Rosenblum-Silverman-Sutton

Rosenblum-Silverman-Sutton as of Dec. 31, 2012

Portfolio Holdings for Rosenblum-Silverman-Sutton

Rosenblum-Silverman-Sutton holds 61 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.6 $9.4M 18k 532.19
Visa (V) 5.0 $7.2M 48k 151.58
Oracle Corporation (ORCL) 3.6 $5.1M 154k 33.32
Alliance Data Systems Corporation (BFH) 3.3 $4.7M 33k 144.77
Polypore International 3.3 $4.7M 101k 46.50
Illumina (ILMN) 3.2 $4.6M 83k 55.59
Google 3.2 $4.6M 6.5k 707.36
Amazon (AMZN) 3.0 $4.2M 17k 250.89
General Electric Company 2.8 $3.9M 188k 20.99
United Technologies Corporation 2.8 $3.9M 48k 82.01
Lululemon Athletica (LULU) 2.5 $3.6M 47k 76.23
Ford Motor Company (F) 2.5 $3.5M 272k 12.95
Macy's (M) 2.4 $3.5M 89k 39.02
IPC The Hospitalist Company 2.4 $3.4M 86k 39.71
Thermo Fisher Scientific (TMO) 2.2 $3.2M 50k 63.77
EMC Corporation 2.2 $3.1M 123k 25.30
Buffalo Wild Wings 2.2 $3.1M 43k 72.83
Chevron Corporation (CVX) 2.1 $3.0M 28k 108.12
D.R. Horton (DHI) 2.1 $3.0M 150k 19.78
Ashland 2.1 $3.0M 37k 80.41
Hyatt Hotels Corporation (H) 2.1 $3.0M 77k 38.58
Coach 2.0 $2.9M 52k 55.50
Celgene Corporation 1.9 $2.8M 36k 78.46
Bed Bath & Beyond 1.9 $2.7M 48k 55.92
American Tower Reit (AMT) 1.9 $2.7M 35k 77.27
On Assignment 1.8 $2.6M 128k 20.28
Cinemark Holdings (CNK) 1.8 $2.5M 98k 25.98
National-Oilwell Var 1.7 $2.4M 35k 68.35
Express Scripts Holding 1.7 $2.4M 44k 53.99
eBay (EBAY) 1.6 $2.4M 47k 51.00
Chico's FAS 1.6 $2.4M 128k 18.46
Gilead Sciences (GILD) 1.6 $2.3M 32k 73.44
Nuance Communications 1.6 $2.3M 103k 22.32
Dollar Tree (DLTR) 1.6 $2.3M 56k 40.55
Affiliated Managers (AMG) 1.5 $2.1M 16k 130.16
Intel Corporation (INTC) 1.4 $1.9M 94k 20.62
Perrigo Company 1.1 $1.5M 15k 104.05
Microsoft Corporation (MSFT) 1.1 $1.5M 57k 26.70
Starbucks Corporation (SBUX) 1.0 $1.4M 27k 53.64
Owens Corning (OC) 0.9 $1.3M 36k 36.99
JPMorgan Chase & Co. (JPM) 0.9 $1.3M 30k 43.97
Bank of America Corporation (BAC) 0.7 $1.0M 88k 11.61
Babcock & Wilcox 0.7 $941k 36k 26.19
Destination Maternity Corporation 0.7 $932k 43k 21.57
Qualcomm (QCOM) 0.6 $918k 15k 61.87
Laboratory Corp. of America Holdings (LH) 0.6 $901k 10k 86.63
Cedar Fair (FUN) 0.6 $906k 27k 33.43
PetSmart 0.5 $778k 11k 68.34
Ihs 0.5 $774k 8.1k 95.95
salesforce (CRM) 0.4 $621k 3.7k 168.11
Zillow 0.4 $569k 21k 27.76
Nxp Semiconductors N V (NXPI) 0.4 $556k 21k 26.32
Expedia 0.4 $519k 8.5k 61.42
Freeport-McMoRan Copper & Gold (FCX) 0.3 $490k 14k 34.19
Exxon Mobil Corporation (XOM) 0.3 $438k 5.1k 86.63
Royal Dutch Shell 0.3 $370k 5.4k 69.00
Home Depot (HD) 0.2 $328k 5.3k 61.89
McGraw-Hill Companies 0.2 $287k 5.2k 54.68
Charles Schwab Corporation (SCHW) 0.2 $248k 17k 14.34
Officemax 0.2 $248k 25k 9.76
Bourque Inds (BORK) 0.0 $1.0k 34k 0.03