§ 13F · FUND PROFILE
ROSENBLUM SILVERMAN SUTTON S F INC /CA.
AUM · $416M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 223K | $45M | 10.7% | −10% |
| 2 | AMZN | AMAZON COM INC | 94K | $22M | 5.4% | −2% |
| 3 | GOOGL | ALPHABET INC | 57K | $21M | 4.9% | −4% |
| 4 | V | VISA INC | 57K | $19M | 4.7% | −1% |
| 5 | SN | SHARKNINJA INC | 117K | $18M | 4.3% | −3% |
| 6 | MSFT | MICROSOFT CORP | 46K | $17M | 4.1% | −2% |
| 7 | META | META PLATFORMS INC | 30K | $17M | 4.0% | −2% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 17K | $16M | 3.9% | −2% |
| 9 | NFLX | NETFLIX INC. | 186K | $13M | 3.2% | −2% |
| 10 | JMBS | JANUS DETROIT STR TR | 277K | $12M | 3.0% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROSENBLUM SIGNAL
AC read
ROSENBLUM SILVERMAN SUTTON S F INC /CA is a Other fund managing $416 million in assets. The fund runs a portfolio of 80 positions.
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