Sulzberger Capital Advisors, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 68.9%; sector active share 49.1% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
56 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.5% | $51,666,750 |
| Technology | 22.3% | $21,510,014 |
| Financial Services | 6.3% | $6,039,746 |
| Communication Services | 4.5% | $4,345,358 |
| Consumer Cyclical | 3.9% | $3,808,989 |
| Healthcare | 3.6% | $3,462,684 |
| Utilities | 3.1% | $2,985,183 |
| Consumer Defensive | 1.6% | $1,530,158 |
| Energy | 0.6% | $622,246 |
| Basic Materials | 0.3% | $284,790 |
| Industrials | 0.3% | $259,538 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +14,248 | 61,002 | $3,736,982 | |
| JEPI | JPMorgan Equity Premium Income ETF | +8,996 | 155,302 | $8,731,078 | |
| VEA | Vanguard FTSE Developed Markets ETF | +3,320 | 8,482 | $598,914 | |
| VPU | VANGUARD UTILITIES INDEX FUND | +3,215 | 11,164 | $1,909,044 | |
| VOO | VANGUARD 500 INDEX FUND | +2,702 | 11,174 | $7,831,409 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | +973 | 4,836 | $655,423 | |
| JPM | Jpmorgan Chase & Co | +967 | 5,029 | $1,663,744 | |
| AAPL | Apple Inc. | +854 | 6,261 | $2,085,038 | |
| ABT | Abbott Laboratories | +848 | 3,511 | $346,992 | |
| AMZN | Amazon Com Inc | +789 | 8,691 | $2,165,362 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +759 | 2,695 | $1,229,432 | |
| NEE | Nextera Energy Inc | +492 | 35,971 | $2,724,443 | |
| NVDA | Nvidia Corp | +476 | 30,008 | $6,853,227 | |
| GS | Goldman Sachs Group Inc | +465 | 1,091 | $982,292 | |
| BRK-B | Berkshire Hathaway Inc | +358 | 5,725 | $2,850,763 | |
| NFLX | Netflix Inc | +315 | 7,081 | $492,695 | |
| LLY | ELI LILLY & Co | +280 | 1,187 | $1,373,453 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +258 | 9,123 | $3,414,191 | |
| PANW | Palo Alto Networks Inc | +232 | 3,082 | $1,224,509 | |
| V | Visa Inc. | +194 | 1,511 | $542,947 | |
| MSFT | Microsoft Corp | +147 | 10,525 | $5,398,272 | |
| IAU | Ishares Gold Trust | +122 | 3,128 | $244,296 | |
| CVX | Chevron Corp | +100 | 1,984 | $405,152 | |
| COST | Costco Wholesale Corp | +98 | 652 | $593,541 | |
| JNJ | Johnson & Johnson | +81 | 2,481 | $656,819 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SHV | iShares 0-1 Year Treasury Bond ETF | −57,548 | 115,041 | $12,691,323 | |
| PMMF | −31,493 | 16,136 | $1,617,311 | ||
| SIVR | abrdn Silver ETF Trust | −7,808 | 13,834 | $792,826 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | −2,050 | 10,820 | $320,163 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | −1,518 | 28,613 | $2,880,756 | |
| PG | PROCTER & GAMBLE Co | −901 | 4,938 | $717,392 | |
| GLD | Spdr Gold Trust | −562 | 3,785 | $1,441,479 | |
| QQQM | Invesco Ltd. | −397 | 12,380 | $0 | |
| GOOGL | Alphabet Inc. | −98 | 11,197 | $3,852,663 | |
| QQQ | Invesco Qqq Trust, Series 1 | −33 | 2,032 | $1,503,212 | |
| VUG | VANGUARD GROWTH INDEX FUND | −24 | 4,152 | $374,136 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JAAA | Janus Henderson AAA CLO ETF | 46,637 | $2,353,769 | |
| AMD | Advanced Micro Devices Inc | 696 | $425,784 | |
| CRM | Salesforce, Inc. | 1,243 | $285,355 | |
| DUK | Duke Energy CORP | 2,287 | $260,740 | |
| MELI | Mercadolibre Inc | 132 | $228,165 | |
| SHEL | Shell plc | 2,284 | $217,094 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Reduced | 115,041 | $12,691,323 | 13.15% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Added | 155,302 | $8,731,078 | 9.05% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 11,174 | $7,831,409 | 8.11% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 30,008 | $6,853,227 | 7.10% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,525 | $5,398,272 | 5.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,197 | $3,852,663 | 3.99% | |
| JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
|
Added | 61,002 | $3,736,982 | 3.87% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 9,123 | $3,414,191 | 3.54% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 28,613 | $2,880,756 | 2.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,725 | $2,850,763 | 2.95% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 35,971 | $2,724,443 | 2.82% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
NEW | 46,637 | $2,353,769 | 2.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,691 | $2,165,362 | 2.24% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,261 | $2,085,038 | 2.16% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,795 | $2,035,146 | 2.11% | |
| VPU |
VANGUARD UTILITIES INDEX FUND
|
Added | 11,164 | $1,909,044 | 1.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,029 | $1,663,744 | 1.72% | |
| PMMF |
|
Reduced | 16,136 | $1,617,311 | 1.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,032 | $1,503,212 | 1.56% | |
| GLD |
Spdr Gold Trust
|
Reduced | 3,785 | $1,441,479 | 1.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,187 | $1,373,453 | 1.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 11,484 | $1,236,022 | 1.28% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,695 | $1,229,432 | 1.27% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,082 | $1,224,509 | 1.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 4,145 | $1,179,211 | 1.22% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,091 | $982,292 | 1.02% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 13,834 | $792,826 | 0.82% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 4,938 | $717,392 | 0.74% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,718 | $711,001 | 0.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,481 | $656,819 | 0.68% | |
| ESGV |
VANGUARD ESG U.S. STOCK ETF
|
Added | 4,836 | $655,423 | 0.68% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 8,482 | $598,914 | 0.62% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 652 | $593,541 | 0.61% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,511 | $542,947 | 0.56% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 7,081 | $492,695 | 0.51% | |
| AMAT |
Applied Materials Inc
Technology
|
Held | 920 | $470,469 | 0.49% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 696 | $425,784 | 0.44% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,984 | $405,152 | 0.42% | |
| DHR |
Danaher Corp
Healthcare
|
Held | 1,690 | $374,419 | 0.39% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Reduced | 4,152 | $374,136 | 0.39% | |
| SMH |
VanEck Semiconductor ETF
|
Held | 600 | $365,400 | 0.38% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 3,511 | $346,992 | 0.36% | |
| SPSB |
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
|
Reduced | 10,820 | $320,163 | 0.33% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 1,243 | $285,355 | 0.30% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 600 | $284,790 | 0.30% | |
| ASX |
ASE Technology Holding Co., Ltd.
Technology
|
Held | 6,000 | $266,760 | 0.28% | |
| DUK |
Duke Energy CORP
Utilities
|
NEW | 2,287 | $260,740 | 0.27% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,398 | $259,538 | 0.27% | |
| IAU |
Ishares Gold Trust
|
Added | 3,128 | $244,296 | 0.25% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,023 | $236,251 | 0.24% |
Showing the top 50 of 56 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.