ROSENBLUM SILVERMAN SUTTON S F INC /CA

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$382,300
Net value change ($000)
-49,877 (-11.5%)
New positions
0
Sold out positions
4
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 2,172 14.0%
XYZ 1,198 221.9%
JBND 704 8.3%
VCIT 541 5.6%
VCSH 500 79.6%
NFLX 479 2.7%
JMBS 396 3.6%
IWB 199 6.8%
FLOT 168 2.7%
VOT 139 15.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,430 -23.8%
RDDT -4,648 -41.5%
NVDA -3,987 -8.5%
CRM -3,380 -31.1%
V -2,903 -14.4%
META -2,689 -13.5%
ADBE -2,589 -38.4%
ZG -2,523 -36.0%
PODD -2,474 -25.7%
AMZN -2,322 -10.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type