Sulzberger Capital Advisors

MIAMI, FLfiles as Sulzberger Capital Advisors, Inc.

$102m in 53 US stocks at the end of 30 June 2026. The top 10 are 60.5% of the money. It changed about 7.0% of the portfolio this quarter.

Value

$102m

Stocks

Top 10 share

60.5%

Turnover

7.0%

What changed this quarter

New

Bought for the first time this quarter.

ASE Technology HldgASX
0.3% of the fund
Ishares TRSUSA
0.2% of the fund
First TR Exchange-Traded FDIGLD
0.2% of the fund
Philip Morris InternationalPM
0.2% of the fund
Ishares TRIWD
0.2% of the fund

Added

Bought more of a stock they already held.

J P Morgan Exchange Traded FJEPI
8.1% of the fund
+12%
J P Morgan Exchange Traded FJEPQ
2.8% of the fund
+10%
Spdr Gold TRGLD
1.6% of the fund
+4%
Vanguard World FDVPU
1.5% of the fund
+33%
Eli LillyLLY
1.1% of the fund
+3%
Taiwan Semiconductor ManufacturingTSM
0.9% of the fund
+4%
Vanguard Tax-Managed FDSVEA
0.4% of the fund
+40%

Cut

Sold some of their stake.

Ishares TRSHV
18.6% of the fund
-8%
NvidiaNVDA
5.8% of the fund
-10%
AlphabetGOOGL
3.9% of the fund
-2%
MicrosoftMSFT
3.8% of the fund
-6%
Invesco Exch Traded FD TR IIQQQM
3.8% of the fund
-5%
Vanguard Index FDSVTI
3.2% of the fund
-4%
Ishares TRSGOV
3.0% of the fund
-23%
First TR Exchange-Traded FDLQTI
2.9% of the fund
-14%
Amazon.comAMZN
1.8% of the fund
-4%
Invesco QQQ TRQQQ
1.5% of the fund
-4%
Abrdn Silver ETF TrustSIVR
1.2% of the fund
-9%
Palo Alto NetworksPANW
0.9% of the fund
-7%
Applied MaterialsAMAT
0.6% of the fund
-23%
Costco WholesaleCOST
0.5% of the fund
-2%
VisaV
0.4% of the fund
-13%
PepsiCoPEP
0.2% of the fund
-13%

Sold out

Sold their entire stake.

