Sponsored

The Analysis of Sulzberger Capital Advisors, Inc.'s Holdings & P&L

Currently, Sulzberger Capital Advisors, Inc. holds 53 types of securities in its portfolio with a total value $102.4M. In the most recent quarter, they have increased their positions in JEPI (+16.0K shares, valued at $906.4K), VPU (+2.0K shares, valued at $382.9K), VUG (+3.5K shares, valued at $299.8K); decreased their positions in SHV (-14.5K shares, valued at $1.6M), SGOV (-9.2K shares, valued at $927.7K), NVDA (-3.1K shares, valued at $626.3K); initiated new positions in N/A (+6.0K shares, valued at $270.7K), SUSA (+1.5K shares, valued at $231.4K), IGLD (+10.4K shares, valued at $219.9K).

1M P&L

-52.9K-0.07%

3M P&L

+2.8M+3.62%

HY P&L

+3.4M+4.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A56.6M

66.6%

2Semiconductors6.8M

8.0%

3Software - Infrastructure4.8M

5.7%

Top Industries by Stock Count

1N/A20 stocks

50.0%

2Drug Manufacturers - General2 stocks

5.0%

3Software - Infrastructure2 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHV ISHARES TR172.6K shares-7.75%2026-06-302026-07-17

JEPI J P MORGAN EXCHANGE TRADED F146.3K shares12.32%2026-06-302026-07-17

NVDA NVIDIA CORPORATION29.5K shares-9.58%2026-06-302026-07-17

VOO VANGUARD INDEX FDS8.5K shares0.22%2026-06-302026-07-17

PMMF BLACKROCK ETF TRUST47.6K shares-1.75%2026-06-302026-07-17

GOOGL ALPHABET INC11.3K shares-2.17%2026-06-302026-07-17

MSFT MICROSOFT CORP10.4K shares-6.04%2026-06-302026-07-17

QQQM INVESCO EXCH TRADED FD TR II12.8K shares-5.19%2026-06-302026-07-17

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS8.9K shares-4.16%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC35.5K shares1.92%2026-06-302026-07-17

SGOV ISHARES TR30.1K shares-23.42%2026-06-302026-07-17

LQTI FIRST TR EXCHANGE-TRADED FD154.1K shares-14.40%2026-06-302026-07-17

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F46.8K shares10.14%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL5.4K shares1.32%2026-06-302026-07-17

BROADCOM INC BROADCOM INC5.7K shares-0.45%2026-06-302026-07-17

AMZN AMAZON COM INC7.9K shares-4.42%2026-06-302026-07-17

Sponsored

GLD SPDR GOLD TR4.3K shares3.62%2026-06-302026-07-17

AAPL APPLE INC5.4K shares-1.80%2026-06-302026-07-17

VPU VANGUARD WORLD FD7.9K shares32.64%2026-06-302026-07-17

QQQ INVESCO QQQ TR2.1K shares-3.50%2026-06-302026-07-17

HD HOME DEPOT INC4.1K shares-1.66%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC11.5K shares0.02%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.1K shares-1.93%2026-06-302026-07-17

SIVR ABRDN SILVER ETF TRUST21.6K shares-9.25%2026-06-302026-07-17

Sponsored

LLY ELI LILLY & CO907 shares3.42%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC2.9K shares-7.17%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares4.31%2026-06-302026-07-17

PG PROCTER & GAMBLE CO5.8K shares0.10%2026-06-302026-07-17

ABBVIE INC ABBVIE INC2.7K shares0.00%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC920 shares-23.33%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC626 shares0.00%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON2.4K shares0.00%2026-06-302026-07-17

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION554 shares-2.46%2026-06-302026-07-17

ESGV VANGUARD WORLD FD3.9K shares0.00%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.6.8K shares-0.15%2026-06-302026-07-17

