Rosenblum Silverman Sutton S F Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Rosenblum Silverman Sutton S F Inc. reported 75 stock positions worth $362.9 million. Its top holding was Nvidia (NVDA) at 8.9% of the portfolio, followed by Visa Class A (V, 5.7%) and Amazon.com (AMZN, 5.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 28 and reduced 35. The biggest buy was a new position in Reddit Class A (RDDT) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0000918893
- Portfolio Value
- $362.9M (Q1 2025)
- SEC Filing
- 0000918893-25-000004 ↗ filed May 12, 2025
Holdings Value
Holdings 75 stocks · $362.9M
| NVDA Nvidia Corp. | 8.87% | 297,120 | $32.2M | Reduce -2.6% |
| V Visa Inc. Class A | 5.66% | 58,632 | $20.5M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 5.12% | 97,680 | $18.6M | Reduce -0.6% |
| NFLX Netflix Inc. | 5.08% | 19,755 | $18.4M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.99% | 48,229 | $18.1M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 4.92% | 18,877 | $17.9M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 4.87% | 30,694 | $17.7M | Reduce -1.6% |
| CTAS Cintas Corp. | 4.15% | 73,338 | $15.1M | Reduce -1.0% |
| CRM Salesforce Inc. | 3.20% | 43,297 | $11.6M | Reduce -0.1% |
| SN Sharkninja Inc. | 2.83% | 122,949 | $10.3M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 2.67% | 19,445 | $9.7M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 2.65% | 62,225 | $9.6M | Add +0.2% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.58% | 34,632 | $9.4M | Reduce -0.4% |
| ADBE Adobe Inc. | 2.53% | 23,912 | $9.2M | Reduce -1.2% |
| PODD Insulet Corp. | 2.48% | 34,340 | $9.0M | Reduce -0.2% |
| DECK Deckers Outdoor Corp. | 2.38% | 77,198 | $8.6M | Add +5.0% |
| BRBR Bellring Brands Inc. | 2.05% | 99,933 | $7.4M | Reduce -2.6% |
| FLOT iShares Floating Rate Bond E | 1.98% | 140,706 | $7.2M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 1.82% | 42,362 | $6.6M | Reduce -0.7% |
| ZTS Zoetis Inc. | 1.75% | 38,674 | $6.4M | Reduce -3.9% |
| JPM JPMorgan Chase & Co. | 1.66% | 24,613 | $6.0M | Add +0.8% |
| SNPS Synopsys Inc. | 1.59% | 13,465 | $5.8M | Add +0.6% |
| HD Home Depot Inc. | 1.58% | 15,625 | $5.7M | Reduce -0.2% |
| JMBS Janus Henderson Mortg Backed | 1.57% | 126,150 | $5.7M | Add +38.9% |
| RDDT Reddit Inc. Class A | 1.43% | 49,413 | $5.2M | New |
| BX Blackstone Inc. | 1.39% | 36,155 | $5.1M | Add +1.7% |
| XYL Xylem Inc. | 1.36% | 41,232 | $4.9M | Add +0.5% |
| NOW ServiceNow Inc. | 1.20% | 5,485 | $4.4M | Add +0.2% |
| VCIT Vanguard Int-Term Corporate | 1.13% | 50,230 | $4.1M | Add +6.3% |
| SAIA Saia Inc. | 1.04% | 10,837 | $3.8M | Reduce -1.9% |
| JBND JPMorgan Active Bond ETF | 0.88% | 59,855 | $3.2M | Add +12.5% |
| DT Dynatrace Inc. | 0.88% | 67,738 | $3.2M | Add +0.0% |
| TSLA Tesla Inc. | 0.86% | 12,085 | $3.1M | Reduce -20.4% |
| OKTA Okta Inc. | 0.85% | 29,321 | $3.1M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 0.80% | 47,057 | $2.9M | Reduce -0.5% |
| AMT American Tower Corp. | 0.71% | 11,820 | $2.6M | Reduce -7.1% |
| IWB iShares Russell 1000 ETF | 0.64% | 7,529 | $2.3M | Add +4.4% |
| IQV Iqvia Holdings Inc. | 0.60% | 12,441 | $2.2M | Reduce -29.2% |
