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

CompanyClassValueShares% of portfolio
iShares Trโ€”$24.91M226,16725.2%
NVIDIA Corpโ€”$6.39M34,2796.5%
Microsoft Corpโ€”$5.43M11,2265.5%
Vanguard Index Fdsโ€”$5.17M8,2425.2%
iShares Trโ€”$4.20M41,8054.2%
J P Morgan Exchange Traded Fโ€”$4.07M71,0664.1%
Alphabet Inc.โ€”$3.76M12,0033.8%
First Tr Exchange-Traded Fdโ€”$3.67M182,3573.7%
Invesco Exch Traded Fd Tr IIโ€”$3.52M13,9023.6%
Vanguard Index Fdsโ€”$3.12M9,2993.1%
Nextera Energy Incโ€”$2.71M33,7502.7%
Warren E. Buffettโ€”$2.65M5,2772.7%
J P Morgan Exchange Traded Fโ€”$2.42M41,6572.4%
Broadcom Inc.โ€”$2.00M5,7902.0%
Amazon.com Incโ€”$1.88M8,1311.9%
Apple Inc.โ€”$1.52M5,5911.5%
BlackRock ETF Trustโ€”$1.48M14,7891.5%
Home Depot, Inc.โ€”$1.45M4,2151.5%
SPDR Gold Trโ€”$1.39M3,5141.4%
Invesco Qqq Trโ€”$1.36M2,2181.4%
Abrdn Silver ETF Trustโ€”$1.34M19,8841.4%
JPMorgan Chase & Coโ€”$1.33M4,1421.3%
Vanguard World Fdโ€”$1.08M5,8321.1%
ELI LILLY & Coโ€”$942.5K8771.0%
PROCTER & GAMBLE Coโ€”$931.1K6,4970.9%

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.