VISA INC VISA INC1.3K shares-13.24%2026-06-302026-07-17

SMH VANECK ETF TRUST600 shares0.00%2026-06-302026-07-17

SPSB SPDR SERIES TRUST12.9K shares0.00%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS5.2K shares39.51%2026-06-302026-07-17

VUG VANGUARD INDEX FDS4.2K shares500.00%2026-06-302026-07-17

Sponsored

DHR DANAHER CORP DEL1.7K shares0.00%2026-06-302026-07-17

CVX CHEVRON CORPORATION1.9K shares0.00%2026-06-302026-07-17

LIN LINDE PLC600 shares0.00%2026-06-302026-07-17

MCD MCDONALDS CORP1.0K shares0.00%2026-06-302026-07-17

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD6.0K sharesnew addition2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION1.4K shares0.00%2026-06-302026-07-17

ABT ABBOTT LABORATORIES2.7K shares0.00%2026-06-302026-07-17

PEP PEPSICO INC1.7K shares-13.24%2026-06-302026-07-17

Sponsored

SUSA ISHARES TR1.5K sharesnew addition2026-06-302026-07-17

IAU ISHARES GOLD TR3.0K shares-0.82%2026-06-302026-07-17

IGLD FIRST TR EXCHANGE-TRADED FD10.4K sharesnew addition2026-06-302026-07-17

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-17

IWD ISHARES TR827 sharesnew addition2026-06-302026-07-17

SHV

ISHARES TR

-7.75%

Shares172.6K

Event2026-06-30

Filed2026-07-17

JEPI

J P MORGAN EXCHANGE TRADED F

12.32%

Shares146.3K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-9.58%

Shares29.5K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

0.22%

Shares8.5K

Event2026-06-30

Filed2026-07-17

PMMF

BLACKROCK ETF TRUST

-1.75%

Shares47.6K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-2.17%

Shares11.3K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-6.04%

Shares10.4K

Event2026-06-30

Filed2026-07-17

QQQM

INVESCO EXCH TRADED FD TR II

-5.19%

Shares12.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-4.16%

Shares8.9K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

1.92%

Shares35.5K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

-23.42%

Shares30.1K

Event2026-06-30

Filed2026-07-17

LQTI

FIRST TR EXCHANGE-TRADED FD

-14.40%

Shares154.1K

Event2026-06-30

Filed2026-07-17

J P MORGAN EXCHANGE TRADED F

10.14%

Shares46.8K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.32%

Shares5.4K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-0.45%

Shares5.7K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

-4.42%

Shares7.9K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

3.62%

Shares4.3K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-1.80%

Shares5.4K

Event2026-06-30

Filed2026-07-17

VPU

VANGUARD WORLD FD

32.64%

Shares7.9K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-3.50%

Shares2.1K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

-1.66%

Shares4.1K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

0.02%

Shares11.5K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-1.93%

Shares4.1K

Event2026-06-30

Filed2026-07-17

SIVR

ABRDN SILVER ETF TRUST

-9.25%

Shares21.6K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

3.42%

Shares907

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

-7.17%

Shares2.9K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.31%

Shares1.9K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

0.10%

Shares5.8K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

-23.33%

Shares920

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

0.00%

Shares626

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

-2.46%

Shares554

Event2026-06-30

Filed2026-07-17

ESGV

VANGUARD WORLD FD

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

-0.15%

Shares6.8K

Event2026-06-30

Filed2026-07-17

VISA INC

-13.24%

Shares1.3K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

0.00%

Shares600

Event2026-06-30

Filed2026-07-17

SPSB

SPDR SERIES TRUST

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

39.51%

Shares5.2K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

500.00%

Shares4.2K

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

0.00%

Shares600

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

ASE TECHNOLOGY HLDG CO LTD

New

Shares6.0K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

-13.24%

Shares1.7K

Event2026-06-30

Filed2026-07-17

SUSA

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

-0.82%

Shares3.0K

Event2026-06-30

Filed2026-07-17

IGLD

FIRST TR EXCHANGE-TRADED FD

New

Shares10.4K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

New

Shares827

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available