Sulzberger Capital Advisors, Inc. Top Holdings and 13F Report (2026) About Sulzberger Capital Advisors, Inc.Investment ActivitySulzberger Capital Advisors, Inc. has $97.99 million in total holdings as of March 31, 2026.Sulzberger Capital Advisors, Inc. owns shares of 49 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 8.46% of the portfolio was purchased this quarter.About 6.55% of the portfolio was sold this quarter.This quarter, Sulzberger Capital Advisors, Inc. has purchased 52 new stocks and bought additional shares in 16 stocks.Sulzberger Capital Advisors, Inc. sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $20,652,534JPMorgan Equity Premium Income ETF $7,383,023NVIDIA $5,696,253Vanguard S&P 500 ETF $5,051,483BLACKROCK ETF TRUST $4,872,039 Largest New Holdings this Quarter 780259305 - Shell $212,412 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 33,689 shares (about $3.39M)JPMorgan Equity Premium Income ETF 59,192 shares (about $3.36M)SPDR Gold Shares 681 shares (about $293.03K)abrdn Physical Silver Shares ETF 3,963 shares (about $283.79K)Shell 2,284 shares (about $212.41K) Largest Sales this Quarter iShares Short Treasury Bond ETF 39,080 shares (about $4.31M)NVIDIA 1,617 shares (about $282.00K)iShares 0-3 Month Treasury Bond ETF 2,459 shares (about $247.52K)Alphabet 458 shares (about $131.70K)Invesco NASDAQ 100 ETF 425 shares (about $100.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSulzberger Capital Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$20,652,534$4,314,041 ▼-17.3%187,08721.1%ETFJEPIJPMorgan Equity Premium Income ETF$7,383,023$3,355,002 ▲83.3%130,2587.5%ETFNVDANVIDIA$5,696,253$282,005 ▼-4.7%32,6625.8%Computer and TechnologyVOOVanguard S&P 500 ETF$5,051,483$126,093 ▲2.6%8,4535.2%ETFBLACKROCK ETF TRUST$4,872,039$3,385,745 ▲227.8%48,4785.0%ISHARES PRIME MOMSFTMicrosoft$4,088,744$67,004 ▼-1.6%11,0454.2%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$3,960,568$247,523 ▼-5.9%39,3464.0%ETFFIRST TR EXCHANGE-TRADED FD$3,524,028$46,522 ▼-1.3%179,9813.6%VEST INVESTMENTGOOGLAlphabet$3,319,884$131,703 ▼-3.8%11,5453.4%Computer and TechnologyNEENextEra Energy$3,233,339$98,639 ▲3.1%34,8123.3%UtilitiesQQQMInvesco NASDAQ 100 ETF$3,202,545$100,993 ▼-3.1%13,4773.3%ETFVTIVanguard Total Stock Market ETF$2,967,649$15,721 ▼-0.5%9,2503.0%ETFBRK.BBerkshire Hathaway$2,538,352$9,584 ▲0.4%5,2972.6%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,356,713$43,916 ▲1.9%42,4482.4%ETFGLDSPDR Gold Shares$1,805,067$293,028 ▲19.4%4,1951.8%FinanceAVGOBroadcom$1,777,516$14,547 ▼-0.8%5,7431.8%Computer and TechnologyAMZNAmazon.com$1,721,768$28,325 ▲1.7%8,2671.8%Retail/WholesaleSIVRabrdn Physical Silver Shares ETF$1,707,684$283,790 ▲19.9%23,8471.7%ETFAAPLApple$1,397,476$21,574 ▼-1.5%5,5061.4%Computer and TechnologyHDHome Depot$1,386,2710.0%4,2151.4%Retail/WholesaleQQQInvesco QQQ$1,235,165$45,020 ▼-3.5%2,1401.3%FinanceJPMJPMorgan Chase & Co.$1,218,4110.0%4,1421.2%FinanceVPUVanguard Utilities ETF$1,187,544$31,903 ▲2.8%5,9931.2%ETFCSCOCisco Systems$890,734$233 ▲0.0%11,4800.9%Computer and TechnologyPGProcter & Gamble$842,532$95,910 ▼-10.2%5,8330.9%Consumer StaplesLLYEli Lilly and Company$806,7370.0%8770.8%MedicalNFLXNetflix$651,512$94,708 ▲17.0%6,7760.7%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$627,242$183,509 ▲41.4%1,8560.6%Computer and TechnologyABBVAbbVie$591,1380.0%2,7180.6%MedicalJNJJohnson & Johnson$586,6560.0%2,4000.6%MedicalCOSTCostco Wholesale$565,972$19,929 ▲3.6%5680.6%Retail/WholesaleGSThe Goldman Sachs Group$529,5900.0%6260.5%FinancePANWPalo Alto Networks$492,1820.0%3,0700.5%Computer and TechnologyVVisa$458,839$100,654 ▲28.1%1,5180.5%Business ServicesESGVVanguard ESG U.S. Stock ETF$433,6990.0%3,8630.4%ETFAMATApplied Materials$410,1480.0%1,2000.4%Computer and TechnologyCVXChevron$389,8000.0%1,8840.4%EnergySPSBSPDR Portfolio Short Term Corporate Bond ETF$387,001$50,217 ▼-11.5%12,8700.4%ETFDHRDanaher$320,4240.0%1,6900.3%MedicalMCDMcDonald's$317,9380.0%1,0230.3%Retail/WholesalePEPPepsiCo$309,648$21,585 ▲7.5%1,9940.3%Consumer StaplesVUGVanguard Growth ETF$304,006$50,231 ▼-14.2%6960.3%ETFLINDE PLC$297,4560.0%6000.3%SHSABTAbbott Laboratories$273,4100.0%2,6630.3%MedicalRTXRTX$269,6740.0%1,3980.3%AerospaceIAUiShares Gold Trust$267,2130.0%3,0310.3%FinanceVEAVanguard FTSE Developed Markets ETF$237,0960.0%3,7000.2%ETFSMHVanEck Semiconductor ETF$230,0400.0%6000.2%ManufacturingSHELShell$212,412$212,412 ▲New Holding2,2840.2%EnergyORCLOracle$0$263,129 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$246,876 ▼-100.0%00.0%Computer and TechnologyPMPhilip Morris International$0$211,239 ▼-100.0%00.0%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$0$209,018 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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