Q1 2025 · 13F-HR
ROSENBLUM SILVERMAN SUTTON S F INC /CAholdings as filed
Filed 2025-05-12 · accession 0000918893-25-000004
$362.9M
Reported value
75
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | Nvidia Corp. | $32.2M | 8.87% | 297,120 | Common | SOLE |
| 92826c839 | — | Visa Inc. | $20.5M | 5.66% | 58,632 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc | $18.6M | 5.12% | 97,680 | Common | SOLE |
| 64110l106 | — | Netflix Inc. | $18.4M | 5.08% | 19,755 | Common | SOLE |
| 594918104 | MSFT | Microsoft | $18.1M | 4.99% | 48,229 | Common | SOLE |
| 22160K105 | COST | Costco Wholesale Corporation | $17.9M | 4.92% | 18,877 | Common | SOLE |
| 30303M102 | META | Meta Platforms Cl A | $17.7M | 4.87% | 30,694 | Common | SOLE |
| 172908105 | CTAS | Cintas Corp. | $15.1M | 4.15% | 73,338 | Common | SOLE |
| 79466L302 | CRM | Salesforce.com | $11.6M | 3.20% | 43,297 | Common | SOLE |
| G8068L108 | SN | SharkNinja, Inc. | $10.3M | 2.83% | 122,949 | Common | SOLE |
| 883556102 | TMO | Thermo Fisher Scientific | $9.7M | 2.67% | 19,445 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc. Cl-A | $9.6M | 2.65% | 62,225 | Common | SOLE |
| 02043q107 | — | Alnylam Pharmaceuticals Inc | $9.4M | 2.58% | 34,632 | Common | SOLE |
| 00724F101 | ADBE | Adobe Systems | $9.2M | 2.53% | 23,912 | Common | SOLE |
| 45784P101 | PODD | Insulet Corp. | $9.0M | 2.48% | 34,340 | Common | SOLE |
| 243537107 | DECK | Deckers Outdoors | $8.6M | 2.38% | 77,198 | Common | SOLE |
| 07831C103 | BRBR | BellRing Brands | $7.4M | 2.05% | 99,933 | Common | SOLE |
| 46429B655 | FLOT | iShares Floating Rate Bond | $7.2M | 1.98% | 140,706 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc. Cl-C | $6.6M | 1.82% | 42,362 | Common | SOLE |
| 98978v103 | — | Zoetis, Inc. | $6.4M | 1.75% | 38,674 | Common | SOLE |
| 46625H100 | JPM | JP Morgan Chase & Co. | $6.0M | 1.66% | 24,613 | Common | SOLE |
| 871607107 | SNPS | Synopsys Inc. | $5.8M | 1.59% | 13,465 | Common | SOLE |
| 437076102 | HD | Home Depot | $5.7M | 1.58% | 15,625 | Common | SOLE |
| 47103U852 | JMBS | Janus Henderson Mortgage-Backed Sec | $5.7M | 1.57% | 126,150 | Common | SOLE |
| 75734B100 | RDDT | Reddit Inc. - CL A | $5.2M | 1.43% | 49,413 | Common | SOLE |
| 09260d107 | — | Blackstone Group | $5.1M | 1.39% | 36,155 | Common | SOLE |
| 98419M100 | XYL | Xylem, Inc. | $4.9M | 1.36% | 41,232 | Common | SOLE |
| 81762p102 | — | ServiceNow Inc. | $4.4M | 1.20% | 5,485 | Common | SOLE |
| 92206C870 | VCIT | Vanguard Intermediate-Term Corp Bond ETF | $4.1M | 1.13% | 50,230 | Common | SOLE |
| 78709Y105 | SAIA | Saia Inc. | $3.8M | 1.04% | 10,837 | Common | SOLE |
| 46654Q716 | JBND | JPMorgan Active Bond ETF | $3.2M | 0.88% | 59,855 | Common | SOLE |
| 268150109 | DT | Dynatrace | $3.2M | 0.88% | 67,738 | Common | SOLE |
| 88160r101 | — | Tesla Motors Inc | $3.1M | 0.86% | 12,085 | Common | SOLE |
| 679295105 | OKTA | Okta Inc. | $3.1M | 0.85% | 29,321 | Common | SOLE |
| 46434V621 | DGRO | iShares Core Dividend Growth | $2.9M | 0.80% | 47,057 | Common | SOLE |
| 03027X100 | AMT | American Tower Corp Cl A | $2.6M | 0.71% | 11,820 | Common | SOLE |
| 464287622 | IWB | iShares Russell 1000 Index | $2.3M | 0.64% | 7,529 | Common | SOLE |
