Sulzberger Capital Advisors, Inc. — 13F Holdings & Portfolio

CIK 2056727 · latest 13F-HR filed 2026-07-17

Sulzberger Capital Advisors, Inc. manages $102.4M in 13F-reported U.S. long-equity assets across 53 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SHV (18.59%), JEPI (8.07%), NVDA (5.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 1; 25 existing positions rose in reported value and 13 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$102.4M

Long-equity book

Holdings

Distinct positions

Period

2026-06-30

Filed 2026-07-17

Q/Q Activity

+5 / −1 / ↑25 / ↓13

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 60.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 13, 2026.

Assets Under Management

$117.1M

Discretionary

$117.1M

Employees

Accounts

260

Address

4500 BISCAYNE BOULEVARD
SUITE 205
MIAMI, FL 33137

Phone

(305) 573-4900

Website

genesulzberger.myhomehq.biz
WWW.SULZBERGERCAPITAL.COM
www.linkedin.com/company/sulzberger-capital-advisors/?viewAsMember=true

Name	Title / Status	Ownership	Type
SULZBERGER, EUGENE, CHARLES Control	OWNER; PRESIDENT; CHIEF COMPLIANCE OFFICER since Jun 2014	75% or more	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

J P MORGAN EXCHANGE TRADED F$880.3K +11.9%
VANGUARD INDEX FDS$767.2K +15.2%
ALPHABET INC$716.6K +21.6%
INVESCO EXCH TRADED FD TR II$668.4K +20.9%
J P MORGAN EXCHANGE TRADED F$516.8K +21.9%

Show all 25 →

Top Trims

ISHARES TR-$1.6M -7.8%
ISHARES TR-$927.3K -23.4%
FIRST TR EXCHANGE-TRADED FD-$549.2K -15.6%
ABRDN SILVER ETF TRUST-$491.0K -28.8%
MICROSOFT CORP-$217.4K -5.3%

Show all 13 →

New Positions

Exited Positions

SHELL PLC$212.4K

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#	Issuer	Symbol	CUSIP	Value	Δ

Sulzberger Capital Advisors, Inc. Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	ISHARES TR	SHV	464288679	$19.0M	18.59%	172,589	SH
2	J P MORGAN EXCHANGE TRADED F	JEPI	46641Q332	$8.3M	8.07%	146,306	SH
3	NVIDIA CORPORATION	NVDA	67066G104	$5.9M	5.77%	29,532	SH
4	VANGUARD INDEX FDS	VOO	922908363	$5.8M	5.68%	8,472	SH
5	BLACKROCK ETF TRUST	PMMF	09290C756	$4.8M	4.66%	47,629	SH
6	ALPHABET INC	GOOGL	02079K305	$4.0M	3.94%	11,295	SH
7	MICROSOFT CORP	MSFT	594918104	$3.9M	3.78%	10,378	SH
8	INVESCO EXCH TRADED FD TR II	QQQM	46138G649	$3.9M	3.78%	12,777	SH
9	VANGUARD INDEX FDS	VTI	922908769	$3.3M	3.20%	8,865	SH
10	NEXTERA ENERGY INC	NEE	65339F101	$3.1M	3.04%	35,479	SH
11	ISHARES TR	SGOV	46436E718	$3.0M	2.96%	30,131	SH
12	FIRST TR EXCHANGE-TRADED FD	LQTI	33738D747	$3.0M	2.90%	154,057	SH
13	J P MORGAN EXCHANGE TRADED F	JEPQ	46654Q203	$2.9M	2.81%	46,754	SH
14	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$2.7M	2.62%	5,367	SH
15	BROADCOM INC	AVGO	11135F101	$2.2M	2.11%	5,717	SH
16	AMAZON COM INC	AMZN	023135106	$1.9M	1.84%	7,902	SH
17	SPDR GOLD TR	GLD	78463V107	$1.6M	1.56%	4,347	SH
18	APPLE INC	AAPL	037833100	$1.6M	1.53%	5,407	SH
19	VANGUARD WORLD FD	VPU	92204A876	$1.6M	1.52%	7,949	SH
20	INVESCO QQQ TR	QQQ	46090E103	$1.5M	1.48%	2,065	SH
21	HOME DEPOT INC	HD	437076102	$1.5M	1.43%	4,145	SH
22	CISCO SYS INC	CSCO	17275R102	$1.3M	1.32%	11,482	SH
23	JPMORGAN CHASE & CO	JPM	46625H100	$1.3M	1.30%	4,062	SH
24	ABRDN SILVER ETF TRUST	SIVR	003264108	$1.2M	1.19%	21,642	SH
25	ELI LILLY & CO	LLY	532457108	$1.1M	1.06%	907	SH
26	PALO ALTO NETWORKS INC	PANW	697435105	$971.9K	0.95%	2,850	SH
27	TAIWAN SEMICONDUCTOR MANUFAC	TSM	874039100	$924.6K	0.90%	1,936	SH
28	PROCTER & GAMBLE CO	PG	742718109	$856.2K	0.84%	5,839	SH
29	ABBVIE INC	ABBV	00287Y109	$684.0K	0.67%	2,718	SH
30	APPLIED MATLS INC	AMAT	038222105	$665.2K	0.65%	920	SH
31	GOLDMAN SACHS GROUP INC	GS	38141G104	$633.1K	0.62%	626	SH
32	JOHNSON & JOHNSON	JNJ	478160104	$609.5K	0.60%	2,400	SH
33	COSTCO WHOLESALE CORPORATION	COST	22160K105	$518.2K	0.51%	554	SH
34	VANGUARD WORLD FD	ESGV	921910733	$510.8K	0.50%	3,863	SH
35	NETFLIX INC.	NFLX	64110L106	$483.1K	0.47%	6,766	SH
36	VISA INC	V	92826C839	$451.9K	0.44%	1,317	SH
37	VANECK ETF TRUST	SMH	92189F676	$393.5K	0.38%	600	SH
38	SPDR SERIES TRUST	SPSB	78464A474	$386.2K	0.38%	12,870	SH
39	VANGUARD TAX-MANAGED FDS	VEA	921943858	$367.8K	0.36%	5,162	SH
40	VANGUARD INDEX FDS	VUG	922908736	$359.7K	0.35%	4,176	SH
41	DANAHER CORP DEL	DHR	235851102	$321.9K	0.31%	1,690	SH
42	CHEVRON CORPORATION	CVX	166764100	$312.3K	0.30%	1,884	SH
43	LINDE PLC	LIN	G54950103	$311.4K	0.30%	600	SH
44	MCDONALDS CORP	MCD	580135101	$276.5K	0.27%	1,023	SH
45	ASE TECHNOLOGY HLDG CO LTD	ASX	00215W100	$270.7K	0.26%	6,000	SH
46	RTX CORPORATION	RTX	75513E101	$265.2K	0.26%	1,398	SH
47	ABBOTT LABORATORIES	ABT	002824100	$241.6K	0.24%	2,663	SH
48	PEPSICO INC	PEP	713448108	$234.2K	0.23%	1,730	SH
49	ISHARES TR	SUSA	464288802	$231.4K	0.23%	1,500	SH
50	ISHARES GOLD TR	IAU	464285204	$227.0K	0.22%	3,006	SH