $1.6M | 0.37% |
| 45 | TJX COS INC NEW | 872540109 | 9,828 | $1.5M | 0.35% |
| 46 | SPDR S&P 500 ETF TR | SPY | 2,128 | $1.5M | 0.34% |
| 47 | ZOETIS INC | ZTS | 9,834 | $1.2M | 0.29% |
| 48 | ISHARES TR | 464287887 | 8,127 | $1.1M | 0.27% |
| 49 | VANGUARD INDEX FDS | 922908751 | 4,018 | $1.0M | 0.24% |
| 50 | MORGAN STANLEY | MS-PQ | 5,655 | $1.0M | 0.23% |
| 51 | SOMNIGROUP INTERNATIONAL INC | SGI | 10,825 | $966,456 | 0.22% |
| 52 | ISHARES TR | 464287614 | 1,999 | $946,183 | 0.22% |
| 53 | VANGUARD INDEX FDS | 922908538 | 3,147 | $878,454 | 0.20% |
| 54 | SPDR SERIES TRUST | 78464A409 | 8,170 | $871,760 | 0.20% |
| 55 | ILLUMINA INC | ILMN | 6,557 | $860,016 | 0.20% |
| 56 | ISHARES TR | 464287507 | 11,990 | $791,340 | 0.18% |
| 57 | VANGUARD SCOTTSDALE FDS | 92206C409 | 7,880 | $628,272 | 0.15% |
| 58 | VANGUARD INDEX FDS | 922908363 | 907 | $568,807 | 0.13% |
| 59 | ISHARES TR | 464287176 | 5,070 | $557,244 | 0.13% |
| 60 | S&P GLOBAL INC | SPGI | 1,035 | $540,667 | 0.13% |
| 61 | BLOCK INC | BSQKZ | 8,295 | $539,922 | 0.12% |
| 62 | PROSHARES TR | 74347R206 | 7,615 | $536,142 | 0.12% |
| 63 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 1,024 | $492,344 | 0.11% |
| 64 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 945 | $475,004 | 0.11% |
| 65 | ISHARES TR | 464287648 | 1,403 | $453,183 | 0.10% |
| 66 | NATERA INC | NTRA | 1,900 | $435,271 | 0.10% |
| 67 | ARISTA NETWORKS INC | ANET | 3,234 | $423,751 | 0.10% |
| 68 | NIKE INC | NKE | 6,221 | $396,340 | 0.09% |
| 69 | SPDR SERIES TRUST | 78464A201 | 3,959 | $372,892 | 0.09% |
| 70 | INTUITIVE SURGICAL INC | ISRG | 629 | $356,240 | 0.08% |
| 71 | ISHARES TR | 464287200 | 505 | $345,895 | 0.08% |
| 72 | CHEVRON CORP NEW | CVX | 2,230 | $339,853 | 0.08% |
| 73 | RTX CORPORATION | RTX | 1,644 | $301,510 | 0.07% |
| 74 | PAYPAL HLDGS INC | PYPL | 4,900 | $286,062 | 0.07% |
| 75 | UNION PAC CORP | UNP | 1,221 | $282,337 | 0.07% |
| 76 | BANK AMERICA CORP | 060505682 | 196 | $245,392 | 0.06% |
| 77 | SHOPIFY INC | SHOP | 1,400 | $225,358 | 0.05% |
| 78 | ISHARES TR | 464287481 | 1,470 | $201,302 | 0.05% |
| 79 | NUVEEN CA QUALTY MUN INCOME | NU | 11,440 | $135,106 | 0.03% |
| 80 | AGNC INVT CORP | 00123Q104 | 10,200 | $109,344 | 0.03% |