Rosenblum Silverman Sutton S F Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Rosenblum Silverman Sutton S F Inc. reported 75 stock positions worth $382.1 million. Its top holding was Nvidia (NVDA) at 11.3% of the portfolio, followed by Amazon.com (AMZN, 5.2%) and Netflix (NFLX, 4.8%). Compared with Q4 2025, it sold out of 4, added to 29 and reduced 35. The biggest buy was Netflix (NFLX, shares +0%) and the biggest sale Reddit Class A (RDDT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0000918893
- Portfolio Value
- $382.1M (Q1 2026)
- SEC Filing
- 0000918893-26-000004 ↗ filed May 13, 2026
Holdings Value
Holdings 75 stocks · $382.1M
| NVDA Nvidia Corp. | 11.27% | 246,867 | $43.1M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 5.22% | 95,751 | $19.9M | Reduce -0.7% |
| NFLX Netflix Inc. | 4.78% | 189,810 | $18.3M | Add +0.1% |
| COST Costco Wholesale Corp. | 4.62% | 17,724 | $17.7M | Reduce -1.3% |
| MSFT Microsoft Corp. | 4.55% | 46,918 | $17.4M | Reduce -0.5% |
| V Visa Inc. Class A | 4.53% | 57,311 | $17.3M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 4.50% | 59,841 | $17.2M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 4.50% | 30,052 | $17.2M | Reduce -0.2% |
| SN Sharkninja Inc. | 3.36% | 121,114 | $12.8M | Reduce -0.9% |
| CTAS Cintas Corp. | 3.11% | 70,274 | $11.9M | Reduce -1.1% |
| JMBS Janus Henderson Mortg Backed | 2.96% | 250,615 | $11.3M | Add +4.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.85% | 32,927 | $10.9M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.77% | 36,921 | $10.6M | Reduce -4.8% |
| VCIT Vanguard Int-Term Corporate | 2.67% | 123,130 | $10.2M | Add +6.9% |
| JBND JPMorgan Active Bond ETF | 2.41% | 171,505 | $9.2M | Add +8.9% |
| TMO Thermo Fisher Scientific Inc. | 2.40% | 18,683 | $9.2M | Reduce -0.9% |
| CRM Salesforce Inc. | 1.96% | 40,055 | $7.5M | Reduce -2.3% |
| PODD Insulet Corp. | 1.87% | 34,002 | $7.1M | Add +0.6% |
| DECK Deckers Outdoor Corp. | 1.82% | 69,603 | $7.0M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.80% | 23,425 | $6.9M | Reduce -0.4% |
| RDDT Reddit Inc. Class A | 1.71% | 48,613 | $6.5M | Reduce -0.2% |
| FLOT iShares Floating Rate Bond E | 1.67% | 125,240 | $6.4M | Add +2.5% |
| SNPS Synopsys Inc. | 1.49% | 14,393 | $5.7M | Add +0.5% |
| HD Home Depot Inc. | 1.27% | 14,776 | $4.9M | Reduce -2.6% |
| XYL Xylem Inc. | 1.26% | 40,232 | $4.8M | Add +0.4% |
| Z Zillow Group Inc. Class C | 1.17% | 108,245 | $4.5M | Add +5.5% |
| BX Blackstone Inc. | 1.10% | 36,507 | $4.2M | Add +0.4% |
| ADBE Adobe Inc. | 1.09% | 17,058 | $4.1M | Reduce -11.3% |
| TSLA Tesla Inc. | 1.02% | 10,517 | $3.9M | Reduce -2.6% |
| DGRO iShares Core Dividend Growth | 0.85% | 46,449 | $3.3M | Add +2.7% |
| SAIA Saia Inc. | 0.83% | 9,029 | $3.2M | Reduce -4.5% |
| IWB iShares Russell 1000 ETF | 0.82% | 8,775 | $3.1M | Add +11.8% |
| NOW ServiceNow Inc. | 0.73% | 26,820 | $2.8M | Reduce -0.4% |
| OKTA Okta Inc. | 0.68% | 33,106 | $2.6M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.59% | 45,922 | $2.2M | Reduce -0.6% |
