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

Page 3 of 3 · 52 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	AMAT	APPLIED MATLS INC	Technology	1,200.0	$308K	0.31%	—	—	$256.99	+58.3%
42	CVX	CHEVRON CORP NEW	Energy	1,884.0	$287K	0.29%	—	—	$152.41	+28.7%
43	PEP	PEPSICO INC	Consumer Defensive	1,855.0	$266K	0.27%	+125.0	+7.2%	$143.52	+3.9%
44	ORCL	ORACLE CORP	Technology	1,350.0	$263K	0.27%	—	—	$194.91	-4.3%
45	RTX	RTX CORPORATION	Industrials	1,398.0	$256K	0.26%	—	—	$183.40	-4.1%
46	LIN	LINDE PLC	Basic Materials	600.0	$256K	0.26%	—	—	$426.39	+19.8%
47	META	META PLATFORMS INC	Communication Services	374.0	$247K	0.25%	-29.0	-7.2%	$660.10	-7.4%
48	IAU	ISHARES GOLD TR	Financial Services	3,031.0	$246K	0.25%	NEW	—	$81.17	+3.9%
49	VEA	VANGUARD TAX-MANAGED FDS	—	3,700.0	$231K	0.23%	—	—	$62.47	+10.4%
50	SMH	VANECK ETF TRUST	—	600.0	$216K	0.22%	NEW	—	$360.13	+51.0%
51	PM	PHILIP MORRIS INTL INC	Consumer Defensive	1,317.0	$211K	0.21%	-21.0	-1.6%	$160.39	+19.4%
52	SUSA	ISHARES TR	—	1,500.0	$209K	0.21%	—	—	$139.35	+6.8%

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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%