The Analysis of ROSENBLUM SILVERMAN SUTTON S F INC /CA's Holdings


Currently, ROSENBLUM SILVERMAN SUTTON S F INC /CA holds 78 types of securities in its portfolio with a total value $437.9M. In the most recent quarter, they have increased their positions in JBND (+54.8K shares, valued at $3.0M), VCIT (+32.4K shares, valued at $2.7M), JMBS (+59.0K shares, valued at $2.7M); decreased their positions in NVDA (-17.3K shares, valued at $3.2M), ZTS (-3.9K shares, valued at $564.8K), NFLX (-353 shares, valued at $423.2K); initiated new positions in SHOP (+1.4K shares, valued at $208.1K), C (+2.0K shares, valued at $203.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION COM270.7K shares-6.02%2025-09-302025-11-13history
MSFT MICROSOFT CORP COM47.6K shares-0.81%2025-09-302025-11-13history
NFLX NETFLIX INC COM19.1K shares-1.82%2025-09-302025-11-13history
META META PLATFORMS INC CL A30.2K shares-1.12%2025-09-302025-11-13history
AMZN AMAZON COM INC COM97.0K shares-0.22%2025-09-302025-11-13history
V VISA INC COM CL A58.2K shares-0.32%2025-09-302025-11-13history
COST COSTCO WHSL CORP NEW COM18.5K shares-0.94%2025-09-302025-11-13history
ALNY ALNYLAM PHARMACEUTICALS INC COM34.0K shares-1.13%2025-09-302025-11-13history
Sponsored
GOOGL ALPHABET INC CAP STK CL A62.0K shares0.22%2025-09-302025-11-13history
CTAS CINTAS CORP COM72.1K shares-0.37%2025-09-302025-11-13history
SN SHARKNINJA INC COM SHS121.9K shares-0.35%2025-09-302025-11-13history
RDDT REDDIT INC CL A49.4K shares0.00%2025-09-302025-11-13history
PODD INSULET CORP COM34.1K shares0.07%2025-09-302025-11-13history
CRM SALESFORCE INC COM42.6K shares-1.27%2025-09-302025-11-13history
GOOG ALPHABET INC CAP STK CL C41.1K shares-3.08%2025-09-302025-11-13history
TMO THERMO FISHER SCIENTIFIC INC COM19.2K shares0.09%2025-09-302025-11-13history
Sponsored
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF198.2K shares42.37%2025-09-302025-11-13history
ADBE ADOBE INC COM23.1K shares-2.70%2025-09-302025-11-13history
JPM JPMORGAN CHASE & CO. COM24.4K shares-1.16%2025-09-302025-11-13history
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF90.2K shares56.09%2025-09-302025-11-13history
DECK DECKERS OUTDOOR CORP COM74.5K shares0.73%2025-09-302025-11-13history
JBND JPMORGAN ACTIVE BOND ETF137.8K shares66.03%2025-09-302025-11-13history
SNPS SYNOPSYS INC COM14.3K shares7.32%2025-09-302025-11-13history
FLOT ISHARES FLOATING RATE BOND ETF129.9K shares-1.96%2025-09-302025-11-13history
Sponsored
HD HOME DEPOT INC COM15.5K shares-0.42%2025-09-302025-11-13history
BX BLACKSTONE INC COM36.7K shares1.13%2025-09-302025-11-13history
XYL XYLEM INC COM41.2K shares0.43%2025-09-302025-11-13history
ZTS ZOETIS INC CL A34.5K shares-10.07%2025-09-302025-11-13history
NOW SERVICENOW INC COM5.4K shares0.00%2025-09-302025-11-13history
TSLA TESLA INC COM11.1K shares-0.72%2025-09-302025-11-13history
BRBR BELLRING BRANDS INC COMMON STOCK108.8K shares7.82%2025-09-302025-11-13history
DT DYNATRACE INC COM NEW68.3K shares0.89%2025-09-302025-11-13history
Sponsored
DGRO ISHARES CORE DIVIDEND GROWTH ETF47.1K shares0.00%2025-09-302025-11-13history
SAIA SAIA INC COM10.6K shares0.28%2025-09-302025-11-13history
OKTA OKTA INC CL A31.0K shares4.79%2025-09-302025-11-13history
IWB ISHARES RUSSELL 1000 ETF7.5K shares-0.16%2025-09-302025-11-13history
