Rosenblum Silverman Sutton S F Inc /ca

CIK

918893

Location

San Francisco, CA

Portfolio Value

Small $309,534,329

Diversification

Diversified

Filing Date

Global Rank

#3,371 / 8,604 ▼ 173 · as of Mar 2026

Top Industry

Semiconductors 14.1%

3Y Alpha vs SPY

-7.3%

Period ended 3 months ago

Filed May 13, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.6%

SPY

+76.5%

Annualised alpha

-7.3%

Max drawdown

−23.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.9%

+0.8 pts

Top 5

37.6%

+0.6 pts

Top 10

62.3%

+3.1 pts

HHI

526

Diversified+30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.3%	$90,714,351	12
Communication Services	19.1%	$59,197,498	4
Consumer Cyclical	16.4%	$50,910,085	7
Financial Services	10.6%	$32,794,363	9
Healthcare	10.1%	$31,166,527	8
Industrials	6.6%	$20,478,941	5
Consumer Defensive	6.0%	$18,418,773	2
Unclassified	1.3%	$3,934,381	3
Real Estate	0.5%	$1,457,610	1
Energy	0.1%	$461,800	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
XYZ	Block, Inc.	+20,590	28,885	$1,738,299
IQV	Iqvia Holdings Inc.	+990	12,462	$2,125,269
NFLX	Netflix Inc	+275	189,810	$18,250,231
PODD	Insulet Corp	+197	34,002	$7,134,979
SGI	Somnigroup International Inc.	+190	11,015	$814,228
XYL	Xylem Inc.	+175	40,232	$4,807,724
BX	Blackstone Inc.	+156	36,507	$4,197,939
TJX	Tjx Companies Inc /De/	+140	9,968	$1,591,889
SNPS	Synopsys Inc	+67	14,393	$5,706,536
WK	Workiva Inc	+30	27,266	$1,625,871
DIA	Spdr Dow Jones Industrial Average ETF Trust	+30	1,054	$488,202
OKTA	Okta, Inc.	+20	33,106	$2,605,773
CVX	Chevron Corp	+2	2,232	$461,800
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BRBR	Bellring Brands, Inc.	−48,705	47,113	$758,048
DT	Dynatrace, Inc.	−10,575	49,938	$1,846,707
ZTS	Zoetis Inc.	−6,348	3,486	$412,080
NVDA	Nvidia Corp	−5,364	246,867	$43,053,604
ADBE	Adobe Inc.	−2,185	17,058	$4,146,458
GOOGL	Alphabet Inc.	−1,400	59,841	$17,207,877
AAPL	Apple Inc.	−1,190	7,665	$1,945,300
SN	SharkNinja, Inc.	−1,135	121,114	$12,825,972
CRM	Salesforce, Inc.	−929	40,055	$7,477,066
AMT	American Tower Corp /Ma/	−761	8,446	$1,457,610
CTAS	Cintas Corp	−760	70,274	$11,886,144
AMZN	Amazon Com Inc	−705	95,751	$19,942,060
DECK	Deckers Outdoor Corp	−690	69,603	$6,966,564
SAIA	Saia Inc	−427	9,029	$3,171,707
ILMN	Illumina, Inc.	−420	6,137	$756,446
HD	Home Depot, Inc.	−389	14,776	$4,859,678
V	Visa Inc.	−357	57,311	$17,321,676
PYPL	PayPal Holdings, Inc.	−325	4,575	$206,927
TSLA	Tesla, Inc.	−280	10,517	$3,909,694
BAC	Bank Of America Corp /De/	−260	45,922	$2,238,697
ALNY	Alnylam Pharmaceuticals, Inc.	−253	32,927	$10,894,556
COST	Costco Wholesale Corp /New	−238	17,724	$17,660,725
MSFT	Microsoft Corp	−221	46,918	$17,367,636
TMO	Thermo Fisher Scientific Inc.	−180	18,683	$9,183,254
NOW	ServiceNow, Inc.	−100	26,820	$2,804,031
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NKE	NIKE, Inc.	6,221	$396,339
SHOP	Shopify Inc.	1,400	$225,358
AGNC	AGNC Investment Corp.	10,200	$109,344
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $309,534,329 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	246,867	-5,364	$43,053,604	−8.5%	13.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	95,751	-705	$19,942,060	−10.4%	6.44%
NFLX	Netflix Inc Communication Services	Added	189,810	+275	$18,250,231	+2.7%	5.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	17,724	-238	$17,660,725	+14.0%	5.71%
MSFT	Microsoft Corp Technology	Reduced	46,918	-221	$17,367,636	−23.8%	5.61%
