Rosenblum Silverman Sutton S F Inc /Ca Top Holdings and 13F Report (2026) About Rosenblum Silverman Sutton S F Inc /CaInvestment ActivityRosenblum Silverman Sutton S F Inc /Ca has $416.16 million in total holdings as of June 30, 2026.Rosenblum Silverman Sutton S F Inc /Ca owns shares of 80 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.92% of the portfolio was purchased this quarter.About 6.67% of the portfolio was sold this quarter.This quarter, Rosenblum Silverman Sutton S F Inc /Ca has purchased 76 new stocks and bought additional shares in 20 stocks.Rosenblum Silverman Sutton S F Inc /Ca sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $44,634,882Amazon.com $22,420,167Alphabet $20,540,327Visa $19,489,929SharkNinja $17,824,574 Largest New Holdings this Quarter 47103U845 - Janus Henderson AAA CLO ETF $7,567,189 Holding032095101 - Amphenol $7,299,295 Holding464289867 - iShares Core 60/40 Balanced Allocation ETF $941,725 Holding46641Q332 - JPMorgan Equity Premium Income ETF $593,040 Holding74347R404 - ProShares Ultra MidCap 400 $242,118 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 149,875 shares (about $7.57M)Amphenol 41,398 shares (about $7.30M)Vanguard Short-Term Corporate Bond ETF 79,685 shares (about $6.30M)BLOCK INC 40,570 shares (about $3.08M)SOMNIGROUP INTERNATIONAL INC 37,905 shares (about $2.97M) Largest Sales this Quarter NVIDIA 23,793 shares (about $4.76M)Xylem 35,426 shares (about $4.19M)Invesco Financial Preferred ETF 120,701 shares (about $1.65M)Alphabet 3,824 shares (about $1.35M)Workiva 22,753 shares (about $1.10M) 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$44,634,882$4,760,742 â–¼-9.6%223,07410.7%TechnologyAMZNAmazon.com$22,420,167$401,126 â–¼-1.8%94,0685.4%Consumer DiscretionaryGOOGLAlphabet$20,540,327$845,185 â–¼-4.0%57,4764.9%Communication ServicesVVisa$19,489,929$172,917 â–¼-0.9%56,8074.7%FinanceSNSharkNinja$17,824,574$617,455 â–¼-3.3%117,0594.3%Consumer DiscretionaryMSFTMicrosoft$17,136,814$364,438 â–¼-2.1%45,9414.1%TechnologyMETAMeta Platforms$16,659,503$268,693 â–¼-1.6%29,5754.0%Communication ServicesCOSTCostco Wholesale$16,235,143$345,190 â–¼-2.1%17,3553.9%Consumer StaplesNFLXNetflix$13,315,743$236,691 â–¼-1.7%186,4953.2%Communication ServicesJMBSJanus Henderson Mortgage-Backed Securities ETF$12,455,482$1,180,313 â–²10.5%276,8503.0%ETFGOOGAlphabet$11,694,262$1,351,145 â–¼-10.4%33,0972.8%Communication ServicesCTASCintas$11,673,091$279,101 â–¼-2.3%68,6332.8%IndustrialsALNYAlnylam Pharmaceuticals$9,684,737$227,278 â–¼-2.3%32,1722.3%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$9,375,403$801,292 â–¼-7.9%113,4352.3%ETFTMOThermo Fisher Scientific$9,219,008$147,901 â–¼-1.6%18,3882.2%HealthcareJ P MORGAN EXCHANGE TRADED F$9,213,235$37,718 â–²0.4%172,2102.2%ETFFLOTiShares Floating Rate Bond ETF$8,779,579$2,386,077 â–²37.3%171,9802.1%ETFREDDIT INC$8,228,213$210,032 â–¼-2.5%47,4032.0%StockJPMJPMorgan Chase & Co.$7,592,528$75,287 â–¼-1.0%23,1951.8%FinanceJAAAJanus Henderson AAA CLO ETF$7,567,189$7,567,189 â–²New Holding149,8751.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,422,498$6,297,506 â–²559.8%93,9201.8%ETFAPHAmphenol$7,299,295$7,299,295 â–²New Holding41,3981.8%TechnologyDECKDeckers Outdoor$6,862,428$48,454 â–¼-0.7%69,1151.6%Consumer DiscretionarySNPSSynopsys$6,188,329$231,956 â–¼-3.6%13,8731.5%TechnologyCRMSalesforce$5,886,030$388,987 â–¼-6.2%37,5721.4%TechnologyBLOCK INC$5,278,580$3,083,320 â–²140.5%69,4551.3%StockPODDInsulet$5,093,067$83,738 â–¼-1.6%33,4521.2%HealthcareHDHome Depot$4,951,105$259,916 â–¼-5.0%14,0391.2%Consumer