StockDriftsStockDriftsTop 50 Rosenblum Silverman Sutton S F INC Ca Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.73% | 223.1K | $44.6M | -9.64%(-23.79K) | $2.08(+10713.98%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.39% | 94.1K | $22.4M | -1.76%(-1.68K) | $10.78(+2358.46%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.94% | 57.5K | $20.5M | -3.95%(-2.37K) | $17.32(+1899.44%) | 2026-06-30 | |
| V | VISA INC | 4.68% | 56.8K | $19.5M | -0.88%(-504) | $5.49(+6558.73%) | 2026-06-30 | |
| SN | SHARKNINJA INC | 4.28% | 117.1K | $17.8M | -3.35%(-4.05K) | $46.70(+306.08%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.12% | 45.9K | $17.1M | -2.08%(-977) | $94.00(+428.57%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4% | 29.6K | $16.7M | -1.59%(-477) | $132.87(+347.79%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.9% | 17.4K | $16.2M | -2.08%(-369) | $106.39(+804.11%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 3.2% | 186.5K | $13.3M | -1.75%(-3.31K) | $16.57(+372.17%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 2.99% | 276.9K | $12.5M | +10.47%(+26.23K) | $45.41(-1.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.23% | +65.26% | +7.70% | +44.92% |
| Top 20 Holdings Unweighted | +15.58% | +54.40% | +5.15% | +28.57% |
Rosenblum Silverman Sutton S F INC Ca reports $416.16M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.7%), AMZN (5.4%) and GOOGL (4.9%). The top 20 holdings account for 70.58% of reported assets. Its disclosed equity book has returned +65.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rosenblum Silverman Sutton S F INC Ca’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 918893). View Rosenblum Silverman Sutton S F INC Ca’s 13F filings on SEC