§ 13F · FUND PROFILE
Sulzberger Capital Advisors, Inc..
AUM · $102M (13F)Positions · 53Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 173K | $19M | 18.6% | −8% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 146K | $8M | 8.1% | +12% |
| 3 | NVDA | NVIDIA CORPORATION | 30K | $6M | 5.8% | −10% |
| 4 | VOO | VANGUARD INDEX FDS | 8K | $6M | 5.7% | ±0% |
| 5 | PMMF | BLACKROCK ETF TRUST | 48K | $5M | 4.7% | −2% |
| 6 | GOOGL | ALPHABET INC | 11K | $4M | 3.9% | −2% |
| 7 | MSFT | MICROSOFT CORP | 10K | $4M | 3.8% | −6% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 13K | $4M | 3.8% | −5% |
| 9 | VTI | VANGUARD INDEX FDS | 9K | $3M | 3.2% | −4% |
| 10 | NEE | NEXTERA ENERGY INC | 35K | $3M | 3.0% | +2% |
§ 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 $102 million in assets. The fund runs a portfolio of 53 positions.
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