Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sulzberger Capital Advisors, Inc. (CIK 2056727) reported $98.0M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHV ($20.7M, 21.08%), JEPI ($7.4M, 7.53%), NVDA ($5.7M, 5.81%), VOO ($5.1M, 5.16%), PMMF ($4.9M, 4.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $20.7M | 21.08% | 187,087 | Trimmed |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.4M | 7.53% | 130,258 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $5.7M | 5.81% | 32,662 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $5.1M | 5.16% | 8,453 | Added |
| 5 | PMMF | BLACKROCK ETF TRUST | $4.9M | 4.97% | 48,478 | Added |
| 6 | MSFT | MICROSOFT CORP | $4.1M | 4.17% | 11,045 | Trimmed |
| 7 | SGOV | ISHARES TR | $4.0M | 4.04% | 39,346 | Trimmed |
| 8 | LQTI | FIRST TR EXCHANGE-TRADED FD | $3.5M | 3.60% | 179,981 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $3.3M | 3.39% | 11,545 | Trimmed |
| 10 | NEE | NEXTERA ENERGY INC | $3.2M | 3.30% | 34,812 | Added |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $3.2M | 3.27% | 13,477 | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $3.0M | 3.03% | 9,250 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.5M | 2.59% | 5,297 | Added |
| 14 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.4M | 2.41% | 42,448 | Added |
| 15 | GLD | SPDR GOLD TR | $1.8M | 1.84% | 4,195 | Added |
| 16 | AVGO | BROADCOM INC | $1.8M | 1.81% | 5,743 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $1.7M | 1.76% | 8,267 | Added |
| 18 | SIVR | ABRDN SILVER ETF TRUST | $1.7M | 1.74% | 23,847 | Added |
| 19 | AAPL | APPLE INC | $1.4M | 1.43% | 5,506 | Trimmed |
| 20 | HD | HOME DEPOT INC | $1.4M | 1.41% | 4,215 | Hold |
| 21 | QQQ | INVESCO QQQ TR | $1.2M | 1.26% | 2,140 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.24% | 4,142 | Hold |
| 23 | VPU | VANGUARD WORLD FD | $1.2M | 1.21% | 5,993 | Added |
| 24 | CSCO | CISCO SYS INC | $890,734 | 0.91% | 11,480 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $842,532 | 0.86% | 5,833 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31