Sulzberger Capital Advisors, Inc.
CIK: 0002056727Latest portfolio: $99.0M · Q4 2025
Holdings
52
Total Value
$99.0M
New Positions
6
Closed Positions
5
Top Holdings
View All 52 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SHVISHARES TR | 226,167 | $24.9M | 25.16% | -5,255 | |
| 2 | NVDANVIDIA CORPORATION | 34,279 | $6.4M | 6.46% | +678 | |
| 3 | MSFTMICROSOFT CORP | 11,226 | $5.4M | 5.48% | +201 | |
| 4 | VOOVANGUARD INDEX FDS | 8,242 | $5.2M | 5.22% | -120 | |
| 5 | SGOVISHARES TR | 41,805 | $4.2M | 4.24% | NEW | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 71,066 | $4.1M | 4.11% | +17K | |
| 7 | GOOGLALPHABET INC | 12,003 | $3.8M | 3.79% | +2K | |
| 8 | LQTIFIRST TR EXCHANGE-TRADED FD | 182,357 | $3.7M | 3.71% | +5K | |
| 9 | QQQMINVESCO EXCH TRADED FD TR II | 13,902 | $3.5M | 3.55% | +468 | |
| 10 | VTIVANGUARD INDEX FDS | 9,299 | $3.1M | 3.15% | -981 | |
| 11 | NEENEXTERA ENERGY INC | 33,750 | $2.7M | 2.74% | — | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,277 | $2.7M | 2.68% | +55 | |
| 13 | JEPQJ P MORGAN EXCHANGE TRADED F | 41,657 | $2.4M | 2.45% | +10K | |
| 14 | AVGOBROADCOM INC | 5,790 | $2.0M | 2.02% | +244 | |
| 15 | AMZNAMAZON COM INC | 8,131 | $1.9M | 1.89% | -89 | |
| 16 | AAPLAPPLE INC | 5,591 | $1.5M | 1.54% | -1,590 | |
| 17 | PMMFBLACKROCK ETF TRUST | 14,789 | $1.5M | 1.50% | NEW | |
| 18 | HDHOME DEPOT INC | 4,215 | $1.4M | 1.46% | -147 | |
| 19 | GQ9SPDR GOLD TR | 3,514 | $1.4M | 1.41% | +3K | |
| 20 | NDQINVESCO QQQ TR | 2,218 | $1.4M | 1.38% | — | |
| 21 | SIVRABRDN SILVER ETF TRUST | 19,884 | $1.3M | 1.36% | NEW | |
| 22 | JPMJPMORGAN CHASE & CO. | 4,142 | $1.3M | 1.35% | -1,130 | |
| 23 | VPUVANGUARD WORLD FD | 5,832 | $1.1M | 1.09% | +1K | |
| 24 | LLYELI LILLY & CO | 877 | $942K | 0.95% | +26 | |
| 25 | PGPROCTER AND GAMBLE CO | 6,497 | $931K | 0.94% | +194 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.491251684196407e+59T)
Technology0.0% ($6.39354282003152e+25T)
Unknown0.0% ($265213921.4T)
Healthcare0.0% ($942621.5T)
Consumer Cyclical0.0% ($18.8T)
Communication Services0.0% ($3.8T)
Consumer Defensive0.0% ($931.5B)
Utilities0.0% ($2.7M)
Energy0.0% ($287K)
Industrials0.0% ($256K)
Basic Materials0.0% ($255K)
Filing History
Fund Information
Sulzberger Capital Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $99.0M across 52 holdings. The largest position is ISHARES TR (SHV), representing 25.2% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.