| PGF Invesco Financial Preferred | 0.58% | 161,546 | $2.2M | Add +4.0% |
| IQV Iqvia Holdings Inc. | 0.56% | 12,462 | $2.1M | Add +8.6% |
| MDY State Street SPDR S&P Midcap | 0.54% | 3,369 | $2.1M | Reduce -0.8% |
| AAPL Apple Inc. | 0.51% | 7,665 | $1.9M | Reduce -13.4% |
| DT Dynatrace Inc. | 0.48% | 49,938 | $1.8M | Reduce -17.5% |
| CWB SS SPDR BB Conv Sec ETF | 0.47% | 19,688 | $1.8M | Reduce -0.5% |
| XYZ Block Inc. | 0.46% | 28,885 | $1.7M | Add +248.2% |
| WK Workiva Inc. | 0.43% | 27,266 | $1.6M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 9,968 | $1.6M | Add +1.4% |
| AMT American Tower Corp. | 0.38% | 8,446 | $1.5M | Reduce -8.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 2,104 | $1.4M | Reduce -1.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.31% | 8,127 | $1.2M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 14,235 | $1.1M | Add +80.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 4,088 | $1.1M | Add +1.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 3,952 | $1.0M | Add +25.6% |
| IWF iShares Russell 1000 Growth | 0.25% | 2,275 | $970K | Add +13.8% |
| MS Morgan Stanley | 0.24% | 5,615 | $924K | Reduce -0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.23% | 9,070 | $888K | Add +11.0% |
| SGI Somnigroup International Inc. | 0.21% | 11,015 | $814K | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 11,990 | $810K | No change |
| BRBR Bellring Brands Inc. | 0.20% | 47,113 | $758K | Reduce -50.8% |
| ILMN Illumina Inc. | 0.20% | 6,137 | $756K | Reduce -6.4% |
| VOO Vanguard S&P 500 ETF | 0.15% | 973 | $581K | Add +7.3% |
| TIP iShares Tips Bond ETF | 0.15% | 5,070 | $560K | No change |
| IWO iShares Russell 2000 Growth | 0.14% | 1,706 | $535K | Add +21.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.13% | 1,054 | $488K | Add +2.9% |
| QLD Proshares Ultra QQQ | 0.12% | 7,615 | $464K | No change |
| CVX Chevron Corp. | 0.12% | 2,232 | $462K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 920 | $441K | Reduce -2.6% |
| SPGI S&P Global Inc. | 0.12% | 1,035 | $440K | No change |
| ZTS Zoetis Inc. | 0.11% | 3,486 | $412K | Reduce -64.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.11% | 4,170 | $403K | Add +5.3% |
| ANET Arista Networks Inc. | 0.10% | 3,234 | $397K | No change |
| NTRA Natera Inc. | 0.10% | 1,850 | $370K | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.09% | 505 | $330K | No change |
| RTX RTX Corp. | 0.08% | 1,644 | $317K | No change |
| UNP Union Pacific Corp. | 0.08% | 1,221 | $296K | No change |
| ISRG Intuitive Surgical Inc. | 0.08% | 629 | $290K | No change |
| PYPL PayPal Holdings Inc. | 0.05% | 4,575 | $207K | Reduce -6.6% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.03% | 11,440 | $133K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $234K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 196 | $234K | No change |
Total filed on the 13F, all lines: $382.3M.