ShellSHEL
-100%

Holdings

Ishares TRSHV
Share
18.6%
Value
$19m
Shares
172,589
-8%
J P Morgan Exchange Traded FJEPI
Share
8.1%
Value
$8m
Shares
146,306
+12%
NvidiaNVDA
Share
5.8%
Value
$6m
Shares
29,532
-10%
Vanguard Index FDSVOO
Share
5.7%
Value
$6m
Shares
8,472
Held
Blackrock ETF TrustPMMF
Share
4.7%
Value
$5m
Shares
47,629
Held
AlphabetGOOGL
Share
3.9%
Value
$4m
Shares
11,295
-2%
MicrosoftMSFT
Share
3.8%
Value
$4m
Shares
10,378
-6%
Invesco Exch Traded FD TR IIQQQM
Share
3.8%
Value
$4m
Shares
12,777
-5%
Vanguard Index FDSVTI
Share
3.2%
Value
$3m
Shares
8,865
-4%
NextEra EnergyNEE
Share
3.0%
Value
$3m
Shares
35,479
Held
Ishares TRSGOV
Share
3.0%
Value
$3m
Shares
30,131
-23%
First TR Exchange-Traded FDLQTI
Share
2.9%
Value
$3m
Shares
154,057
-14%
J P Morgan Exchange Traded FJEPQ
Share
2.8%
Value
$3m
Shares
46,754
+10%
Berkshire HathawayBRK-B
Share
2.6%
Value
$3m
Shares
5,367
Held
BroadcomAVGO
Share
2.1%
Value
$2m
Shares
5,717
Held
Amazon.comAMZN
Share
1.8%
Value
$2m
Shares
7,902
-4%
Spdr Gold TRGLD
Share
1.6%
Value
$2m
Shares
4,347
+4%
AppleAAPL
Share
1.5%
Value
$2m
Shares
5,407
Held
Vanguard World FDVPU
Share
1.5%
Value
$2m
Shares
7,949
+33%
Invesco QQQ TRQQQ
Share
1.5%
Value
$2m
Shares
2,065
-4%
Home DepotHD
Share
1.4%
Value
$1m
Shares
4,145
Held
Cisco SystemsCSCO
Share
1.3%
Value
$1m
Shares
11,482
Held
JPMorgan ChaseJPM
Share
1.3%
Value
$1m
Shares
4,062
Held
Abrdn Silver ETF TrustSIVR
Share
1.2%
Value
$1m
Shares
21,642
-9%
Eli LillyLLY
Share
1.1%
Value
$1m
Shares
907
+3%
Palo Alto NetworksPANW
Share
0.9%
Value
$971,907
Shares
2,850
-7%
Taiwan Semiconductor ManufacturingTSM
Share
0.9%
Value
$924,594
Shares
1,936
+4%
Procter & GamblePG
Share
0.8%
Value
$856,230
Shares
5,839
Held
AbbVieABBV
Share
0.7%
Value
$683,958
Shares
2,718
Held
Applied MaterialsAMAT
Share
0.6%
Value
$665,160
Shares
920
-23%
Goldman Sachs GroupGS
Share
0.6%
Value
$633,118
Shares
626
Held
Johnson & JohnsonJNJ
Share
0.6%
Value
$609,528
Shares
2,400
Held
Costco WholesaleCOST
Share
0.5%
Value
$518,250
Shares
554
-2%
Vanguard World FDESGV
Share
0.5%
Value
$510,843
Shares
3,863
Held
NetflixNFLX
Share
0.5%
Value
$483,092
Shares
6,766
Held
VisaV
Share
0.4%
Value
$451,850
Shares
1,317
-13%
Vaneck ETF TrustSMH
Share
0.4%
Value
$393,534
Shares
600
Held
Spdr Series TrustSPSB
Share
0.4%
Value
$386,229
Shares
12,870
Held
Vanguard Tax-Managed FDSVEA
Share
0.4%
Value
$367,793
Shares
5,162
+40%
Vanguard Index FDSVUG
Share
0.4%
Value
$359,721
Shares
4,176
Held
DanaherDHR
Share
0.3%
Value
$321,911
Shares
1,690
Held
ChevronCVX
Share
0.3%
Value
$312,292
Shares
1,884
Held
LindeLIN
Share
0.3%
Value
$311,364
Shares
600
Held
McDonald'sMCD
Share
0.3%
Value
$276,527
Shares
1,023
Held
ASE Technology HldgASX
Share
0.3%
Value
$270,720
Shares
6,000
New
RTXRTX
Share
0.3%
Value
$265,243
Shares
1,398
Held
Abbott LaboratoriesABT
Share
0.2%
Value
$241,641
Shares
2,663
Held
PepsiCoPEP
Share
0.2%
Value
$234,242
Shares
1,730
-13%
Ishares TRSUSA
Share
0.2%
Value
$231,450
Shares
1,500
New
Ishares Gold TRIAU
Share
0.2%
Value
$226,983
Shares
3,006
Held
First TR Exchange-Traded FDIGLD
Share
0.2%
Value
$219,866
Shares
10,440
New
Philip Morris InternationalPM
Share
0.2%
Value
$217,092
Shares
1,200
New
Ishares TRIWD
Share
0.2%
Value
$200,490
Shares
827
New

