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Sulzberger Capital Advisors - Q2 2026 13F Filings

SU

Sulzberger Capital Advisors, Inc.

CIK: 0002056727
Address: Florida Miami 4500 Biscayne Boulevard Suite 205
$102.43 M
Portfolio Value
53
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/17/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. JEPI Jpmorgan Equity Premium Income Etf
+$906,391.05
2. VPU Vanguard Utilities Etf
+$382,855.81
3. VUG Vanguard Growth Etf
+$299,767.5
4. ASX Ase Technology Holding Co
+$270,720
5. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
+$264,646.77

Top Sells

Q2 2026
1. SHV Ishares Short Treasury Bond Etf
−$1.6 M
2. SGOV Ishares 0-3 Month Treasury Bond Etf
−$927,674.12
3. NVDA Nvidia Corporation
−$626,282.67
4. LQTI Ft Vest Investment Grade & Target Income Etf
−$500,592.5
5. MSFT Microsoft Corporation
−$248,814.2

Asset Allocation

Stocks/ETFs
+4.53%
$102.43 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sulzberger Capital Advisors Q2 2026 Filing Summary

Sulzberger Capital Advisors, Inc. filed its 13F report for Q2 2026 on July 17, 2026. The portfolio totaled 102.43 M reflecting a +4.53% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 60.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Sulzberger Capital Advisors’s Q2 2026 Filing

Sulzberger Capital Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/17/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Sulzberger Capital Advisors reported a managed portfolio value of 102.43 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Sulzberger Capital Advisors bought or sold during Q2 2026, please visit Sulzberger Capital Advisors's Portfolio Analysis page.