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
49 檔
42.6%
As reported in its official Q1 2026 Form 13F filing, Sulzberger Capital Advisors, Inc.'s tracked investment portfolio stood at $102.4M with 49 total positions.
Sulzberger Capital Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 4 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 21.08% | -2.49% | -17.28% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.53% | +0.54% | +83.29% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.81% | -0.04% | -4.72% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.16% | +0.52% | +2.56% | |
| 5 | PMMF | Ishrs Prime Mmkt ETF | ETF-Other | 4.97% | -0.31% | +227.80% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.39% | -1.61% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.04% | -1.08% | -5.88% | |
| 8 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 3.60% | -0.70% | -1.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.39% | +0.55% | -3.82% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 3.30% | -0.26% | +3.15% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.27% | +0.51% | -3.06% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.03% | +0.17% | -0.53% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.59% | +0.03% | +0.38% | |
| 14 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.41% | +0.40% | +1.90% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.84% | -0.28% | +19.38% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.30% | -0.81% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.08% | +1.67% | |
| 18 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.74% | -0.55% | +19.93% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.10% | -1.52% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | +0.02% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.22% | -3.52% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.06% | — | |
| 23 | VPU | Vanguard Utilities ETF | ETF-Other | 1.21% | +0.31% | +2.76% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | +0.41% | +0.03% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.02% | -10.22% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.24% | — | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.19% | +17.01% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.26% | +41.36% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.07% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.07% | +3.65% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | +0.08% | — | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.45% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.03% | +28.10% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.44% | +0.06% | — | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | +0.23% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.10% | — | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.39% | -0.02% | -11.49% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.33% | -0.02% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.05% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.09% | +7.49% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.04% | -14.18% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.30% | — | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.04% | — | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.28% | -0.02% | — | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.27% | -0.05% | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | +0.12% | — | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.23% | +0.15% | — | |
| 49 | SHEL | Shell Plc-adr | Stock-Energy | 0.22% | -0.22% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PMMF | Ishrs Prime Mmkt ETF | +3.5% | +227.80% | Add |
| 2 | JEPI | Jpmorgan Equity Premium Inco | +3.4% | +83.29% | Add |
| 3 | NEE | Nextera Energy Inc | +0.6% | +3.15% | Add |
| 4 | GLD | Spdr Gold Shares | +0.4% | +19.38% | Add |
| 5 | SIVR | Abrdn Physical Silver Shares | +0.4% | +19.93% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +41.36% | Add |
| 7 | VPU | Vanguard Utilities ETF | +0.1% | +2.76% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | +17.01% | Add |
| 9 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 10 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 11 | COST | Costco Wholesale CORP | +0.1% | +3.65% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 13 | PEP | Pepsico Inc | +0.1% | +7.49% | Add |
| 14 | V | Visa Inc-class A Shares | +0.1% | +28.10% | Add |
| 15 | LIN | Linde plc | 0% | — | Unchanged |
| 16 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 17 | RTX | Rtx CORP | 0% | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | 0% | +0.03% | Add |
| 19 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 21 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 22 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 23 | ESGV | Vanguard Esg US Stock ETF | 0% | — | Unchanged |
| 24 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 25 | JEPQ | JPM Nasdaq Equity Premium | 0% | +1.90% | Add |
| 26 | SPSB | Ss Spdr P St C CORP ETF | 0% | -11.49% | Trim |
| 27 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 28 | VOO | Vanguard S&p 500 ETF | -0.1% | +2.56% | Add |
| 29 | DHR | Danaher CORP | -0.1% | — | Unchanged |
| 30 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 31 | PANW | Palo Alto Networks Inc | -0.1% | — | Unchanged |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -10.22% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.38% | Add |
| 34 | VUG | Vanguard Growth ETF | -0.1% | -14.18% | Trim |
| 35 | LQTI | Ft Vest Invst Grd Trgt I ETF | -0.1% | -1.30% | Trim |
| 36 | AAPL | Apple Inc | -0.1% | -1.52% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.53% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -3.52% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 41 | AMZN | Amazon.com Inc | -0.1% | +1.67% | Add |
| 42 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -5.88% | Trim |
| 43 | AVGO | Broadcom Inc | -0.2% | -0.81% | Trim |
| 44 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | -3.06% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | -0.4% | -3.82% | Trim |
| 46 | NVDA | Nvidia CORP | -0.7% | -4.72% | Trim |
| 47 | MSFT | Microsoft CORP | -1.3% | -1.61% | Trim |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | -4.1% | -17.28% | Trim |
| 49 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 50 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sulzberger Capital Advisors, Inc. reported a total U.S. public equity portfolio value of $102.4M across 49 disclosed positions in Q1 2026.
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, JEPI, NVDA) accounted for 42.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
SHEL
市值: $212.4K
Top Position Liquidated / Trimmed
ORCL
前期市值: $263.1K
During Q1 2026, Sulzberger Capital Advisors, Inc.'s top holdings by market value included SHV (21.1%)、JEPI (7.5%)、NVDA (5.8%). The largest single position, SHV, represented 21.1% of total portfolio value.
In Q1 2026, Sulzberger Capital Advisors, Inc. made 35 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 14 holdings, and fully liquidating 4 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.