| 46266C105 | IQV | Iqvia Hldgs. | $2.2M | 0.60% | 12,441 | Common | SOLE |
| 037833100 | AAPL | Apple Computer | $2.0M | 0.54% | 8,843 | Common | SOLE |
| 060505104 | BAC | Bankamerica Corp. New | $2.0M | 0.54% | 46,762 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P Midcap 400 | $1.9M | 0.51% | 3,496 | Common | SOLE |
| 98139A105 | WK | Workiva | $1.7M | 0.47% | 22,231 | Common | SOLE |
| 78464A359 | CWB | SPDR Bloomberg Convertible Securities ET | $1.5M | 0.43% | 20,193 | Common | SOLE |
| 872540109 | TJX | The TJX Companies | $1.2M | 0.33% | 9,815 | Common | SOLE |
| 78462f103 | — | SPDR S&P 500 Trust | $1.1M | 0.29% | 1,879 | Common | SOLE |
| 464287887 | IJT | iShares S&P Smallcap 600 Growth | $986,446 | 0.27% | 7,923 | Common | SOLE |
| 922908751 | VB | Vanguard Small Cap ETF | $875,469 | 0.24% | 3,948 | Common | SOLE |
| 464287507 | IJH | iShares Core S&P Midcap | $779,848 | 0.21% | 13,365 | Common | SOLE |
| 88023u101 | — | Somnigroup International Inc. | $747,302 | 0.21% | 12,480 | Common | SOLE |
| 46137V621 | PGF | Invesco Financial Preferred ETF | $727,138 | 0.20% | 50,920 | Common | SOLE |
| 617446448 | MS | Morgan Stanley | $710,404 | 0.20% | 6,089 | Common | SOLE |
| 464287614 | IWF | iShares Russell 1000 Growth Index | $694,737 | 0.19% | 1,924 | Common | SOLE |
| 452327109 | ILMN | Illumina Inc. | $681,134 | 0.19% | 8,585 | Common | SOLE |
| 654106103 | NKE | Nike Inc. Class B | $653,590 | 0.18% | 10,296 | Common | SOLE |
| 92206c409 | — | Vanguard Short Term Corporate B | $622,047 | 0.17% | 7,880 | Common | SOLE |
| 922908538 | VOT | Vanguard Mid-Cap Growth | $605,239 | 0.17% | 2,474 | Common | SOLE |
| 464287176 | TIP | iShares TIPS Bond ETF | $567,670 | 0.16% | 5,110 | Common | SOLE |
| 78409V104 | SPGI | S&P Global | $520,087 | 0.14% | 1,024 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc-Cl B | $503,288 | 0.14% | 945 | Common | SOLE |
| 922908363 | VOO | Vanguard S&P 500 ETF | $481,534 | 0.13% | 937 | Common | SOLE |
| 78464A409 | SPYG | SPDR S&P 500 Growth | $476,594 | 0.13% | 5,930 | Common | SOLE |
| 70450Y103 | PYPL | PayPal Holdings | $458,512 | 0.13% | 7,027 | Common | SOLE |
| 78467X109 | DIA | SPDR Dow Jones Indus Avg | $411,063 | 0.11% | 979 | Common | SOLE |
| 166764100 | CVX | Chevron Corp | $402,165 | 0.11% | 2,404 | Common | SOLE |
| 74347R206 | QLD | Ultra QQQ Proshares Tr | $376,851 | 0.10% | 4,240 | Common | SOLE |
| 21036P108 | STZ | Constellation Brands A | $338,594 | 0.09% | 1,845 | Common | SOLE |
| 464287200 | IVV | iShares Trust SP 500 Index | $325,902 | 0.09% | 580 | Common | SOLE |
| 46120E602 | ISRG | Intuitive Surgical Inc. | $297,162 | 0.08% | 600 | Common | SOLE |
| 632307104 | NTRA | Natera | $282,820 | 0.08% | 2,000 | Common | SOLE |
| 907818108 | UNP | Union Pacific | $278,291 | 0.08% | 1,178 | Common | SOLE |
| 464287648 | IWO | iShares Russell 2000 Growth | $267,795 | 0.07% | 1,048 | Common | SOLE |
| 040413106 | ANETEUR | Arista Networks, Inc. | $249,098 | 0.07% | 3,215 | Common | SOLE |
| 75513E101 | RTX | RTX Corp. | $215,380 | 0.06% | 1,626 | Common | SOLE |
| 78464A201 | SLYG | SPDR S&P 600 Small Cap Growth | $205,591 | 0.06% | 2,477 | Common | SOLE |
| 98138H101 | WDAY | Workday Inc. | $203,171 | 0.06% | 870 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.