Rosenblum Silverman Sutton S F Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Rosenblum Silverman Sutton S F Inc. reported 74 stock positions worth $398.1 million. Its top holding was Nvidia (NVDA) at 10.3% of the portfolio, followed by Amazon.com (AMZN, 5.4%) and Microsoft (MSFT, 5.1%). Compared with Q3 2024, it sold out of 3, added to 10 and reduced 53. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +222%) and the biggest sale Thermo Fisher Scientific (TMO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0000918893
- Portfolio Value
- $398.1M (Q4 2024)
- SEC Filing
- 0000918893-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 74 stocks · $398.1M
| NVDA Nvidia Corp. | 10.29% | 305,080 | $41.0M | Reduce -5.6% |
| AMZN Amazon.com Inc. | 5.42% | 98,308 | $21.6M | Reduce -1.3% |
| MSFT Microsoft Corp. | 5.12% | 48,396 | $20.4M | Reduce -2.1% |
| V Visa Inc. Class A | 4.76% | 59,918 | $18.9M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 4.59% | 31,176 | $18.3M | Reduce -2.0% |
| NFLX Netflix Inc. | 4.49% | 20,048 | $17.9M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 4.46% | 19,395 | $17.8M | Reduce -2.5% |
| DECK Deckers Outdoor Corp. | 3.75% | 73,534 | $14.9M | Reduce -5.2% |
| CRM Salesforce Inc. | 3.64% | 43,337 | $14.5M | Reduce -1.4% |
| CTAS Cintas Corp. | 3.40% | 74,073 | $13.5M | Reduce -3.5% |
| SN Sharkninja Inc. | 3.02% | 123,365 | $12.0M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 2.95% | 62,090 | $11.8M | Reduce -1.7% |
| ADBE Adobe Inc. | 2.70% | 24,209 | $10.8M | Reduce -3.3% |
| TMO Thermo Fisher Scientific Inc. | 2.51% | 19,222 | $10.0M | Reduce -3.7% |
| PODD Insulet Corp. | 2.26% | 34,419 | $9.0M | Reduce -1.6% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.06% | 34,775 | $8.2M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 2.04% | 42,677 | $8.1M | Reduce -6.0% |
| BRBR Bellring Brands Inc. | 1.94% | 102,627 | $7.7M | Reduce -3.4% |
| FLOT iShares Floating Rate Bond E | 1.74% | 136,035 | $6.9M | Reduce -0.8% |
| ZTS Zoetis Inc. | 1.65% | 40,235 | $6.6M | Reduce -0.7% |
| SNPS Synopsys Inc. | 1.63% | 13,389 | $6.5M | Add +1.9% |
| BX Blackstone Inc. | 1.54% | 35,563 | $6.1M | Reduce -5.2% |
| TSLA Tesla Inc. | 1.54% | 15,177 | $6.1M | Reduce -9.3% |
| HD Home Depot Inc. | 1.53% | 15,657 | $6.1M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.47% | 24,420 | $5.9M | No change |
| NOW ServiceNow Inc. | 1.46% | 5,476 | $5.8M | Reduce -3.4% |
| SAIA Saia Inc. | 1.26% | 11,045 | $5.0M | Reduce -5.2% |
| XYL Xylem Inc. | 1.20% | 41,030 | $4.8M | Reduce -20.3% |
| JMBS Janus Henderson Mortg Backed | 1.01% | 90,845 | $4.0M | Add +39.4% |
| VCIT Vanguard Int-Term Corporate | 0.95% | 47,240 | $3.8M | Reduce -0.6% |
| DT Dynatrace Inc. | 0.92% | 67,736 | $3.7M | Reduce -4.5% |
| IQV Iqvia Holdings Inc. | 0.87% | 17,583 | $3.5M | Reduce -1.0% |
| STZ Constellation Brands Inc. Class A | 0.83% | 15,028 | $3.3M | Reduce -7.0% |
| DGRO iShares Core Dividend Growth | 0.73% | 47,272 | $2.9M | Reduce -0.5% |
| JBND JPMorgan Active Bond ETF | 0.70% | 53,195 | $2.8M | Add +222.5% |
| WK Workiva Inc. | 0.59% | 21,592 | $2.4M | Reduce -6.0% |
| AMT American Tower Corp. | 0.59% | 12,725 | $2.3M | Reduce -2.2% |
| IWB iShares Russell 1000 ETF | 0.58% | 7,211 | $2.3M | Reduce -0.3% |
