Institutions / Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc.
CIK 2056727 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$99.01M
Positions
52
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 52 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $24.91M | 25.2% |
| NVIDIA Corp | $6.39M | 6.5% |
| Microsoft Corp | $5.43M | 5.5% |
| Vanguard Index Fds | $5.17M | 5.2% |
| iShares Tr | $4.20M | 4.2% |
| J P Morgan Exchange Traded F | $4.07M | 4.1% |
| Alphabet Inc. | $3.76M | 3.8% |
| First Tr Exchange-Traded Fd | $3.67M | 3.7% |
| Invesco Exch Traded Fd Tr II | $3.52M | 3.6% |
| Vanguard Index Fds | $3.12M | 3.1% |
| Nextera Energy Inc | $2.71M | 2.7% |
| Warren E. Buffett | $2.65M | 2.7% |
| J P Morgan Exchange Traded F | $2.42M | 2.4% |
| Broadcom Inc. | $2.00M | 2.0% |
| Amazon.com Inc | $1.88M | 1.9% |
| Apple Inc. | $1.52M | 1.5% |
| BlackRock ETF Trust | $1.48M | 1.5% |
| Home Depot, Inc. | $1.45M | 1.5% |
| SPDR Gold Tr | $1.39M | 1.4% |
| Invesco Qqq Tr | $1.36M | 1.4% |
| Abrdn Silver ETF Trust | $1.34M | 1.4% |
| JPMorgan Chase & Co | $1.33M | 1.3% |
| Vanguard World Fd | $1.08M | 1.1% |
| ELI LILLY & Co | $942.5K | 1.0% |
| PROCTER & GAMBLE Co | $931.1K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.