Holders — by stockHoldings — by fund
Sulzberger Capital Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056727
$102.4M
disclosed book value
53
positions
18.6%
largest position share
Positions, as of 2026-06-30
top 53 of 53 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SHVISHARES TR | 172,589 | $19.0M | 18.6% |
| 2 | JEPIJ P MORGAN EXCHANGE TRADED F | 146,306 | $8.3M | 8.1% |
| 3 | NVDANVIDIA CORPORATION | 29,532 | $5.9M | 5.8% |
| 4 | VOOVANGUARD INDEX FDS | 8,472 | $5.8M | 5.7% |
| 5 | PMMFBLACKROCK ETF TRUST | 47,629 | $4.8M | 4.7% |
| 6 | GOOGLALPHABET INC | 11,295 | $4.0M | 3.9% |
| 7 | MSFTMICROSOFT CORP | 10,378 | $3.9M | 3.8% |
| 8 | QQQMINVESCO EXCH TRADED FD TR II | 12,777 | $3.9M | 3.8% |
| 9 | VTIVANGUARD INDEX FDS | 8,865 | $3.3M | 3.2% |
| 10 | NEENEXTERA ENERGY INC | 35,479 | $3.1M | 3% |
| 11 | SGOVISHARES TR | 30,131 | $3.0M | 3% |
| 12 | LQTIFIRST TR EXCHANGE-TRADED FD | 154,057 | $3.0M | 2.9% |
| 13 | JEPQJ P MORGAN EXCHANGE TRADED F | 46,754 | $2.9M | 2.8% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,367 | $2.7M | 2.6% |
| 15 | AVGOBROADCOM INC | 5,717 | $2.2M | 2.1% |
| 16 | AMZNAMAZON COM INC | 7,902 | $1.9M | 1.8% |
| 17 | GLDSPDR GOLD TR | 4,347 | $1.6M | 1.6% |
| 18 | AAPLAPPLE INC | 5,407 | $1.6M | 1.5% |
| 19 | VPUVANGUARD WORLD FD | 7,949 | $1.6M | 1.5% |
| 20 | QQQINVESCO QQQ TR | 2,065 | $1.5M | 1.5% |
| 21 | HDHOME DEPOT INC | 4,145 | $1.5M | 1.4% |
| 22 | CSCOCISCO SYS INC | 11,482 | $1.3M | 1.3% |
| 23 | JPMJPMORGAN CHASE & CO | 4,062 | $1.3M | 1.3% |
| 24 | SIVRABRDN SILVER ETF TRUST | 21,642 | $1.2M | 1.2% |
| 25 | LLYELI LILLY & CO | 907 | $1.1M | 1.1% |
| 26 | PANWPALO ALTO NETWORKS INC | 2,850 | $971,907 | 0.9% |
| 27 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,936 | $924,594 | 0.9% |
| 28 | PGPROCTER & GAMBLE CO | 5,839 | $856,230 | 0.8% |
| 29 | ABBVABBVIE INC | 2,718 | $683,958 | 0.7% |
| 30 | AMATAPPLIED MATLS INC | 920 | $665,160 | 0.6% |
| 31 | GSGOLDMAN SACHS GROUP INC | 626 | $633,118 | 0.6% |
| 32 | JNJJOHNSON & JOHNSON | 2,400 | $609,528 | 0.6% |
| 33 | COSTCOSTCO WHOLESALE CORPORATION | 554 | $518,250 | 0.5% |
| 34 | ESGVVANGUARD WORLD FD | 3,863 | $510,843 | 0.5% |
| 35 | NFLXNETFLIX INC. | 6,766 | $483,092 | 0.5% |
| 36 | VVISA INC | 1,317 | $451,850 | 0.4% |
| 37 | SMHVANECK ETF TRUST | 600 | $393,534 | 0.4% |
| 38 | SPSBSPDR SERIES TRUST | 12,870 | $386,229 | 0.4% |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 5,162 | $367,793 | 0.4% |
| 40 | VUGVANGUARD INDEX FDS | 4,176 | $359,721 | 0.4% |
| 41 | DHRDANAHER CORP DEL | 1,690 | $321,911 | 0.3% |
| 42 | CVXCHEVRON CORPORATION | 1,884 | $312,292 | 0.3% |
| 43 | LINDE PLC | 600 | $311,364 | 0.3% |
| 44 | MCDMCDONALDS CORP | 1,023 | $276,527 | 0.3% |
| 45 | ASXASE TECHNOLOGY HLDG CO LTD | 6,000 | $270,720 | 0.3% |
| 46 | RTXRTX CORPORATION | 1,398 | $265,243 | 0.3% |
| 47 | ABTABBOTT LABORATORIES | 2,663 | $241,641 | 0.2% |
| 48 | PEPPEPSICO INC | 1,730 | $234,242 | 0.2% |
| 49 | SUSAISHARES TR | 1,500 | $231,450 | 0.2% |
| 50 | IAUISHARES GOLD TR | 3,006 | $226,983 | 0.2% |
| 51 | IGLDFIRST TR EXCHANGE-TRADED FD | 10,440 | $219,866 | 0.2% |
| 52 | PMPHILIP MORRIS INTL INC | 1,200 | $217,092 | 0.2% |
| 53 | IWDISHARES TR | 827 | $200,490 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.