ROSENBLUM SILVERMAN SUTTON S F INC /CA

RIA/Wealth

ROSENBLUM SILVERMAN SUTTON S F INC /CA is a RIA/Wealth based in San Francisco, CA led by Philip Anthony Huff, reporting $459.5M in AUM as of Q3 2025 with 51% concentrated in top 10 holdings.

PresidentPhilip Anthony Huff

Portfolio Value: $438.7M
Positions: 78
Top Holding: NVDA at 11.51%
Last Reported: Q3 2025

Address1388 Sutter St Ste 725, San Francisco, CA, 94109, United States

Top Holdings

Largest long holdings in ROSENBLUM SILVERMAN SUTTON S F INC /CA's portfolio (51% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$50.5M	11.51%	-$3.2M Sold	0.00% 270.7K shares	Q2 2016 Held for 9y 5m
2 Microsoft MSFT	Software - Infrastructure Technology	$24.6M	5.62%	-$202.0K Sold	0.00% 47.6K shares	Q2 2016 Held for 9y 5m
3 Netflix NFLX	Entertainment Communication Services	$22.8M	5.21%	-$423.2K Sold	0.00% 19.1K shares	Q2 2016 Held for 9y 5m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$22.2M	5.05%	-$251.9K Sold	0.00% 30.2K shares	Q2 2016 Held for 9y 5m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$21.3M	4.85%	-$47.2K Sold	0.00% 97.0K shares	Q2 2016 Held for 9y 5m
6 Visa V	Financial - Credit Services Financial Services	$19.9M	4.53%	-$63.2K Sold	0.00% 58.2K shares	Q2 2016 Held for 9y 5m
7 Costco Wholesale COST	Discount Stores Consumer Defensive	$17.1M	3.91%	-$162.0K Sold	0.00% 18.5K shares	Q1 2019 Held for 6y 8m
8 Alnylam Pharmaceuticals ALNY	Biotechnology Healthcare	$15.5M	3.53%	-$177.8K Sold	0.03% 34.0K shares	Q1 2020 Held for 5y 8m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$15.1M	3.44%	+$32.8K Bought	0.00% 62.0K shares	Q2 2016 Held for 9y 5m
10 Cintas CTAS	Specialty Business Services Industrials	$14.8M	3.38%	-$55.4K Sold	0.02% 72.1K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ROSENBLUM SILVERMAN SUTTON S F INC /CA's latest filing

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Market Value

$438.7M

Prior: $413.1M

Q/Q Change

+6.19%

+$25.6M

Net Flows % of MV

+0.847%

Turnover Ratio

2.0%

New Purchases

1 stocks

$208.1K

Added To

24 stocks

+$10.3M

Sold Out Of

1 stocks

$221.8K

Reduced Holdings

31 stocks

-$6.6M

Increased Positions

Position	Shares Δ	Change
1 Shopify SHOP	New	0 → 1.4K +$208.1K
2 JBND JPMorgan Active Bond JBND	+66.03%	83.0K → 137.8K +$3.0M
3 Vanguard Intermediate-Term Corporate Bond VCIT	+56.09%	57.8K → 90.2K +$2.7M
4 Janus Henderson Mortgage-Backed Securities JMBS	+42.37%	139.2K → 198.2K +$2.7M
5 Invesco Financial Preferred PGF	+26.65%	57.9K → 73.3K +$225.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares California Muni Bond CMF	Sold	4.0K → 0 −$221.8K
2 Zoetis ZTS	-10.07%	38.3K → 34.5K −$564.8K
3 iShares Core S&P Mid-Cap ETF IJH	-7.52%	13.0K → 12.0K −$63.6K
4 SPDR S&P 500 ETF Trust SPY	-7.11%	2.3K → 2.1K −$106.6K
5 Nike NKE	-7.07%	9.3K → 8.7K −$46.0K