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Rosenblum Silverman Sutton S F Inc

Q2 2025 Holdings

Filed 2025-08-13 | 77 holdings | $412.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corporation COM(NVDA)Stock67066G104$45.5M288,08611.0%
Netflix Inc COM(NFLX)Stock64110L106$26.0M19,4056.3%
Microsoft Corp COM(MSFT)Stock594918104$23.9M47,9695.8%
Meta Platforms Inc CL A(META)Stock30303M102$22.5M30,5115.5%
Amazon COM Inc COM(AMZN)Stock023135106$21.3M97,1655.2%
Visa Inc COM CL A(V)Stock92826C839$20.7M58,3675.0%
Costco Whsl Corp New COM(COST)Stock22160K105$18.5M18,6834.5%
Cintas Corp COM(CTAS)Stock172908105$16.1M72,4183.9%
Sharkninja Inc COM SHS(SN)StockG8068L108$12.1M122,3592.9%
Salesforce Inc COM(CRM)Stock79466L302$11.8M43,1572.9%
Alnylam Pharmaceuticals Inc COM(ALNY)Stock02043Q107$11.2M34,3922.7%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$10.9M61,8752.6%
Insulet Corp COM(PODD)Stock45784P101$10.7M34,0802.6%
Adobe Inc COM(ADBE)Stock00724F101$9.2M23,6982.2%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$7.8M19,1691.9%
Deckers Outdoor Corp COM(DECK)Stock243537107$7.6M73,9581.8%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$7.5M42,3621.8%
Reddit Inc CL A(RDDT)Stock75734B100$7.4M49,4331.8%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$7.1M24,6481.7%
Synopsys Inc COM(SNPS)Stock871607107$6.8M13,3351.7%
Ishares Floating Rate Bond ETF(FLOT)ETF46429B655$6.8M132,4611.6%
Janus Henderson Mortgage-Backed Securities ETF(JMBS)ETF47103U852$6.3M139,1951.5%
Zoetis Inc CL A(ZTS)Stock98978V103$6.0M38,3141.4%
Bellring Brands Inc Common Stock(BRBR)Stock07831C103$5.8M100,9281.4%
Home Depot Inc COM(HD)Stock437076102$5.7M15,5591.4%
Servicenow Inc COM(NOW)Stock81762P102$5.6M5,4301.4%
Blackstone Inc COM(BX)Stock09260D107$5.4M36,3201.3%
Xylem Inc COM(XYL)Stock98419M100$5.3M41,0121.3%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$4.8M57,7951.2%
JPMorgan Active Bond ETF(JBND)ETF46654Q716$4.4M83,0101.1%
Dynatrace Inc COM New(DT)Stock268150109$3.7M67,7380.9%
Tesla Inc COM(TSLA)Stock88160R101$3.5M11,1300.9%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$3.0M47,1140.7%
Okta Inc CL A(OKTA)Stock679295105$3.0M29,6260.7%
Saia Inc COM(SAIA)Stock78709Y105$2.9M10,5570.7%
Ishares Russell 1000 ETF(IWB)ETF464287622$2.5M7,4940.6%
American Tower Corp New COM(AMT)REIT03027X100$2.5M11,3570.6%
Bank America Corp COM(BAC)Stock060505104$2.2M46,4720.5%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$2.0M3,5960.5%
Iqvia Hldgs Inc COM(IQV)Stock46266C105$1.9M11,8400.5%
Apple Inc COM(AAPL)Stock037833100$1.8M8,6380.4%
Workiva Inc COM CL A(WK)Stock98139A105$1.7M24,7310.4%
Spdr Bloomberg Convertible Securities ETF(CWB)ETF78464A359$1.6M19,9480.4%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$1.4M2,2510.3%
TJX COS Inc New COM(TJX)Stock872540109$1.2M9,5250.3%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$1.1M8,1720.3%
Vanguard Small-Cap ETF(VB)ETF922908751$935.6K3,9480.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$852.6K2,0080.2%
Somnigroup Intl Inc (Formerly TPX Tempur Sealy)(SGI)Stock88023U101$849.3K12,4800.2%
Invesco Financial Preferred ETF(PGF)ETF46137V621$816.3K57,8500.2%
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