Sulzberger Capital Advisors, Inc.
Filing Date
Global Rank
#7,079
/ 8,605
▲ 48
· as of Mar 2026
Top Industry
Semiconductors
22.4%
3Y Alpha vs SPY
-1.2%
Period ended 3 months ago
Filed Apr 10, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.0%
SPY
+24.4%
Annualised alpha
-1.6%
Max drawdown
−18.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.8%
−0.9 pts
Top 5
45.8%
−2.5 pts
Top 10
66.2%
−1.0 pts
HHI
600
Diversified−57
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.3% | $15,379,959 |
| Unclassified | 12.2% | $5,015,126 |
| Financial Services | 11.5% | $4,745,121 |
| Communication Services | 9.6% | $3,971,392 |
| Consumer Cyclical | 8.3% | $3,425,977 |
| Utilities | 7.8% | $3,233,338 |
| Healthcare | 6.3% | $2,578,265 |
| Consumer Defensive | 4.2% | $1,718,138 |
| Energy | 1.5% | $602,211 |
| Basic Materials | 0.7% | $297,456 |
| Industrials | 0.7% | $269,674 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SIVR | abrdn Silver ETF Trust | +3,963 | 23,847 | $1,707,683 | |
| NEE | Nextera Energy Inc | +1,062 | 34,812 | $3,233,338 | |
| NFLX | Netflix Inc | +985 | 6,776 | $651,512 | |
| GLD | Spdr Gold Trust | +681 | 4,195 | $1,805,066 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +543 | 1,856 | $627,235 | |
| V | Visa Inc. | +333 | 1,518 | $458,800 | |
| PEP | Pepsico Inc | +139 | 1,994 | $309,648 | |
| AMZN | Amazon Com Inc | +136 | 8,267 | $1,721,768 | |
| COST | Costco Wholesale Corp /New | +20 | 568 | $565,972 | |
| BRK-B | Berkshire Hathaway Inc | +20 | 5,297 | $2,538,322 | |
| CSCO | Cisco Systems, Inc. | +3 | 11,480 | $890,733 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −1,617 | 32,662 | $5,696,252 | |
| PG | PROCTER & GAMBLE Co | −664 | 5,833 | $842,518 | |
| GOOGL | Alphabet Inc. | −458 | 11,545 | $3,319,880 | |
| MSFT | Microsoft Corp | −181 | 11,045 | $4,088,527 | |
| AAPL | Apple Inc. | −85 | 5,506 | $1,397,367 | |
| QQQ | Invesco Qqq Trust, Series 1 | −78 | 2,140 | $1,235,165 | |
| AVGO | Broadcom Inc. | −47 | 5,743 | $1,777,515 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHEL | Shell plc | 2,284 | $212,412 | |
| No positions match the current search. | ||||
34 positions ·
$41,236,657 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 32,662 | $5,696,252 | 13.81% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,045 | $4,088,527 | 9.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,545 | $3,319,880 | 8.05% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 34,812 | $3,233,338 | 7.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,297 | $2,538,322 | 6.16% | |
| GLD |
Spdr Gold Trust
|
Added | 4,195 | $1,805,066 | 4.38% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,743 | $1,777,515 | 4.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,267 | $1,721,768 | 4.18% | |
| SIVR |
abrdn Silver ETF Trust
|
Added | 23,847 | $1,707,683 | 4.14% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,506 | $1,397,367 | 3.39% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 4,215 | $1,386,271 | 3.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,140 | $1,235,165 | 3.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 4,142 | $1,218,410 | 2.95% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 11,480 | $890,733 | 2.16% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 5,833 | $842,518 | 2.04% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 877 | $806,638 | 1.96% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 6,776 | $651,512 | 1.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,856 | $627,235 | 1.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,718 | $591,137 | 1.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,400 | $586,656 | 1.42% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 568 | $565,972 | 1.37% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 626 | $529,589 | 1.28% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 3,070 | $492,182 | 1.19% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,518 | $458,800 | 1.11% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,200 | $410,148 | 0.99% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,884 | $389,799 | 0.95% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 1,690 | $320,424 | 0.78% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,023 | $317,938 | 0.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,994 | $309,648 | 0.75% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 600 | $297,456 | 0.72% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,663 | $273,410 | 0.66% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,398 | $269,674 | 0.65% | |
| IAU |
Ishares Gold Trust
|
Held | 3,031 | $267,212 | 0.65% | |
| SHEL |
Shell plc
Energy
|
NEW | 2,284 | $212,412 | 0.52% |