SC

Sulzberger Capital Advisors, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$98.0M

Reporting period: 2026-03-31 · Number of holdings: 49

Sulzberger Capital Advisors, Inc. disclosed 49 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $98.0M and a quarterly turnover rate of 19.8%.

Personality snowflake

Concentration
28.62
Portfolio Stability
19.81
Momentum/Contrarian
100
Sector conviction
70.23
Diversification
98
Sizing Uniformity
84.01

Recent moves

  • Trim SHV

    -17.3%　-$4.3M

  • Add PMMF

    +227.8%　$3.4M

  • Add JEPI

    +83.3%　$3.3M

  • Trim MSFT

    -1.6%　-$1.3M

  • Trim NVDA

    -4.7%　-$696.8K

  • Add NEE

    +3.1%　$523.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SHVIshares 0-1 Year Treasury BoETF-Gov Bonds21.08%-4.08%-17.28%
2JEPIJpmorgan Equity Premium IncoETF-Other7.53%+3.42%+83.29%
3NVDANvidia CORPStock-Tech5.81%-0.65%-4.72%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth5.16%-0.06%+2.56%
5PMMFIshrs Prime Mmkt ETFETF-Other4.97%+3.47%+227.80%
6MSFTMicrosoft CORPStock-Tech4.17%-1.31%-1.61%
7SGOVIshares 0-3 Month Treasury BETF-Gov Bonds4.04%-0.20%-5.88%
8LQTIFt Vest Invst Grd Trgt I ETFETF-Other3.60%-0.11%-1.30%
9GOOGLAlphabet Inc-cl AStock-Comm Services3.39%-0.40%-3.82%
10NEENextera Energy INCStock-Utilities3.30%+0.56%+3.15%
11QQQMInvesco Nasdaq 100 ETFETF-Tech3.27%-0.28%-3.06%
12VTIVanguard Total Stock Mkt ETFETF-Other3.03%-0.12%-0.53%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other2.59%-0.09%+0.38%
14JEPQJPM Nasdaq Equity PremiumETF-Tech2.41%-0.04%+1.90%
15GLDSpdr Gold SharesETF-Commodities1.84%+0.43%+19.38%
16AVGOBroadcom INCStock-Tech1.81%-0.21%-0.81%
17AMZNAmazon.com INCStock-Consumer Disc1.76%-0.14%+1.67%
18SIVRAbrdn Physical Silver SharesETF-Commodities1.74%+0.38%+19.93%
19AAPLApple INCStock-Tech1.43%-0.11%-1.52%
20HDHome Depot INCStock-Consumer Disc1.41%-0.05%—
21QQQInvesco Qqq Trust Series 1ETF-Tech1.26%-0.12%-3.52%
22JPMJpmorgan Chase & CoStock-Financials1.24%-0.11%—
23VPUVanguard Utilities ETFETF-Other1.21%+0.12%+2.76%
24CSCOCisco Systems INCStock-Tech0.91%—+0.03%
25PGProcter & Gamble Co/theStock-Consumer Staples0.86%-0.08%-10.22%
26LLYEli Lilly & CoStock-Healthcare0.82%-0.13%—
27NFLXNetflix INCStock-Comm Services0.66%+0.11%+17.01%
28TSMTaiwan Semiconductor-sp AdrStock-Tech0.64%+0.24%+41.36%
29ABBVAbbvie INCStock-Healthcare0.60%-0.03%—
30JNJJohnson & JohnsonStock-Healthcare0.60%+0.10%—
31COSTCostco Wholesale CORPStock-Consumer Staples0.58%+0.10%+3.65%
32GSGoldman Sachs Group INCStock-Financials0.54%-0.02%—
33PANWPalo Alto Networks INCStock-Tech0.50%-0.07%—
34VVisa Inc-class A SharesStock-Financials0.47%+0.05%+28.10%
35ESGVVanguard Esg US Stock ETFETF-Other0.44%-0.03%—
36AMATApplied Materials INCStock-Tech0.42%+0.11%—
37CVXChevron CORPStock-Energy0.40%+0.11%—
38SPSBSs Spdr P St C CORP ETFETF-Other0.39%-0.04%-11.49%
39DHRDanaher CORPStock-Healthcare0.33%-0.06%—
40MCDMcdonald's CORPStock-Consumer Disc0.32%——
41PEPPepsico INCStock-Consumer Staples0.32%+0.05%+7.49%
42VUGVanguard Growth ETFETF-Other0.31%-0.09%-14.18%
43LINLinde plcStock-Materials0.30%+0.04%—
44ABTAbbott LaboratoriesStock-Healthcare0.28%-0.06%—
45RTXRtx CORPStock-Industrials0.28%+0.02%—
46IAUIshares Gold TrustETF-Commodities0.27%+0.02%—
47VEAVanguard Ftse Developed ETFETF-Other0.24%——
48SMHVaneck Semiconductor ETFETF-Other0.23%+0.01%—
49SHELShell Plc-adrStock-Energy0.22%+0.22%NEW

Holding changes this quarter

Sulzberger Capital Advisors, Inc.'s most significant position changes for 2026-03-31: Sold out: Oracle CORP (ORCL); Sold out: Meta Platforms Inc-class A (META); New buy: Shell Plc-adr (SHEL); Sold out: Philip Morris International (PM); Sold out: Ishares Esg Optimized Msci U (SUSA).

