Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. reported 53 positions worth $102.4M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: SHV (18.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SHV | SH | $19.0M | 18.59% | 172,589 | — | — | |
| ▸ 2 | JEPI | SH | $8.3M | 8.07% | 146,306 | — | — | |
| ▸ 3 | NVDA | SH | $5.9M | 5.77% | 29,532 | — | — | |
| ▸ 4 | VOO | SH | $5.8M | 5.68% | 8,472 | — | — | |
| ▸ 5 | PMMF | SH | $4.8M | 4.66% | 47,629 | — | — | |
| ▸ 6 | GOOGL | SH | $4.0M | 3.94% | 11,295 | — | — | |
| ▸ 7 | MSFT | SH | $3.9M | 3.78% | 10,378 | — | — | |
| ▸ 8 | QQQM | SH | $3.9M | 3.78% | 12,777 | — | — | |
| ▸ 9 | VTI | SH | $3.3M | 3.20% | 8,865 | — | — | |
| ▸ 10 | NEE | SH | $3.1M | 3.04% | 35,479 | — | — |
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Frequently Asked Questions
What stocks does Sulzberger Capital Advisors, Inc. hold as of Q2 2026?
Sulzberger Capital Advisors, Inc. reported 53 positions worth $102.4M in its Q2 2026 13F filing. Largest positions: SHV (18.6%), JEPI (8.1%), NVDA (5.8%), VOO (5.7%) and PMMF (4.7%).
What did Sulzberger Capital Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sulzberger Capital Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.