Rosenblum Silverman Sutton S F Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Rosenblum Silverman Sutton S F Inc disclosed 80 stock positions valued at approximately $416.16M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, AMAZON COM INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $416.16M
Holdings by Sector
Rosenblum Silverman Sutton S F Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 10.73% | 223,074 | -23,793 | -9.64% | $44,634,882 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.39% | 94,068 | -1,683 | -1.76% | $22,420,167 |
| ALPHABET INC | GOOGL | Communication Services | 4.94% | 57,476 | -2,365 | -3.95% | $20,540,327 |
| VISA INC | V | Financial Services | 4.68% | 56,807 | -504 | -0.88% | $19,489,929 |
| SHARKNINJA INC | SN | Other | 4.28% | 117,059 | -4,055 | -3.35% | $17,824,574 |
| MICROSOFT CORP | MSFT | Technology | 4.12% | 45,941 | -977 | -2.08% | $17,136,814 |
| META PLATFORMS INC | META | Communication Services | 4.00% | 29,575 | -477 | -1.59% | $16,659,503 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.90% | 17,355 | -369 | -2.08% | $16,235,143 |
| NETFLIX INC. | NFLX | Communication Services | 3.20% | 186,495 | -3,315 | -1.75% | $13,315,743 |
| JANUS DETROIT STR TR | JMBS | Other | 2.99% | 276,850 | +26,235 | +10.47% | $12,455,482 |
| ALPHABET INC | GOOG | Communication Services | 2.81% | 33,097 | -3,824 | -10.36% | $11,694,262 |
| CINTAS CORP | CTAS | Industrials | 2.80% | 68,633 | -1,641 | -2.34% | $11,673,091 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 2.33% | 32,172 | -755 | -2.29% | $9,684,737 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.25% | 113,435 | -9,695 | -7.87% | $9,375,403 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.22% | 18,388 | -295 | -1.58% | $9,219,008 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 2.21% | 172,210 | +705 | +0.41% | $9,213,235 |
| ISHARES TR | FLOT | Other | 2.11% | 171,980 | +46,740 | +37.32% | $8,779,579 |
| REDDIT INC | RDDT | Communication Services | 1.98% | 47,403 | -1,210 | -2.49% | $8,228,213 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.82% | 23,195 | -230 | -0.98% | $7,592,528 |
| JANUS DETROIT STR TR | JAAA | Other | 1.82% | 149,875 | +149,875 | +100.00% | $7,567,189 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.78% | 93,920 | +79,685 | +559.78% | $7,422,498 |
| AMPHENOL CORP | APH | Technology | 1.75% | 41,398 | +41,398 | +100.00% | $7,299,295 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 1.65% | 69,115 | -488 | -0.70% | $6,862,428 |
| SYNOPSYS INC | SNPS | Technology | 1.49% | 13,873 | -520 | -3.61% | $6,188,329 |
| SALESFORCE INC | CRM | Technology | 1.41% | 37,572 | -2,483 | -6.20% | $5,886,030 |
| BLOCK INC | SQ | Technology | 1.27% | 69,455 | +40,570 | +140.45% | $5,278,580 |
| INSULET CORP | PODD | Healthcare | 1.22% | 33,452 | -550 | -1.62% | $5,093,067 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.19% | 14,039 | -737 | -4.99% | $4,951,105 |
| BLACKSTONE INC | BX | Financial Services | 1.14% | 40,257 | +3,750 | +10.27% | $4,737,064 |
| OKTA INC | OKTA | Technology | 1.04% | 31,723 | -1,383 | -4.18% | $4,328,603 |
Showing 30 of 80 holdings in the latest reporting period.