ROSENBLUM SILVERMAN SUTTON S F INC /CA
•CIK: 918893•Filing: Q4 2025
**ROSENBLUM SILVERMAN SUTTON S F INC /CA** manages $432M across a diversified portfolio of 80 positions. The fund exhibits significant concentration in mega-cap technology names, with NVDA leading the top holdings at $47.0M. Further substantial allocations include MSFT ($22.8M), AMZN ($22.3M), and V ($20.2M), signaling a core focus on established growth and technology leaders. This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$432.2M
QoQ Performance
-1.3%
Positions
64
Top 10 Concentration
49.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
AMZN
NVDA10.9%
MSFT5.3%
AMZN5.2%
V4.7%
META4.6%
GOOGL4.4%
NFLX4.1%
COST3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.4%
Technology32.6%
Consumer11.2%
Financial7.1%
Communication4.1%
Healthcare2.5%
ETF0.5%
Real Estate0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑23 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023