Sulzberger Capital Advisors
Latest statistics and disclosures from Sulzberger Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, VOO, MSFT, VTI, NVDA, and represent 50.57% of Sulzberger Capital Advisors's stock portfolio.
- Added to shares of these 5 stocks: SHV (+$15M), CANQ, KMB, V, CSCO.
- Started 2 new stock positions in CANQ, KMB.
- Reduced shares in these 10 stocks: VTI, JEPI, VOO, JEPQ, QQQM, NVDA, AAPL, JQUA, SPY, AMZN.
- Sold out of its positions in ARES, CAT, KO, DUK, GD, IWM, JQUA, ORCL, SHEL, CRM.
- Sulzberger Capital Advisors was a net seller of stock by $-8.1M.
- Sulzberger Capital Advisors has $76M in assets under management (AUM), dropping by -13.97%.
- Central Index Key (CIK): 0002056727
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Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 29.6 | $23M | +214% | 204k | 110.46 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.1 | $4.7M | -25% | 9.1k | 513.92 |
|
| Microsoft Corporation (MSFT) | 5.6 | $4.3M | -13% | 11k | 375.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.7 | $3.5M | -36% | 13k | 274.85 |
|
| NVIDIA Corporation (NVDA) | 4.6 | $3.5M | -29% | 33k | 108.38 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.5 | $3.4M | -32% | 60k | 57.14 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $2.8M | -21% | 5.3k | 532.59 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.6 | $2.8M | -35% | 14k | 193.02 |
|
| Nextera Energy (NEE) | 3.2 | $2.4M | -17% | 34k | 70.89 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.7 | $2.1M | -42% | 40k | 51.78 |
|
| Apple (AAPL) | 2.6 | $2.0M | -35% | 9.0k | 222.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $1.8M | -24% | 12k | 154.64 |
|
| Amazon (AMZN) | 2.3 | $1.8M | -33% | 9.3k | 190.26 |
|
| Home Depot (HD) | 2.2 | $1.6M | 4.5k | 366.49 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $1.5M | -6% | 6.0k | 245.30 |
|
| Procter & Gamble Company (PG) | 1.6 | $1.2M | -34% | 7.3k | 170.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $1.1M | -35% | 2.4k | 468.92 |
|
| Broadcom (AVGO) | 1.3 | $955k | -18% | 5.7k | 167.43 |
|
| Vanguard World Utilities Etf (VPU) | 1.0 | $790k | -35% | 4.6k | 170.81 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $755k | -43% | 914.00 | 825.91 |
|
| Cisco Systems (CSCO) | 0.9 | $708k | 12k | 61.71 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $640k | -10% | 3.1k | 206.48 |
|
| Abbvie (ABBV) | 0.7 | $570k | 2.7k | 209.52 |
|
|
| Palo Alto Networks (PANW) | 0.7 | $560k | -33% | 3.3k | 170.64 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $556k | -33% | 588.00 | 945.78 |
|
| Automatic Data Processing (ADP) | 0.7 | $503k | 1.6k | 305.53 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $461k | -11% | 2.8k | 165.84 |
|
| Netflix (NFLX) | 0.6 | $434k | -33% | 465.00 | 932.53 |
|
| Pepsi (PEP) | 0.6 | $427k | 2.9k | 149.94 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $375k | -27% | 3.8k | 97.95 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $368k | -13% | 2.8k | 132.46 |
|
| Danaher Corporation (DHR) | 0.5 | $357k | -2% | 1.7k | 205.00 |
|
| Abbott Laboratories (ABT) | 0.5 | $353k | 2.7k | 132.65 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $349k | -58% | 2.9k | 118.94 |
|
| Chevron Corporation (CVX) | 0.5 | $349k | -3% | 2.1k | 167.29 |
|
| McDonald's Corporation (MCD) | 0.4 | $320k | 1.0k | 312.37 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $317k | -11% | 854.00 | 370.82 |
|
| Goldman Sachs (GS) | 0.4 | $313k | -29% | 572.00 | 546.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $303k | -76% | 542.00 | 559.39 |
|
| Pfizer (PFE) | 0.4 | $298k | 12k | 25.34 |
|
|
| Dover Corporation (DOV) | 0.4 | $286k | 1.6k | 175.68 |
|
|
| Visa Com Cl A (V) | 0.4 | $284k | +4% | 811.00 | 350.46 |
|
| Linde SHS (LIN) | 0.4 | $279k | 600.00 | 465.64 |
|
|
| Fiserv (FI) | 0.3 | $265k | 1.2k | 220.83 |
|
|
| Calamos Etf Tr Alternative Nasd (CANQ) | 0.3 | $263k | NEW | 9.8k | 26.71 |
|
| Meta Platforms Cl A (META) | 0.3 | $245k | -14% | 425.00 | 576.36 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $237k | -18% | 7.9k | 30.10 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $201k | NEW | 1.4k | 142.22 |
|
Past Filings by Sulzberger Capital Advisors
SEC 13F filings are viewable for Sulzberger Capital Advisors going back to 2024
- Sulzberger Capital Advisors 2025 Q1 filed April 11, 2025
- Sulzberger Capital Advisors 2024 Q4 filed Feb. 14, 2025