ROSENBLUM SILVERMAN SUTTON S F INC /CA

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$416,162
Net value change ($000)
+33,862 (8.9%)
New positions
8
Sold out positions
4
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
JAAA 7,567 NEW
APH 7,299 NEW
VCSH 6,294 558.0%
SN 4,999 39.0%
XYZ 3,541 203.7%
GOOGL 3,332 19.4%
SGI 3,021 371.1%
AMZN 2,478 12.4%
FLOT 2,399 37.6%
V 2,168 12.5%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -4,934 -27.0%
ZG -4,479 -100.0%
XYL -4,240 -88.2%
PODD -2,042 -28.6%
PGF -1,663 -74.8%
CRM -1,591 -21.3%
COST -1,426 -8.1%
WK -1,407 -86.5%
ADBE -1,347 -32.5%
ALNY -1,210 -11.1%
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