Rosenblum-Silverman-Sutton

Rosenblum Silverman Sutton S F as of Dec. 31, 2018

Portfolio Holdings for Rosenblum Silverman Sutton S F

Rosenblum Silverman Sutton S F holds 59 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 6.4 $14M 9.4k 1501.98
United Rentals (URI) 6.1 $13M 101k 131.94
Illumina (ILMN) 5.5 $12M 40k 299.93
Adobe Systems Incorporated (ADBE) 5.0 $11M 48k 226.24
Eagle Materials (EXP) 4.2 $9.3M 71k 131.09
Morgan Stanley (MS) 3.9 $8.5M 32k 267.67
Merck & Co (MRK) 3.8 $8.4M 82k 101.57
Tesla Motors (TSLA) 3.8 $8.4M 37k 223.79
S&p Global (SPGI) 3.6 $7.8M 57k 136.97
FedEx Corporation (FDX) 2.9 $6.4M 62k 102.56
Activision Blizzard 2.9 $6.4M 137k 46.57
ON Semiconductor (ON) 2.9 $6.3M 75k 84.09
Nike (NKE) 2.8 $6.1M 46k 133.50
Alphabet Inc Class A cs (GOOGL) 2.5 $5.4M 5.2k 1045.05
Alphabet Inc Class C cs (GOOG) 2.3 $5.0M 4.9k 1035.55
Alibaba Group Holding (BABA) 2.3 $5.0M 37k 137.08
Colliers International Group sub vtg (CIGI) 2.3 $5.0M 31k 160.81
Home Depot (HD) 2.2 $4.8M 28k 171.82
NVIDIA Corporation (NVDA) 2.0 $4.3M 67k 63.79
Insulet Corporation (PODD) 1.9 $4.2M 53k 79.32
Synopsys (SNPS) 1.9 $4.2M 85k 49.57
Caterpillar (CAT) 1.8 $4.0M 44k 89.97
Analog Devices (ADI) 1.7 $3.8M 45k 85.82
Gtt Communications 1.7 $3.7M 144k 25.94
Celanese Corporation (CE) 1.6 $3.6M 56k 64.09
Okta Inc cl a (OKTA) 1.6 $3.5M 52k 66.52
CoStar (CSGP) 1.5 $3.4M 10k 337.38
Netflix (NFLX) 1.5 $3.3M 45k 74.13
Servicenow (NOW) 1.5 $3.3M 21k 156.75
American Tower Reit (AMT) 1.4 $3.2M 20k 158.19
Bank of America Corporation (BAC) 1.2 $2.6M 106k 24.64
Pool Corporation (POOL) 1.2 $2.6M 17k 148.67
Stryker Corporation (SYK) 1.1 $2.4M 29k 84.25
JPMorgan Chase & Co. (JPM) 0.9 $2.0M 20k 97.63
Camping World Hldgs (CWH) 0.8 $1.8M 67k 27.40
Chevron Corporation (CVX) 0.8 $1.8M 35k 52.05
Talend S A ads 0.7 $1.4M 4.3k 332.72
Facebook Inc cl a (META) 0.6 $1.3M 8.3k 161.39
Portola Pharmaceuticals 0.6 $1.3M 24k 55.82
Ollies Bargain Outlt Hldgs I (OLLI) 0.6 $1.3M 78k 16.52
Saia (SAIA) 0.6 $1.2M 6.8k 178.04
Teladoc (TDOC) 0.5 $1.1M 25k 44.74
Citizens Financial (CFG) 0.5 $1.1M 20k 55.04
Blackstone 0.5 $1.0M 34k 29.81
Thermo Fisher Scientific (TMO) 0.4 $962k 9.0k 106.50
TJX Companies (TJX) 0.4 $970k 9.5k 102.57
Sun Life Financial (SLF) 0.4 $900k 24k 37.08
Microsoft Corporation (MSFT) 0.4 $875k 22k 39.67
Fidelity National Information Services (FIS) 0.3 $758k 32k 23.65
Apple (AAPL) 0.3 $726k 4.6k 157.79
salesforce (CRM) 0.3 $728k 43k 17.10
Celgene Corporation 0.3 $660k 6.1k 108.75
Aclaris Therapeutics (ACRS) 0.2 $429k 58k 7.38
Citi 0.2 $357k 12k 29.74
Berkshire Hathaway (BRK.B) 0.1 $297k 1.5k 204.12
Lci Industries (LCII) 0.1 $317k 4.2k 76.37
Stitch Fix (SFIX) 0.1 $282k 8.5k 33.25
Paypal Holdings (PYPL) 0.1 $253k 5.8k 43.66
Amerisourcebergen 0.1 $260k 3.5k 74.29