ROSENBLUM SILVERMAN SUTTON S F INC /CA

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$437,946
Net value change ($000)
+25,416 (6.2%)
New positions
2
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 5,000 11.0%
ALNY 4,290 38.3%
GOOGL 4,171 38.3%
RDDT 3,926 52.7%
JBND 3,016 67.8%
VCIT 2,796 58.3%
JMBS 2,779 44.3%
GOOGL 2,484 33.1%
TMO 1,534 19.7%
TSLA 1,378 39.0%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -3,144 -12.1%
BRBR -1,891 -32.3%
CRM -1,670 -14.2%
COST -1,363 -7.4%
CTAS -1,331 -8.2%
ADBE -1,034 -11.3%
ZTS -934 -15.6%
V -861 -4.2%
NOW -585 -10.5%
DT -429 -11.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type