Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. reported 56 holdings worth US$101M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 20, 2026
Sulzberger Capital Advisors, Inc. reported 56 holdings worth US$101M as of Sep 30, 2026. Largest: iShares Trust iShares 0-1 Year Treasury Bond ETF, JPMorgan Equity Premium Income ETF and Vanguard S&P 500 ETF. Filed Oct 20, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$101M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF | 115K | US$12.7M | 12.6% |
| JPMorgan Equity Premium Income ETF | 155K | US$8.73M | 8.7% |
| Vanguard S&P 500 ETF | 11,174 | US$7.83M | 7.8% |
| Nvidia Corporation | 30,008 | US$6.85M | 6.8% |
| Microsoft Corp. | 10,525 | US$5.4M | 5.4% |
| Alphabet Inc (google) Class C | 11,197 | US$3.85M | 3.8% |
| Invesco NASDAQ 100 ETF | 12,380 | US$3.77M | 3.8% |
| JPMorgan NASDAQ Equity Premium Income ETF | 61,002 | US$3.74M | 3.7% |
| Vanguard Morningstar Total Stock Market ETF | 9,123 | US$3.41M | 3.4% |
| iShares 0-3 Month Treasury Bond ETF | 28,613 | US$2.88M | 2.9% |
| Berkshire Hathaway Inc. | 5,725 | US$2.85M | 2.8% |
| Nextera Energy, Inc. | 35,971 | US$2.72M | 2.7% |
| Janus Henderson AAA CLO ETF | 46,637 | US$2.35M | 2.3% |
| Amazon.com, Inc. | 8,691 | US$2.17M | 2.2% |
| Apple Inc | 6,261 | US$2.09M | 2.1% |
| Broadcom Inc. | 5,795 | US$2.04M | 2.0% |
| Vanguard Utilities ETF | 11,164 | US$1.91M | 1.9% |
| Jp Morgan Chase & Co. | 5,029 | US$1.66M | 1.7% |
| iShares Prime Money Market ETF | 16,136 | US$1.62M | 1.6% |
| Invesco QQQ Trust | 2,032 | US$1.5M | 1.5% |
| SPDR Gold Shares | 3,785 | US$1.44M | 1.4% |
| Eli Lilly And Company | 1,187 | US$1.37M | 1.4% |
| Cisco Systems, Inc. | 11,484 | US$1.24M | 1.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,695 | US$1.23M | 1.2% |
| Palo Alto Networks, Inc. | 3,082 | US$1.22M | 1.2% |
| Home Depot, Inc. (the) | 4,145 | US$1.18M | 1.2% |
| Goldman Sachs Group, Inc. (the) | 1,091 | US$982K | 0.98% |
| abrdn Physical Silver Shares ETF | 13,834 | US$793K | 0.79% |
| Procter & Gamble Company (the) | 4,938 | US$718K | 0.71% |
| Abbvie Inc. | 2,718 | US$711K | 0.71% |
| Johnson & Johnson | 2,481 | US$657K | 0.65% |
| Vanguard ESG U.S. Stock ETF | 4,836 | US$655K | 0.65% |
| Vanguard FTSE Developed Markets ETF | 8,482 | US$599K | 0.60% |
| Costco Wholesale Corporation | 652 | US$594K | 0.59% |
| Visa Inc. | 1,511 | US$543K | 0.54% |
| Netflix, Inc. | 7,081 | US$493K | 0.49% |
| Applied Materials, Inc. | 920 | US$470K | 0.47% |
| Advanced Micro Devices Inc | 696 | US$426K | 0.42% |
| Chevron Corporation | 1,984 | US$405K | 0.40% |
| Danaher Corporation | 1,690 | US$374K | 0.37% |
| Vanguard Morningstar Growth ETF | 4,152 | US$374K | 0.37% |
| VanEck Semiconductor ETF | 600 | US$365K | 0.36% |
| Abbott Laboratories | 3,511 | US$347K | 0.35% |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 10,820 | US$320K | 0.32% |
| Salesforce, Inc. | 1,243 | US$285K | 0.28% |
| Ase Technology Holding Co., Ltd. | 6,000 | US$267K | 0.27% |
| Duke Energy Corporation (holding Company) | 2,287 | US$261K | 0.26% |
| Rtx Corporation | 1,398 | US$260K | 0.26% |
| iShares Gold Trust | 3,128 | US$244K | 0.24% |
| Mcdonald's Corporation | 1,023 | US$236K | 0.24% |
| iShares ESG Optimized MSCI USA ETF | 1,500 | US$234K | 0.23% |
| Mercadolibre, Inc. | 132 | US$228K | 0.23% |
| Pepsico, Inc. | 1,730 | US$219K | 0.22% |
| Shell Plc | 2,284 | US$217K | 0.22% |
| iShares Russell 1000 Value ETF | 827 | US$205K | 0.20% |
| Philip Morris International Inc | 0 | US$0 | 0.00% |
Source
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