Sulzberger Capital Advisors as of June 30, 2026
Portfolio Holdings for Sulzberger Capital Advisors
Sulzberger Capital Advisors holds 53 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 18.6 | $19M | 173k | 110.35 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 8.1 | $8.3M | 146k | 56.48 | |
| NVIDIA Corporation (NVDA) | 5.8 | $5.9M | 30k | 200.09 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $5.8M | 8.5k | 686.81 | |
| Blackrock Etf Trust Isha Pr Mone Etf (PMMF) | 4.7 | $4.8M | 48k | 100.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $4.0M | 11k | 357.37 | |
| Microsoft Corporation (MSFT) | 3.8 | $3.9M | 10k | 373.03 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.8 | $3.9M | 13k | 302.96 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.2 | $3.3M | 8.9k | 370.05 | |
| Nextera Energy (NEE) | 3.0 | $3.1M | 36k | 87.77 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 3.0 | $3.0M | 30k | 100.67 | |
| First Tr Exchange-traded Vest Investment (LQTI) | 2.9 | $3.0M | 154k | 19.31 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.8 | $2.9M | 47k | 61.46 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.7M | 5.4k | 500.40 | |
| Broadcom (AVGO) | 2.1 | $2.2M | 5.7k | 377.75 | |
| Amazon (AMZN) | 1.8 | $1.9M | 7.9k | 238.34 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $1.6M | 4.3k | 368.38 | |
| Apple (AAPL) | 1.5 | $1.6M | 5.4k | 289.34 | |
| Vanguard World Utilities Etf (VPU) | 1.5 | $1.6M | 7.9k | 195.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $1.5M | 2.1k | 736.40 | |
| Home Depot (HD) | 1.4 | $1.5M | 4.1k | 352.68 | |
| Cisco Systems (CSCO) | 1.3 | $1.3M | 12k | 117.46 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.3M | 4.1k | 327.33 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.2 | $1.2M | 22k | 56.22 | |
| Eli Lilly & Co. (LLY) | 1.1 | $1.1M | 907.00 | 1199.64 | |
| Palo Alto Networks (PANW) | 0.9 | $972k | 2.9k | 341.02 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $925k | 1.9k | 477.58 | |
| Procter & Gamble Company (PG) | 0.8 | $856k | 5.8k | 146.64 | |
| Abbvie (ABBV) | 0.7 | $684k | 2.7k | 251.64 | |
| Applied Materials (AMAT) | 0.6 | $665k | 920.00 | 723.00 | |
| Goldman Sachs (GS) | 0.6 | $633k | 626.00 | 1011.37 | |
| Johnson & Johnson (JNJ) | 0.6 | $610k | 2.4k | 253.97 | |
| Costco Wholesale Corporation (COST) | 0.5 | $518k | 554.00 | 935.47 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $511k | 3.9k | 132.24 | |
| Netflix (NFLX) | 0.5 | $483k | 6.8k | 71.40 | |
| Visa Com Cl A (V) | 0.4 | $452k | 1.3k | 343.09 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $394k | 600.00 | 655.89 | |
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.4 | $386k | 13k | 30.01 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $368k | 5.2k | 71.25 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $360k | 4.2k | 86.14 | |
| Danaher Corporation (DHR) | 0.3 | $322k | 1.7k | 190.48 | |
| Chevron Corporation (CVX) | 0.3 | $312k | 1.9k | 165.76 | |
| Linde SHS (LIN) | 0.3 | $311k | 600.00 | 518.94 | |
| McDonald's Corporation (MCD) | 0.3 | $277k | 1.0k | 270.31 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.3 | $271k | 6.0k | 45.12 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $265k | 1.4k | 189.73 | |
| Abbott Laboratories (ABT) | 0.2 | $242k | 2.7k | 90.74 | |
| Pepsi (PEP) | 0.2 | $234k | 1.7k | 135.40 | |
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $232k | 1.5k | 154.30 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $227k | 3.0k | 75.51 | |
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.2 | $220k | 10k | 21.06 | |
| Philip Morris International (PM) | 0.2 | $217k | 1.2k | 180.91 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $201k | 827.00 | 242.43 |
