Rosenblum Silverman Sutton S F Inc
Rosenblum Silverman Sutton S F Inc reported 80 holdings worth US$416M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Rosenblum Silverman Sutton S F Inc reported 80 holdings worth US$416M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$416M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 223K | US$44.6M | 10.7% |
| Alphabet Inc (google) Class C | 90,199 | US$32.2M | 7.7% |
| Amazon.com, Inc. | 94,068 | US$22.4M | 5.4% |
| Visa Inc. | 56,807 | US$19.5M | 4.7% |
| Sharkninja, Inc. | 117K | US$17.8M | 4.3% |
| Microsoft Corp. | 45,941 | US$17.1M | 4.1% |
| Meta Platforms, Inc. | 29,575 | US$16.7M | 4.0% |
| Costco Wholesale Corporation | 17,355 | US$16.2M | 3.9% |
| Netflix, Inc. | 186K | US$13.3M | 3.2% |
| Cintas Corporation | 68,633 | US$11.7M | 2.8% |
| Alnylam Pharmaceuticals, Inc. | 32,172 | US$9.68M | 2.3% |
| Thermo Fisher Scientific Inc | 18,388 | US$9.22M | 2.2% |
| Reddit, Inc. | 47,403 | US$8.23M | 2.0% |
| Jp Morgan Chase & Co. | 23,195 | US$7.59M | 1.8% |
| Amphenol Corporation | 41,398 | US$7.3M | 1.8% |
| Deckers Outdoor Corporation | 69,115 | US$6.86M | 1.6% |
| Synopsys, Inc. | 13,873 | US$6.19M | 1.5% |
| Salesforce, Inc. | 37,572 | US$5.89M | 1.4% |
| Block, Inc. | 69,455 | US$5.28M | 1.3% |
| Insulet Corporation | 33,452 | US$5.09M | 1.2% |
| Home Depot, Inc. (the) | 14,039 | US$4.95M | 1.2% |
| Blackstone Inc. | 40,257 | US$4.74M | 1.1% |
| Okta, Inc. | 31,723 | US$4.33M | 1.0% |
| Tesla, Inc. | 9,720 | US$4.09M | 0.98% |
| Somnigroup International Inc. | 48,920 | US$3.84M | 0.92% |
| Saia, Inc. | 8,588 | US$3.62M | 0.87% |
| Iqvia Holdings, Inc. | 15,468 | US$2.99M | 0.72% |
| Bank Of America Corporation | 51,035 | US$2.91M | 0.70% |
| Adobe Inc. | 13,652 | US$2.8M | 0.67% |
| Apple Inc | 9,660 | US$2.8M | 0.67% |
| Servicenow, Inc. | 24,610 | US$2.44M | 0.59% |
| Tjx Companies, Inc. (the) | 12,716 | US$1.93M | 0.46% |
| American Tower Corporation (reit) | 8,261 | US$1.35M | 0.32% |
| Dynatrace, Inc. | 30,247 | US$1.33M | 0.32% |
| Morgan Stanley | 5,596 | US$1.17M | 0.28% |
| Illumina, Inc. | 6,137 | US$1.08M | 0.26% |
| Xylem Inc. | 4,806 | US$568K | 0.14% |
| Arista Networks, Inc. | 3,234 | US$549K | 0.13% |
| Natera, Inc. | 1,850 | US$502K | 0.12% |
| Berkshire Hathaway Inc. | 920 | US$460K | 0.11% |
| S&p Global Inc. | 1,035 | US$421K | 0.10% |
| Chevron Corporation | 2,232 | US$370K | 0.09% |
| Union Pacific Corporation | 1,221 | US$332K | 0.08% |
| Rtx Corporation | 1,644 | US$312K | 0.07% |
| Intuitive Surgical, Inc. | 629 | US$250K | 0.06% |
| Workiva Inc. | 4,513 | US$219K | 0.05% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
| Bellring Brands, Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Paypal Holdings, Inc. | 0 | US$0 | 0.00% |
Source
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