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


Currently, ROSENBLUM SILVERMAN SUTTON S F INC /CA holds 76 types of securities in its portfolio with a total value $382.3M. In the most recent quarter, they have increased their positions in XYZ (+20.6K shares, valued at $1.2M), JBND (+14.0K shares, valued at $750.9K), VCIT (+7.9K shares, valued at $656.2K); decreased their positions in NVDA (-5.4K shares, valued at $935.5K), BRBR (-48.7K shares, valued at $783.7K), ZTS (-6.3K shares, valued at $750.4K).


1M P&L
-631.0K-0.17%
3M P&L
-667.2K-0.18%
HY P&L
-14.8M-3.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A58.5M
14.9%
2Semiconductors47.0M
11.9%
3Internet Content & Information38.1M
9.7%

Top Industries by Stock Count

1N/A26 stocks
35.1%
2Software - Application6 stocks
8.1%
3Software - Infrastructure4 stocks
5.4%
Stock Holdings
NVDA
NVIDIA CORPORATION
-2.13%
Shares246.9K
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON COM INC
-0.73%
Shares95.8K
Event2026-03-31
Filed2026-05-13
NFLX
NETFLIX INC.
0.15%
Shares189.8K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHOLESALE CORPORATION
-1.33%
Shares17.7K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
-0.47%
Shares46.9K
Event2026-03-31
Filed2026-05-13
V
VISA INC
-0.62%
Shares57.3K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-2.29%
Shares59.8K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC
-0.23%
Shares30.1K
Event2026-03-31
Filed2026-05-13
SN
SHARKNINJA INC
-0.93%
Shares121.1K
Event2026-03-31
Filed2026-05-13
CTAS
CINTAS CORP
-1.07%
Shares70.3K
Event2026-03-31
Filed2026-05-13
JMBS
JANUS DETROIT STR TR
4.79%
Shares250.6K
Event2026-03-31
Filed2026-05-13
ALNY
ALNYLAM PHARMACEUTICALS INC
-0.76%
Shares32.9K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-4.75%
Shares36.9K
Event2026-03-31
Filed2026-05-13
VCIT
VANGUARD SCOTTSDALE FDS
6.88%
Shares123.1K
Event2026-03-31
Filed2026-05-13
JBND
J P MORGAN EXCHANGE TRADED F
8.86%
Shares171.5K
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC INC
-0.95%
Shares18.7K
Event2026-03-31
Filed2026-05-13
CRM
SALESFORCE INC
-2.27%
Shares40.1K
Event2026-03-31
Filed2026-05-13
PODD
INSULET CORP
0.58%
Shares34.0K
Event2026-03-31
Filed2026-05-13
DECK
DECKERS OUTDOOR CORP
-0.98%
Shares69.6K
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
-0.36%
Shares23.4K
Event2026-03-31
Filed2026-05-13
RDDT
REDDIT INC
-0.17%
Shares48.6K
Event2026-03-31
Filed2026-05-13
FLOT
ISHARES TR
2.52%
Shares125.2K
Event2026-03-31
Filed2026-05-13
SNPS
SYNOPSYS INC
0.47%
Shares14.4K
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
-2.57%
Shares14.8K
Event2026-03-31
Filed2026-05-13
XYL
XYLEM INC
0.44%
Shares40.2K
Event2026-03-31
Filed2026-05-13
Z
ZILLOW GROUP INC
5.46%
Shares108.2K
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
BLACKSTONE INC
0.43%
Shares36.5K
Event2026-03-31
Filed2026-05-13
ADBE
ADOBE INC
-11.35%
Shares17.1K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
-2.59%
Shares10.5K
Event2026-03-31
Filed2026-05-13
DGRO
ISHARES TR
2.67%
Shares46.4K
Event2026-03-31
Filed2026-05-13
SAIA
SAIA INC
-4.52%
Shares9.0K
Event2026-03-31
Filed2026-05-13
IWB
ISHARES TR
11.83%
Shares8.8K
Event2026-03-31