| OKTA Okta Inc. | 0.58% | 29,260 | $2.3M | Reduce -4.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 51,743 | $2.3M | Reduce -1.4% |
| AAPL Apple Inc. | 0.56% | 8,843 | $2.2M | Add +1.1% |
| MDY State Street SPDR S&P Midcap | 0.50% | 3,477 | $2.0M | Reduce -1.1% |
| ILMN Illumina Inc. | 0.49% | 14,598 | $2.0M | Reduce -2.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.40% | 20,658 | $1.6M | Reduce -1.3% |
| NKE Nike Inc. Class B | 0.35% | 18,267 | $1.4M | Reduce -18.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 10,615 | $1.3M | Reduce -7.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.28% | 8,193 | $1.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,865 | $1.1M | Reduce -0.5% |
| FIS Fidelity National Info Serv | 0.27% | 13,225 | $1.1M | Reduce -0.6% |
| PYPL PayPal Holdings Inc. | 0.25% | 11,685 | $997K | Reduce -12.5% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 13,355 | $832K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 3,323 | $798K | Reduce -4.0% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.20% | 13,990 | $793K | No change |
| IWF iShares Russell 1000 Growth | 0.19% | 1,923 | $772K | Reduce -0.4% |
| MS Morgan Stanley | 0.19% | 6,017 | $756K | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 7,880 | $615K | No change |
| TIP iShares Tips Bond ETF | 0.14% | 5,110 | $544K | Reduce -7.3% |
| PGF Invesco Financial Preferred | 0.14% | 37,230 | $542K | Add +22.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.13% | 5,835 | $513K | Reduce -1.4% |
| SPGI S&P Global Inc. | 0.13% | 1,024 | $510K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 1,986 | $504K | Add +8.1% |
| VOO Vanguard S&P 500 ETF | 0.13% | 926 | $499K | Reduce -6.6% |
| CVX Chevron Corp. | 0.12% | 3,179 | $460K | Add +3.3% |
| QLD Proshares Ultra QQQ | 0.12% | 4,240 | $459K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 945 | $428K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 984 | $419K | No change |
| ANET Arista Networks Inc. | 0.09% | 3,300 | $365K | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.09% | 580 | $341K | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 0.08% | 630 | $329K | Reduce -1.6% |
| NTRA Natera Inc. | 0.08% | 2,000 | $317K | No change |
| UNP Union Pacific Corp. | 0.07% | 1,178 | $269K | Add +4.4% |
| IWO iShares Russell 2000 Growth | 0.06% | 886 | $255K | Add +1.0% |
| WDAY Workday Inc. Class A | 0.06% | 870 | $224K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.06% | 2,470 | $223K | Add +13.8% |
Portfolio Sells Q3 2024 → Q4 2024
| TMO Thermo Fisher Scientific Inc. | Reduce -3.7% | 2.51% | −0.65 |
| CTAS Cintas Corp. | Reduce -3.5% | 3.40% | −0.64 |
| ADBE Adobe Inc. | Reduce -3.3% | 2.70% | −0.61 |
| XYL Xylem Inc. | Reduce -20.3% | 1.20% | −0.58 |
| SN Sharkninja Inc. | Reduce -4.1% | 3.02% | −0.56 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -1.1% | 2.06% | −0.42 |
| ZTS Zoetis Inc. | Reduce -0.7% | 1.65% | −0.38 |
| MSFT Microsoft Corp. | Reduce -2.1% | 5.12% | −0.31 |
| STZ Constellation Brands Inc. Class A | Reduce -7.0% | 0.83% | −0.23 |
| IQV Iqvia Holdings Inc. | Reduce -1.0% | 0.87% | −0.21 |
| AMT American Tower Corp. | Reduce -2.2% | 0.59% | −0.19 |
| NKE Nike Inc. Class B | Reduce -18.2% | 0.35% | −0.16 |
| KRBN KS Global Carbon Stratgy ETF | Sold out | 0.00% | −0.12 |
| HD Home Depot Inc. | Reduce -0.8% | 1.53% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 4.59% | −0.07 |
