2026 Q1 Portfolio Activity
In 2026 Q1, ROSENBLUM SILVERMAN SUTTON S F INC /CA maintained a portfolio of 80 distinct positions. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED F, increasing the position by 8.9%. The fund also reduced its exposure to BELLRING BRANDS INC by 50.8%.
Position History
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Total Positions
80
Quarter
2026 Q1
Top Holding
NVDA (11.3%)
Top 10 Concentration
50.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 80
ROSENBLUM SILVERMAN SUTTON S F INC /CA Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 11.26% | 10.88% |
#1
Prev: #1
|
6.5 |
—
|
-5,364 | -2.1% |
P
S
|
246,867 | $43,053,611 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 5.22% | 5.15% |
#2
1
Prev: #3
|
4.1 |
—
|
-705 | -0.7% |
P
S
|
95,751 | $19,942,061 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 4.77% | 4.11% |
#3
4
Prev: #7
|
3.4 |
—
|
275 | 0.1% |
P
S
|
189,810 | $18,250,232 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 4.62% | 3.58% |
#4
4
Prev: #8
|
2.8 |
—
|
-238 | -1.3% |
P
S
|
17,724 | $17,660,774 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.54% | 5.28% |
#5
3
Prev: #2
|
2.8 |
—
|
-221 | -0.5% |
P
S
|
46,918 | $17,367,692 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 4.53% | 4.68% |
#6
2
Prev: #4
|
2.3 |
—
|
-357 | -0.6% |
P
S
|
57,311 | $17,321,728 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.50% | 4.44% |
#7
1
Prev: #6
|
2.3 |
—
|
-1,400 | -2.3% |
P
S
|
59,841 | $17,207,777 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.50% | 4.60% |
#8
3
Prev: #5
|
2.3 |
—
|
-70 | -0.2% |
P
S
|
30,052 | $17,193,709 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 3.35% | 3.17% |
#9
Prev: #9
|
1.8 |
—
|
-1,135 | -0.9% |
P
S
|
121,114 | $12,825,973 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CTAS
CINTAS CORP
|
Industrials | 3.11% | 3.09% |
#10
Prev: #10
|
1.7 |
—
|
-760 | -1.1% |
P
S
|
70,274 | $11,886,144 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JMBS
JANUS DETROIT S...
|
ETF | 2.96% | 2.53% |
#11
4
Prev: #15
|
1.7 |
—
|
11,450 | 4.8% |
P
S
|
250,615 | $11,322,786 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 2.85% | 3.05% |
#12
1
Prev: #11
|
1.6 |
—
|
-253 | -0.8% |
P
S
|
32,927 | $10,894,556 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.77% | 2.81% |
#13
1
Prev: #12
|
1.6 |
—
|
-1,840 | -4.7% |
P
S
|
36,921 | $10,591,250 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VCIT
VANGUARD SCOTTS...
|
ETF | 2.67% | 2.23% |
#14
3
Prev: #17
|
3.1 |
—
|
7,930 | 6.9% |
P
S
|
123,130 | $10,189,008 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JBND
J P MORGAN EXCH...
|
ETF | 2.41% | 1.97% |
#15
4
Prev: #19
|
3.0 |
—
|
13,965 | 8.9% |
P
S
|
171,505 | $9,221,824 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 2.40% | 2.53% |
#16
2
Prev: #14
|
1.5 |
—
|
-180 | -1.0% |
P
S
|
18,683 | $9,183,255 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 1.96% | 2.51% |
#17
1
Prev: #16
|
1.3 |
—
|
-929 | -2.3% |
P
S
|
40,055 | $7,477,067 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PODD
INSULET CORP
|
Healthcare | 1.87% | 2.22% |
#18
Prev: #18
|
1.2 |
—
|
197 | 0.6% |
P
S
|
34,002 | $7,134,980 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DECK
DECKERS OUTDOOR...
|
Consumer Cyclical | 1.82% | 1.69% |
#19
2
Prev: #21
|
1.2 |
—
|
-690 | -1.0% |
P
S
|
69,603 | $6,966,564 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.80% | 1.75% |
#20
Prev: #20
|
1.2 |
—
|
-84 | -0.4% |
P
S
|
23,425 | $6,890,697 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RDDT
REDDIT INC
|
Communication Services | 1.71% | 2.59% |
#21
8
Prev: #13
|
1.2 |
—
|
-85 | -0.2% |
P
S
|
48,613 | $6,545,740 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FLOT
ISHARES TR
|
ETF | 1.67% | 1.44% |
#22
3
Prev: #25
|
1.2 |
—
|
3,075 | 2.5% |
P
S
|
125,240 | $6,380,978 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 1.49% | 1.56% |
#23
1
Prev: #24
|
1.1 |
—
|
67 | 0.5% |
P
S
|
14,393 | $5,706,537 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.27% | 1.21% |
#24
4
Prev: #28
|
1.0 |
—
|
-389 | -2.6% |
P
S
|
14,776 | $4,859,536 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XYL
XYLEM INC
|
Industrials | 1.26% | 1.26% |
#25
2
Prev: #27
|
1.0 |
—
|
175 | 0.4% |
P
S
|
40,232 | $4,807,674 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
Z
ZILLOW GROUP IN...