Portfolio Sells Q4 2025 → Q1 2026
| RDDT Reddit Inc. Class A | Reduce -0.2% | 1.71% | −0.88 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.55% | −0.73 |
| CRM Salesforce Inc. | Reduce -2.3% | 1.96% | −0.56 |
| ADBE Adobe Inc. | Reduce -11.3% | 1.09% | −0.47 |
| BRBR Bellring Brands Inc. | Reduce -50.8% | 0.20% | −0.39 |
| NOW ServiceNow Inc. | Reduce -0.4% | 0.73% | −0.22 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -0.8% | 2.85% | −0.20 |
| ZTS Zoetis Inc. | Reduce -64.5% | 0.11% | −0.18 |
| V Visa Inc. Class A | Reduce -0.6% | 4.53% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 2.40% | −0.13 |
| DT Dynatrace Inc. | Reduce -17.5% | 0.48% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 4.50% | −0.10 |
| TSLA Tesla Inc. | Reduce -2.6% | 1.02% | −0.10 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.09 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.05 |
| AAPL Apple Inc. | Reduce -13.4% | 0.51% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 2.77% | −0.04 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -6.6% | 0.05% | −0.01 |
| NTRA Natera Inc. | Reduce -2.6% | 0.10% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.6% | 0.59% | −0.00 |
| ILMN Illumina Inc. | Reduce -6.4% | 0.20% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.12% | +0.01 |
| AMT American Tower Corp. | Reduce -8.3% | 0.38% | +0.01 |
| MS Morgan Stanley | Reduce -0.7% | 0.24% | +0.01 |
| CTAS Cintas Corp. | Reduce -1.1% | 3.11% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.36% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 1.80% | +0.05 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -0.5% | 0.47% | +0.06 |
| HD Home Depot Inc. | Reduce -2.6% | 1.27% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 5.22% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 4.50% | +0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -0.8% | 0.54% | +0.07 |
| SAIA Saia Inc. | Reduce -4.5% | 0.83% | +0.12 |
| DECK Deckers Outdoor Corp. | Reduce -1.0% | 1.82% | +0.14 |
| SN Sharkninja Inc. | Reduce -0.9% | 3.36% | +0.19 |
| NVDA Nvidia Corp. | Reduce -2.1% | 11.27% | +0.38 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 4.62% | +1.04 |
Portfolio Buys Q4 2025 → Q1 2026
| NFLX Netflix Inc. | Add +0.1% | 4.78% | +0.66 |
| JBND JPMorgan Active Bond ETF | Add +8.9% | 2.41% | +0.44 |
| JMBS Janus Henderson Mortg Backed | Add +4.8% | 2.96% | +0.43 |
| VCIT Vanguard Int-Term Corporate | Add +6.9% | 2.67% | +0.43 |
| XYZ Block Inc. | Add +248.2% | 0.46% | +0.33 |
| FLOT iShares Floating Rate Bond E | Add +2.5% | 1.67% | +0.23 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +80.7% | 0.30% | +0.15 |
| IWB iShares Russell 1000 ETF | Add +11.8% | 0.82% | +0.14 |
| DGRO iShares Core Dividend Growth | Add +2.7% | 0.85% | +0.13 |
| PGF Invesco Financial Preferred | Add +4.0% | 0.58% | +0.07 |
| TJX TJX Companies Inc. | Add +1.4% | 0.42% | +0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +25.6% | 0.27% | +0.06 |
| CVX Chevron Corp. | Add +0.1% | 0.12% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.7% | 0.28% | +0.04 |
| IWO iShares Russell 2000 Growth | Add +21.6% | 0.14% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +13.8% | 0.25% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +11.0% | 0.23% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +7.3% | 0.15% | +0.02 |
| OKTA Okta Inc. | Add +0.1% | 0.68% | +0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +5.3% | 0.11% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +2.9% | 0.13% | +0.01 |
| XYL Xylem Inc. | Add +0.4% | 1.26% | −0.00 |
| SGI Somnigroup International Inc. | Add +1.8% | 0.21% | −0.01 |
| IQV Iqvia Holdings Inc. | Add +8.6% | 0.56% | −0.04 |
| SNPS Synopsys Inc. | Add +0.5% | 1.49% | −0.06 |
| WK Workiva Inc. | Add +0.1% | 0.43% | −0.12 |
| BX Blackstone Inc. | Add +0.4% | 1.10% | −0.20 |
| PODD Insulet Corp. | Add +0.6% | 1.87% | −0.36 |
| Z Zillow Group Inc. Class C | Add +5.5% | 1.17% | −0.45 |
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 |