Portfolio (Quarterly) Guide ↗

Sulzberger Capital Advisors, Inc.

· CIK 0002056727

13F Portfolio $99M AUM 52 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 6 New 18 Added 11 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLK	SELECT SECTOR SPDR TR	—	1,920	$541K	0.60%	SOLD
2	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	1,637	$480K	0.54%	SOLD
3	XOM	EXXON MOBIL CORP	Energy	2,526	$285K	0.32%	SOLD
4	CANQ	CALAMOS ETF TR	—	8,630	$260K	0.29%	SOLD
5	PFE	PFIZER INC	Healthcare	9,510	$242K	0.27%	SOLD

Sector Allocation

Technology 43.6%

Financial Services 16.3%

Communication Services 11.2%

Consumer Cyclical 8.9%

Healthcare 6.8%

Utilities 6.6%

Consumer Defensive 4.6%

Energy 0.7%

Industrials 0.6%

Basic Materials 0.6%