| AAPL Apple Inc. | 0.54% | 8,843 | $2.0M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 46,762 | $2.0M | Reduce -9.6% |
| MDY State Street SPDR S&P Midcap | 0.51% | 3,496 | $1.9M | Add +0.6% |
| WK Workiva Inc. | 0.47% | 22,231 | $1.7M | Add +3.0% |
| CWB SS SPDR BB Conv Sec ETF | 0.43% | 20,193 | $1.5M | Reduce -2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 9,815 | $1.2M | Reduce -7.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 1,879 | $1.1M | Add +0.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.27% | 7,923 | $986K | Reduce -3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 3,948 | $875K | Add +18.8% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 13,365 | $780K | Add +0.1% |
| SGI Somnigroup International Inc. | 0.21% | 12,480 | $747K | Reduce -10.8% |
| PGF Invesco Financial Preferred | 0.20% | 50,920 | $727K | Add +36.8% |
| MS Morgan Stanley | 0.20% | 6,089 | $710K | Add +1.2% |
| IWF iShares Russell 1000 Growth | 0.19% | 1,924 | $695K | Add +0.1% |
| ILMN Illumina Inc. | 0.19% | 8,585 | $681K | Reduce -41.2% |
| NKE Nike Inc. Class B | 0.18% | 10,296 | $654K | Reduce -43.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 7,880 | $622K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.17% | 2,474 | $605K | Add +24.6% |
| TIP iShares Tips Bond ETF | 0.16% | 5,110 | $568K | No change |
| SPGI S&P Global Inc. | 0.14% | 1,024 | $520K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 945 | $503K | No change |
| VOO Vanguard S&P 500 ETF | 0.13% | 937 | $482K | Add +1.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.13% | 5,930 | $477K | Add +1.6% |
| PYPL PayPal Holdings Inc. | 0.13% | 7,027 | $459K | Reduce -39.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 979 | $411K | Reduce -0.5% |
| CVX Chevron Corp. | 0.11% | 2,404 | $402K | Reduce -24.4% |
| QLD Proshares Ultra QQQ | 0.10% | 4,240 | $377K | No change |
| STZ Constellation Brands Inc. Class A | 0.09% | 1,845 | $339K | Reduce -87.7% |
| IVV iShares Core S&P 500 ETF | 0.09% | 580 | $326K | No change |
| ISRG Intuitive Surgical Inc. | 0.08% | 600 | $297K | Reduce -4.8% |
| NTRA Natera Inc. | 0.08% | 2,000 | $283K | No change |
| UNP Union Pacific Corp. | 0.08% | 1,178 | $278K | No change |
| IWO iShares Russell 2000 Growth | 0.07% | 1,048 | $268K | Add +18.3% |
| ANET Arista Networks Inc. | 0.07% | 3,215 | $249K | Reduce -2.6% |
| RTX RTX Corp. | 0.06% | 1,626 | $215K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.06% | 2,477 | $206K | Add +0.3% |
| WDAY Workday Inc. Class A | 0.06% | 870 | $203K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -2.6% | 8.87% | −1.42 |
| STZ Constellation Brands Inc. Class A | Reduce -87.7% | 0.09% | −0.74 |
| TSLA Tesla Inc. | Reduce -20.4% | 0.86% | −0.68 |
| CRM Salesforce Inc. | Reduce -0.1% | 3.20% | −0.44 |
| ILMN Illumina Inc. | Reduce -41.2% | 0.19% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 5.12% | −0.30 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.27 |
| IQV Iqvia Holdings Inc. | Reduce -29.2% | 0.60% | −0.26 |
| SAIA Saia Inc. | Reduce -1.9% | 1.04% | −0.22 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.82% | −0.22 |
| SN Sharkninja Inc. | Reduce -0.3% | 2.83% | −0.19 |
| ADBE Adobe Inc. | Reduce -1.2% | 2.53% | −0.18 |