|
Communication Services | 1.17% | 1.62% |
#26
4
Prev: #22
|
2.5 |
—
|
5,600 | 5.5% |
P
S
|
108,245 | $4,479,178 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 1.10% | 1.30% |
#27
1
Prev: #26
|
0.9 |
—
|
156 | 0.4% |
P
S
|
36,507 | $4,197,896 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADBE
ADOBE INC
|
Technology | 1.08% | 1.56% |
#28
5
Prev: #23
|
0.9 |
—
|
-2,185 | -11.4% |
P
S
|
17,058 | $4,146,459 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.02% | 1.12% |
#29
Prev: #29
|
0.9 |
—
|
-280 | -2.6% |
P
S
|
10,517 | $3,909,695 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DGRO
ISHARES TR
|
ETF | 0.85% | 0.73% |
#30
1
Prev: #31
|
0.8 |
—
|
1,210 | 2.7% |
P
S
|
46,449 | $3,259,791 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SAIA
SAIA INC
|
Industrials | 0.83% | 0.71% |
#31
1
Prev: #32
|
0.8 |
—
|
-427 | -4.5% |
P
S
|
9,029 | $3,171,707 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWB
ISHARES TR
|
ETF | 0.82% | 0.68% |
#32
1
Prev: #33
|
2.3 |
—
|
928 | 11.8% |
P
S
|
8,775 | $3,128,813 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.73% | 0.95% |
#33
3
Prev: #30
|
0.8 |
—
|
-100 | -0.4% |
P
S
|
26,820 | $2,804,031 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
OKTA
OKTA INC
|
Technology | 0.68% | 0.66% |
#34
Prev: #34
|
0.8 |
—
|
20 | 0.1% |
P
S
|
33,106 | $2,605,773 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.59% | 0.59% |
#35
3
Prev: #38
|
0.7 |
—
|
-260 | -0.6% |
P
S
|
45,922 | $2,238,720 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PGF
INVESCO EXCHANG...
|
ETF | 0.58% | 0.51% |
#36
5
Prev: #41
|
0.7 |
—
|
6,256 | 4.0% |
P
S
|
161,546 | $2,222,873 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.56% | 0.60% |
#37
1
Prev: #36
|
2.2 |
—
|
990 | 8.6% |
P
S
|
12,462 | $2,125,269 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MDY
STATE STR SPDR ...
|
ETF | 0.54% | 0.47% |
#38
4
Prev: #42
|
0.7 |
—
|
-27 | -0.8% |
P
S
|
3,369 | $2,077,971 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 0.51% | 0.56% |
#39
Prev: #39
|
0.7 |
—
|
-1,190 | -13.4% |
P
S
|
7,665 | $1,945,407 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DT
DYNATRACE INC
|
Technology | 0.48% | 0.61% |
#40
5
Prev: #35
|
0.7 |
—
|
-10,575 | -17.5% |
P
S
|
49,938 | $1,846,707 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 0.47% | 0.41% |
#41
2
Prev: #43
|
0.7 |
—
|
-100 | -0.5% |
P
S
|
19,688 | $1,801,846 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XYZ
BLOCK INC
|
Technology | 0.45% | 0.12% |
#42
19
Prev: #61
|
3.2 |
—
|
20,590 | 248.2% |
P
S
|
28,885 | $1,738,299 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WK
WORKIVA INC
|
Technology | 0.43% | 0.54% |
#43
3
Prev: #40
|
0.7 |
—
|
30 | 0.1% |
P
S
|
27,266 | $1,625,872 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.42% | 0.35% |
#44
1
Prev: #45
|
0.7 |
—
|
140 | 1.4% |
P
S
|
9,968 | $1,591,890 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.38% | 0.37% |
#45
1
Prev: #44
|
0.7 |
—
|
-761 | -8.3% |
P
S
|
8,446 | $1,457,611 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.36% | 0.34% |
#46
Prev: #46
|
0.6 |
—
|
-24 | -1.1% |
P
S
|
2,104 | $1,368,203 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJT
ISHARES TR
|
ETF | 0.31% | 0.27% |
#47
1
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
8,127 | $1,176,044 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.30% | 0.15% |
#48
9
Prev: #57
|
3.1 |
—
|
6,355 | 80.6% |
P
S
|
14,235 | $1,128,408 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.28% | 0.24% |
#49
Prev: #49
|
0.6 |
—
|
70 | 1.7% |
P
S
|
4,088 | $1,070,729 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.27% | 0.20% |
#50
3
Prev: #53
|
2.6 |
—
|
805 | 25.6% |
P
S
|
3,952 | $1,017,047 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 80 holdings