Sponsored

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

Currently, Sulzberger Capital Advisors, Inc. holds 49 types of securities in its portfolio with a total value $98.0M. In the most recent quarter, they have increased their positions in PMMF (+33.7K shares, valued at $3.4M), JEPI (+59.2K shares, valued at $3.4M), GLD (+681 shares, valued at $293.0K); decreased their positions in SHV (-39.1K shares, valued at $4.3M), NVDA (-1.6K shares, valued at $282.0K), SGOV (-2.5K shares, valued at $247.5K); initiated new positions in SHEL (+2.3K shares, valued at $212.4K).

1M P&L

+1.8M+2.12%

3M P&L

+1.1M+1.28%

HY P&L

+1.7M+2.07%

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/A55.2M

66.1%

2Semiconductors6.3M

7.6%

3Software - Infrastructure4.6M

5.5%

Top Industries by Stock Count

1N/A16 stocks

38.1%

2Drug Manufacturers - General3 stocks

7.1%

3Oil & Gas Integrated2 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHV ISHARES TR187.1K shares-17.28%2026-03-312026-04-10

JEPI J P MORGAN EXCHANGE TRADED F130.3K shares83.29%2026-03-312026-04-10

NVDA NVIDIA CORPORATION32.7K shares-4.72%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares2.56%2026-03-312026-04-10

PMMF BLACKROCK ETF TRUST48.5K shares227.80%2026-03-312026-04-10

MSFT MICROSOFT CORP11.0K shares-1.61%2026-03-312026-04-10

SGOV ISHARES TR39.3K shares-5.88%2026-03-312026-04-10

LQTI FIRST TR EXCHANGE-TRADED FD180.0K shares-1.30%2026-03-312026-04-10

Sponsored

ALPHABET INC ALPHABET INC11.5K shares-3.82%2026-03-312026-04-10

NEE NEXTERA ENERGY INC34.8K shares3.15%2026-03-312026-04-10

QQQM INVESCO EXCH TRADED FD TR II13.5K shares-3.06%2026-03-312026-04-10

VTI VANGUARD INDEX FDS9.3K shares-0.53%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares0.38%2026-03-312026-04-10

JEPQ J P MORGAN EXCHANGE TRADED F42.4K shares1.90%2026-03-312026-04-10

GLD SPDR GOLD TR4.2K shares19.38%2026-03-312026-04-10

BROADCOM INC BROADCOM INC5.7K shares-0.81%2026-03-312026-04-10

Sponsored

AMZN AMAZON COM INC8.3K shares1.67%2026-03-312026-04-10

SIVR ABRDN SILVER ETF TRUST23.8K shares19.93%2026-03-312026-04-10

AAPL APPLE INC5.5K shares-1.52%2026-03-312026-04-10

HD HOME DEPOT INC4.2K shares0.00%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR2.1K shares-3.52%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO4.1K shares0.00%2026-03-312026-04-10

VPU VANGUARD WORLD FD6.0K shares2.76%2026-03-312026-04-10

CSCO CISCO SYS INC11.5K shares0.03%2026-03-312026-04-10

Sponsored

PG PROCTER & GAMBLE CO5.8K shares-10.22%2026-03-312026-04-10

LLY ELI LILLY & CO877 shares0.00%2026-03-312026-04-10

NFLX NETFLIX INC.6.8K shares17.01%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares41.36%2026-03-312026-04-10

ABBV ABBVIE INC2.7K shares0.00%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON2.4K shares0.00%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION568 shares3.65%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC626 shares0.00%2026-03-312026-04-10

