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ROSENBLUM SILVERMAN SUTTON S F INC /CA13F | |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | |
| Last update 2025-05-12 | 75 Stocks (2 new) |
| Value $363.00 Mil | Turnover 3 % |
ROSENBLUM SILVERMAN SUTTON S F... Top Holdings of 2025-03-31
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| 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 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
V | Visa Inc | 58,632 | 20,548.2 | -2.15% | 5.660 | -0.10% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
AMZN | Amazon.com Inc | 97,680 | 18,584.6 | -0.64% | 5.120 | -0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
NFLX | Netflix Inc | 19,755 | 18,422.1 | -1.46% | 5.080 | -0.07% | 0.000 | +24.28% | +35.67% | 514,617.8 | Media - Diversified | |
MSFT | Microsoft Corp | 48,229 | 18,104.7 | -0.35% | 4.990 | -0.02% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
COST | Costco Wholesale Corp | 18,877 | 17,853.5 | -2.67% | 4.920 | -0.12% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
META | Meta Platforms Inc | 30,694 | 17,690.8 | -1.55% | 4.870 | -0.07% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
CTAS | Cintas Corp | 73,338 | 15,073.2 | -0.99% | 4.150 | -0.03% | 0.020 | +8.06% | +21.93% | 89,430.3 | Business Services | |
CRM | Salesforce Inc | 43,297 | 11,619.2 | -0.09% | 3.200 | 0% | 0.000 | +6.28% | -21.27% | 250,835.3 | Software | |
SN | SharkNinja Inc | 122,949 | 10,255.2 | -0.34% | 2.830 | -0.01% | 0.090 | +55.07% | +18.18% | 16,228.2 | 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
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| 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 | $148.24 | -10.31% | New holding | 49,413 | 49,413 | |
STZ | Constellation Brands Inc | 2025-03-31 | Reduce Reduce | -0.73% | 161.05 ($181.67) 222.93 | $170.57 | -6.11% | 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 | $44.51 | -0.22% | Add 38.86% | 126,150 | 35,305 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.31% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | Reduce -20.37% | 12,085 | -3,092 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.27% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | 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 | $80.33 | 6.84% | Sold Out | 0 | -13,225 | |
IQV | IQVIA Holdings Inc | 2025-03-31 | Reduce Reduce | -0.25% | 176.3 ($194) 209.96 | $160.63 | -17.20% | Reduce -29.24% | 12,441 | -5,142 | |
ILMN | Illumina Inc | 2025-03-31 | Reduce Reduce | -0.20% | 79.34 ($108.24) 144.22 | $96.14 | -11.18% | Reduce -41.19% | 8,585 | -6,013 | |
NKE | Nike Inc | 2025-03-31 | Reduce Reduce | -0.15% | 63.29 ($73.61) 81.72 | $72.47 | -1.55% | Reduce -43.64% | 10,296 | -7,971 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.12% | 890.62 ($974.97) 1076.86 | $950.95 | -2.46% | Reduce -2.67% | 18,877 | -518 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA Total Holding History ($B)
ROSENBLUM SILVERMAN SUTTON S F INC /CA's Asset Allocation
ROSENBLUM SILVERMAN SUTTON S F INC /CA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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 % |
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ROSENBLUM SILVERMAN SUTTON S F INC /CA's Holdings Heat Map
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ROSENBLUM SILVERMAN SUTTON S F INC /CA's Holdings Bubble Chart
ROSENBLUM SILVERMAN SUTTON S F INC /CA News
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