Sulzberger Capital Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002056727

Type: FundHoldings: 48Value: $76.1MLatest: 2025Q1

Sulzberger Capital Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 48 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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464288679

Shares:203.6K

Value:$22.5M

% of Portfolio:29.6% ($22.5M/$76.1M)

922908363

VOO|922908363

Shares:9.1K

Value:$4.7M

% of Portfolio:6.1% ($4.7M/$76.1M)

MICROSOFT CORP

MSFT|594918104

Shares:11.3K

Value:$4.3M

% of Portfolio:5.6% ($4.3M/$76.1M)

922908769

VTI|922908769

Shares:12.9K

Value:$3.5M

% of Portfolio:4.7% ($3.5M/$76.1M)

NVIDIA CORP

NVDA|67066G104

Shares:32.6K

Value:$3.5M

% of Portfolio:4.6% ($3.5M/$76.1M)

46641Q332

Shares:59.6K

Value:$3.4M

% of Portfolio:4.5% ($3.4M/$76.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.3K

Value:$2.8M

% of Portfolio:3.7% ($2.8M/$76.1M)

46138G649

Shares:14.4K

Value:$2.8M

% of Portfolio:3.6% ($2.8M/$76.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:34.2K

Value:$2.4M

% of Portfolio:3.2% ($2.4M/$76.1M)

46654Q203

Shares:40.1K

Value:$2.1M

% of Portfolio:2.7% ($2.1M/$76.1M)

Apple Inc.

AAPL|037833100

Shares:9.0K

Value:$2.0M

% of Portfolio:2.6% ($2.0M/$76.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.5K

Value:$1.8M

% of Portfolio:2.3% ($1.8M/$76.1M)

AMAZON COM INC

AMZN|023135106

Shares:9.3K

Value:$1.8M

% of Portfolio:2.3% ($1.8M/$76.1M)

HOME DEPOT, INC.

HD|437076102

Shares:4.5K

Value:$1.6M

% of Portfolio:2.2% ($1.6M/$76.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.0K

Value:$1.5M

% of Portfolio:1.9% ($1.5M/$76.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.3K

Value:$1.2M

% of Portfolio:1.6% ($1.2M/$76.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.4K

Value:$1.1M

% of Portfolio:1.5% ($1.1M/$76.1M)

Broadcom Inc.

AVGO|11135F101

Shares:5.7K

Value:$954.9K

% of Portfolio:1.3% ($954.9K/$76.1M)

92204A876

Shares:4.6K

Value:$790.2K

% of Portfolio:1.0% ($790.2K/$76.1M)

ELI LILLY & Co

LLY|532457108

Shares:914

Value:$754.9K

% of Portfolio:1.0% ($754.9K/$76.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288679)✕	203.6K	QoQ +214.38% (+138.9K) YoY-	All Managers (Combined)	$22.5M	29.6% ($22.5M/$76.1M)	QoQ +215.38% (+$15.4M) YoY-
(VOOcusip922908363)	9.1K	QoQ -25.74% (-3.1K) YoY-	All Managers (Combined)	$4.7M	6.1% ($4.7M/$76.1M)	QoQ -29.18% (-$1.9M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	11.3K	QoQ -13.61% (-1.8K) YoY-	All Managers (Combined)	$4.3M	5.6% ($4.3M/$76.1M)	QoQ -23.06% (-$1.3M) YoY-
(VTIcusip922908769)	12.9K	QoQ -36.87% (-7.5K) YoY-	All Managers (Combined)	$3.5M	4.7% ($3.5M/$76.1M)	QoQ -40.13% (-$2.4M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	32.6K	QoQ -29.54% (-13.7K) YoY-	All Managers (Combined)	$3.5M	4.6% ($3.5M/$76.1M)	QoQ -43.14% (-$2.7M) YoY-
(cusip46641Q332)✕	59.6K	QoQ -32.66% (-28.9K) YoY-	All Managers (Combined)	$3.4M	4.5% ($3.4M/$76.1M)	QoQ -33.12% (-$1.7M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.3K	QoQ -21.26% (-1.4K) YoY-	All Managers (Combined)	$2.8M	3.7% ($2.8M/$76.1M)	QoQ -7.49% (-$227.4K) YoY-
(cusip46138G649)✕	14.4K	QoQ -35.10% (-7.8K) YoY-	All Managers (Combined)	$2.8M	3.6% ($2.8M/$76.1M)	QoQ -40.48% (-$1.9M) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	34.2K	QoQ -17.48% (-7.2K) YoY-	All Managers (Combined)	$2.4M	3.2% ($2.4M/$76.1M)	QoQ -18.40% (-$546.8K) YoY-
(cusip46654Q203)✕	40.1K	QoQ -42.28% (-29.4K) YoY-	All Managers (Combined)	$2.1M	2.7% ($2.1M/$76.1M)	QoQ -46.99% (-$1.8M) YoY-
Apple Inc.(AAPLcusip037833100)	9.0K	QoQ -35.05% (-4.8K) YoY-	All Managers (Combined)	$2.0M	2.6% ($2.0M/$76.1M)	QoQ -42.39% (-$1.5M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	11.5K	QoQ -24.59% (-3.7K) YoY-	All Managers (Combined)	$1.8M	2.3% ($1.8M/$76.1M)	QoQ -38.40% (-$1.1M) YoY-
AMAZON COM INC(AMZNcusip023135106)	9.3K	QoQ -33.20% (-4.6K) YoY-	All Managers (Combined)	$1.8M	2.3% ($1.8M/$76.1M)	QoQ -42.07% (-$1.3M) YoY-
HOME DEPOT, INC.(HDcusip437076102)	4.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6M	2.2% ($1.6M/$76.1M)	QoQ -5.78% (-$101.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.0K	QoQ -6.28% (-405) YoY-	All Managers (Combined)	$1.5M	1.9% ($1.5M/$76.1M)	QoQ -4.10% (-$63.4K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	7.3K	QoQ +418.00% (+5.9K) YoY-	All Managers (Combined)	$1.2M	1.6% ($1.2M/$76.1M)	QoQ +426.58% (+$1.0M) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.4K	QoQ -35.61% (-1.3K) YoY-	All Managers (Combined)	$1.1M	1.5% ($1.1M/$76.1M)	QoQ -40.94% (-$769.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	5.7K	QoQ -18.25% (-1.3K) YoY-	All Managers (Combined)	$954.9K	1.3% ($954.9K/$76.1M)	QoQ -40.96% (-$662.7K) YoY-
(cusip92204A876)✕	4.6K	QoQ -35.64% (-2.6K) YoY-	All Managers (Combined)	$790.2K	1.0% ($790.2K/$76.1M)	QoQ -32.74% (-$384.6K) YoY-
ELI LILLY & Co(LLYcusip532457108)	914	QoQ -43.99% (-718) YoY-	All Managers (Combined)	$754.9K	1.0% ($754.9K/$76.1M)	QoQ -40.08% (-$505.0K) YoY-