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  Name: ROSENBLUM SILVERMAN SUTTON S F INC /CA
  City: SAN FRANCISCO
  State: CA
  Zip: 94109
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $314,338,000
  Total Value Change : $20,644,000
  Securities Held Change : 2
   
All Securities Held : 73
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 6
  Unchanged Positions : 13
  Decreased Positions : 50

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Holdings Found : 6     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 15 - $0.00 $7,384,000 145,870 2.35% 3,246,000 64,560 0.013    N/A
   (SN)1 Year Chart         SN SharkNinja, Inc 18 - $66.08 $6,518,000 127,370 2.07% 615,000 40 0.092    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 23 - $120.62 $5,072,000 38,742 1.61% 1,234,000 2,918 0.006    Asset Management
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 39 - $281.14 $1,858,000 7,084 0.59% 201,000 30 0.005    Closed - End Fund - E...
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 47 - $127.76 $963,000 7,694 0.31% 157,000 345 0.017    Closed - End Fund - E...
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 61 - $72.25 $336,000 5,160 0.11% 56,000 445 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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