Sulzberger Capital Advisors, Inc.
CIK 2056727 · View on SEC EDGAR ↗
- Portfolio value
- $102.4M
- Positions
- 53
- As of
- June 30, 2026
#8,314 of 9,443 by 13F value · top 88.0%
Portfolio value QoQ: +4.5% 13F does not disclose cash
- Top 10 holdings weight
- 60.52%
- Top 25 holdings weight
- 88.14%
- Positions above 1%
- 25
- Effective number of positions
- 16.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.33% Est. buys $3,335,371 · sells $5,398,078
Median holding: 6.5 quarters Tracked Q4 2024–Q2 2026 · 69.7% still held
- New positions
- 5
- Increased
- 13
- Decreased
- 23
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
15.9%
Communication Services
4.4%
Retail
3.8%
Utilities
3.0%
Healthcare
2.9%
Communications
1.3%
Financials
1.3%
Financial Services
1.1%
Consumer products
0.8%
Consumer Discretionary
0.7%
Consumer Staples
0.4%
Energy
0.3%
Materials
0.3%
Industrials
0.3%
Other/Unmapped
63.5%
Full portfolio 53 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SHV iShares 0-1 Year Treasury Bond ETF | $19,045,196 | 18.59% | 172,589 | $-1,607,338 | Down ×4 | ||
| JEPI | $8,263,363 | 8.07% | 146,306 | $880,340 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,909,067 | 5.77% | 29,532 | $212,814 | Down ×2 | ||
| VOO | $5,818,679 | 5.68% | 8,472 | $767,196 | Up ×2 | ||
| PMMF iShares Prime Money Market ETF | $4,777,665 | 4.66% | 47,629 | $-94,374 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,036,501 | 3.94% | 11,295 | $716,617 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $3,871,355 | 3.78% | 10,378 | $-217,389 | Down ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $3,870,950 | 3.78% | 12,777 | $668,405 | Down ×2 | ||
| VTI | $3,280,498 | 3.20% | 8,865 | $312,849 | Down ×6 | ||
| NEE NextEra Energy, Inc. Common Stock | $3,113,992 | 3.04% | 35,479 | $-119,347 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3,033,288 | 2.96% | 30,131 | $-927,280 | Down ×2 | ||
| LQTI | $2,974,841 | 2.90% | 154,057 | $-549,187 | Down ×2 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $2,873,501 | 2.81% | 46,754 | $516,788 | Up ×4 | ||
| BRKB | $2,685,624 | 2.62% | 5,367 | $147,272 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $2,159,597 | 2.11% | 5,717 | $382,081 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,883,363 | 1.84% | 7,902 | $161,595 | Down ×1 | ||
| GLD | $1,601,348 | 1.56% | 4,347 | $-203,719 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $1,564,464 | 1.53% | 5,407 | $166,988 | Down ×6 | ||
| VPU | $1,555,890 | 1.52% | 7,949 | $368,346 | Up ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,520,666 | 1.48% | 2,065 | $285,501 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,461,859 | 1.43% | 4,145 | $75,588 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,348,726 | 1.32% | 11,482 | $457,992 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,329,614 | 1.30% | 4,062 | $111,203 | Down ×1 | ||
| SIVR | $1,216,713 | 1.19% | 21,642 | $-490,971 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,088,071 | 1.06% | 907 | $281,334 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $971,907 | 0.95% | 2,850 | $479,725 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $924,594 | 0.90% | 1,936 | $297,352 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $856,230 | 0.84% | 5,839 | $13,698 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $683,958 | 0.67% | 2,718 | $92,820 | |||
