Rosenblum Silverman Sutton S F Inc /Ca Top Holdings and 13F Report (2025) About Rosenblum Silverman Sutton S F Inc /CaInvestment ActivityRosenblum Silverman Sutton S F Inc /Ca has $412.53 million in total holdings as of June 30, 2025.Rosenblum Silverman Sutton S F Inc /Ca owns shares of 77 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 20.72% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Rosenblum Silverman Sutton S F Inc /Ca has purchased 65 new stocks and bought additional shares in 17 stocks.Rosenblum Silverman Sutton S F Inc /Ca sold shares of 36 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $45,514,707Netflix $25,985,818Microsoft $23,860,293Meta Platforms $22,519,864Amazon.com $21,317,029 Largest New Holdings this Quarter 64110L106 - Netflix $25,985,818 Holding92826C839 - Visa $20,723,203 Holding02043Q107 - Alnylam Pharmaceuticals $11,214,887 Holding98978V103 - Zoetis $5,975,068 Holding81762P102 - ServiceNow $5,582,474 Holding Largest Purchases this Quarter Netflix 19,405 shares (about $25.99M)Visa 58,367 shares (about $20.72M)Alnylam Pharmaceuticals 34,392 shares (about $11.21M)Zoetis 38,314 shares (about $5.98M)ServiceNow 5,430 shares (about $5.58M) Largest Sales this Quarter NVIDIA 9,034 shares (about $1.43M)iShares Floating Rate Bond ETF 8,245 shares (about $420.66K)Deckers Outdoor 3,240 shares (about $333.95K)Cintas 920 shares (about $205.04K)Costco Wholesale 194 shares (about $192.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRosenblum Silverman Sutton S F Inc /Ca Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$45,514,707$1,427,282 ▼-3.0%288,08611.0%Computer and TechnologyNFLXNetflix$25,985,818$25,985,818 ▲New Holding19,4056.3%Consumer DiscretionaryMSFTMicrosoft$23,860,293$129,327 ▼-0.5%47,9695.8%Computer and TechnologyMETAMeta Platforms$22,519,864$135,070 ▼-0.6%30,5115.5%Computer and TechnologyAMZNAmazon.com$21,317,029$112,986 ▼-0.5%97,1655.2%Retail/WholesaleVVisa$20,723,203$20,723,203 ▲New Holding58,3675.0%Business ServicesCOSTCostco Wholesale$18,495,049$192,048 ▼-1.0%18,6834.5%Retail/WholesaleCTASCintas$16,139,800$205,040 ▼-1.3%72,4183.9%Business ServicesSNSharkNinja$12,112,317$58,404 ▼-0.5%122,3592.9%Retail/WholesaleCRMSalesforce$11,768,482$38,177 ▼-0.3%43,1572.9%Computer and TechnologyALNYAlnylam Pharmaceuticals$11,214,887$11,214,887 ▲New Holding34,3922.7%MedicalGOOGLAlphabet$10,904,169$61,680 ▼-0.6%61,8752.6%Computer and TechnologyPODDInsulet$10,707,254$81,687 ▼-0.8%34,0802.6%MedicalADBEAdobe$9,168,282$82,792 ▼-0.9%23,6982.2%Computer and TechnologyTMOThermo Fisher Scientific$7,772,263$111,907 ▼-1.4%19,1691.9%MedicalDECKDeckers Outdoor$7,622,851$333,947 ▼-4.2%73,9581.8%Retail/WholesaleGOOGAlphabet$7,514,5950.0%42,3621.8%Computer and TechnologyREDDIT INC CL A$7,443,127$3,011 ▲0.0%49,4331.8%StockJPMJPMorgan Chase & Co.$7,145,702$10,147 ▲0.1%24,6481.7%FinanceSNPSSynopsys$6,836,588$66,648 ▼-1.0%13,3351.7%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$6,758,160$420,660 ▼-5.9%132,4611.6%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$6,270,735$587,677 ▲10.3%139,1951.5%ETFZTSZoetis$5,975,068$5,975,068 ▲New Holding38,3141.4%MedicalBRBRBellRing Brands$5,846,759$57,640 ▲1.0%100,9281.4%Consumer StaplesHDHome Depot$5,704,552$24,198 ▼-0.4%15,5591.4%Retail/WholesaleNOWServiceNow$5,582,474$5,582,474 ▲New Holding5,4301.4%Computer and TechnologyBXBlackstone$5,432,746$5,432,746 ▲New Holding36,3201.3%FinanceXYLXylem$5,305,312$28,459 ▼-0.5%41,0121.3%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$4,792,361$627,290 ▲15.1%57,7951.2%ETFJPMORGAN ACTIVE BOND ETF$4,448,506$1,240,876 ▲38.7%83,0101.1%ETFDTDynatrace$3,739,8150.0%67,7380.9%Computer and TechnologyTSLATesla$3,535,556$3,535,556 ▲New Holding11,1300.9%Auto/Tires/TrucksDGROiShares Core Dividend Growth ETF$3,012,469$3,645 ▲0.1%47,1140.7%ETFOKTAOkta$2,961,711$30,491 ▲1.0%29,6260.7%Computer and TechnologySAIASaia$2,892,512$76,717 ▼-2.6%10,5570.7%TransportationIWBiShares Russell 1000 ETF$2,544,737$11,885 ▼-0.5%7,4940.6%ETFAMTAmerican Tower$2,510,124$102,332 ▼-3.9%11,3570.6%FinanceBACBank of America$2,199,077$13,723 ▼-0.6%46,4720.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,037,160$56,651 ▲2.9%3,5960.5%ETFIQVIQVIA$1,865,866$94,712 ▼-4.8%11,8400.5%MedicalAAPLApple$1,772,258$42,060 ▼-2.3%8,6380.4%Computer and TechnologyWKWorkiva$1,692,837$171,125 ▲11.2%24,7310.4%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$1,648,902$20,252 ▼-1.2%19,9480.4%ETFSPYSPDR S&P 500 ETF Trust$1,390,673$1,390,673 ▲New Holding2,2510.3%FinanceTJXTJX Companies$1,176,242$35,812 ▼-3.0%9,5250.3%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$1,087,190$33,127 ▲3.1%8,1720.3%ETFVBVanguard Small-Cap ETF$935,5970.0%3,9480.2%ETFIWFiShares Russell 1000 Growth ETF$852,557$35,665 ▲4.4%2,0080.2%ETFTPXTempur Sealy International$849,264$849,264 ▲New Holding12,4800.2%Retail/WholesalePGFInvesco Financial Preferred ETF$816,264$97,782 ▲13.6%57,8500.2%ManufacturingMSMorgan Stanley$811,917$45,779 ▼-5.3%5,7640.2%FinanceIJHiShares Core S&P Mid-Cap ETF$804,089$24,808 ▼-3.0%12,9650.2%ETFILMNIllumina$722,540$96,555 ▼-11.8%7,5730.2%MedicalVOTVanguard Mid-Cap Growth ETF$701,021$2,560 ▼-0.4%2,4650.2%ETFNKENIKE$663,585$67,843 ▼-9.3%9,3410.2%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$660,091$94,843 ▲16.8%6,9250.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$626,460$626,460 ▲New Holding7,8800.2%ETFTIPiShares TIPS Bond ETF$557,903$4,402 ▼-0.8%5,0700.1%ETFSPGIS&P Global$539,7290.0%1,0240.1%FinanceVOOVanguard S&P 500 ETF$536,220$3,976 ▲0.7%9440.1%ETFPYPLPayPal$518,531$3,716 ▼-0.7%6,9770.1%Business ServicesQLDProShares Ultra QQQ$480,257$18,834 ▼-3.8%4,0800.1%ETFBRK.BBerkshire Hathaway$459,0530.0%9450.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$453,649$22,043 ▲5.1%1,0290.1%FinanceNTRANatera$337,8800.0%2,0000.1%MedicalARISTA NETWORKS INC COM SHS$328,927$328,927 ▲New Holding3,2150.1%StockISRGIntuitive Surgical$326,0460.0%6000.1%MedicalIVViShares Core S&P 500 ETF$319,764$40,359 ▼-11.2%5150.1%ETFCVXChevron$304,995$39,234 ▼-11.4%2,1300.1%EnergyIWOiShares Russell 2000 Growth ETF$295,293$4,288 ▼-1.4%1,0330.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$274,415$54,581 ▲24.8%3,0920.1%ETFUNPUnion Pacific$271,0340.0%1,1780.1%TransportationBANK AMERICA CORP 7.25CNV PFD L$237,748$237,748 ▲New Holding1960.1%Convertible PreferredRTXRTX$237,4290.0%1,6260.1%AerospaceIWPiShares Russell Mid-Cap Growth ETF$226,742$226,742 ▲New Holding1,6350.1%ETFCMFiShares California Muni Bond ETF$221,845$221,845 ▲New Holding3,9800.1%ETFWDAYWorkday$208,8000.0%8700.1%Computer and TechnologySTZConstellation Brands$0$338,594 ▼-100.0%00.0%Consumer StaplesANETArista Networks$0$249,098 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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