StockDriftsStockDriftsTop 50 Sulzberger Capital Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 18.59% | 172.6K | $19.0M | -7.75%(-14.50K) | $110.34(-0.15%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 8.07% | 146.3K | $8.3M | +12.32%(+16.05K) | $57.43(+0.64%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.77% | 29.5K | $5.9M | -9.58%(-3.13K) | $129.46(+70.30%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.68% | 8.5K | $5.8M | +0.22%(+19) | $535.59(+32.76%) | 2026-06-30 | |
| PMMF | BLACKROCK ETF TRUST | 4.66% | 47.6K | $4.8M | -1.75%(-849) | $100.37(-0.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.94% | 11.3K | $4.0M | -2.17%(-250) | $190.84(+84.16%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.78% | 10.4K | $3.9M | -6.04%(-667) | $427.24(+17.68%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.78% | 12.8K | $3.9M | -5.19%(-700) | $209.07(+41.89%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.2% | 8.9K | $3.3M | -4.16%(-385) | $286.49(+33.35%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 3.04% | 35.5K | $3.1M | +1.92%(+667) | $78.54(+8.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.83% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.78% |
Sulzberger Capital Advisors, Inc. reports $102.43M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are SHV (18.6%), JEPI (8.1%) and NVDA (5.8%). The top 20 holdings account for 81.84% of reported assets. Its disclosed equity book has returned +9.83% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sulzberger Capital Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056727). View Sulzberger Capital Advisors, Inc.’s 13F filings on SEC