13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056727
Total reported value
$102.4M
$102.4M
51 檔
46.3%
According to the latest 13F quarterly dataset, Sulzberger Capital Advisors, Inc. managed an equity portfolio of $102.4M at the end of Q2 2025, spanning 51 distinct U.S. exchange-listed positions.
In Q2 2025, Sulzberger Capital Advisors, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 33.57% | -2.49% | +27.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.44% | -0.39% | -2.50% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.17% | -0.04% | +2.30% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.54% | +0.52% | -7.96% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.80% | +0.17% | -17.09% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.38% | +0.54% | -14.76% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.34% | +0.51% | -12.35% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.97% | +0.03% | -0.95% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 2.72% | -0.26% | -2.19% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.21% | +0.55% | -6.67% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.08% | -9.51% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | +0.06% | -4.34% | |
| 13 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.94% | +0.40% | -23.96% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | +0.02% | -0.22% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.76% | +0.30% | -4.24% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.10% | -20.04% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.22% | -6.33% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.02% | -9.03% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-Other | 0.96% | +0.31% | — | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.41% | +0.03% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | — | — | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | +0.45% | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.24% | -7.88% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | -0.19% | -2.58% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.07% | — | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.59% | — | — | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.07% | — | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.51% | -0.02% | +84.75% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.28% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | — | -0.72% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.49% | +0.06% | — | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.02% | — | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.09% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.04% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.04% | -5.39% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.39% | -0.02% | -2.87% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | — | -0.34% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.05% | — | |
| 39 | DOV | Dover CORP | Stock-Industrials | 0.35% | — | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.10% | -0.96% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.35% | — | — | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.08% | -28.85% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | -0.03% | -0.74% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | — | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.33% | — | — | |
| 46 | CANQ | Calamos Nasdaq Equity & Inco | ETF-Tech | 0.31% | — | -7.71% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | — | -25.41% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.26% | +0.23% | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | +0.12% | — | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.24% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +4% | +27.59% | Add |
| 2 | NVDA | Nvidia CORP | +1.5% | +2.30% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -2.50% | Trim |
| 4 | AVGO | Broadcom Inc | +0.5% | -4.24% | Trim |
| 5 | GLD | Spdr Gold Shares | +0.5% | NEW | New buy |
| 6 | ORCL | Oracle CORP | +0.4% | NEW | New buy |
| 7 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.3% | NEW | New buy |
| 9 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.2% | NEW | New buy |
| 10 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | +84.75% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | -2.58% | Trim |
| 12 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | 0% | -4.34% | Trim |
| 15 | CSCO | Cisco Systems Inc | — | +0.03% | Add |
| 16 | ESGV | Vanguard Esg US Stock ETF | — | — | Unchanged |
| 17 | RTX | Rtx CORP | 0% | — | Unchanged |
| 18 | VUG | Vanguard Growth ETF | 0% | -5.39% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | -6.33% | Trim |
| 20 | DOV | Dover CORP | 0% | — | Unchanged |
| 21 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 22 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -25.41% | Trim |
| 24 | PFE | Pfizer Inc | -0.1% | — | Unchanged |
| 25 | GS | Goldman Sachs Group Inc | -0.1% | -28.85% | Trim |
| 26 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 27 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 28 | VPU | Vanguard Utilities ETF | -0.1% | — | Unchanged |
| 29 | DHR | Danaher CORP | -0.1% | -2.87% | Trim |
| 30 | XOM | Exxon Mobil CORP | -0.1% | -0.34% | Trim |
| 31 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
| 32 | CVX | Chevron CORP | -0.1% | -0.96% | Trim |
| 33 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 34 | JNJ | Johnson & Johnson | -0.1% | -0.72% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | -6.67% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.2% | -9.51% | Trim |
| 37 | ABBV | Abbvie Inc | -0.2% | — | Unchanged |
| 38 | LLY | Eli Lilly & Co | -0.2% | -7.88% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | -0.22% | Trim |
| 40 | KMB | Kimberly-clark CORP | -0.3% | EXIT | Sold out |
| 41 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | -12.35% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.4% | -9.03% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | EXIT | Sold out |
| 44 | NEE | Nextera Energy Inc | -0.5% | -2.19% | Trim |
| 45 | VOO | Vanguard S&p 500 ETF | -0.6% | -7.96% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -0.95% | Trim |
| 47 | JEPQ | JPM Nasdaq Equity Premium | -0.8% | -23.96% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | -17.09% | Trim |
| 49 | AAPL | Apple Inc | -0.9% | -20.04% | Trim |
| 50 | JEPI | Jpmorgan Equity Premium Inco | -1.1% | -14.76% | Trim |
According to official SEC Form 13F filings, Sulzberger Capital Advisors, Inc. reported a total U.S. public equity portfolio value of $102.4M across 51 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SHV, MSFT, NVDA) accounted for 46.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
GLD
市值: $433.5K
Top Position Liquidated / Trimmed
SPY
前期市值: $303.2K
During Q2 2025, Sulzberger Capital Advisors, Inc.'s top holdings by market value included SHV (33.6%)、MSFT (6.4%)、NVDA (6.2%). The largest single position, SHV, represented 33.6% of total portfolio value.
In Q2 2025, Sulzberger Capital Advisors, Inc. made 36 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 25 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.