Sulzberger Capital Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$98.0M
Q ending 2026-03-31
Prior quarter
$99.0M
Q ending 2025-12-31
Change
-1.0% QoQ · +28.8% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | SHV | Shares | $20.7M | 187K |
| J P Morgan Exchange Traded F | JEPI | Shares | $7.4M | 130K |
| Nvidia Corporation | NVDA | Shares | $5.7M | 33K |
| Vanguard Index Fds | VOO | Shares | $5.1M | 8K |
| Blackrock Etf Trust | PMMF | Shares | $4.9M | 48K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
| Ishares Tr | SGOV | Shares | $4.0M | 39K |
| First Tr Exchange-Traded Fd | LQTI | Shares | $3.5M | 180K |
| Alphabet Inc | GOOGL | Shares | $3.3M | 12K |
| Nextera Energy Inc | NEE | Shares | $3.2M | 35K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $3.2M | 13K |
| Vanguard Index Fds | VTI | Shares | $3.0M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.5M | 5K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $2.4M | 42K |
| Spdr Gold Tr | GLD | Shares | $1.8M | 4K |
| Broadcom Inc | AVGO | Shares | $1.8M | 6K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Abrdn Silver Etf Trust | SIVR | Shares | $1.7M | 24K |
| Apple Inc | AAPL | Shares | $1.4M | 6K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Invesco Qqq Tr | QQQ | Shares | $1.2M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Vanguard World Fd | VPU | Shares | $1.2M | 6K |
| Cisco Sys Inc | CSCO | Shares | $891K | 11K |
| Procter & Gamble Co | PG | Shares | $843K | 6K |
| Eli Lilly & Co | LLY | Shares | $807K | 877 |
| Netflix Inc. | NFLX | Shares | $652K | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $627K | 2K |
| Abbvie Inc | ABBV | Shares | $591K | 3K |
| Johnson & Johnson | JNJ | Shares | $587K | 2K |
| Costco Wholesale Corporation | COST | Shares | $566K | 568 |
| Goldman Sachs Group Inc | GS | Shares | $530K | 626 |
| Palo Alto Networks Inc | PANW | Shares | $492K | 3K |
| Visa Inc | V | Shares | $459K | 2K |
| Vanguard World Fd | ESGV | Shares | $434K | 4K |
| Applied Matls Inc | AMAT | Shares | $410K | 1K |
| Chevron Corporation | CVX | Shares | $390K | 2K |
| Spdr Series Trust | SPSB | Shares | $387K | 13K |
| Danaher Corp Del | DHR | Shares | $320K | 2K |
| Mcdonalds Corp | MCD | Shares | $318K | 1K |
| Pepsico Inc | PEP | Shares | $310K | 2K |
| Vanguard Index Fds | VUG | Shares | $304K | 696 |
| Linde Plc | Shares | $297K | 600 | |
| Abbott Laboratories | ABT | Shares | $273K | 3K |
| Rtx Corporation | RTX | Shares | $270K | 1K |
| Ishares Gold Tr | IAU | Shares | $267K | 3K |
| Vanguard Tax-Managed Fds | VEA | Shares | $237K | 4K |
| Vaneck Etf Trust | SMH | Shares | $230K | 600 |
| Shell Plc | SHEL | Shares | $212K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.