Filed2026-05-13
NOW
SERVICENOW INC
-0.37%
Shares26.8K
Event2026-03-31
Filed2026-05-13
OKTA
OKTA INC
0.06%
Shares33.1K
Event2026-03-31
Filed2026-05-13
BAC
BANK AMERICA CORP
-0.56%
Shares45.9K
Event2026-03-31
Filed2026-05-13
PGF
INVESCO EXCHANGE TRADED FD T
4.03%
Shares161.5K
Event2026-03-31
Filed2026-05-13
IQV
IQVIA HLDGS INC
8.63%
Shares12.5K
Event2026-03-31
Filed2026-05-13
MDY
STATE STR SPDR S&P MIDCAP 40
-0.80%
Shares3.4K
Event2026-03-31
Filed2026-05-13
AAPL
APPLE INC
-13.44%
Shares7.7K
Event2026-03-31
Filed2026-05-13
DT
DYNATRACE INC
-17.48%
Shares49.9K
Event2026-03-31
Filed2026-05-13
CWB
SPDR SERIES TRUST
-0.51%
Shares19.7K
Event2026-03-31
Filed2026-05-13
XYZ
BLOCK INC
248.22%
Shares28.9K
Event2026-03-31
Filed2026-05-13
WK
WORKIVA INC
0.11%
Shares27.3K
Event2026-03-31
Filed2026-05-13
TJX
TJX COS INC NEW
1.42%
Shares10.0K
Event2026-03-31
Filed2026-05-13
AMT
AMERICAN TOWER CORP
-8.27%
Shares8.4K
Event2026-03-31
Filed2026-05-13
SPY
STATE STR SPDR S&P 500 ETF T
-1.13%
Shares2.1K
Event2026-03-31
Filed2026-05-13
IJT
ISHARES TR
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-13
VCSH
VANGUARD SCOTTSDALE FDS
80.65%
Shares14.2K
Event2026-03-31
Filed2026-05-13
VB
VANGUARD INDEX FDS
1.74%
Shares4.1K
Event2026-03-31
Filed2026-05-13
VOT
VANGUARD INDEX FDS
25.58%
Shares4.0K
Event2026-03-31
Filed2026-05-13
IWF
ISHARES TR
13.81%
Shares2.3K
Event2026-03-31
Filed2026-05-13
MS
MORGAN STANLEY
-0.71%
Shares5.6K
Event2026-03-31
Filed2026-05-13
SPYG
SPDR SERIES TRUST
11.02%
Shares9.1K
Event2026-03-31
Filed2026-05-13
SGI
SOMNIGROUP INTERNATIONAL INC
1.76%
Shares11.0K
Event2026-03-31
Filed2026-05-13
IJH
ISHARES TR
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-13
BRBR
BELLRING BRANDS INC
-50.83%
Shares47.1K
Event2026-03-31
Filed2026-05-13
ILMN
ILLUMINA INC
-6.41%
Shares6.1K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.28%
Shares973
Event2026-03-31
Filed2026-05-13
TIP
ISHARES TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-13
IWO
ISHARES TR
21.60%
Shares1.7K
Event2026-03-31
Filed2026-05-13
DIA
STATE STR SPDR DOW JONES IND
2.93%
Shares1.1K
Event2026-03-31
Filed2026-05-13
QLD
PROSHARES TR
0.00%
Shares7.6K
Event2026-03-31
Filed2026-05-13
CVX
CHEVRON CORPORATION
0.09%
Shares2.2K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-2.65%
Shares920
Event2026-03-31
Filed2026-05-13
SPGI
S&P GLOBAL INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-13
ZTS
ZOETIS INC
-64.55%
Shares3.5K
Event2026-03-31
Filed2026-05-13
SLYG
SPDR SERIES TRUST
5.33%
Shares4.2K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-13
NTRA
NATERA INC
-2.63%
Shares1.9K
Event2026-03-31
Filed2026-05-13
IVV
ISHARES TR
0.00%
Shares505
Event2026-03-31
Filed2026-05-13
RTX
RTX CORPORATION
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-13
UNP
UNION PAC CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-13
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares629
Event2026-03-31
Filed2026-05-13
BAC-PL
BANK AMERICA CORP
0.00%
Shares196
Event2026-03-31
Filed2026-05-13
PYPL
PAYPAL HLDGS INC
-6.63%
Shares4.6K
Event2026-03-31
Filed2026-05-13
NAC
NUVEEN CA DIVI ADV MUN
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available