Rosenblum Silverman Sutton S F Inc holds a focused book of 80 reported positions worth $416.2M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Janus Henderson Aaa Clo ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
+4 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Rosenblum Silverman Sutton S F Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Prospect Hill Management, LLC | 11 / 80 | $252.9M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 31 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| CIBC Capital Markets (Europe) S.A. | 8 / 80 | $673.5M |
| New World Advisors LLC | 28 / 80 | $521.4M |
| Conway Capital Management, Inc. | 16 / 80 | $190.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Rosenblum Silverman Sutton S F Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation Stock | $44.6M | 223.1K | 10.7% | ▼−9.6% Reduced · −24K sh | |
| 2 | Amazon Com Inc Stock | $22.4M | 94.1K | 5.4% | ▼−1.8% Reduced · −2K sh | |
| 3 | Alphabet Inc Stock | $20.5M | 57.5K | 4.9% | ▼−4.0% Reduced · −2K sh | |
| 4 | Visa Inc Stock | $19.5M | 56.8K | 4.7% | ▼−0.9% Reduced · −504 sh | |
| 5 | Sharkninja Inc Stock | $17.8M | 117.1K | 4.3% | ▼−3.3% Reduced · −4K sh | |
| 6 | Microsoft Corp Stock | $17.1M | 45.9K | 4.1% | ▼−2.1% Reduced · −977 sh | |
| 7 | Meta Platforms Inc Stock | $16.7M | 29.6K | 4.0% | ▼−1.6% Reduced · −477 sh | |
| 8 | Costco Wholesale Corporation Stock | $16.2M | 17.4K | 3.9% | ▼−2.1% Reduced · −369 sh | |
| 9 | Netflix Inc. Stock | $13.3M | 186.5K | 3.2% | ▼−1.7% Reduced · −3K sh | |
| 10 | Janus Detroit STR TR ETF | $12.5M | 276.9K | 3.0% | ▲+10% Added · +26K sh | |
| 11 | Alphabet Inc Stock | $11.7M | 33.1K | 2.8% | ▼−10% Reduced · −4K sh | |
| 12 | Cintas Corp Stock | $11.7M | 68.6K | 2.8% | ▼−2.3% Reduced · −2K sh | |
| 13 | Alnylam Pharmaceuticals Inc Stock | $9.7M | 32.2K | 2.3% | ▼−2.3% Reduced · −755 sh | |
| 14 | Vanguard Scottsdale FDS ETF | $9.4M | 113.4K | 2.3% | ▼−7.9% Reduced · −10K sh | |
| 15 | Thermo Fisher Scientific Inc Stock | $9.2M | 18.4K | 2.2% | ▼−1.6% Reduced · −295 sh | |
| 16 | J P Morgan Exchange Traded F ETF | $9.2M | 172.2K | 2.2% | ▲+0.4% Added · +705 sh | |
| 17 | Ishares TR ETF | $8.8M | 172.0K | 2.1% | ▲+37% Added · +47K sh | |
| 18 | Reddit Inc Stock | $8.2M | 47.4K | 2.0% | ▼−2.5% Reduced · −1K sh | |
| 19 | JPMorgan Chase & Co Stock | $7.6M | 23.2K | 1.8% | ▼−1.0% Reduced · −230 sh | |
| 20 | Janus Detroit STR TR ETF | $7.6M | 149.9K | 1.8% | ▲New New position | |
| 21 | Vanguard Scottsdale FDS ETF | $7.4M | 93.9K | 1.8% | ▲+560% Added · +80K sh | |
| 22 | Amphenol Corp Stock | $7.3M | 41.4K | 1.8% | ▲New New position | |
| 23 | Deckers Outdoor Corp Stock | $6.9M | 69.1K | 1.6% | ▼−0.7% Reduced · −488 sh | |
| 24 | Synopsys Inc Stock | $6.2M | 13.9K | 1.5% | ▼−3.6% Reduced · −520 sh | |