BAC BANK AMERICA CORP COM46.4K shares-0.22%2025-09-302025-11-13history
WK WORKIVA INC COM CL A27.7K shares11.99%2025-09-302025-11-13history
IQV IQVIA HLDGS INC COM11.6K shares-1.65%2025-09-302025-11-13history
AMT AMERICAN TOWER CORP NEW COM11.5K shares1.19%2025-09-302025-11-13history
Sponsored
AAPL APPLE INC COM8.6K shares0.00%2025-09-302025-11-13history
MDY SPDR S&P MIDCAP 400 ETF TRUST3.6K shares-0.50%2025-09-302025-11-13history
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF19.9K shares-0.25%2025-09-302025-11-13history
TJX TJX COS INC NEW COM10.0K shares4.57%2025-09-302025-11-13history
SPY SPDR S&P 500 ETF TRUST2.1K shares-7.11%2025-09-302025-11-13history
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF8.2K shares0.00%2025-09-302025-11-13history
PGF INVESCO FINANCIAL PREFERRED ETF73.3K shares26.65%2025-09-302025-11-13history
VB VANGUARD SMALL-CAP ETF4.1K shares3.42%2025-09-302025-11-13history
Sponsored
SGI SOMNIGROUP INTL INC (FORMERLY TPX Tempur Sealy)11.9K shares-4.41%2025-09-302025-11-13history
IWF ISHARES RUSSELL 1000 GROWTH ETF2.0K shares-0.30%2025-09-302025-11-13history
MS MORGAN STANLEY COM NEW5.8K shares0.00%2025-09-302025-11-13history
VOT VANGUARD MID-CAP GROWTH ETF2.8K shares12.17%2025-09-302025-11-13history
IJH ISHARES CORE S&P MID-CAP ETF12.0K shares-7.52%2025-09-302025-11-13history
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF7.2K shares4.19%2025-09-302025-11-13history
ILMN ILLUMINA INC COM7.5K shares-0.82%2025-09-302025-11-13history
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF7.9K shares0.00%2025-09-302025-11-13history
Sponsored
NKE NIKE INC CL B8.7K shares-7.07%2025-09-302025-11-13history
VOO VANGUARD S&P 500 ETF944 shares0.00%2025-09-302025-11-13history
TIP ISHARES TIPS BOND ETF5.1K shares0.00%2025-09-302025-11-13history
QLD PROSHARES ULTRA QQQ3.8K shares-6.67%2025-09-302025-11-13history
SPGI S&P GLOBAL INC COM1.0K shares0.00%2025-09-302025-11-13history
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.0K shares0.00%2025-09-302025-11-13history
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW945 shares0.00%2025-09-302025-11-13history
ANET ARISTA NETWORKS INC COM SHS3.2K shares0.00%2025-09-302025-11-13history
Sponsored
PYPL PAYPAL HLDGS INC COM7.0K shares0.00%2025-09-302025-11-13history
IWO ISHARES RUSSELL 2000 GROWTH ETF1.3K shares23.23%2025-09-302025-11-13history
IVV ISHARES CORE S&P 500 ETF515 shares0.00%2025-09-302025-11-13history
CVX CHEVRON CORP NEW COM2.1K shares0.00%2025-09-302025-11-13history
NTRA NATERA INC COM2.0K shares0.00%2025-09-302025-11-13history
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF3.2K shares1.94%2025-09-302025-11-13history
UNP UNION PAC CORP COM1.2K shares0.00%2025-09-302025-11-13history
RTX RTX CORPORATION COM1.6K shares0.00%2025-09-302025-11-13history
Sponsored
ISRG INTUITIVE SURGICAL INC COM NEW600 shares0.00%2025-09-302025-11-13history
BAC-PL BANK AMERICA CORP 7.25CNV PFD L196 shares0.00%2025-09-302025-11-13history
IWP ISHARES RUSSELL MID-CAP GROWTH ETF1.7K shares1.83%2025-09-302025-11-13history
WDAY WORKDAY INC CL A870 shares0.00%2025-09-302025-11-13history
SHOP SHOPIFY INC CL A SUB VTG SHS1.4K sharesnew addition2025-09-302025-11-13history
C CITIGROUP INC COM NEW2.0K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available