Rosenblum Silverman Sutton S F as of Dec. 31, 2019
Portfolio Holdings for Rosenblum Silverman Sutton S F
Rosenblum Silverman Sutton S F holds 55 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 5.9 | $16M | 86k | 187.90 | |
| Amazon (AMZN) | 5.6 | $15M | 8.3k | 1847.78 | |
| Adobe Systems Incorporated (ADBE) | 4.7 | $13M | 39k | 329.80 | |
| Microsoft Corporation (MSFT) | 4.4 | $12M | 76k | 157.70 | |
| Illumina (ILMN) | 4.2 | $12M | 35k | 331.75 | |
| Thermo Fisher Scientific (TMO) | 3.9 | $11M | 33k | 324.87 | |
| Facebook Inc cl a (META) | 3.7 | $10M | 50k | 205.25 | |
| NVIDIA Corporation (NVDA) | 3.5 | $9.7M | 41k | 235.30 | |
| Netflix (NFLX) | 3.4 | $9.3M | 29k | 323.56 | |
| salesforce (CRM) | 3.3 | $9.0M | 55k | 162.65 | |
| Insulet Corporation (PODD) | 3.0 | $8.1M | 47k | 171.20 | |
| Activision Blizzard | 2.8 | $7.8M | 131k | 59.42 | |
| Costco Wholesale Corporation (COST) | 2.8 | $7.6M | 26k | 293.93 | |
| Cintas Corporation (CTAS) | 2.8 | $7.6M | 28k | 269.08 | |
| Paypal Holdings (PYPL) | 2.8 | $7.5M | 70k | 108.18 | |
| Alibaba Group Holding (BABA) | 2.7 | $7.4M | 35k | 212.10 | |
| Fidelity National Information Services (FIS) | 2.5 | $6.8M | 49k | 139.09 | |
| Teladoc (TDOC) | 2.4 | $6.6M | 79k | 83.72 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $6.3M | 4.7k | 1339.49 | |
| Okta Inc cl a (OKTA) | 2.2 | $6.1M | 53k | 115.38 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $5.7M | 4.2k | 1337.12 | |
| Home Depot (HD) | 2.0 | $5.6M | 26k | 218.40 | |
| Albany International (AIN) | 1.9 | $5.2M | 68k | 75.92 | |
| Nike (NKE) | 1.7 | $4.7M | 46k | 101.32 | |
| Iqvia Holdings (IQV) | 1.6 | $4.5M | 29k | 154.52 | |
| American Tower Reit (AMT) | 1.6 | $4.4M | 19k | 229.84 | |
| Analog Devices (ADI) | 1.6 | $4.3M | 36k | 118.84 | |
| Zendesk | 1.5 | $4.2M | 54k | 76.63 | |
| Synopsys (SNPS) | 1.2 | $3.3M | 24k | 139.22 | |
| Bank of America Corporation (BAC) | 1.2 | $3.3M | 92k | 35.21 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.2 | $3.3M | 50k | 65.32 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $3.1M | 22k | 139.41 | |
| Constellation Brands (STZ) | 1.1 | $3.0M | 16k | 189.73 | |
| Pool Corporation (POOL) | 1.0 | $2.7M | 13k | 212.38 | |
| United Rentals (URI) | 1.0 | $2.6M | 16k | 166.78 | |
| Servicenow (NOW) | 0.9 | $2.6M | 9.2k | 282.35 | |
| Bellring Brands Cl A Ord | 0.9 | $2.4M | 111k | 21.29 | |
| Tempur-Pedic International (TPX) | 0.8 | $2.3M | 27k | 87.07 | |
| Citi | 0.8 | $2.1M | 26k | 79.88 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $2.0M | 35k | 55.95 | |
| Heron Therapeutics (HRTX) | 0.7 | $1.9M | 80k | 23.51 | |
| Apple (AAPL) | 0.6 | $1.8M | 6.0k | 293.66 | |
| Stryker Corporation (SYK) | 0.6 | $1.7M | 8.1k | 209.89 | |
| Tesla Motors (TSLA) | 0.6 | $1.7M | 4.1k | 418.33 | |
| Stitch Fix (SFIX) | 0.5 | $1.4M | 54k | 25.66 | |
| TJX Companies (TJX) | 0.5 | $1.3M | 22k | 61.05 | |
| Chevron Corporation (CVX) | 0.4 | $1.0M | 8.4k | 120.53 | |
| Celanese Corporation (CE) | 0.3 | $718k | 5.8k | 123.20 | |
| United Technologies Corporation | 0.2 | $654k | 4.4k | 149.83 | |
| Morgan Stanley (MS) | 0.2 | $617k | 12k | 51.14 | |
| Procter & Gamble Company (PG) | 0.2 | $495k | 4.0k | 124.87 | |
| Merck & Co (MRK) | 0.1 | $359k | 4.0k | 90.84 | |
| S&p Global (SPGI) | 0.1 | $352k | 1.3k | 272.87 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $322k | 1.4k | 226.44 | |
| Amerisourcebergen | 0.1 | $301k | 3.5k | 85.12 |
