13F Insight
DOSSIER · 13F-HR · Q1 2026

Sulzberger Capital Advisors, Inc.

Sulzberger's holding co. based in New York, NY — $98M in tracked AUM across 49 positions as of Q1 2026.

S
Sulzberger·New York, NY·Holding Co.
CIK 0002056727 · last filed Mar 31, 2026
Total AUM
$98M
▼ 4.8%
vs prior
Holdings
49
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
47% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sulzberger Capital Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SHV
ISHARES TR
$21M187K21.1%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$7M130K7.5%
03
NVDA
NVIDIA CORPORATION
$6M33K5.8%
04
VOO
VANGUARD INDEX FDS
$5M8K5.2%
05
PMMF
BLACKROCK ETF TRUST
$5M48K5.0%
06
MSFT
MICROSOFT CORP
$4M11K4.2%
07
SGOV
ISHARES TR
$4M39K4.0%
08
33738D747
FIRST TR EXCHANGE-TRADED FD
$4M180K3.6%
09
GOOGL
ALPHABET INC
$3M12K3.4%
10
NEE
NEXTERA ENERGY INC
$3M35K3.3%

Filing history

Filing history loading…