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Portfolio (Quarterly) Guide ↗

Rosenblum Silverman Sutton S F Inc /ca

· CIK 0000918893
13F Portfolio $382M AUM 76 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 Added 30 Reduced 4 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIA STATE STR SPDR DOW JONES IND Financial Services 1,054.0 $488K 0.13% +30.0 +2.9% $463.41 +11.2%
22 SLYG SPDR SERIES TRUST 4,170.0 $403K 0.10% +211.0 +5.3% $96.63 +18.2%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Communication Services 23.2%
Consumer Cyclical 15.7%
Financial Services 11.4%
Healthcare 9.1%
Industrials 6.4%
Consumer Defensive 5.8%
Real Estate 0.5%
Energy 0.1%