Portfolio (Quarterly)
Guide ↗
Sulzberger Capital Advisors, Inc.
· CIK 0002056727| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 19,884.0 | $1.3M | 1.36% | NEW | — | $67.64 | +3.9% |
| 22 | JPM | JPMORGAN CHASE & CO. | Financial Services | 4,142.0 | $1.3M | 1.35% | -1K | -21.4% | $322.22 | -6.7% |
| 23 | VPU | VANGUARD WORLD FD | — | 5,832.0 | $1.1M | 1.09% | +1K | +24.6% | $185.03 | +3.8% |
| 24 | LLY | ELI LILLY & CO | Healthcare | 877.0 | $943K | 0.95% | +26.0 | +3.1% | $1074.74 | -8.1% |
| 25 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 6,497.0 | $931K | 0.94% | +194.0 | +3.1% | $143.31 | -0.6% |
| 26 | CSCO | CISCO SYS INC | Technology | 11,477.0 | $884K | 0.89% | — | — | $77.03 | +54.3% |
| 27 | ABBV | ABBVIE INC | Healthcare | 2,718.0 | $621K | 0.63% | — | — | $228.49 | -6.4% |
| 28 | PANW | PALO ALTO NETWORKS INC | Technology | 3,070.0 | $565K | 0.57% | -214.0 | -6.5% | $184.20 | +34.4% |
| 29 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 626.0 | $550K | 0.56% | +219.0 | +53.8% | $879.00 | +7.7% |
| 30 | NFLX | NETFLIX INC | Communication Services | 5,791.0 | $543K | 0.55% | +5K | +1099.0% | $93.76 | -4.4% |
| 31 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,400.0 | $497K | 0.50% | — | — | $206.95 | +10.6% |
| 32 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 548.0 | $473K | 0.48% | -35.0 | -6.0% | $862.34 | +21.6% |
| 33 | ESGV | VANGUARD WORLD FD | — | 3,863.0 | $467K | 0.47% | +36.0 | +0.9% | $120.96 | +6.5% |
| 34 | SPSB | SPDR SERIES TRUST | — | 14,540.0 | $439K | 0.44% | — | — | $30.20 | -0.9% |
| 35 | V | VISA INC | Financial Services | 1,185.0 | $416K | 0.42% | +380.0 | +47.2% | $350.73 | -5.2% |
| 36 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,313.0 | $399K | 0.40% | NEW | — | $303.89 | +30.3% |
| 37 | VUG | VANGUARD INDEX FDS | — | 811.0 | $396K | 0.40% | — | — | $487.86 | -82.3% |
| 38 | DHR | DANAHER CORPORATION | Healthcare | 1,690.0 | $387K | 0.39% | — | — | $228.92 | -28.4% |
| 39 | ABT | ABBOTT LABS | Healthcare | 2,663.0 | $334K | 0.34% | — | — | $125.29 | -29.1% |
| 40 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,023.0 | $313K | 0.32% | — | — | $305.63 | -7.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%