| 25 | Salesforce Inc Stock | $5.9M | 37.6K | 1.4% | ▼−6.2% Reduced · −2K sh | |
| 26 | Block Inc Stock | $5.3M | 69.5K | 1.3% | ▲+140% Added · +41K sh | |
| 27 | Insulet Corp Stock | $5.1M | 33.5K | 1.2% | ▼−1.6% Reduced · −550 sh | |
| 28 | Home Depot Inc Stock | $5.0M | 14.0K | 1.2% | ▼−5.0% Reduced · −737 sh | |
| 29 | Blackstone Inc Stock | $4.7M | 40.3K | 1.1% | ▲+10% Added · +4K sh | |
| 30 | Okta Inc Stock | $4.3M | 31.7K | 1.0% | ▼−4.2% Reduced · −1K sh | |
| 31 | Tesla Inc Stock | $4.1M | 9.7K | 1.0% | ▼−7.6% Reduced · −797 sh | |
| 32 | Ishares TR ETF | $3.9M | 51.6K | 0.9% | ▲+11% Added · +5K sh | |
| 33 | Ishares TR ETF | $3.9M | 9.5K | 0.9% | ▲+8.3% Added · +731 sh | |
| 34 | Somnigroup International Inc Stock | $3.8M | 48.9K | 0.9% | ▲+344% Added · +38K sh | |
| 35 | Saia Inc Stock | $3.6M | 8.6K | 0.9% | ▼−4.9% Reduced · −441 sh | |
| 36 | Iqvia Hldgs Inc Stock | $3.0M | 15.5K | 0.7% | ▲+24% Added · +3K sh | |
| 37 | Adobe Inc Stock | $2.8M | 13.7K | 0.7% | ▼−20% Reduced · −3K sh | |
| 38 | Apple Inc Stock | $2.8M | 9.7K | 0.7% | ▲+26% Added · +2K sh | |
| 39 | Bank Of Amer Corp Stock | $2.7M | 46.7K | 0.6% | ▲+1.7% Added · +798 sh | |
| 40 | Servicenow Inc Stock | $2.4M | 24.6K | 0.6% | ▼−8.2% Reduced · −2K sh | |
| 41 | State STR SPDR S&P Midcap 40 ETF | $2.3M | 3.2K | 0.5% | ▼−4.1% Reduced · −137 sh | |
| 42 | SPDR Series Trust ETF | $2.1M | 19.1K | 0.5% | ▼−3.0% Reduced · −595 sh | |
| 43 | TJX Cos Inc New Stock | $1.9M | 12.7K | 0.5% | ▲+28% Added · +3K sh | |
| 44 | State STR SPDR S&P 500 ETF T ETF | $1.7M | 2.2K | 0.4% | ▲+6.7% Added · +141 sh | |
| 45 | Ishares TR ETF | $1.4M | 7.7K | 0.3% | ▼−5.8% Reduced · −474 sh | |
| 46 | American Tower Corp REIT | $1.4M | 8.3K | 0.3% | ▼−2.2% Reduced · −185 sh | |
| 47 | Dynatrace Inc Stock | $1.3M | 30.2K | 0.3% | ▼−39% Reduced · −20K sh | |
| 48 | Vanguard Index FDS ETF | $1.3M | 4.1K | 0.3% | ▲+4.5% Added · +180 sh | |
| 49 | Vanguard Index FDS ETF | $1.2M | 4.0K | 0.3% | ▼−1.0% Reduced · −40 sh | |
| 50 | Morgan Stanley Stock | $1.2M | 5.6K | 0.3% | ▼−0.3% Reduced · −19 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/918893/holdings"
Use Arkolith to show ROSENBLUM SILVERMAN SUTTON S F INC /CA's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 80 | $416.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 76 | $382.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 80 | $432.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 78 | $437.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 77 | $412.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 75 | $362.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 74 | $398.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 77 | $391.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.