RS

ROSENBLUM SILVERMAN SUTTON S F INC /CA

13F
ROSENBLUM SILVERMAN SUTTON S F INC /CA
Last update 2025-05-12 75 Stocks (2 new)
Value $363.00 Mil Turnover 3 %
Countries:
Top Holdings: NVDA(8.87%)V(5.66%)AMZN(5.12%)NFLX(5.08%)MSFT(4.99%)
Summary Stock Picks Current Portfolio
ROSENBLUM SILVERMAN SUTTON S F... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
297,120
32,201.9
-2.61%
8.870
-0.27%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
V
Visa Inc
58,632
20,548.2
-2.15%
5.660
-0.10%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
AMZN
Amazon.com Inc
97,680
18,584.6
-0.64%
5.120
-0.03%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
NFLX
Netflix Inc
19,755
18,422.1
-1.46%
5.080
-0.07%
0.000
+41.45%
+45.53%
552,042.5
Media - Diversified
MSFT
Microsoft Corp
48,229
18,104.7
-0.35%
4.990
-0.02%
0.000
+33.94%
+18.80%
3,707,650.2
Software
COST
Costco Wholesale Corp
18,877
17,853.5
-2.67%
4.920
-0.12%
0.000
+2.19%
+7.98%
437,720.8
Retail - Defensive
META
Meta Platforms Inc
30,694
17,690.8
-1.55%
4.870
-0.07%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
CTAS
Cintas Corp
73,338
15,073.2
-0.99%
4.150
-0.03%
0.020
+7.28%
+20.51%
88,574.7
Business Services
CRM
Salesforce Inc
43,297
11,619.2
-0.09%
3.200
0%
0.000
+6.97%
-18.34%
260,175.4
Software
SN
SharkNinja Inc
122,949
10,255.2
-0.34%
2.830
-0.01%
0.090
+54.32%
+10.15%
15,125.3
Furnishings, Fixtures & Appliances

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Historical Top Holdings Breakdowns

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RDDT
Reddit Inc
2025-03-31
New Buy
New Buy
+1.43%
●
104.9 ($165.28) 225.23
$157.03
-4.99%
New holding
49,413
49,413
STZ
Constellation Brands Inc
2025-03-31
Reduce
Reduce
-0.73%
●
161.05 ($181.67) 222.93
$172.32
-5.15%
Reduce -87.72%
1,845
-13,183
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.44%
●
43.53 ($44.61) 45.42
$44.74
0.29%
Add 38.86%
126,150
35,305
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.31%
●
222.15 ($333.26) 428.22
$315.35
-5.37%
Reduce -20.37%
12,085
-3,092
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.27%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Reduce -2.61%
297,120
-7,960
FIS
Fidelity National Information Services Inc
Fidelity National Information Services Inc
2025-03-31
Sold Out
Sold Out
-0.27%
●
68.12 ($75.19) 83.42
$81.77
8.75%
Sold Out
0
-13,225
IQV
IQVIA Holdings Inc
2025-03-31
Reduce
Reduce
-0.25%
●
176.3 ($194) 209.96
$164.24
-15.34%
Reduce -29.24%
12,441
-5,142
ILMN
Illumina Inc
2025-03-31
Reduce
Reduce
-0.20%
●
79.34 ($108.24) 144.22
$100.80
-6.87%
Reduce -41.19%
8,585
-6,013
NKE
Nike Inc
2025-03-31
Reduce
Reduce
-0.15%
●
63.29 ($73.61) 81.72
$76.39
3.78%
Reduce -43.64%
10,296
-7,971
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.12%
●
890.62 ($974.97) 1076.86
$987.02
1.24%
Reduce -2.67%
18,877
-518

ROSENBLUM SILVERMAN SUTTON S F INC /CA Total Holding History ($B)

To

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Asset Allocation

To

ROSENBLUM SILVERMAN SUTTON S F INC /CA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Hypothetical Growth since 2025-03-31

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Yearly Returns

Year Portfolio % % Excess Gain %

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Holdings Heat Map

Size field:

ROSENBLUM SILVERMAN SUTTON S F INC /CA's Holdings Bubble Chart

ROSENBLUM SILVERMAN SUTTON S F INC /CA News

  • 1

Discussions on ROSENBLUM SILVERMAN SUTTON S F INC /CA

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.