| AMAT Applied Materials, Inc. - Common Stock | $665,160 | 0.65% | 920 | $255,012 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $633,118 | 0.62% | 626 | $103,528 | |||
| JNJ Johnson & Johnson Common Stock | $609,528 | 0.60% | 2,400 | $22,872 | |||
| COST Costco Wholesale Corporation - Common Stock | $518,250 | 0.51% | 554 | $-47,722 | Down ×1 | ||
| ESGV | $510,843 | 0.50% | 3,863 | $77,144 | |||
| NFLX Netflix, Inc. - Common Stock | $483,092 | 0.47% | 6,766 | $-168,420 | Down ×1 | ||
| V Visa Inc. | $451,850 | 0.44% | 1,317 | $-6,989 | Down ×1 | ||
| SMH SMH | $393,534 | 0.38% | 600 | $163,494 | |||
| SPSB | $386,229 | 0.38% | 12,870 | $-772 | |||
| VEA | $367,793 | 0.36% | 5,162 | $130,697 | Up ×1 | ||
| VUG | $359,721 | 0.35% | 4,176 | $55,715 | Up ×1 | ||
| DHR Danaher Corporation Common Stock | $321,911 | 0.31% | 1,690 | $1,487 | |||
| CVX Chevron Corporation Common Stock | $312,292 | 0.30% | 1,884 | $-77,508 | |||
| LIN Linde plc - Ordinary Shares | $311,364 | 0.30% | 600 | $13,908 | |||
| MCD McDonald's Corporation Common Stock | $276,527 | 0.27% | 1,023 | $-41,411 | |||
| ASX ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares) | $270,720 | 0.26% | 6,000 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $265,243 | 0.26% | 1,398 | $-4,431 | |||
| ABT Abbott Laboratories Common Stock | $241,641 | 0.24% | 2,663 | $-31,769 | |||
| PEP PepsiCo, Inc. - Common Stock | $234,242 | 0.23% | 1,730 | $-75,406 | Down ×1 | ||
| SUSA | $231,450 | 0.23% | 1,500 | ||||
| IAU | $226,983 | 0.22% | 3,006 | $-40,230 | Down ×1 | ||
| IGLD | $219,866 | 0.21% | 10,440 | Up ×1 | |||
| PM Philip Morris International Inc Common Stock | $217,092 | 0.21% | 1,200 | ||||
| IWD | $200,490 | 0.20% | 827 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JQUA | March 31, 2025 | 17,995 | $1,030,574 | No longer tracked |
| GD | March 31, 2025 | 2,286 | $602,361 | 42.3% |
| XLK | Dec. 31, 2025 | 1,920 | $541,171 | No longer tracked |
| ARES | March 31, 2025 | 2,910 | $515,204 | -2.8% |
| ADP | Dec. 31, 2025 | 1,637 | $480,460 | 8.5% |
| CRM | March 31, 2025 | 1,275 | $426,271 | -23.4% |
| KO | March 31, 2025 | 6,738 | $419,523 | 26.6% |
| SPY | June 30, 2025 | 542 | $303,189 | No longer tracked |
| DOV | Sept. 30, 2025 | 1,625 | $297,749 | 20.9% |
| XOM | Dec. 31, 2025 | 2,526 | $284,846 | 38.3% |
| ORCL | March 31, 2026 | 1,350 | $263,129 | -0.4% |
| CANQ | Dec. 31, 2025 | 8,630 | $260,069 | |
| META | March 31, 2026 | 374 | $246,876 | -4.1% |
| PFE | Dec. 31, 2025 | 9,510 | $242,315 | 12.7% |
| CAT | March 31, 2025 | 650 | $235,794 | 149.8% |
| ORCL | March 31, 2025 | 1,410 | $234,962 | 4.8% |
| DUK | March 31, 2025 | 2,170 | $233,796 | 0.2% |
| SHEL | March 31, 2025 | 3,684 | $230,803 | 27.9% |
| IWM | March 31, 2025 | 1,008 | $222,728 | No longer tracked |
| SHEL | June 30, 2026 | 2,284 | $212,412 | 20.9% |
| PM | March 31, 2026 | 1,317 | $211,239 | 14.8% |
| SUSA | March 31, 2026 | 1,500 | $209,018 | No longer tracked |
| FISV | Sept. 30, 2025 | 1,200 | $206,892 | -60.0% |
| KMB | June 30, 2025 | 1,415 | $201,241 | -15.9% |