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Sulzberger Capital Advisors - Q4 2025 13F Filings

SU

Sulzberger Capital Advisors, Inc.

CIK: 0002056727
Address: Florida Miami 4500 Biscayne Boulevard Suite 205
$99.01 M
Portfolio Value
52
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/17/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SGOV Ishares 0-3 Month Treasury Bond Etf
+$4.2 M
2. PMMF Ishares Prime Money Market Etf
+$1.48 M
3. SIVR Abrdn Physical Silver Shares Etf
+$1.34 M
4. GLD Spdr Gold Shares
+$993,548.93
5. JEPI Jpmorgan Equity Premium Income Etf
+$950,355.76

Top Sells

Q4 2025
1. SHV Ishares Short Treasury Bond Etf
−$578,838.25
2. XLK Technology Select Sector Spdr Fund
−$541,171
3. ADP Automatic Data Processing
−$480,460
4. AAPL Apple
−$432,273.82
5. JPM Jpmorgan Chase & Co
−$364,108.53

Asset Allocation

Stocks/ETFs
+10.44%
$99.01 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sulzberger Capital Advisors Q4 2025 Filing Summary

Sulzberger Capital Advisors, Inc. filed its 13F report for Q4 2025 on January 07, 2026. The portfolio totaled 99.01 M reflecting a +10.44% change from the prior quarter, spanning 52 assets. The top 10 holdings comprised 64.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 5 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 Q4 2025 Filing

Sulzberger Capital Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/07/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Sulzberger Capital Advisors reported a managed portfolio value of 99.01 M, consisting of 52 individual positions.

This page displays the raw filing documents. To see which stocks Sulzberger Capital Advisors bought or sold during Q4 2025, please visit Sulzberger Capital Advisors's Portfolio Analysis page.