V	Visa Inc. Financial Services	Reduced	57,311	-357	$17,321,676	−14.4%	5.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	59,841	-1,400	$17,207,877	−10.2%	5.56%
META	Meta Platforms, Inc. Communication Services	Reduced	30,052	-70	$17,193,650	−13.5%	5.55%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	121,114	-1,135	$12,825,972	−6.2%	4.14%
CTAS	Cintas Corp Industrials	Reduced	70,274	-760	$11,886,144	−11.0%	3.84%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Reduced	32,927	-253	$10,894,556	−17.4%	3.52%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	18,683	-180	$9,183,254	−16.0%	2.97%
CRM	Salesforce, Inc. Technology	Reduced	40,055	-929	$7,477,066	−31.1%	2.42%
PODD	Insulet Corp Healthcare	Added	34,002	+197	$7,134,979	−25.7%	2.31%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	69,603	-690	$6,966,564	−4.4%	2.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,425	-84	$6,890,698	−9.0%	2.23%
RDDT	Reddit, Inc. Communication Services	Reduced	48,613	-85	$6,545,740	−41.5%	2.11%
SNPS	Synopsys Inc Technology	Added	14,393	+67	$5,706,536	−15.2%	1.84%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	14,776	-389	$4,859,678	−6.9%	1.57%
XYL	Xylem Inc. Industrials	Added	40,232	+175	$4,807,724	−11.9%	1.55%
BX	Blackstone Inc. Financial Services	Added	36,507	+156	$4,197,939	−25.1%	1.36%
ADBE	Adobe Inc. Technology	Reduced	17,058	-2,185	$4,146,458	−38.4%	1.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,517	-280	$3,909,694	−19.5%	1.26%
SAIA	Saia Inc Industrials	Reduced	9,029	-427	$3,171,707	+2.7%	1.02%
NOW	ServiceNow, Inc. Technology	Reduced	26,820	-100	$2,804,031	−32.0%	0.91%
OKTA	Okta, Inc. Technology	Added	33,106	+20	$2,605,773	−8.9%	0.84%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	45,922	-260	$2,238,697	−11.9%	0.72%
IQV	Iqvia Holdings Inc. Healthcare	Added	12,462	+990	$2,125,269	−17.8%	0.69%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,369	-27	$2,077,864	+1.4%	0.67%
AAPL	Apple Inc. Technology	Reduced	7,665	-1,190	$1,945,300	−19.2%	0.63%
DT	Dynatrace, Inc. Technology	Reduced	49,938	-10,575	$1,846,707	−29.6%	0.60%
XYZ	Block, Inc. Technology	Added	28,885	+20,590	$1,738,299	+222.0%	0.56%
WK	Workiva Inc Technology	Added	27,266	+30	$1,625,871	−30.8%	0.53%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	9,968	+140	$1,591,889	+5.4%	0.51%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	8,446	-761	$1,457,610	−9.8%	0.47%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,104	-24	$1,368,315	−5.7%	0.44%
MS	Morgan Stanley Financial Services	Reduced	5,615	-40	$924,060	−8.0%	0.30%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	11,015	+190	$814,228	−15.8%	0.26%
BRBR	Bellring Brands, Inc. Consumer Defensive	Reduced	47,113	-48,705	$758,048	−70.4%	0.24%
ILMN	Illumina, Inc. Healthcare	Reduced	6,137	-420	$756,446	−12.0%	0.24%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,054	+30	$488,202	−0.8%	0.16%
CVX	Chevron Corp Energy	Added	2,232	+2	$461,800	+35.9%	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	920	-25	$440,864	−7.2%	0.14%
SPGI	S&P Global Inc. Financial Services	Held	1,035	0	$440,226	−18.6%	0.14%
ZTS	Zoetis Inc. Healthcare	Reduced	3,486	-6,348	$412,080	−66.7%	0.13%
ANET	Arista Networks, Inc. Technology	Held	3,234	0	$397,070	−6.3%	0.13%
NTRA	Natera, Inc. Healthcare	Reduced	1,850	-50	$369,981	−15.0%	0.12%
RTX	RTX Corp Industrials	Held	1,644	0	$317,127	+5.2%	0.10%
UNP	Union Pacific Corp Industrials	Held	1,221	0	$296,239	+4.9%	0.10%
ISRG	Intuitive Surgical Inc Healthcare	Held	629	0	$289,962	−18.6%	0.09%