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 $102.4M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SHV ($19.0M, 18.59%), JEPI ($8.3M, 8.07%), NVDA ($5.9M, 5.77%), VOO ($5.8M, 5.68%), PMMF ($4.8M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $19.0M | 18.59% | 172,589 | Trimmed |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.3M | 8.07% | 146,306 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $5.9M | 5.77% | 29,532 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $5.8M | 5.68% | 8,472 | Added |
| 5 | PMMF | BLACKROCK ETF TRUST | $4.8M | 4.66% | 47,629 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $4.0M | 3.94% | 11,295 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $3.9M | 3.78% | 10,378 | Trimmed |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $3.9M | 3.78% | 12,777 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $3.3M | 3.20% | 8,865 | Trimmed |
| 10 | NEE | NEXTERA ENERGY INC | $3.1M | 3.04% | 35,479 | Added |
| 11 | SGOV | ISHARES TR | $3.0M | 2.96% | 30,131 | Trimmed |
| 12 | LQTI | FIRST TR EXCHANGE-TRADED FD | $3.0M | 2.90% | 154,057 | Trimmed |
| 13 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.81% | 46,754 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.7M | 2.62% | 5,367 | Added |
| 15 | AVGO | BROADCOM INC | $2.2M | 2.11% | 5,717 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $1.9M | 1.84% | 7,902 | Trimmed |
| 17 | GLD | SPDR GOLD TR | $1.6M | 1.56% | 4,347 | Added |
| 18 | AAPL | APPLE INC | $1.6M | 1.53% | 5,407 | Trimmed |
| 19 | VPU | VANGUARD WORLD FD | $1.6M | 1.52% | 7,949 | Added |
| 20 | QQQ | INVESCO QQQ TR | $1.5M | 1.48% | 2,065 | Trimmed |
| 21 | HD | HOME DEPOT INC | $1.5M | 1.43% | 4,145 | Trimmed |
| 22 | CSCO | CISCO SYS INC | $1.3M | 1.32% | 11,482 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.30% | 4,062 | Trimmed |
| 24 | SIVR | ABRDN SILVER ETF TRUST | $1.2M | 1.19% | 21,642 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $1.1M | 1.06% | 907 | Added |
Source: SEC Form 13F filings · as of 2026-06-30