Rosenblum Silverman Sutton S F Inc /ca
Rosenblum Silverman Sutton S F Inc /ca reported 80 stocks worth $416M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (10.7%), AMZN (5.4%) and GOOGL (4.9%). Compared with Q1 2026, the fund opened new positions in JAAA, APH and AOR, added to JMBS, JBND and FLOT, trimmed NVDA, AMZN and GOOGL and sold out of Z, BRBR and ZTS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $44.6M | 10.7% | 223K | −24K (−10%) | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $22.4M | 5.4% | 94K | −1,683 (−2%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $20.5M | 4.9% | 57K | −2,365 (−4%) | 8 of 8 | |
| 4 |  V Visa Inc | $19.5M | 4.7% | 57K | −504 (−1%) | 8 of 8 | |
| 5 |  SN Sharkninja Inc | $17.8M | 4.3% | 117K | −4,055 (−3%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $17.1M | 4.1% | 46K | −977 (−2%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $16.7M | 4.0% | 30K | −477 (−2%) | 8 of 8 | |
| 8 |  COST Costco Whsl Corp New | $16.2M | 3.9% | 17K | −369 (−2%) | 8 of 8 | |
| 9 |  NFLX Netflix Inc | $13.3M | 3.2% | 186K | −3,315 (−2%) | 8 of 8 | |
| 10 |  JMBS Janus Henderson Mortgage-Backed Securities ETF | $12.5M | 3.0% | 277K | +26K (+10%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Rosenblum Silverman Sutton S F Inc /ca 13F FAQ
What does Rosenblum Silverman Sutton S F Inc /ca own?
Rosenblum Silverman Sutton S F Inc /ca reported 80 stocks worth $416M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (10.7%), AMZN (5.4%) and GOOGL (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Rosenblum Silverman Sutton S F Inc /ca buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 20 added to, 40 trimmed and 4 sold out. New positions include JAAA, APH and AOR. It sold all of Z, BRBR and ZTS.
When will Rosenblum Silverman Sutton S F Inc /ca file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Rosenblum Silverman Sutton S F Inc /ca's portfolio worth?
The Q2 2026 filing reports $416M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.