ROSENBLUM SILVERMAN SUTTON S F INC /CA
CIK 918893
13F filing for Q2 2026・No. 4,383
- Holdings
- US$416.16M
- Quarter change
- +US$33.86M
- Entries
- 80
- Net bought (estimate)
- +US$8.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 4
- Cut 40
- Added 20
- Corporate actions 0
- Unchanged 12
Largest holdings
80 stocks worth US$416.16M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaStock | Cut | 223,074 | US$44.63M | 10.73% |
| AMZNAmazonStock | Cut | 94,068 | US$22.42M | 5.39% |
| GOOGLAlphabetStock | Cut | 57,476 | US$20.54M | 4.94% |
| VVISA INCStock | Cut | 56,807 | US$19.49M | 4.68% |
| SNSHARKNINJA INCStock | Cut | 117,059 | US$17.82M | 4.28% |
| MSFTMicrosoftStock | Cut | 45,941 | US$17.14M | 4.12% |
| METAMetaStock | Cut | 29,575 | US$16.66M | 4.00% |
| COSTCOSTCO WHOLESALE CORPORATIONStock | Cut | 17,355 | US$16.24M | 3.90% |
| NFLXNETFLIX INC.Stock | Cut | 186,495 | US$13.32M | 3.20% |
| JANUS DETROIT STR TRETF | Added | 276,850 | US$12.46M | 2.99% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.