Sulzberger Capital Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Sulzberger Capital Advisors, Inc. disclosed 53 stock positions valued at approximately $102.43M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $102.43M
Holdings by Sector
Sulzberger Capital Advisors, Inc. Portfolio Holdings in Q2 2026
| 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 |
| BLACKROCK ETF TRUST | PMMF | Other | 4.66% | 47,629 | -849 | -1.75% | $4,777,665 |
| 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 |
| FIRST TR EXCHANGE-TRADED FD | LQTI | Other | 2.90% | 154,057 | -25,924 | -14.40% | $2,974,841 |
| 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 |
Showing 30 of 53 holdings in the latest reporting period.