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Rosenblum Silverman Sutton S F Inc

80 holdingsFiling period: 2026-06-30Current AUM: $437.8Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1NVDANVIDIA Corporation223.1K$44.6M$48.2M11.01%-23,7932026-06-30
2AMZNAmazon.com Inc94.1K$22.4M$23.4M5.35%-1,6832026-06-30
3GOOGLAlphabet Inc57.5K$20.5M$18.2M4.16%-2,3652026-06-30
4VVisa Inc56.8K$19.5M$23.0M5.24%-5042026-06-30
5—Sharkninja Inc117.1K$17.8M$17.8M4.07%-4,0552026-06-30
6MSFTMicrosoft Corp45.9K$17.1M$24.5M5.59%-9772026-06-30
7METAMeta Platforms Inc29.6K$16.7M$18.6M4.26%-4772026-06-30
8COSTCostco Wholesale Corporation17.4K$16.2M$17.4M3.98%-3692026-06-30
9NFLXNetflix Inc.186.5K$13.3M$11.9M2.72%-3,3152026-06-30
10JMBSJanus Detroit Str TR276.9K$12.5M$12.0M2.74%+26.2K2026-06-30
11GOOGAlphabet Inc33.1K$11.7M$10.4M2.38%-3,8242026-06-30
12CTASCintas Corp68.6K$11.7M$15.5M3.54%-1,6412026-06-30
13ALNYAlnylam Pharmaceuticals Inc32.2K$9.7M$7.3M1.67%-7552026-06-30
14VCITVanguard Scottsdale Fds113.4K$9.4M$9.0M2.06%-9,6952026-06-30
15TMOThermo Fisher Scientific Inc18.4K$9.2M$12.6M2.88%-2952026-06-30
16JBNDJ P Morgan Exchange Traded F172.2K$9.2M$8.9M2.04%+7052026-06-30
17FLOTiShares TR172.0K$8.8M$8.8M2.00%+46.7K2026-06-30
18RDDTReddit Inc47.4K$8.2M$6.6M1.50%-1,2102026-06-30
19JPMJPMorgan Chase & Co23.2K$7.6M$7.7M1.77%-2302026-06-30
20JAAAJanus Detroit Str TR149.9K$7.6M$7.6M1.73%--2026-06-30
21VCSHVanguard Scottsdale Fds93.9K$7.4M$7.3M1.67%+79.7K2026-06-30
22APHAmphenol Corp41.4K$7.3M$6.2M1.42%--2026-06-30
23DECKDeckers Outdoor Corp69.1K$6.9M$5.6M1.27%-4882026-06-30
24SNPSSynopsys Inc13.9K$6.2M$6.3M1.44%-5202026-06-30
25CRMSalesforce Inc37.6K$5.9M$9.3M2.12%-2,4832026-06-30
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