| NKE Nike Inc. Class B | Reduce -43.6% | 0.18% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.3% | 4.99% | −0.14 |
| PYPL PayPal Holdings Inc. | Reduce -39.9% | 0.13% | −0.12 |
| BAC Bank of America Corp. | Reduce -9.6% | 0.54% | −0.03 |
| ANET Arista Networks Inc. | Reduce -2.6% | 0.07% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.3% | 0.27% | −0.01 |
| CVX Chevron Corp. | Reduce -24.4% | 0.11% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -4.8% | 0.08% | −0.00 |
| SGI Somnigroup International Inc. | Reduce -10.8% | 0.21% | +0.01 |
| TJX TJX Companies Inc. | Reduce -7.5% | 0.33% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.5% | 0.11% | +0.01 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -2.3% | 0.43% | +0.02 |
| HD Home Depot Inc. | Reduce -0.2% | 1.58% | +0.05 |
| DGRO iShares Core Dividend Growth | Reduce -0.5% | 0.80% | +0.07 |
| ZTS Zoetis Inc. | Reduce -3.9% | 1.75% | +0.11 |
| BRBR Bellring Brands Inc. | Reduce -2.6% | 2.05% | +0.11 |
| AMT American Tower Corp. | Reduce -7.1% | 0.71% | +0.12 |
| PODD Insulet Corp. | Reduce -0.2% | 2.48% | +0.23 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 4.87% | +0.29 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 4.92% | +0.46 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -0.4% | 2.58% | +0.52 |
| NFLX Netflix Inc. | Reduce -1.5% | 5.08% | +0.59 |
| CTAS Cintas Corp. | Reduce -1.0% | 4.15% | +0.75 |
| V Visa Inc. Class A | Reduce -2.1% | 5.66% | +0.91 |
Portfolio Buys Q4 2024 → Q1 2025
| RDDT Reddit Inc. Class A | New | 1.43% | +1.43 |
| JMBS Janus Henderson Mortg Backed | Add +38.9% | 1.57% | +0.56 |
| OKTA Okta Inc. | Add +0.2% | 0.85% | +0.27 |
| FLOT iShares Floating Rate Bond E | Add +3.4% | 1.98% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.66% | +0.19 |
| JBND JPMorgan Active Bond ETF | Add +12.5% | 0.88% | +0.18 |
| VCIT Vanguard Int-Term Corporate | Add +6.3% | 1.13% | +0.18 |
| XYL Xylem Inc. | Add +0.5% | 1.36% | +0.16 |
| TMO Thermo Fisher Scientific Inc. | Add +1.2% | 2.67% | +0.15 |
| PGF Invesco Financial Preferred | Add +36.8% | 0.20% | +0.06 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +4.4% | 0.64% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +18.8% | 0.24% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +24.6% | 0.17% | +0.04 |
| MDY State Street SPDR S&P Midcap | Add +0.6% | 0.51% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 0.29% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +18.3% | 0.07% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 0.13% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 0.21% | +0.01 |
| MS Morgan Stanley | Add +1.2% | 0.20% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.6% | 0.13% | +0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +0.3% | 0.06% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.19% | −0.00 |
| SNPS Synopsys Inc. | Add +0.6% | 1.59% | −0.04 |
| DT Dynatrace Inc. | Add +0.0% | 0.88% | −0.04 |
| WK Workiva Inc. | Add +3.0% | 0.47% | −0.13 |
| BX Blackstone Inc. | Add +1.7% | 1.39% | −0.15 |
| NOW ServiceNow Inc. | Add +0.2% | 1.20% | −0.26 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 2.65% | −0.30 |
| DECK Deckers Outdoor Corp. | Add +5.0% | 2.38% | −1.37 |
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 |