Position changes disclosed by Sulzberger Capital Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PMMFIshrs Prime Mmkt ETF+3.5%+227.80%Add
2JEPIJpmorgan Equity Premium Inco+3.4%+83.29%Add
3NEENextera Energy INC+0.6%+3.15%Add
4GLDSpdr Gold Shares+0.4%+19.38%Add
5SIVRAbrdn Physical Silver Shares+0.4%+19.93%Add
6TSMTaiwan Semiconductor-sp Adr+0.2%+41.36%Add
7VPUVanguard Utilities ETF+0.1%+2.76%Add
8NFLXNetflix INC+0.1%+17.01%Add
9CVXChevron CORP+0.1%—Unchanged
10AMATApplied Materials INC+0.1%—Unchanged
11COSTCostco Wholesale CORP+0.1%+3.65%Add
12JNJJohnson & Johnson+0.1%—Unchanged
13PEPPepsico INC+0.1%+7.49%Add
14VVisa Inc-class A Shares+0.1%+28.10%Add
15LINLinde plc0%—Unchanged
16IAUIshares Gold Trust0%—Unchanged
17RTXRtx CORP0%—Unchanged
18SMHVaneck Semiconductor ETF0%—Unchanged
19GSGoldman Sachs Group INC0%—Unchanged
20ESGVVanguard Esg US Stock ETF0%—Unchanged
21ABBVAbbvie INC0%—Unchanged
22JEPQJPM Nasdaq Equity Premium0%+1.90%Add
23SPSBSs Spdr P St C CORP ETF0%-11.49%Trim
24HDHome Depot INC-0.1%—Unchanged
25VOOVanguard S&p 500 ETF-0.1%+2.56%Add
26DHRDanaher CORP-0.1%—Unchanged
27ABTAbbott Laboratories-0.1%—Unchanged
28PANWPalo Alto Networks INC-0.1%—Unchanged
29PGProcter & Gamble Co/the-0.1%-10.22%Trim
30BRK-BBerkshire Hathaway Inc-cl B-0.1%+0.38%Add
31VUGVanguard Growth ETF-0.1%-14.18%Trim
32LQTIFt Vest Invst Grd Trgt I ETF-0.1%-1.30%Trim
33AAPLApple INC-0.1%-1.52%Trim
34JPMJpmorgan Chase & Co-0.1%—Unchanged
35VTIVanguard Total Stock Mkt ETF-0.1%-0.53%Trim
36QQQInvesco Qqq Trust Series 1-0.1%-3.52%Trim
37LLYEli Lilly & Co-0.1%—Unchanged
38AMZNAmazon.com INC-0.1%+1.67%Add
39SGOVIshares 0-3 Month Treasury B-0.2%-5.88%Trim
40AVGOBroadcom INC-0.2%-0.81%Trim
41QQQMInvesco Nasdaq 100 ETF-0.3%-3.06%Trim
42GOOGLAlphabet Inc-cl A-0.4%-3.82%Trim
43NVDANvidia CORP-0.7%-4.72%Trim
44MSFTMicrosoft CORP-1.3%-1.61%Trim
45SHVIshares 0-1 Year Treasury Bo-4.1%-17.28%Trim
46ORCLOracle CORP—EXITSold out
47METAMeta Platforms Inc-class A—EXITSold out
48SHELShell Plc-adr—NEWNew buy
49PMPhilip Morris International—EXITSold out
50SUSAIshares Esg Optimized Msci U—EXITSold out

FAQ

What is Sulzberger Capital Advisors, Inc. and what type of investor is it?
Sulzberger Capital Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $98.0M, spread across 49 disclosed positions.
What are Sulzberger Capital Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Sulzberger Capital Advisors, Inc.'s top holdings by market value are: 1. Ishares 0-1 Year Treasury Bo (SHV) — $20.7M (21.1%) 2. Jpmorgan Equity Premium Inco (JEPI) — $7.4M (7.5%) 3. Nvidia CORP (NVDA) — $5.7M (5.8%) 4. Vanguard S&p 500 ETF (VOO) — $5.1M (5.2%) 5. Ishrs Prime Mmkt ETF (PMMF) — $4.9M (5.0%)
What changes did Sulzberger Capital Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Sulzberger Capital Advisors, Inc. made 34 notable position adjustments: 1 new positions were initiated, 15 existing holdings were added to, 14 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Oracle CORP (ORCL); Sold out: Meta Platforms Inc-class A (META); New buy: Shell Plc-adr (SHEL); Sold out: Philip Morris International (PM); Sold out: Ishares Esg Optimized Msci U (SUSA)
What sectors does Sulzberger Capital Advisors, Inc. focus on?
Sulzberger Capital Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.5% • Financials: 13.1% • Communication Services: 11.0% • Consumer Discretionary: 9.5% • Utilities: 8.9% • Health Care: 7.1%