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:

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DOVER Corp

DOV|260003108

Shares:1.6K

Value:$285.5K

% of Portfolio:0.4% ($285.5K/$76.1M)

VISA INC.

V|92826C839

Shares:811

Value:$284.2K

% of Portfolio:0.4% ($284.2K/$76.1M)

LINDE PLC

LIN|G54950103

Shares:600

Value:$279.4K

% of Portfolio:0.4% ($279.4K/$76.1M)

FISERV INC

FI|337738108

Shares:1.2K

Value:$265.0K

% of Portfolio:0.3% ($265.0K/$76.1M)

12811T506

Shares:9.8K

Value:$262.8K

% of Portfolio:0.3% ($262.8K/$76.1M)

Meta Platforms, Inc.

META|30303M102

Shares:425

Value:$245.0K

% of Portfolio:0.3% ($245.0K/$76.1M)

78464A474

Shares:7.9K

Value:$236.9K

% of Portfolio:0.3% ($236.9K/$76.1M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.4K

Value:$201.2K

% of Portfolio:0.3% ($201.2K/$76.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOVER Corp(DOVcusip260003108)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$285.5K	0.4% ($285.5K/$76.1M)	QoQ -6.35% (-$19.4K) YoY-
VISA INC.(Vcusip92826C839)	811	QoQ +4.91% (+38) YoY-	All Managers (Combined)	$284.2K	0.4% ($284.2K/$76.1M)	QoQ +16.34% (+$39.9K) YoY-
LINDE PLC(LINcusipG54950103)	600	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$279.4K	0.4% ($279.4K/$76.1M)	QoQ +11.21% (+$28.2K) YoY-
FISERV INC(FIcusip337738108)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$265.0K	0.3% ($265.0K/$76.1M)	QoQ +7.50% (+$18.5K) YoY-
(cusip12811T506)✕	9.8K	QoQ NEW(+9.8K) YoY-	All Managers (Combined)	$262.8K	0.3% ($262.8K/$76.1M)	QoQ NEW(+$262.8K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	425	QoQ -14.48% (-72) YoY-	All Managers (Combined)	$245.0K	0.3% ($245.0K/$76.1M)	QoQ -15.82% (-$46.0K) YoY-
(cusip78464A474)✕	7.9K	QoQ -18.61% (-1.8K) YoY-	All Managers (Combined)	$236.9K	0.3% ($236.9K/$76.1M)	QoQ -17.96% (-$51.9K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$201.2K	0.3% ($201.2K/$76.1M)	QoQ NEW(+$201.2K) YoY-