Sulzberger Capital Advisors, Inc. Portfolio Stock Holdings
Sulzberger Capital Advisors, Inc. disclosed 53 stock positions valued at approximately $102.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and NVIDIA CORPORATION. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $102.4M
Holdings by Sector
Sulzberger Capital Advisors, Inc. Portfolio Holdings in Q2 2026
51 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SHV | Other | 18.59% | 172,589 | -14,498 | -7.75% | $19,045,196 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 8.07% | 146,306 | +16,048 | +12.32% | $8,263,363 |
| NVIDIA CORPORATION | NVDA | Technology | 5.77% | 29,532 | -3,130 | -9.58% | $5,909,067 |
| VANGUARD INDEX FDS | VOO | Other | 5.68% | 8,472 | +19 | +0.22% | $5,818,679 |
| ALPHABET INC | GOOGL | Communication Services | 3.94% | 11,295 | -250 | -2.17% | $4,036,501 |
| MICROSOFT CORP | MSFT | Technology | 3.78% | 10,378 | -667 | -6.04% | $3,871,355 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 3.78% | 12,777 | -700 | -5.19% | $3,870,950 |
| VANGUARD INDEX FDS | VTI | Other | 3.20% | 8,865 | -385 | -4.16% | $3,280,498 |
| NEXTERA ENERGY INC | NEE | Utilities | 3.04% | 35,479 | +667 | +1.92% | $3,113,992 |
| ISHARES TR | SGOV | Other | 2.96% | 30,131 | -9,215 | -23.42% | $3,033,288 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.81% | 46,754 | +4,306 | +10.14% | $2,873,501 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.62% | 5,367 | +70 | +1.32% | $2,685,624 |
| BROADCOM INC | AVGO | Technology | 2.11% | 5,717 | -26 | -0.45% | $2,159,597 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.84% | 7,902 | -365 | -4.42% | $1,883,363 |
| SPDR GOLD TR | GLD | Other | 1.56% | 4,347 | +152 | +3.62% | $1,601,348 |
| APPLE INC | AAPL | Technology | 1.53% | 5,407 | -99 | -1.80% | $1,564,464 |
| VANGUARD WORLD FD | VPU | Other | 1.52% | 7,949 | +1,956 | +32.64% | $1,555,890 |
| INVESCO QQQ TR | QQQ | Other | 1.48% | 2,065 | -75 | -3.50% | $1,520,666 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.43% | 4,145 | -70 | -1.66% | $1,461,859 |
| CISCO SYS INC | CSCO | Technology | 1.32% | 11,482 | +2 | +0.02% | $1,348,726 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.30% | 4,062 | -80 | -1.93% | $1,329,614 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 1.19% | 21,642 | -2,205 | -9.25% | $1,216,713 |
| ELI LILLY & CO | LLY | Healthcare | 1.06% | 907 | +30 | +3.42% | $1,088,071 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.95% | 2,850 | -220 | -7.17% | $971,907 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.90% | 1,936 | +80 | +4.31% | $924,594 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.84% | 5,839 | +6 | +0.10% | $856,230 |
| ABBVIE INC | ABBV | Healthcare | 0.67% | 2,718 | - | - | $683,958 |
| APPLIED MATLS INC | AMAT | Technology | 0.65% | 920 | -280 | -23.33% | $665,160 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.62% | 626 | - | - | $633,118 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 2,400 | - | - | $609,528 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.51% | 554 | -14 | -2.46% | $518,250 |
| VANGUARD WORLD FD | ESGV | Other | 0.50% | 3,863 | - | - | $510,843 |
| NETFLIX INC. | NFLX | Communication Services | 0.47% | 6,766 | -10 | -0.15% | $483,092 |
| VISA INC | V | Financial Services | 0.44% | 1,317 | -201 | -13.24% | $451,850 |
| VANECK ETF TRUST | SMH | Other | 0.38% | 600 | - | - | $393,534 |
| SPDR SERIES TRUST | SPSB | Other | 0.38% | 12,870 | - | - | $386,229 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.36% | 5,162 | +1,462 | +39.51% | $367,793 |
| VANGUARD INDEX FDS | VUG | Other | 0.35% | 4,176 | +3,480 | +500.00% | $359,721 |
| DANAHER CORP DEL | DHR | Healthcare | 0.31% | 1,690 | - | - | $321,911 |
| CHEVRON CORPORATION | CVX | Energy | 0.30% | 1,884 | - | - | $312,292 |
| LINDE PLC | LIN | Other | 0.30% | 600 | - | - | $311,364 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.27% | 1,023 | - | - | $276,527 |
| ASE TECHNOLOGY HLDG CO LTD | ASX | Technology | 0.26% | 6,000 | +6,000 | +100.00% | $270,720 |
| RTX CORPORATION | RTX | Industrials | 0.26% | 1,398 | - | - | $265,243 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.24% | 2,663 | - | - | $241,641 |
| PEPSICO INC | PEP | Consumer Defensive | 0.23% | 1,730 | -264 | -13.24% | $234,242 |
| ISHARES TR | SUSA | Other | 0.23% | 1,500 | - | - | $231,450 |
| ISHARES GOLD TR | IAU | Other | 0.22% | 3,006 | -25 | -0.82% | $226,983 |
| FIRST TR EXCHANGE-TRADED FD | IGLD | Other | 0.21% | 10,440 | +10,440 | +100.00% | $219,866 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.21% | 1,200 | -117 | -8.88% | $217,092 |
| ISHARES TR | IWD | Other | 0.20% | 827 | +827 | +100.00% | $200,490 |