Sponsored

PANW PALO ALTO NETWORKS INC3.1K shares0.00%2026-03-312026-04-10

V VISA INC1.5K shares28.10%2026-03-312026-04-10

ESGV VANGUARD WORLD FD3.9K shares0.00%2026-03-312026-04-10

AMAT APPLIED MATLS INC1.2K shares0.00%2026-03-312026-04-10

CVX CHEVRON CORPORATION1.9K shares0.00%2026-03-312026-04-10

SPSB SPDR SERIES TRUST12.9K shares-11.49%2026-03-312026-04-10

DHR DANAHER CORP DEL1.7K shares0.00%2026-03-312026-04-10

MCD MCDONALDS CORP1.0K shares0.00%2026-03-312026-04-10

Sponsored

PEP PEPSICO INC2.0K shares7.49%2026-03-312026-04-10

VUG VANGUARD INDEX FDS696 shares-14.18%2026-03-312026-04-10

LINDE PLC LINDE PLC600 shares0.00%2026-03-312026-04-10

ABT ABBOTT LABORATORIES2.7K shares0.00%2026-03-312026-04-10

RTX RTX CORPORATION1.4K shares0.00%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR3.0K shares0.00%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS3.7K shares0.00%2026-03-312026-04-10

SMH VANECK ETF TRUST600 shares0.00%2026-03-312026-04-10

Sponsored

SHEL SHELL PLC2.3K sharesnew addition2026-03-312026-04-10

SHV

ISHARES TR

-17.28%

Shares187.1K

Event2026-03-31

Filed2026-04-10

JEPI

J P MORGAN EXCHANGE TRADED F

83.29%

Shares130.3K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-4.72%

Shares32.7K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

2.56%

Shares8.5K

Event2026-03-31

Filed2026-04-10

PMMF

BLACKROCK ETF TRUST

227.80%

Shares48.5K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-1.61%

Shares11.0K

Event2026-03-31

Filed2026-04-10

SGOV

ISHARES TR

-5.88%

Shares39.3K

Event2026-03-31

Filed2026-04-10

LQTI

FIRST TR EXCHANGE-TRADED FD

-1.30%

Shares180.0K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-3.82%

Shares11.5K

Event2026-03-31

Filed2026-04-10

NEE

NEXTERA ENERGY INC

3.15%

Shares34.8K

Event2026-03-31

Filed2026-04-10

QQQM

INVESCO EXCH TRADED FD TR II

-3.06%

Shares13.5K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-0.53%

Shares9.3K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

0.38%

Shares5.3K

Event2026-03-31

Filed2026-04-10

JEPQ

J P MORGAN EXCHANGE TRADED F

1.90%

Shares42.4K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

19.38%

Shares4.2K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

-0.81%

Shares5.7K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

1.67%

Shares8.3K

Event2026-03-31

Filed2026-04-10

SIVR

ABRDN SILVER ETF TRUST

19.93%

Shares23.8K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-1.52%

Shares5.5K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-3.52%

Shares2.1K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-10

VPU

VANGUARD WORLD FD

2.76%

Shares6.0K

Event2026-03-31

Filed2026-04-10

CSCO

CISCO SYS INC

0.03%

Shares11.5K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

-10.22%

Shares5.8K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

0.00%

Shares877

Event2026-03-31

Filed2026-04-10

NFLX

NETFLIX INC.

17.01%

Shares6.8K

Event2026-03-31

Filed2026-04-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

41.36%

Shares1.9K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

3.65%

Shares568

Event2026-03-31

Filed2026-04-10

GOLDMAN SACHS GROUP INC

0.00%

Shares626

Event2026-03-31

Filed2026-04-10

PANW

PALO ALTO NETWORKS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-10

VISA INC

28.10%

Shares1.5K

Event2026-03-31

Filed2026-04-10

ESGV

VANGUARD WORLD FD

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-10

AMAT

APPLIED MATLS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-10

SPSB

SPDR SERIES TRUST

-11.49%

Shares12.9K

Event2026-03-31

Filed2026-04-10

DHR

DANAHER CORP DEL

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-10

PEP

PEPSICO INC

7.49%

Shares2.0K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

-14.18%

Shares696

Event2026-03-31

Filed2026-04-10

LINDE PLC

0.00%

Shares600

Event2026-03-31

Filed2026-04-10

ABT

ABBOTT LABORATORIES

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-10

ISHARES GOLD TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-10

SMH

VANECK ETF TRUST

0.00%

Shares600

Event2026-03-31

Filed2026-04-10

SHEL

SHELL PLC

New

Shares2.3K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available