# Sulzberger Capital Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2056727. Source: https://holderbook.com/funds/2056727-sulzberger-capital-advisors-inc/

- Reported value: $102.4M
- Positions: 53
- Weight of the ten largest: 60.5%
- Filed: 2026-07-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $19.0M | 172,589 | 18.6% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $8.3M | 146,306 | 8.1% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.9M | 29,532 | 5.8% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $5.8M | 8,472 | 5.7% | 7 |
| BLACKROCK ETF TRUST | [PMMF](https://holderbook.com/stocks/PMMF/) | $4.8M | 47,629 | 4.7% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.0M | 11,295 | 3.9% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.9M | 10,378 | 3.8% | 7 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $3.9M | 12,777 | 3.8% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.3M | 8,865 | 3.2% | 7 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $3.1M | 35,479 | 3.0% | 7 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $3.0M | 30,131 | 3.0% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [LQTI](https://holderbook.com/stocks/LQTI/) | $3.0M | 154,057 | 2.9% | 5 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $2.9M | 46,754 | 2.8% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.7M | 5,367 | 2.6% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.2M | 5,717 | 2.1% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.9M | 7,902 | 1.8% | 7 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.6M | 4,347 | 1.6% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.6M | 5,407 | 1.5% | 7 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $1.6M | 7,949 | 1.5% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.5M | 2,065 | 1.5% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.5M | 4,145 | 1.4% | 7 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.3M | 11,482 | 1.3% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.3M | 4,062 | 1.3% | 7 |
| ABRDN SILVER ETF TRUST | [SIVR](https://holderbook.com/stocks/SIVR/) | $1.2M | 21,642 | 1.2% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.1M | 907 | 1.1% | 7 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $971.9K | 2,850 | 0.9% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $924.6K | 1,936 | 0.9% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $856.2K | 5,839 | 0.8% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $684.0K | 2,718 | 0.7% | 7 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $665.2K | 920 | 0.6% | 5 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $633.1K | 626 | 0.6% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $609.5K | 2,400 | 0.6% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $518.2K | 554 | 0.5% | 7 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $510.8K | 3,863 | 0.5% | 7 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $483.1K | 6,766 | 0.5% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $451.9K | 1,317 | 0.4% | 7 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $393.5K | 600 | 0.4% | 3 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $386.2K | 12,870 | 0.4% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $367.8K | 5,162 | 0.4% | 5 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $359.7K | 4,176 | 0.4% | 7 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $321.9K | 1,690 | 0.3% | 7 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $312.3K | 1,884 | 0.3% | 7 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $311.4K | 600 | 0.3% | 7 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $276.5K | 1,023 | 0.3% | 7 |
| ASE TECHNOLOGY HLDG CO LTD | [ASX](https://holderbook.com/stocks/ASX/) | $270.7K | 6,000 | 0.3% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $265.2K | 1,398 | 0.3% | 7 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $241.6K | 2,663 | 0.2% | 7 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $234.2K | 1,730 | 0.2% | 7 |
| ISHARES TR | [SUSA](https://holderbook.com/stocks/SUSA/) | $231.4K | 1,500 | 0.2% | 1 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $227.0K | 3,006 | 0.2% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [IGLD](https://holderbook.com/stocks/IGLD/) | $219.9K | 10,440 | 0.2% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $217.1K | 1,200 | 0.2% | 1 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $200.5K | 827 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.9% | +14.8% | -7.9% | 100% |
| Q1 2026 | -3.0% | -4.6% | +1.6% | 100% |
| Q4 2025 | +1.0% | +2.4% | -1.4% | 100% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +8.0% | +10.5% | -2.5% | 100% |
| Q1 2025 | -5.0% | -4.6% | -0.4% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $102.4M | 53 |
| Q1 2026 | $98.0M | 49 |
| Q4 2025 | $99.0M | 52 |
| Q3 2025 | $89.7M | 51 |
| Q2 2025 | $85.5M | 51 |
| Q1 2025 | $76.1M | 48 |
| Q4 2024 | $88.4M | 56 |