Sulzberger Capital Advisors, Inc.

CIK

2056727

Location

MIAMI, FL

Portfolio Value

Micro $44,266,296

Diversification

Diversified

Filing Date

Global Rank

#7,298 / 8,650 ▲ 236

Top Industry

Semiconductors 23.3%

3Y Alpha vs SPY

+6.4%

Period ended 54 days ago

Filed Jul 17, 2026 · 37d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+36.1%

SPY

+25.6%

Annualised alpha

+6.3%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.3%

−0.4 pts

Top 5

44.3%

−1.2 pts

Top 10

64.0%

−1.8 pts

HHI

575

Diversified−18

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.0%	$17,685,460	9
Financial Services	11.5%	$5,100,173	4
Unclassified	10.3%	$4,565,709	4
Communication Services	10.2%	$4,519,586	2
Consumer Cyclical	8.2%	$3,621,747	3
Utilities	7.0%	$3,113,991	1
Healthcare	6.7%	$2,944,919	5
Consumer Defensive	4.1%	$1,825,814	4
Energy	0.7%	$312,291	1
Basic Materials	0.7%	$311,364	1
Industrials	0.6%	$265,242	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+667	35,479	$3,113,991
GLD	Spdr Gold Trust	+152	4,347	$1,601,347
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+80	1,936	$924,575
BRK-B	Berkshire Hathaway Inc	+70	5,367	$2,685,593
LLY	ELI LILLY & Co	+30	907	$1,087,883
PG	PROCTER & GAMBLE Co	+6	5,839	$856,230
CSCO	Cisco Systems, Inc.	+2	11,482	$1,348,675
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,130	29,532	$5,909,057
SIVR	abrdn Silver ETF Trust	−2,205	21,642	$1,216,713
MSFT	Microsoft Corp	−667	10,378	$3,871,201
AMZN	Amazon Com Inc	−365	7,902	$1,883,362
AMAT	Applied Materials Inc /De	−280	920	$665,160
PEP	Pepsico Inc	−264	1,730	$234,242
GOOGL	Alphabet Inc.	−250	11,295	$4,036,494
PANW	Palo Alto Networks Inc	−220	2,850	$971,907
V	Visa Inc.	−201	1,317	$451,849
AAPL	Apple Inc.	−99	5,407	$1,564,569
JPM	Jpmorgan Chase & Co	−80	4,062	$1,329,614
QQQ	Invesco Qqq Trust, Series 1	−75	2,065	$1,520,666
HD	Home Depot, Inc.	−70	4,145	$1,461,858
AVGO	Broadcom Inc.	−26	5,717	$2,159,596
IAU	Ishares Gold Trust	−25	3,006	$226,983
COST	Costco Wholesale Corp /New	−14	554	$518,250
NFLX	Netflix Inc	−10	6,766	$483,092
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ASX	ASE Technology Holding Co., Ltd.	6,000	$270,720
PM	Philip Morris International Inc.	1,200	$217,092
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	3,700	$237,096
SHEL	Shell plc	2,284	$212,412
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $44,266,296 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	29,532	-3,130	$5,909,057	+3.7%	13.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,295	-250	$4,036,494	+21.6%	9.12%
MSFT	Microsoft Corp Technology	Reduced	10,378	-667	$3,871,201	−5.3%	8.75%
NEE	Nextera Energy Inc Utilities	Added	35,479	+667	$3,113,991	−3.7%	7.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,367	+70	$2,685,593	+5.8%	6.07%
AVGO	Broadcom Inc. Technology	Reduced	5,717	-26	$2,159,596	+21.5%	4.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,902	-365	$1,883,362	+9.4%	4.25%
GLD	Spdr Gold Trust	Added	4,347	+152	$1,601,347	−11.3%	3.62%
AAPL	Apple Inc. Technology	Reduced	5,407	-99	$1,564,569	+12.0%	3.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,065	-75	$1,520,666	+23.1%	3.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,145	-70	$1,461,858	+5.5%	3.30%
CSCO	Cisco Systems, Inc. Technology	Added	11,482	+2	$1,348,675	+51.4%	3.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,062	-80	$1,329,614	+9.1%	3.00%
SIVR	abrdn Silver ETF Trust	Reduced	21,642	-2,205	$1,216,713	−28.8%	2.75%
LLY	ELI LILLY & Co Healthcare	Added	907	+30	$1,087,883	+34.9%	2.46%
PANW	Palo Alto Networks Inc Technology	Reduced	2,850	-220	$971,907	+97.5%	2.20%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,936	+80	$924,575	+47.4%	2.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,839	+6	$856,230	+1.6%	1.93%
ABBV	AbbVie Inc. Healthcare	Held	2,718	0	$683,957	+15.7%	1.55%
AMAT	Applied Materials Inc /De Technology	Reduced	920	-280	$665,160	+62.2%	1.50%
GS	Goldman Sachs Group Inc Financial Services	Held	626	0	$633,117	+19.5%	1.43%
JNJ	Johnson & Johnson Healthcare	Held	2,400	0	$609,528	+3.9%	1.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	554	-14	$518,250	−8.4%	1.17%
NFLX	Netflix Inc Communication Services	Reduced	6,766	-10	$483,092	−25.9%	1.09%
V	Visa Inc. Financial Services	Reduced	1,317	-201	$451,849	−1.5%	1.02%
DHR	Danaher Corp /De/ Healthcare	Held	1,690	0	$321,911	+0.5%	0.73%
CVX	Chevron Corp Energy	Held	1,884	0	$312,291	−19.9%	0.71%
LIN	Linde PLC Basic Materials	Held	600	0	$311,364	+4.7%	0.70%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,023	0	$276,527	−13.0%	0.62%
ASX	ASE Technology Holding Co., Ltd. Technology	NEW	6,000	NEW	$270,720	NEW	0.61%
RTX	RTX Corp Industrials	Held	1,398	0	$265,242	−1.6%	0.60%
ABT	Abbott Laboratories Healthcare	Held	2,663	0	$241,640	−11.6%	0.55%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,730	-264	$234,242	−24.4%	0.53%
IAU	Ishares Gold Trust	Reduced	3,006	-25	$226,983	−15.1%	0.51%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,200	NEW	$217,092	NEW	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.