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CIK: 0002056727
Total reported value
$100.5M
$100.5M
53 檔
43.6%
In Q2 2026, Sulzberger Capital Advisors, Inc.'s U.S. equity holdings reached a combined market value of $100.5M, distributed across 53 disclosed stock positions.
Sulzberger Capital Advisors, Inc. executed strategic sector rebalancing during Q2 2026, establishing 5 new positions while fully exiting 1 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 18.59% | -5.96% | -7.75% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 8.07% | +0.62% | +12.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.77% | +1.05% | -9.58% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.68% | +2.11% | +0.22% | |
| 5 | PMMF | Ishrs Prime Mmkt ETF | ETF-Other | 4.66% | -3.05% | -1.75% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.94% | -0.11% | -2.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | +1.59% | -6.04% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.78% | -0.03% | -5.19% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.20% | +0.20% | -4.16% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 3.04% | -0.33% | +1.92% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.96% | -0.09% | -23.42% | |
| 12 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 2.90% | -2.90% | EXIT | |
| 13 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.81% | +0.91% | +10.14% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.62% | +0.22% | +1.32% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.11% | -0.09% | -0.45% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.31% | -4.42% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.56% | -0.13% | +3.62% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.54% | -1.80% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-Other | 1.52% | +0.38% | +32.64% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | +0.02% | -3.50% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.26% | -1.66% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.32% | -0.09% | +0.02% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.36% | -1.93% | |
| 24 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.19% | -0.40% | -9.25% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.31% | +3.42% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.95% | +0.27% | -7.17% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.32% | +4.31% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.13% | +0.10% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.04% | — | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | -0.18% | -23.33% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | +0.36% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | +0.05% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | +0.08% | -2.46% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.50% | +0.15% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | +0.02% | -0.15% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.10% | -13.24% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.38% | -0.02% | — | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.38% | -0.06% | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | +0.24% | +39.51% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.02% | +500.00% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.31% | +0.06% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.30% | +0.10% | — | |
| 43 | LIN | Linde plc | Stock-Materials | 0.30% | -0.02% | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.27% | -0.03% | — | |
| 45 | ASX | Ase Technology Holding -adr | Stock-Tech | 0.26% | +0.01% | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.26% | — | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | +0.11% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.01% | -13.24% | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.23% | — | — | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.22% | +0.02% | -0.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.17% | Trim |
| 2 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | +12.32% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +0.22% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | -5.19% | Trim |
| 5 | PANW | Palo Alto Networks Inc | +0.5% | -7.17% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.4% | +0.02% | Add |
| 7 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +10.14% | Add |
| 8 | VPU | Vanguard Utilities ETF | +0.3% | +32.64% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | -0.45% | Trim |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.31% | Add |
| 11 | ASX | Ase Technology Holding -adr | +0.3% | NEW | New buy |
| 12 | LLY | Eli Lilly & Co | +0.2% | +3.42% | Add |
| 13 | AMAT | Applied Materials Inc | +0.2% | -23.33% | Trim |
| 14 | SUSA | Ishares Esg Optimized Msci U | +0.2% | NEW | New buy |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -3.50% | Trim |
| 16 | IGLD | Ft Vest Gold Strategy Target | +0.2% | NEW | New buy |
| 17 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 18 | IWD | Ishares Russell 1000 Value E | +0.2% | NEW | New buy |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -4.16% | Trim |
| 20 | SMH | Vaneck Semiconductor ETF | +0.2% | — | Unchanged |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +39.51% | Add |
| 22 | AAPL | Apple Inc | +0.1% | -1.80% | Trim |
| 23 | AMZN | Amazon.com Inc | +0.1% | -4.42% | Trim |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 25 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -1.93% | Trim |
| 27 | ESGV | Vanguard Esg US Stock ETF | +0.1% | — | Unchanged |
| 28 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.32% | Add |
| 30 | HD | Home Depot Inc | 0% | -1.66% | Trim |
| 31 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 32 | LIN | Linde plc | — | — | Unchanged |
| 33 | PG | Procter & Gamble Co/the | 0% | +0.10% | Add |
| 34 | RTX | Rtx CORP | 0% | — | Unchanged |
| 35 | DHR | Danaher CORP | 0% | — | Unchanged |
| 36 | SPSB | Ss Spdr P St C CORP ETF | 0% | — | Unchanged |
| 37 | V | Visa Inc-class A Shares | 0% | -13.24% | Trim |
| 38 | NVDA | Nvidia CORP | 0% | -9.58% | Trim |
| 39 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 40 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 41 | IAU | Ishares Gold Trust | -0.1% | -0.82% | Trim |
| 42 | COST | Costco Wholesale CORP | -0.1% | -2.46% | Trim |
| 43 | PEP | Pepsico Inc | -0.1% | -13.24% | Trim |
| 44 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 45 | NFLX | Netflix Inc | -0.2% | -0.15% | Trim |
| 46 | SHEL | Shell Plc-adr | -0.2% | EXIT | Sold out |
| 47 | NEE | Nextera Energy Inc | -0.3% | +1.92% | Add |
| 48 | GLD | Spdr Gold Shares | -0.3% | +3.62% | Add |
| 49 | PMMF | Ishrs Prime Mmkt ETF | -0.3% | -1.75% | Trim |
| 50 | MSFT | Microsoft CORP | -0.4% | -6.04% | Trim |
According to official SEC Form 13F filings, Sulzberger Capital Advisors, Inc. reported a total U.S. public equity portfolio value of $100.5M across 53 disclosed positions in Q2 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 43.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
ASX
市值: $270.7K
Top Position Liquidated / Trimmed
SHEL
前期市值: $212.4K
During Q2 2026, Sulzberger Capital Advisors, Inc.'s top holdings by market value included SHV (18.6%)、JEPI (8.1%)、NVDA (5.8%). The largest single position, SHV, represented 18.6% of total portfolio value.
In Q2 2026, Sulzberger Capital Advisors, Inc. made 42 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 23 holdings, and fully liquidating 1 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.
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