Rosenblum-Silverman-Sutton

Rosenblum Silverman Sutton S F as of Dec. 31, 2017

Portfolio Holdings for Rosenblum Silverman Sutton S F

Rosenblum Silverman Sutton S F holds 66 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Inc cl a (META) 5.8 $16M 92k 176.46
Amazon (AMZN) 5.8 $16M 14k 1169.43
Visa (V) 5.4 $15M 131k 114.02
NVIDIA Corporation (NVDA) 4.6 $13M 66k 193.50
Illumina (ILMN) 3.9 $11M 49k 218.50
Activision Blizzard 3.6 $10M 160k 63.32
Adobe Systems Incorporated (ADBE) 3.6 $10M 57k 175.24
Thermo Fisher Scientific (TMO) 3.0 $8.4M 44k 189.87
Microsoft Corporation (MSFT) 2.9 $8.1M 94k 85.54
Fidelity National Information Services (FIS) 2.7 $7.6M 81k 94.09
Netflix (NFLX) 2.7 $7.4M 39k 191.96
Alibaba Group Holding (BABA) 2.7 $7.4M 43k 172.43
Celgene Corporation 2.6 $7.2M 69k 104.37
salesforce (CRM) 2.4 $6.8M 66k 102.23
Alphabet Inc Class A cs (GOOGL) 2.3 $6.4M 6.1k 1053.45
Portola Pharmaceuticals 2.2 $6.3M 129k 48.68
Alphabet Inc Class C cs (GOOG) 2.2 $6.1M 5.8k 1046.35
Eagle Materials (EXP) 2.2 $6.1M 54k 113.31
Paypal Holdings (PYPL) 2.1 $5.8M 79k 73.62
Home Depot (HD) 2.1 $5.8M 31k 189.53
Celanese Corporation (CE) 1.9 $5.1M 48k 107.08
Rockwell Collins 1.7 $4.7M 34k 135.62
Starbucks Corporation (SBUX) 1.5 $4.2M 73k 57.43
Lci Industries (LCII) 1.5 $4.2M 32k 129.99
Microsemi Corporation 1.5 $4.1M 80k 51.65
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.5 $4.1M 19k 223.67
Bank of America Corporation (BAC) 1.4 $3.8M 129k 29.52
Gtt Communications 1.3 $3.7M 78k 46.94
Synopsys (SNPS) 1.2 $3.5M 41k 85.24
Citi 1.2 $3.5M 46k 74.42
Nxp Semiconductors N V (NXPI) 1.2 $3.4M 29k 117.08
CoStar (CSGP) 1.2 $3.3M 11k 296.97
Insulet Corporation (PODD) 1.1 $3.0M 44k 69.00
Pool Corporation (POOL) 1.1 $3.0M 23k 129.66
American Tower Reit (AMT) 1.1 $3.0M 21k 142.66
Affiliated Managers (AMG) 0.9 $2.6M 13k 205.29
Teladoc (TDOC) 0.8 $2.4M 68k 34.86
JPMorgan Chase & Co. (JPM) 0.8 $2.3M 22k 106.95
Camping World Hldgs (CWH) 0.8 $2.3M 52k 44.74
United Rentals (URI) 0.8 $2.2M 13k 171.92
FedEx Corporation (FDX) 0.8 $2.2M 8.8k 249.57
ON Semiconductor (ON) 0.7 $2.1M 99k 20.94
Okta Inc cl a (OKTA) 0.7 $2.1M 80k 25.61
Citizens Financial (CFG) 0.7 $2.0M 47k 41.97
General Electric Company 0.7 $1.9M 107k 17.45
Dex (DXCM) 0.6 $1.7M 29k 57.37
Blackstone 0.6 $1.5M 48k 32.03
Chevron Corporation (CVX) 0.5 $1.5M 12k 125.22
Tesla Motors (TSLA) 0.5 $1.4M 4.6k 311.44
Cedar Fair (FUN) 0.5 $1.4M 21k 65.00
Nike (NKE) 0.5 $1.3M 22k 62.56
Morgan Stanley (MS) 0.5 $1.3M 24k 52.48
Wayfair (W) 0.5 $1.3M 16k 80.27
Aclaris Therapeutics (ACRS) 0.4 $1.1M 46k 24.65
Meritor 0.4 $1.0M 44k 23.46
United Technologies Corporation 0.3 $974k 7.6k 127.52
Talend S A ads 0.3 $958k 26k 37.50
S&p Global (SPGI) 0.3 $759k 4.5k 169.50
Apple (AAPL) 0.2 $620k 3.7k 169.12
Comfort Systems USA (FIX) 0.1 $428k 9.8k 43.67
Berkshire Hathaway (BRK.B) 0.1 $353k 1.8k 198.31
Sun Life Financial (SLF) 0.1 $350k 8.5k 41.26
3M Company (MMM) 0.1 $333k 1.4k 235.34
Amerisourcebergen 0.1 $321k 3.5k 91.71
Eagle Pharmaceuticals (EGRX) 0.1 $309k 5.8k 53.37
Royal Dutch Shell 0.1 $274k 4.1k 66.60