Company	Share of fund	Value	Shares	Change
Ishares TRSHV	18.6%	$19m	172,589	-8%
J P Morgan Exchange Traded FJEPI	8.1%	$8m	146,306	+12%
NvidiaNVDA	5.8%	$6m	29,532	-10%
Vanguard Index FDSVOO	5.7%	$6m	8,472	Held
Blackrock ETF TrustPMMF	4.7%	$5m	47,629	Held
AlphabetGOOGL	3.9%	$4m	11,295	-2%
MicrosoftMSFT	3.8%	$4m	10,378	-6%
Invesco Exch Traded FD TR IIQQQM	3.8%	$4m	12,777	-5%
Vanguard Index FDSVTI	3.2%	$3m	8,865	-4%
NextEra EnergyNEE	3.0%	$3m	35,479	Held
Ishares TRSGOV	3.0%	$3m	30,131	-23%
First TR Exchange-Traded FDLQTI	2.9%	$3m	154,057	-14%
J P Morgan Exchange Traded FJEPQ	2.8%	$3m	46,754	+10%
Berkshire HathawayBRK-B	2.6%	$3m	5,367	Held
BroadcomAVGO	2.1%	$2m	5,717	Held
Amazon.comAMZN	1.8%	$2m	7,902	-4%
Spdr Gold TRGLD	1.6%	$2m	4,347	+4%
AppleAAPL	1.5%	$2m	5,407	Held
Vanguard World FDVPU	1.5%	$2m	7,949	+33%
Invesco QQQ TRQQQ	1.5%	$2m	2,065	-4%
Home DepotHD	1.4%	$1m	4,145	Held
Cisco SystemsCSCO	1.3%	$1m	11,482	Held
JPMorgan ChaseJPM	1.3%	$1m	4,062	Held
Abrdn Silver ETF TrustSIVR	1.2%	$1m	21,642	-9%
Eli LillyLLY	1.1%	$1m	907	+3%
Palo Alto NetworksPANW	0.9%	$971,907	2,850	-7%
Taiwan Semiconductor ManufacturingTSM	0.9%	$924,594	1,936	+4%
Procter & GamblePG	0.8%	$856,230	5,839	Held
AbbVieABBV	0.7%	$683,958	2,718	Held
Applied MaterialsAMAT	0.6%	$665,160	920	-23%
Goldman Sachs GroupGS	0.6%	$633,118	626	Held
Johnson & JohnsonJNJ	0.6%	$609,528	2,400	Held
Costco WholesaleCOST	0.5%	$518,250	554	-2%
Vanguard World FDESGV	0.5%	$510,843	3,863	Held
NetflixNFLX	0.5%	$483,092	6,766	Held
VisaV	0.4%	$451,850	1,317	-13%
Vaneck ETF TrustSMH	0.4%	$393,534	600	Held
Spdr Series TrustSPSB	0.4%	$386,229	12,870	Held
Vanguard Tax-Managed FDSVEA	0.4%	$367,793	5,162	+40%
Vanguard Index FDSVUG	0.4%	$359,721	4,176	Held
DanaherDHR	0.3%	$321,911	1,690	Held
ChevronCVX	0.3%	$312,292	1,884	Held
LindeLIN	0.3%	$311,364	600	Held
McDonald'sMCD	0.3%	$276,527	1,023	Held
ASE Technology HldgASX	0.3%	$270,720	6,000	New
RTXRTX	0.3%	$265,243	1,398	Held
Abbott LaboratoriesABT	0.2%	$241,641	2,663	Held
PepsiCoPEP	0.2%	$234,242	1,730	-13%
Ishares TRSUSA	0.2%	$231,450	1,500	New
Ishares Gold TRIAU	0.2%	$226,983	3,006	Held
First TR Exchange-Traded FDIGLD	0.2%	$219,866	10,440	New
Philip Morris InternationalPM	0.2%	$217,092	1,200	New
Ishares TRIWD	0.2%	$200,490	827	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.9% since 30 June 2025.

Where the money is

Technology17.0%

Financial services5.0%

Media & telecom4.4%

Retail & consumer3.5%

Utilities3.0%

Health care2.9%

Everyday goods1.8%

Energy0.3%

Materials0.3%

Industrials0.3%

Other61.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.