§ 13F · FUND PROFILE
Sulzberger Capital Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $85M (13F)Positions · 51Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$212K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 187K | $21M | 21.1% | −17% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 130K | $7M | 7.5% | +83% |
| 3 | NVDA | NVIDIA CORPORATION | 33K | $6M | 5.8% | −5% |
| 4 | VOO | VANGUARD INDEX FDS | 8K | $5M | 5.2% | +3% |
| 5 | PMMF | BLACKROCK ETF TRUST | 48K | $5M | 5.0% | +228% |
| 6 | MSFT | MICROSOFT CORP | 11K | $4M | 4.2% | −2% |
| 7 | SGOV | ISHARES TR | 39K | $4M | 4.0% | −6% |
| 8 | LQTI | FIRST TR EXCHANGE-TRADED FD | 180K | $4M | 3.6% | −1% |
| 9 | GOOGL | ALPHABET INC | 12K | $3M | 3.4% | −4% |
| 10 | NEE | NEXTERA ENERGY INC | 35K | $3M | 3.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SULZBERGER SIGNAL
AC read
Sulzberger Capital Advisors, Inc. is a Other fund managing $85 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed