Sulzberger-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  null,
  "HD",
  "MCD",
  "META",
  "LIN",
  "MSFT",
  "PANW",
  "PEP",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "RTX",
  "FI",
  "DOV",
  "AMZN",
  null,
  "ESGV",
  "VUG",
  "VOO",
  null,
  "V",
  null,
  null,
  "KMB",
  "ADP",
  "BRK-B",
  "CVX",
  "CSCO",
  "COST",
  "DHR",
  "NEE",
  "QQQ",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 48
Total Value: 76091855
Accession Number: 0001172661-25-001486
Form Type: 13F-HR
CIK: sulzberger-capital-advisors
Manager Name: Sulzberger-Capital-Advisors

Data Enrichment

85% identified

41 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $76.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.5K

Value:$707.7K

% of Portfolio:0.9% ($707.7K/$76.1M)

81369Y803

XLK|81369Y803

Shares:3.1K

Value:$640.1K

% of Portfolio:0.8% ($640.1K/$76.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.7K

Value:$569.5K

% of Portfolio:0.7% ($569.5K/$76.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.3K

Value:$560.4K

% of Portfolio:0.7% ($560.4K/$76.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:588

Value:$556.1K

% of Portfolio:0.7% ($556.1K/$76.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.6K

Value:$503.2K

% of Portfolio:0.7% ($503.2K/$76.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.8K

Value:$461.0K

% of Portfolio:0.6% ($461.0K/$76.1M)

NETFLIX INC

NFLX|64110L106

Shares:465

Value:$433.6K

% of Portfolio:0.6% ($433.6K/$76.1M)

PEPSICO INC

PEP|713448108

Shares:2.9K

Value:$427.3K

% of Portfolio:0.6% ($427.3K/$76.1M)

921910733

ESGV|921910733

Shares:3.8K

Value:$374.9K

% of Portfolio:0.5% ($374.9K/$76.1M)

RTX Corp

RTX|75513E101

Shares:2.8K

Value:$368.0K

% of Portfolio:0.5% ($368.0K/$76.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.7K

Value:$356.7K

% of Portfolio:0.5% ($356.7K/$76.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.7K

Value:$353.2K

% of Portfolio:0.5% ($353.2K/$76.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.9K

Value:$349.2K

% of Portfolio:0.5% ($349.2K/$76.1M)

CHEVRON CORP

CVX|166764100

Shares:2.1K

Value:$348.6K

% of Portfolio:0.5% ($348.6K/$76.1M)

MCDONALDS CORP

MCD|580135101

Shares:1.0K

Value:$319.6K

% of Portfolio:0.4% ($319.6K/$76.1M)

922908736

VUG|922908736

Shares:854

Value:$316.7K

% of Portfolio:0.4% ($316.7K/$76.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:572

Value:$312.5K

% of Portfolio:0.4% ($312.5K/$76.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:542

Value:$303.2K

% of Portfolio:0.4% ($303.2K/$76.1M)

PFIZER INC

PFE|717081103

Shares:11.8K

Value:$298.3K

% of Portfolio:0.4% ($298.3K/$76.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.5K	QoQ +0.02% (+3) YoY-	All Managers (Combined)	$707.7K	0.9% ($707.7K/$76.1M)	QoQ +4.26% (+$29.0K) YoY-
(XLKcusip81369Y803)	3.1K	QoQ -10.53% (-365) YoY-	All Managers (Combined)	$640.1K	0.8% ($640.1K/$76.1M)	QoQ -20.55% (-$165.6K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	2.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$569.5K	0.7% ($569.5K/$76.1M)	QoQ +17.90% (+$86.5K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	3.3K	QoQ -33.52% (-1.7K) YoY-	All Managers (Combined)	$560.4K	0.7% ($560.4K/$76.1M)	QoQ -37.65% (-$338.5K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	588	QoQ -33.10% (-291) YoY-	All Managers (Combined)	$556.1K	0.7% ($556.1K/$76.1M)	QoQ -30.95% (-$249.3K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$503.2K	0.7% ($503.2K/$76.1M)	QoQ +4.37% (+$21.1K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	2.8K	QoQ -11.18% (-350) YoY-	All Managers (Combined)	$461.0K	0.6% ($461.0K/$76.1M)	QoQ +1.84% (-$8.4K) YoY-
NETFLIX INC(NFLXcusip64110L106)	465	QoQ -33.38% (-233) YoY-	All Managers (Combined)	$433.6K	0.6% ($433.6K/$76.1M)	QoQ -30.30% (-$188.5K) YoY-
PEPSICO INC(PEPcusip713448108)	2.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$427.3K	0.6% ($427.3K/$76.1M)	QoQ -1.39% (-$6.0K) YoY-
(ESGVcusip921910733)	3.8K	QoQ -27.53% (-1.5K) YoY-	All Managers (Combined)	$374.9K	0.5% ($374.9K/$76.1M)	QoQ -32.32% (-$179.1K) YoY-
RTX Corp(RTXcusip75513E101)	2.8K	QoQ -13.18% (-422) YoY-	All Managers (Combined)	$368.0K	0.5% ($368.0K/$76.1M)	QoQ -0.65% (-$2.4K) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	1.7K	QoQ -2.79% (-50) YoY-	All Managers (Combined)	$356.7K	0.5% ($356.7K/$76.1M)	QoQ -13.18% (-$54.2K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	2.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$353.2K	0.5% ($353.2K/$76.1M)	QoQ +17.27% (+$52.0K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.9K	QoQ -58.08% (-4.1K) YoY-	All Managers (Combined)	$349.2K	0.5% ($349.2K/$76.1M)	QoQ -53.65% (-$404.2K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.1K	QoQ -3.24% (-70) YoY-	All Managers (Combined)	$348.6K	0.5% ($348.6K/$76.1M)	QoQ +11.74% (-$36.6K) YoY-
MCDONALDS CORP(MCDcusip580135101)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$319.6K	0.4% ($319.6K/$76.1M)	QoQ +7.75% (+$23.0K) YoY-
(VUGcusip922908736)	854	QoQ -11.50% (-111) YoY-	All Managers (Combined)	$316.7K	0.4% ($316.7K/$76.1M)	QoQ -20.04% (-$79.4K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	572	QoQ -29.64% (-241) YoY-	All Managers (Combined)	$312.5K	0.4% ($312.5K/$76.1M)	QoQ -32.87% (-$153.1K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	542	QoQ -32.25% (-258) YoY-	All Managers (Combined)	$303.2K	0.4% ($303.2K/$76.1M)	QoQ -35.33% (-$165.7K) YoY-
PFIZER INC(PFEcusip717081103)	11.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$298.3K	0.4% ($298.3K/$76.1M)	QoQ -4.48% (-$14.0K) YoY-