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Sulzberger Capital Advisors - Q1 2026 13F Filings

SU

Sulzberger Capital Advisors, Inc.

CIK: 0002056727
Address: Florida Miami 4500 Biscayne Boulevard Suite 205
$97.99 M
Portfolio Value
49
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. PMMF Ishares Prime Money Market Etf
+$3.39 M
2. JEPI Jpmorgan Equity Premium Income Etf
+$3.36 M
3. GLD Spdr Gold Shares
+$293,027.56
4. SIVR Abrdn Physical Silver Shares Etf
+$283,790.48
5. SHEL Shell PLC
+$212,412

Top Sells

Q1 2026
1. SHV Ishares Short Treasury Bond Etf
−$4.31 M
2. NVDA Nvidia Corporation
−$282,004.81
3. ORCL Oracle Corporation
−$263,129
4. SGOV Ishares 0-3 Month Treasury Bond Etf
−$247,522.92
5. META Meta Platforms
−$246,876

Asset Allocation

Stocks/ETFs
-1.03%
$97.99 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sulzberger Capital Advisors Q1 2026 Filing Summary

Sulzberger Capital Advisors, Inc. filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 97.99 M reflecting a -1.03% change from the prior quarter, spanning 49 assets. The top 10 holdings comprised 63.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sulzberger Capital Advisors’s Q1 2026 Filing

Sulzberger Capital Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sulzberger Capital Advisors reported a managed portfolio value of 97.99 M, consisting of 49 individual positions.

This page displays the raw filing documents. To see which stocks Sulzberger Capital Advisors bought or sold during Q1 2026, please visit Sulzberger Capital Advisors's Portfolio Analysis page.