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Rosenblum Silverman Sutton S F Inc. /ca
Rosenblum Silverman Sutton SF Inc (RSSIC) is an independent, fee-only registered investment adviser headquartered in San Francisco, California. Founded in 1983, RSSIC manages customized investment portfolios and acts as a fiduciary for individuals, families, trusts, foundations, and nonprofit organizations. The firm employs 6 professionals and has provided investment and wealth management solutions since 1984, with a strong commitment to accountability and client trust.
Investment Strategy
RSSIC specializes in managing customized investment portfolios tailored to meet each client's financial goals, focusing on wealth management for individuals, families, trusts, and foundations. The firm acts as a fiduciary, offering financial planning and portfolio management services, and uses a fee-only compensation model. They prioritize accountability, trust, and personalized solutions, actively engaging in direct management of investment assets and serving primarily high-net-worth clients.
Latest 13F Filing Activity
Rosenblum Silverman Sutton S F Inc. /ca filed their most recent 13F report on Jun 30, 2025 disclosing 76 equity positions with a total 13F market value of $413M. The fund increased holdings in Nvidia Corporation Com, Netflix Inc. Com, Microsoft Corp. Com among other positions. Rosenblum Silverman Sutton S F Inc. /ca reduced exposure to Thermo Fisher Scientific Inc. Com, Bellring Brands Inc. Common Stock, Deckers Outdoor Corp. Com among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 11.03% | $45.5M | 288,086 | $1.85 | $157.99 | +$13.3M |
N NFLX | NETFLIX INC COM | 6.30% | $26.0M | 19,405 | $148.17 | $1339.13 | +$7.6M |
M MSFT | MICROSOFT CORP COM | 5.78% | $23.9M | 47,969 | $103.04 | $497.41 | +$5.8M |
M META | META PLATFORMS INC CL A | 5.46% | $22.5M | 30,511 | $159.67 | $738.09 | +$4.8M |
A AMZN | AMAZON COM INC COM | 5.17% | $21.3M | 97,165 | $35.97 | $219.39 | +$2.7M |
Industry Allocation
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