DiscretionaryBXBlackstone$4,737,064$441,265 â–²10.3%40,2571.1%FinanceOKTAOkta$4,328,603$188,710 â–¼-4.2%31,7231.0%TechnologyTSLATesla$4,088,232$335,218 â–¼-7.6%9,7201.0%Consumer DiscretionaryDGROiShares Core Dividend Growth ETF$3,914,443$394,105 â–²11.2%51,6490.9%ETFIWBiShares Russell 1000 ETF$3,892,786$299,351 â–²8.3%9,5060.9%ETFSOMNIGROUP INTERNATIONAL INC$3,835,328$2,971,752 â–²344.1%48,9200.9%StockSAIASaia$3,616,922$185,732 â–¼-4.9%8,5880.9%IndustrialsIQVIQVIA$2,988,727$580,819 â–²24.1%15,4680.7%HealthcareADBEAdobe$2,798,933$698,298 â–¼-20.0%13,6520.7%TechnologyAAPLApple$2,795,086$577,246 â–²26.0%9,6600.7%TechnologyBACBank of America$2,662,085$45,470 â–²1.7%46,7200.6%FinanceNOWServiceNow$2,443,281$219,409 â–¼-8.2%24,6100.6%TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,273,317$96,363 â–¼-4.1%3,2320.5%ETFCWBSPDR Bloomberg Convertible Securities ETF$2,058,607$64,153 â–¼-3.0%19,0930.5%ETFTJXTJX Companies$1,926,474$416,322 â–²27.6%12,7160.5%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,676,372$105,287 â–²6.7%2,2450.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,366,808$84,655 â–¼-5.8%7,6530.3%ETFAMTAmerican Tower$1,351,252$30,260 â–¼-2.2%8,2610.3%Real EstateDTDynatrace$1,328,146$864,632 â–¼-39.4%30,2470.3%TechnologyVOTVanguard Mid-Cap Growth ETF$1,265,647$55,135 â–²4.6%4,1320.3%ETFVBVanguard Small-Cap ETF$1,227,030$12,125 â–¼-1.0%4,0480.3%ETFMSMorgan Stanley$1,169,721$3,972 â–¼-0.3%5,5960.3%FinanceIWFiShares Russell 1000 Growth ETF$1,137,334$854,832 â–²302.6%9,1590.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,082,262$2,975 â–²0.3%9,0950.3%ETFILMNIllumina$1,079,0690.0%6,1370.3%HealthcareAORiShares Core 60/40 Balanced Allocation ETF$941,725$941,725 â–²New Holding13,5500.2%ETFIJHiShares Core S&P Mid-Cap ETF$905,503$19,046 â–¼-2.1%11,7430.2%ETFVOOVanguard S&P 500 ETF$757,551$89,285 â–²13.4%1,1030.2%ETFQLDProShares Ultra QQQ$722,288$14,513 â–¼-2.0%7,4650.2%ETFIWOiShares Russell 2000 Growth ETF$659,906$12,213 â–¼-1.8%1,6750.2%ETFJEPIJPMorgan Equity Premium Income ETF$593,040$593,040 â–²New Holding10,5000.1%ETFXYLXylem$568,079$4,187,425 â–¼-88.1%4,8060.1%IndustrialsPGFInvesco Financial Preferred ETF$559,985$1,654,811 â–¼-74.7%40,8450.1%ETFTIPiShares TIPS Bond ETF$554,8100.0%5,0700.1%ETFARISTA NETWORKS INC$549,3920.0%3,2340.1%StockDIASPDR Dow Jones Industrial Average ETF Trust$544,591$6,272 â–¼-1.1%1,0420.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$508,322$11,555 â–²2.3%4,2670.1%ETFNTRANatera$502,1830.0%1,8500.1%HealthcareBRK.BBerkshire Hathaway$460,3590.0%9200.1%FinanceSPGIS&P Global$421,3480.0%1,0350.1%FinanceIVViShares Core S&P 500 ETF$381,934$3,744 â–²1.0%5100.1%ETFCVXChevron$370,0530.0%2,2320.1%EnergyUNPUnion Pacific$332,0820.0%1,2210.1%IndustrialsRTXRTX$311,9160.0%1,6440.1%IndustrialsISRGIntuitive Surgical$250,1410.0%6290.1%HealthcareBANK OF AMER CORP$245,8820.0%1960.1%Convertible PreferredMVVProShares Ultra MidCap 400$242,118$242,118 â–²New Holding2,6300.1%ETFCMFiShares California Muni Bond ETF$241,223$241,223 â–²New Holding4,1850.1%ETFWKWorkiva$218,926$1,103,750 â–¼-83.4%4,5130.1%TechnologyQQQInvesco QQQ$215,029$215,029 â–²New Holding2920.1%ETFIWPiShares Russell Mid-Cap Growth ETF$200,590$200,590 â–²New Holding1,3700.0%ETFNACNuveen California Quality Municipal Income Fund$138,6530.0%11,4400.0%FinanceZZillow Group$0$4,479,178 â–¼-100.0%00.0%Communication ServicesBRBRBellRing Brands$0$758,048 â–¼-100.0%00.0%Consumer StaplesZTSZoetis$0$412,080 â–¼-100.0%00.0%HealthcarePYPLPayPal$0$206,927 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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