ROSENBLUM SILVERMAN SUTTON S F INC /CA

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$435,872
Net value change ($000)
+19,710 (4.7%)
New positions
6
Sold out positions
3
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 6,200 36.2%
SOLS 4,945 NEW
META 4,625 27.8%
RRX 3,803 NEW
NVDA 3,201 7.2%
TMO 3,119 33.8%
SN 2,488 14.0%
OKTA 2,305 53.2%
CRM 2,218 37.7%
CTAS 1,557 13.3%
Top Reduces (Value $000, Stocks/ETFs)
DECK -3,801 -55.4%
PODD -3,221 -63.2%
ALNY -1,712 -17.7%
HD -1,534 -31.0%
RDDT -1,518 -18.4%
TSLA -1,292 -31.6%
JMBS -1,143 -9.2%
GOOG -1,004 -8.6%
GOOGL -908 -4.4%
SAIA -796 -22.0%
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