Data as of Q4 2025 (Dec 31, 2025)

Sulzberger Capital Advisors, Inc.

•CIK: 2056727•Filing: Q4 2025

**Sulzberger Capital Advisors, Inc.** manages $99M across a portfolio of 52 distinct positions. The fund exhibits significant concentration in sector-specific and large-cap technology names, notably holding SHV at $24.9M. Further allocations include substantial positions in NVDA ($6.4M), MSFT ($5.4M), and VOO ($5.2M). This structure suggests a tactical, growth-oriented mandate with deep conviction in select market leaders.

Total AUM
$99.0M
QoQ Performance
+10.4%
Positions
46
Top 10 Concentration
64.9%
Latest Filing
Q4 2025

Top Holdings Allocation

SHV
NVDA
MSFT
VOO
SHV25.2%
NVDA6.5%
MSFT5.5%
VOO5.2%
SGOV4.2%
JEPI4.1%
GOOGL3.8%
LQTI3.7%

📈 Biggest Buys

SGOV
ISHARES TR
NEW
4.2% of portfolio
PMMF
BLACKROCK ETF TRUST
NEW
1.5% of portfolio
SIVR
ABRDN SILVER ETF TRUST
NEW
1.4% of portfolio
GQ9
SPDR GOLD TR
+249.0%
1.4% of portfolio
JEPI
J P MORGAN EXCHANGE TRADED F
+30.5%
4.1% of portfolio

📉 Biggest Sells

SHV
ISHARES TR
-2.3%
25.2% of portfolio
AAPL
APPLE INC
-22.1%
1.5% of portfolio
JPM
JPMORGAN CHASE & CO.
-21.4%
1.3% of portfolio
VTI
VANGUARD INDEX FDS
-9.5%
3.1% of portfolio
VOO
VANGUARD INDEX FDS
-1.4%
5.2% of portfolio

Sector Breakdown

Other58.0%
Technology20.7%
ETF5.2%
Financial5.0%
Consumer4.2%
Healthcare2.8%
Utilities2.7%
Communication0.5%

🚪 Exited Positionssold since Q3 2025

XLK
SELECT SECTOR SPDR TR
SOLD
$541.2K
ADP
AUTOMATIC DATA PROCESSING IN
SOLD
$480.5K
XOM
EXXON MOBIL CORP
SOLD
$284.8K
CANQ
CALAMOS ETF TR
SOLD
$260.1K
PFE
PFIZER INC
SOLD
$242.3K

Changes from Q3 2025

NEW6 new positions
↑20 increased
↓11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SHV25.2%
ISHARES TR
$24.9M
NVDA6.5%
NVIDIA CORPORATION
$6.4M
MSFT5.5%
MICROSOFT CORP
$5.4M
VOO5.2%
VANGUARD INDEX FDS
$5.2M
SGOV4.2%
ISHARES TR
$4.2M

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