Sulzberger Capital Advisors, Inc.
Sector Allocation
- Other49.2%$49.4M
- Technology25.2%$25.4M
- Financials12.2%$12.3M
- Consumer Discretionary3.8%$3.8M
- Healthcare3.4%$3.5M
- Utilities3.0%$3.0M
- Consumer Staples1.5%$1.5M
- Energy0.6%$622,247
- Communication Services0.5%$492,696
- Materials0.3%$284,790
AUM History
13fpro.ai/research/fund/sulzberger-capital-advisors-inc-2056727
Conviction and streaks
Diversifying · top 10 = 58.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$12.7M
- J$8.7M
- VANGUARD$7.8M
NVDA
$6.9MMSFT
$5.4MGOOGL
$3.9MIVZ
$3.8M- J$3.7M
- VANGUARD$3.4M
- ISHARES$2.9M
BRK.B
$2.9MNEE
$2.7M- JANUS$2.4M
AMZN
$2.2MAAPL
$2.1MAVGO
$2.0M- VANGUARD$1.9M
JPM
$1.7M- BLACKROCK$1.6M
QQQ
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sulzberger-capital-advisors-inc-2056727
Sulzberger Capital Advisors, Inc. 13F holdings — Q3 2026
$100.5M portfolio (-1.9% QoQ) · 56 holdings · Q3 2026 13F · top 10 are 59% of the stock portfolio
- 1
ISHARES TR - TRUST ISHARE 0-1
$12.7M
12.6% of stocks
-33%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$8.7M
8.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$7.8M
7.8% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— $6.9M
6.8% of stocks
+2%This quarter-0.2%Since filed8+ qtrsHeld$5.4M
5.4% of stocks
+1%This quarter+0.1%Since filed8+ qtrsHeld$3.9M
3.8% of stocks
-0.9%This quarter-6.6%Since filed8+ qtrsHeld$3.8M
3.8% of stocks
-3%This quarter-0.9%Since filed8+ qtrsHeld- 8
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
$3.7M
3.7% of stocks
+30%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - MRNGSTR TTL STK
$3.4M
3.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - 0-3 MTH TREASURY
$2.9M
2.9% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - TRUST ISHARE 0-1 | $12.7M | 12.6% | -33% | — | — | — | — | |
| 2 | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $8.7M | 8.7% | +6% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.8M | 7.8% | +32% | — | — | — | — | |
| 4 | $6.9M | 6.8% | +2% | -0.2% | 8+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $5.4M | 5.4% | +1% | +0.1% | 8+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $3.9M | 3.8% | -0.9% | -6.6% | 8+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $3.8M | 3.8% | -3% | -0.9% | 8+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $3.7M | 3.7% | +30% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $3.4M | 3.4% | +3% | — | — | — | — | |
| 10 | ISHARES TR - 0-3 MTH TREASURY | $2.9M | 2.9% | -5% | — | — | — | — |
All holdings — Sulzberger Capital Advisors, Inc. (Q3 2026)
56 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 2.8% | 5,725 | +7% | 8+ qtrsAdded 2 qtrs in a row | 73.5 | 13F | |
| 12 | NEXTERA ENERGY INC | Utilities | $2.7M | 2.7% | 36K | +1% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $2.4M | 2.3% | 47K | New | — | — | 13F |
| 14 | AMAZON COM INC | Consumer Discretionary | $2.2M | 2.1% | 8,691 | +10% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Apple Inc. | Technology | $2.1M | 2.1% | 6,261 | +16% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Broadcom Inc. | Technology | $2.0M | 2.0% | 5,795 | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD WORLD FD - UTILITIES ETFetf/fund | — | $1.9M | 1.9% | 11K | +40% | — | — | 13F |
| 18 | JPMORGAN CHASE & CO | Financials | $1.7M | 1.7% | 5,029 | +24% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | BLACKROCK ETF TRUST - ISHA PR MONE ETFetf/fund | — | $1.6M | 1.6% | 16K | -66% | — | — | 13F |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.5M | 1.5% | 2,032 | -2% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SPDR GOLD TRUSTetf/fund | Financials | $1.4M | 1.4% | 3,785 | -13% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $1.4M | 1.4% | 1,187 | +31% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CISCO SYSTEMS, INC. | Technology | $1.2M | 1.2% | 11K | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $1.2M | 1.2% | 2,695 | +39% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Palo Alto Networks Inc | Technology | $1.2M | 1.2% | 3,082 | +8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 1.2% | 4,145 | — | |||
| 27 | $GS | GOLDMAN SACHS GROUP INC | Financials | $982K | 1.0% | 1,091 | +74% | |||
| 28 | $SIVR | abrdn Silver ETF Trust | Financials | $793K | 0.8% | 14K | -36% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $718K | 0.7% | 4,938 | -15% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $711K | 0.7% | 2,718 | — | |||