| GSY Invesco Ultra Short Duration | Sold out | 0.00% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.6% | 0.95% | −0.07 |
| RTX RTX Corp. | Sold out | 0.00% | −0.06 |
| FLOT iShares Floating Rate Bond E | Reduce -0.8% | 1.74% | −0.05 |
| DT Dynatrace Inc. | Reduce -4.5% | 0.92% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 4.46% | −0.04 |
| SAIA Saia Inc. | Reduce -5.2% | 1.26% | −0.04 |
| DGRO iShares Core Dividend Growth | Reduce -0.5% | 0.73% | −0.03 |
| TJX TJX Companies Inc. | Reduce -7.6% | 0.32% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -7.3% | 0.14% | −0.02 |
| FIS Fidelity National Info Serv | Reduce -0.6% | 0.27% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -12.5% | 0.25% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -1.1% | 0.50% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.0% | 0.20% | −0.01 |
| ILMN Illumina Inc. | Reduce -2.3% | 0.49% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.6% | 0.13% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -1.3% | 0.40% | −0.01 |
| OKTA Okta Inc. | Reduce -4.5% | 0.58% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 0.09% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.27% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -1.6% | 0.08% | +0.00 |
| IWB iShares Russell 1000 ETF | Reduce -0.3% | 0.58% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.4% | 0.13% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.19% | +0.01 |
| ANET Arista Networks Inc. | Reduce -2.4% | 0.09% | +0.01 |
| MS Morgan Stanley | Reduce -0.8% | 0.19% | +0.03 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.57% | +0.04 |
| BX Blackstone Inc. | Reduce -5.2% | 1.54% | +0.07 |
| GOOG Alphabet Inc. Class C | Reduce -6.0% | 2.04% | +0.10 |
| WK Workiva Inc. | Reduce -6.0% | 0.59% | +0.13 |
| NOW ServiceNow Inc. | Reduce -3.4% | 1.46% | +0.16 |
| PODD Insulet Corp. | Reduce -1.6% | 2.26% | +0.18 |
| NVDA Nvidia Corp. | Reduce -5.6% | 10.29% | +0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 2.95% | +0.27 |
| BRBR Bellring Brands Inc. | Reduce -3.4% | 1.94% | +0.29 |
Portfolio Buys Q3 2024 → Q4 2024
| JBND JPMorgan Active Bond ETF | Add +222.5% | 0.70% | +0.47 |
| JMBS Janus Henderson Mortg Backed | Add +39.4% | 1.01% | +0.23 |
| AAPL Apple Inc. | Add +1.1% | 0.56% | +0.04 |
| PGF Invesco Financial Preferred | Add +22.4% | 0.14% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.1% | 0.13% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +13.8% | 0.06% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +1.0% | 0.06% | +0.00 |
| CVX Chevron Corp. | Add +3.3% | 0.12% | −0.00 |
| UNP Union Pacific Corp. | Add +4.4% | 0.07% | −0.00 |
| SNPS Synopsys Inc. | Add +1.9% | 1.63% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $415.9M | NVDA, AMZN, GOOGL, V, SN |
| Q1 2026 | 75 | $382.1M | NVDA, AMZN, NFLX, COST, MSFT |
| Q4 2025 | 79 | $431.9M | NVDA, MSFT, AMZN, V, META |
| Q3 2025 | 77 | $437.7M | NVDA, MSFT, NFLX, META, AMZN |
| Q2 2025 | 76 | $412.3M | NVDA, NFLX, MSFT, META, AMZN |
| Q1 2025 | 75 | $362.9M | NVDA, V, AMZN, NFLX, MSFT |
| Q4 2024 | 74 | $398.1M | NVDA, AMZN, MSFT, V, META |
| Q3 2024 | 77 | $391.0M | NVDA, MSFT, AMZN, META, COST |
| Q2 2024 | 75 | $373.4M | NVDA, MSFT, AMZN, COST, V |
| Q1 2024 | 74 | $353.1M | NVDA, MSFT, AMZN, V, META |