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Portfolio (Quarterly) Guide ↗

Sulzberger Capital Advisors, Inc.

· CIK 0002056727
13F Portfolio $102M AUM 53 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 16 Added 21 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ORCL ORACLE CORP Technology 1,350 $263K 0.27% SOLD
2 META META PLATFORMS INC Communication Services 374 $247K 0.25% SOLD
Sector Allocation
Technology 42.5%
Financial Services 16.8%
Communication Services 10.9%
Consumer Cyclical 8.7%
Utilities 7.5%
Healthcare 7.1%
Consumer Defensive 4.4%
Energy 0.8%
Basic Materials 0.7%
Industrials 0.6%