| 31 | $JNJ | JOHNSON & JOHNSON | Healthcare | $657K | 0.7% | 2,481 | +3% | |||
| 32 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $655K | 0.7% | 4,836 | +25% | |||
| 33 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $599K | 0.6% | 8,482 | +64% | |||
| 34 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $594K | 0.6% | 652 | +18% | |||
| 35 | $V | VISA INC. | Financials | $543K | 0.5% | 1,511 | +15% | |||
| 36 | $NFLX | NETFLIX INC | Communication Services | $493K | 0.5% | 7,081 | +5% | |||
| 37 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $470K | 0.5% | 920 | — | |||
| 38 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $426K | 0.4% | 696 | New | |||
| 39 | $CVX | CHEVRON CORP | Energy | $405K | 0.4% | 1,984 | +5% | |||
| 40 | $DHR | DANAHER CORP /DE/ | Healthcare | $374K | 0.4% | 1,690 | — | |||
| 41 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $374K | 0.4% | 4,152 | -0.6% | |||
| 42 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $365K | 0.4% | 600 | — | |||
| 43 | $ABT | ABBOTT LABORATORIES | Healthcare | $347K | 0.3% | 3,511 | +32% | |||
| 44 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $320K | 0.3% | 11K | -16% | |||
| 45 | $CRM | Salesforce, Inc. | Technology | $285K | 0.3% | 1,243 | New | |||
| 46 | $LIN | LINDE PLC | Materials | $285K | 0.3% | 600 | — | |||
| 47 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $267K | 0.3% | 6,000 | — | |||
| 48 | $DUK | Duke Energy CORP | Utilities | $261K | 0.3% | 2,287 | New | |||
| 49 | $RTX | RTX Corp | Industrials | $260K | 0.3% | 1,398 | — | |||
| 50 | $IAU | ISHARES GOLD TRUST | Financials | $244K | 0.2% | 3,128 | +4% | |||
| 51 | $MCD | MCDONALDS CORP | Consumer Discretionary | $236K | 0.2% | 1,023 | — | |||
| 52 | — | ISHARES TR - ESG OPTIMIZED | — | $234K | 0.2% | 1,500 | — | |||
| 53 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $228K | 0.2% | 132 | New | |||
| 54 | $PEP | PEPSICO INC | Consumer Staples | $219K | 0.2% | 1,730 | — | |||
| 55 | $SHEL | Shell plc | Energy | $217K | 0.2% | 2,284 | New | |||
| 56 | — | ISHARES TR - RUS 1000 VAL ETF | — | $205K | 0.2% | 827 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 27 added to, 11 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- JANUS DETROIT STR TR - HENDRSON AAA CL$2.4M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$426K
first bought this quarter
$CRMSalesforce, Inc.$285K
first bought this quarter
$DUKDuke Energy CORP$261K
first bought this quarter
$MELIMERCADOLIBRE INC$228K
first bought this quarter
$SHELShell plc$217K
first bought this quarter
Added to (27)
- VANGUARD INDEX FDS - S&P 500 ETF SHS+32%
now $7.8M
- J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM+30%
now $3.7M
- VANGUARD WORLD FD - UTILITIES ETF+40%
now $1.9M
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM+6%
now $8.7M
$GSGOLDMAN SACHS GROUP INC+74%
now $982K · held 8+ qtrs
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+39%
now $1.2M · held 4 qtrs, 4 adds in a row
+21 more in the Excel export
Trimmed (11)
- ISHARES TR - TRUST ISHARE 0-1-33%
now $12.7M
- BLACKROCK ETF TRUST - ISHA PR MONE ETF-66%
now $1.6M
$SIVRabrdn Silver ETF Trust-36%
now $793K · held 4 qtrs, 2 trims in a row
$GLDSPDR GOLD TRUST-13%
now $1.4M · held 6 qtrs
- ISHARES TR - 0-3 MTH TREASURY-5%
now $2.9M
$PGPROCTER & GAMBLE Co-15%
now $718K · held 8+ qtrs
+5 more in the Excel export
Sold out (3)
- FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENTwas $3.0M
- FIRST TR EXCHANGE-TRADED FD - FT VEST GOLDwas $220K
$PMPhilip Morris International Inc.was $217K
held 1 qtr
Holdings by quarter
Every 13F Sulzberger Capital Advisors, Inc. has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sulzberger Capital Advisors?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sulzberger Capital Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 24% over the last 4
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sulzberger Capital Advisors, Inc. disclosed 56 positions worth $100.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 3. The portfolio is most concentrated in Other (49.2% of disclosed assets). All figures are sourced directly from Sulzberger Capital Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2056727.
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AI-Powered Hedge Fund Analysis: Sulzberger Capital Advisors, Inc.
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