Sulzberger Capital Advisors as of March 31, 2026
Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 21.1 | $21M | 187k | 110.39 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.5 | $7.4M | 130k | 56.68 | |
| NVIDIA Corporation (NVDA) | 5.8 | $5.7M | 33k | 174.40 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.2 | $5.1M | 8.5k | 597.60 | |
| Blackrock Etf Trust Ishares Prime Mo (PMMF) | 5.0 | $4.9M | 49k | 100.50 | |
| Microsoft Corporation (MSFT) | 4.2 | $4.1M | 11k | 370.19 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.0 | $4.0M | 39k | 100.66 | |
| First Tr Exchange-traded Vest Investment (LQTI) | 3.6 | $3.5M | 180k | 19.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $3.3M | 12k | 287.56 | |
| Nextera Energy (NEE) | 3.3 | $3.2M | 35k | 92.88 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.3 | $3.2M | 14k | 237.63 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.0 | $3.0M | 9.3k | 320.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.5M | 5.3k | 479.21 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.4 | $2.4M | 42k | 55.52 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $1.8M | 4.2k | 430.29 | |
| Broadcom (AVGO) | 1.8 | $1.8M | 5.7k | 309.51 | |
| Amazon (AMZN) | 1.8 | $1.7M | 8.3k | 208.27 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.7 | $1.7M | 24k | 71.61 | |
| Apple (AAPL) | 1.4 | $1.4M | 5.5k | 253.81 | |
| Home Depot (HD) | 1.4 | $1.4M | 4.2k | 328.89 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $1.2M | 2.1k | 577.18 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.2M | 4.1k | 294.16 | |
| Vanguard World Utilities Etf (VPU) | 1.2 | $1.2M | 6.0k | 198.16 | |
| Cisco Systems (CSCO) | 0.9 | $891k | 12k | 77.59 | |
| Procter & Gamble Company (PG) | 0.9 | $843k | 5.8k | 144.44 | |
| Eli Lilly & Co. (LLY) | 0.8 | $807k | 877.00 | 919.88 | |
| Netflix (NFLX) | 0.7 | $652k | 6.8k | 96.15 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $627k | 1.9k | 337.95 | |
| Abbvie (ABBV) | 0.6 | $591k | 2.7k | 217.49 | |
| Johnson & Johnson (JNJ) | 0.6 | $587k | 2.4k | 244.44 | |
| Costco Wholesale Corporation (COST) | 0.6 | $566k | 568.00 | 996.43 | |
| Goldman Sachs (GS) | 0.5 | $530k | 626.00 | 845.99 | |
| Palo Alto Networks (PANW) | 0.5 | $492k | 3.1k | 160.32 | |
| Visa Com Cl A (V) | 0.5 | $459k | 1.5k | 302.27 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $434k | 3.9k | 112.27 | |
| Applied Materials (AMAT) | 0.4 | $410k | 1.2k | 341.79 | |
| Chevron Corporation (CVX) | 0.4 | $390k | 1.9k | 206.90 | |
| Spdr Series Trust State Street Spd (SPSB) | 0.4 | $387k | 13k | 30.07 | |
| Danaher Corporation (DHR) | 0.3 | $320k | 1.7k | 189.60 | |
| McDonald's Corporation (MCD) | 0.3 | $318k | 1.0k | 310.79 | |
| Pepsi (PEP) | 0.3 | $310k | 2.0k | 155.29 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $304k | 696.00 | 436.79 | |
| Linde SHS (LIN) | 0.3 | $298k | 600.00 | 495.76 | |
| Abbott Laboratories (ABT) | 0.3 | $273k | 2.7k | 102.67 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $270k | 1.4k | 192.90 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $267k | 3.0k | 88.16 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $237k | 3.7k | 64.08 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $230k | 600.00 | 383.40 | |
| Shell Spon Ads (SHEL) | 0.2 | $212k | 2.3k | 93.00 |
