Sulzberger Capital Advisors, Inc.
13F Reported Value
ⓘ$102.4M
Holdings
53
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sulzberger Capital Advisors, Inc. disclosed 53 positions worth $102.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 5 new positions and exited 1 — including a new stake in $ASX and a full exit from $SHEL. The portfolio is most concentrated in Other (54.5% of disclosed assets). All figures are sourced directly from Sulzberger Capital Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2056727.
AI Fund Analysis
Diversifying
$NVDA
$GOOG
$CSCO
$BRK-ASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - TRUST ISHARE 0-1
—Quality
$19.0M172,589 shJ P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$8.3M146,306 sh- 90.2#1
Quality
$5.9M29,532 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$5.8M8,472 shBLACKROCK ETF TRUST - ISHA PR MONE ETF
—Quality
$4.8M47,629 sh- 80.2
Quality
$4.0M11,295 sh - 83.7
Quality
$3.9M10,378 sh - —
Quality
$3.9M12,777 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$3.3M8,865 sh- 71.7
Quality
$3.1M35,479 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - TRUST ISHARE 0-1 | — | $19.0M | 172,589 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $8.3M | 146,306 |
| NVIDIA CORP$NVDA | 90.2#1 | $5.9M | 29,532 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.8M | 8,472 |
| BLACKROCK ETF TRUST - ISHA PR MONE ETF | — | $4.8M | 47,629 |
| Alphabet Inc.$GOOG | 80.2 | $4.0M | 11,295 |
 MICROSOFT CORP$MSFT | 83.7 | $3.9M | 10,378 |
 Invesco Ltd.$IVZ | — | $3.9M | 12,777 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.3M | 8,865 |
 NEXTERA ENERGY INC$NEE | 71.7 | $3.1M | 35,479 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sulzberger Capital Advisors, Inc.'s 53 positions.
Showing top 10 of 53 holdings.
Sector Allocation
Other
$55.8M
Technology
$22.0M
Financials
$12.0M
Consumer Discretionary
$4.1M
Utilities
$3.1M
Healthcare
$2.6M
Consumer Staples
$1.3M
Communication Services
$483,092
Full Holdings — Sulzberger Capital Advisors, Inc. (Q2 2026)
All 53 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - TRUST ISHARE 0-1 | $19.0M | 18.6% | -8% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $8.3M | 8.1% | +12% | — |
| 3 | $NVDA | NVIDIA CORP | $5.9M | 5.8% | -10% | 90.2 |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.8M | 5.7% | +0% | — |
| 5 | — | BLACKROCK ETF TRUST - ISHA PR MONE ETF | $4.8M | 4.7% | -2% | — |
| 6 | $GOOG | Alphabet Inc. | $4.0M | 3.9% | -2% | 80.2 |
| 7 | $MSFT | MICROSOFT CORP | $3.9M | 3.8% | -6% | 83.7 |
| 8 | $IVZ | Invesco Ltd. | $3.9M | 3.8% | -5% | — |
| 9 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.3M | 3.2% | -4% | — |
| 10 | $NEE | NEXTERA ENERGY INC | $3.1M | 3.0% | +2% | 71.7 |
| 11 | — | ISHARES TR - 0-3 MTH TREASURY | $3.0M | 3.0% | -23% | — |
| 12 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | $3.0M | 2.9% | -14% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $2.9M | 2.8% | +10% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 2.6% | +1% | 64.5 |
| 15 |  $AVGO | Broadcom Inc. | $2.2M | 2.1% | -0% | 86.4 |
| 16 |  $AMZN | AMAZON COM INC | $1.9M | 1.8% | -4% | 74.6 |
| 17 |  $GLD | SPDR GOLD TRUST | $1.6M | 1.6% | +4% | — |
| 18 |  $AAPL | Apple Inc. | $1.6M | 1.5% | -2% | 76.1 |
| 19 | — | VANGUARD WORLD FD - UTILITIES ETF | $1.6M | 1.5% | +33% | — |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 1.5% | -4% | — |
| 21 |  $HD | HOME DEPOT, INC. | $1.5M | 1.4% | -2% | 69.2 |
| 22 | $CSCO | CISCO SYSTEMS, INC. | $1.3M | 1.3% | +0% | 72.3 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 1.3% | -2% | 35.6 |
| 24 |  $SIVR | abrdn Silver ETF Trust | $1.2M | 1.2% | -9% | — |
| 25 |  $LLY | ELI LILLY & Co | $1.1M | 1.1% | +3% | 89.3 |
| 26 |  $PANW | Palo Alto Networks Inc | $971,907 | 0.9% | -7% | 66.5 |
| 27 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $924,594 | 0.9% | +4% | — |
| 28 |  $PG | PROCTER & GAMBLE Co | $856,230 | 0.8% | +0% | 72.9 |
| 29 |  $ABBV | AbbVie Inc. | $683,958 | 0.7% | +0% | 59.3 |
| 30 |  $AMAT | APPLIED MATERIALS INC /DE | $665,160 | 0.7% | -23% | 74.8 |
| 31 |  $GS | GOLDMAN SACHS GROUP INC | $633,118 | 0.6% | +0% | — |
| 32 |  $JNJ | JOHNSON & JOHNSON | $609,528 | 0.6% | +0% | 72.8 |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $518,250 | 0.5% | -2% | 67 |
| 34 | — | VANGUARD WORLD FD - ESG US STK ETF | $510,843 | 0.5% | +0% | — |
| 35 |  $NFLX | NETFLIX INC | $483,092 | 0.5% | -0% | 86.7 |
| 36 |  $V | VISA INC. | $451,850 | 0.4% | -13% | 83.5 |
| 37 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $393,534 | 0.4% | +0% | — |
| 38 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $386,229 | 0.4% | +0% | — |
| 39 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $367,793 | 0.4% | +40% | — |
| 40 | — | VANGUARD INDEX FDS - GROWTH ETF | $359,721 | 0.3% | +500% | — |
| 41 |  $DHR | DANAHER CORP /DE/ | $321,911 | 0.3% | +0% | 63.9 |
| 42 |  $CVX | CHEVRON CORP | $312,292 | 0.3% | +0% | 54.7 |
| 43 |  $LIN | LINDE PLC | $311,364 | 0.3% | +0% | — |
| 44 |  $MCD | MCDONALDS CORP | $276,527 | 0.3% | +0% | 73.9 |
| 45 |  $ASX | ASE Technology Holding Co., Ltd. | $270,720 | 0.3% | NEW | — |
| 46 |  $RTX | RTX Corp | $265,243 | 0.3% | +0% | 70 |
| 47 |  $ABT | ABBOTT LABORATORIES | $241,641 | 0.2% | +0% | 67 |
| 48 |  $PEP | PEPSICO INC | $234,242 | 0.2% | -13% | 62.7 |
| 49 | — | ISHARES TR - ESG OPTIMIZED | $231,450 | 0.2% | NEW | — |
| 50 |  $IAU | ISHARES GOLD TRUST | $226,983 | 0.2% | -1% | — |
| 51 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD | $219,866 | 0.2% | NEW | — |
| 52 |  $PM | Philip Morris International Inc. | $217,092 | 0.2% | NEW | 80.5 |
| 53 | — | ISHARES TR - RUS 1000 VAL ETF | $200,490 | 0.2% | NEW | — |
New Positions (5)
Exited Positions (1)
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AI-Powered Hedge Fund Analysis: Sulzberger Capital Advisors, Inc.
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