Rosenblum Silverman Sutton S F Inc Portfolio Holdings

Rosenblum Silverman Sutton S F Inc

  • $388 Million
  • Q2 2025

Rosenblum Silverman Sutton S F Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $388 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45.5M, Netflix Inc with a value of $26M, Microsoft Corp with a value of $23.9M, Meta Platforms, Inc. with a value of $22.5M, and Amazon Com Inc with a value of $21.3M.

Examining the 13F form we can see an increase of $43.6M in the current position value, from $344M to 388M.

Rosenblum Silverman Sutton S F Inc is based out at San Francisco, CA

Below you can find more details about Rosenblum Silverman Sutton S F Inc portfolio as well as his latest detailed transactions.

Portfolio value $388 Million
Technology: $113 Million
Communication Services: $66.9 Million
Consumer Cyclical: $40.7 Million
Healthcare: $38.9 Million
ETFs: $38.3 Million
Financial Services: $37.8 Million
Industrials: $24.8 Million
Consumer Defensive: $24.3 Million
Other: $2.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$45.5 Million 11.74% of portfolio
288,086
Q2 2025 Reduced 3.04%
$547B
$26 Million 6.7% of portfolio
19,405
Q2 2025 New
$3.8T
$23.9 Million 6.15% of portfolio
47,969
Q2 2025 Reduced 0.54%
$1.75T
$22.5 Million 5.81% of portfolio
30,511
Q2 2025 Reduced 0.6%
$2.36T
$21.3 Million 5.5% of portfolio
97,165
Q2 2025 Reduced 0.53%
$566B
$20.7 Million 5.34% of portfolio
58,367
Q2 2025 New
$426B
$18.5 Million 4.77% of portfolio
18,683
Q2 2025 Reduced 1.03%
$20.3B
$16.1 Million 4.16% of portfolio
72,418
Q2 2025 Reduced 1.25%
$242B
$11.8 Million 3.03% of portfolio
43,157
Q2 2025 Reduced 0.32%
$55.6B
$11.2 Million 2.89% of portfolio
34,392
Q2 2025 New
$1.5T
$10.9 Million 2.81% of portfolio
61,875
Q2 2025 Reduced 0.56%
$22.4B
$10.7 Million 2.76% of portfolio
34,080
Q2 2025 Reduced 0.76%
$168B
$9.17 Million 2.36% of portfolio
23,698
Q2 2025 Reduced 0.89%
$185B
$7.77 Million 2.0% of portfolio
19,169
Q2 2025 Reduced 1.42%
$3.15B
$7.62 Million 1.97% of portfolio
73,958
Q2 2025 Reduced 4.2%
$1.52T
$7.51 Million 1.94% of portfolio
42,362
Q1 2025 Reduced 0.74%
$65B
$6.84 Million 1.76% of portfolio
13,335
Q2 2025 Reduced 0.97%
$0
$6.76 Million 1.74% of portfolio
132,461
Q2 2025 Reduced 5.86%
$0
$6.27 Million 1.62% of portfolio
139,195
Q2 2025 Added 10.34%
$68.8B
$5.98 Million 1.54% of portfolio
38,314
Q2 2025 New
$4.81B
$5.85 Million 1.51% of portfolio
100,928
Q2 2025 Added 1.0%
$427B
$5.7 Million 1.47% of portfolio
15,559
Q2 2025 Reduced 0.42%
$192B
$5.58 Million 1.44% of portfolio
5,430
Q2 2025 New
$130B
$5.43 Million 1.4% of portfolio
36,320
Q2 2025 New
$25.4B
$5.31 Million 1.37% of portfolio
41,012
Q2 2025 Reduced 0.53%
$0
$4.79 Million 1.24% of portfolio
57,795
Q2 2025 Added 15.06%
$13.8B
$3.74 Million 0.96% of portfolio
67,738
Q1 2025 Added 0.0%
$1.34T
$3.54 Million 0.91% of portfolio
11,130
Q2 2025 New
$0
$3.01 Million 0.78% of portfolio
47,114
Q2 2025 Added 0.12%
$13.7B
$2.96 Million 0.76% of portfolio
29,626
Q2 2025 Added 1.04%
$8.14B
$2.89 Million 0.75% of portfolio
10,557
Q2 2025 Reduced 2.58%
$0
$2.54 Million 0.66% of portfolio
7,494
Q2 2025 Reduced 0.46%
$91.8B
$2.51 Million 0.65% of portfolio
11,357
Q2 2025 Reduced 3.92%
$412B
$2.2 Million 0.57% of portfolio
46,472
Q2 2025 Reduced 0.62%
$0
$2.04 Million 0.53% of portfolio
3,596
Q2 2025 Added 2.86%
$34.7B
$1.87 Million 0.48% of portfolio
11,840
Q2 2025 Reduced 4.83%
$3.84T
$1.77 Million 0.46% of portfolio
8,638
Q2 2025 Reduced 2.32%
$3.94B
$1.69 Million 0.44% of portfolio
24,731
Q2 2025 Added 11.25%
$0
$1.65 Million 0.42% of portfolio
19,948
Q2 2025 Reduced 1.21%
$0
$1.39 Million 0.36% of portfolio
2,251
Q2 2025 New
$163B
$1.18 Million 0.3% of portfolio
9,525
Q2 2025 Reduced 2.95%
$0
$1.09 Million 0.28% of portfolio
8,172
Q2 2025 Added 3.14%
$0
$935,000 0.24% of portfolio
3,948
Q1 2025 Added 18.81%
$0
$852,000 0.22% of portfolio
2,008
Q2 2025 Added 4.37%
$267B
$811,000 0.21% of portfolio
5,764
Q2 2025 Reduced 5.34%
$0
$816,000 0.21% of portfolio
57,850
Q2 2025 Added 13.61%
$0
$804,000 0.21% of portfolio
12,965
Q2 2025 Reduced 2.99%
$15.9B
$722,000 0.19% of portfolio
7,573
Q2 2025 Reduced 11.79%
$9.92B
$718,000 0.19% of portfolio
12,480
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $388 Million
  • Prior Value $344 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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