Sulzberger Capital Advisors as of Dec. 31, 2025
Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 25.2 | $25M | 226k | 110.15 | |
| NVIDIA Corporation (NVDA) | 6.5 | $6.4M | 34k | 186.50 | |
| Microsoft Corporation (MSFT) | 5.5 | $5.4M | 11k | 483.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.2 | $5.2M | 8.2k | 627.15 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.2 | $4.2M | 42k | 100.38 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.1 | $4.1M | 71k | 57.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $3.8M | 12k | 313.00 | |
| First Tr Exchange-traded Vest Investment (LQTI) | 3.7 | $3.7M | 182k | 20.12 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.6 | $3.5M | 14k | 252.93 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $3.1M | 9.3k | 335.25 | |
| Nextera Energy (NEE) | 2.7 | $2.7M | 34k | 80.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $2.7M | 5.3k | 502.66 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.4 | $2.4M | 42k | 58.12 | |
| Broadcom (AVGO) | 2.0 | $2.0M | 5.8k | 346.10 | |
| Amazon (AMZN) | 1.9 | $1.9M | 8.1k | 230.82 | |
| Apple (AAPL) | 1.5 | $1.5M | 5.6k | 271.87 | |
| Blackrock Etf Trust Ishares Prime Mo (PMMF) | 1.5 | $1.5M | 15k | 100.23 | |
| Home Depot (HD) | 1.5 | $1.5M | 4.2k | 344.10 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $1.4M | 3.5k | 396.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $1.4M | 2.2k | 614.31 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.4 | $1.3M | 20k | 67.64 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.3M | 4.1k | 322.22 | |
| Vanguard World Utilities Etf (VPU) | 1.1 | $1.1M | 5.8k | 185.03 | |
| Eli Lilly & Co. (LLY) | 1.0 | $943k | 877.00 | 1074.74 | |
| Procter & Gamble Company (PG) | 0.9 | $931k | 6.5k | 143.31 | |
| Cisco Systems (CSCO) | 0.9 | $884k | 12k | 77.03 | |
| Abbvie (ABBV) | 0.6 | $621k | 2.7k | 228.49 | |
| Palo Alto Networks (PANW) | 0.6 | $566k | 3.1k | 184.20 | |
| Goldman Sachs (GS) | 0.6 | $550k | 626.00 | 879.00 | |
| Netflix (NFLX) | 0.5 | $543k | 5.8k | 93.76 | |
| Johnson & Johnson (JNJ) | 0.5 | $497k | 2.4k | 206.95 | |
| Costco Wholesale Corporation (COST) | 0.5 | $473k | 548.00 | 862.34 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $467k | 3.9k | 120.96 | |
| Spdr Series Trust State Street Spd (SPSB) | 0.4 | $439k | 15k | 30.20 | |
| Visa Com Cl A (V) | 0.4 | $416k | 1.2k | 350.73 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $399k | 1.3k | 303.89 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $396k | 811.00 | 487.86 | |
| Danaher Corporation (DHR) | 0.4 | $387k | 1.7k | 228.92 | |
| Abbott Laboratories (ABT) | 0.3 | $334k | 2.7k | 125.29 | |
| McDonald's Corporation (MCD) | 0.3 | $313k | 1.0k | 305.63 | |
| Applied Materials (AMAT) | 0.3 | $308k | 1.2k | 256.99 | |
| Chevron Corporation (CVX) | 0.3 | $287k | 1.9k | 152.41 | |
| Pepsi (PEP) | 0.3 | $266k | 1.9k | 143.52 | |
| Oracle Corporation (ORCL) | 0.3 | $263k | 1.4k | 194.91 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $256k | 1.4k | 183.40 | |
| Linde SHS (LIN) | 0.3 | $256k | 600.00 | 426.39 | |
| Meta Platforms Cl A (META) | 0.2 | $247k | 374.00 | 660.10 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $246k | 3.0k | 81.17 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $231k | 3.7k | 62.47 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $216k | 600.00 | 360.13 | |
| Philip Morris International (PM) | 0.2 | $211k | 1.3k | 160.39 | |
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $209k | 1.5k | 139.35 |
