§ 13F · FUND PROFILE
Sulzberger Capital Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $85.5T (13F)Positions · 51Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$99.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 226K | $24.9T | 25.2% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 34K | $6.4T | 6.5% | NEW |
| 3 | MSFT | MICROSOFT CORP | 11K | $5.4T | 5.5% | NEW |
| 4 | VOO | VANGUARD INDEX FDS | 8K | $5.2T | 5.2% | NEW |
| 5 | SGOV | ISHARES TR | 42K | $4.2T | 4.2% | NEW |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 71K | $4.1T | 4.1% | NEW |
| 7 | GOOGL | ALPHABET INC | 12K | $3.8T | 3.8% | NEW |
| 8 | LQTI | FIRST TR EXCHANGE-TRADED FD | 182K | $3.7T | 3.7% | NEW |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | 14K | $3.5T | 3.6% | NEW |
| 10 | VTI | VANGUARD INDEX FDS | 9K | $3.1T | 3.1% | NEW |
§ 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 $85460.0 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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