Sulzberger Capital Advisors, Inc.
CIK: 0002056727SEC EDGAR →
Portfolio Value
$99.0M
Holdings
52
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 226,167 | $24.9M | 25.16% |
| 2 | NVIDIA CORPORATION | 34,279 | $6.4M | 6.46% |
| 3 | MICROSOFT CORP | 11,226 | $5.4M | 5.48% |
| 4 | VANGUARD INDEX FDS | 8,242 | $5.2M | 5.22% |
| 5 | ISHARES TR | 41,805 | $4.2M | 4.24% |
| 6 | J P MORGAN EXCHANGE TRADED F | 71,066 | $4.1M | 4.11% |
| 7 | ALPHABET INC | 12,003 | $3.8M | 3.79% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 182,357 | $3.7M | 3.71% |
| 9 | INVESCO EXCH TRADED FD TR II | 13,902 | $3.5M | 3.55% |
| 10 | VANGUARD INDEX FDS | 9,299 | $3.1M | 3.15% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 19 | $57.9M | 58.5% |
| Technology | 10 | $19.1M | 19.3% |
| Unknown | 5 | $5.9M | 5.9% |
| Communication Services | 3 | $4.5M | 4.6% |
| Consumer Cyclical | 3 | $3.6M | 3.7% |
| Healthcare | 5 | $2.8M | 2.8% |
| Utilities | 1 | $2.7M | 2.7% |
| Consumer Defensive | 3 | $1.7M | 1.7% |
| Energy | 1 | $287K | 0.3% |
| Industrials | 1 | $256K | 0.3% |
| Basic Materials | 1 | $255K | 0.3% |