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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
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 4,145.0 $1.5M 1.43% -70.0 -1.7% $352.68 -4.5%
22 CSCO CISCO SYS INC Technology 11,482.0 $1.3M 1.32% $117.46 -5.3%
23 JPM JPMORGAN CHASE & CO Financial Services 4,062.0 $1.3M 1.30% -80.0 -1.9% $327.33 +8.6%
24 SIVR ABRDN SILVER ETF TRUST Financial Services 21,642.0 $1.2M 1.19% +2K +8.8% $56.22 +15.9%
25 LLY ELI LILLY & CO Healthcare 907.0 $1.1M 1.06% +30.0 +3.4% $1199.64 +4.8%
26 PANW PALO ALTO NETWORKS INC Technology 2,850.0 $972K 0.95% -220.0 -7.2% $341.02 +0.9%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,936.0 $925K 0.90% +623.0 +47.5% $477.58 -12.8%
28 PG PROCTER & GAMBLE CO Consumer Defensive 5,839.0 $856K 0.84% -658.0 -10.1% $146.64 -0.8%
29 ABBV ABBVIE INC Healthcare 2,718.0 $684K 0.67% $251.64 +5.8%
30 AMAT APPLIED MATLS INC Technology 920.0 $665K 0.65% -280.0 -23.3% $723.00 -33.5%
31 GS GOLDMAN SACHS GROUP INC Financial Services 626.0 $633K 0.62% $1011.37 +4.1%
32 JNJ JOHNSON & JOHNSON Healthcare 2,400.0 $610K 0.59% $253.97 +7.5%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 554.0 $518K 0.51% +6.0 +1.1% $935.47 +3.0%
34 ESGV VANGUARD WORLD FD 3,863.0 $511K 0.50% $132.24 +2.7%
35 NFLX NETFLIX INC. Communication Services 6,766.0 $483K 0.47% +975.0 +16.8% $71.40 +14.8%
36 V VISA INC Financial Services 1,317.0 $452K 0.44% +132.0 +11.1% $343.09 +11.3%
37 SMH VANECK ETF TRUST 600.0 $394K 0.38% $655.89 -15.3%
38 SPSB SPDR SERIES TRUST 12,870.0 $386K 0.38% -2K -11.5% $30.01 -0.1%
39 VEA VANGUARD TAX-MANAGED FDS 5,162.0 $368K 0.36% +1K +39.5% $71.25 +3.4%
40 VUG VANGUARD INDEX FDS 4,176.0 $360K 0.35% +3K +414.9% $86.14 +1.5%
Page 2 of 3  ·  53 positions

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 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%