Sulzberger Capital Advisors, Inc.
Long book
$98.0M
Q1 2026
Positions
49
Top-10 weight
63%
concentration
Last quarter
+7.6%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsSulzberger Capital Advisors, Inc. is a wealth-management firm allocating client money, running a $98.0M US long book across 49 positions.
The portfolio is concentrated: the top 10 names carry 63% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES 0-1 YEAR TREASURY BO, JPMORGAN EQUITY PREMIUM INCO, NVIDIA CORP, VANGUARD S&P 500 ETF, ISHRS PRIME MMKT ETF.
Over the last 6 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-4.6%
Q1 2025
+8.7%
Q2 2025
+6.3%
Q3 2025
+1.8%
Q4 2025
-2.5%
Q1 2026
+7.6%
Sector allocation
Technology 52%
Financials 12%
Consumer discretionary 11%
Utilities 9%
Healthcare 6%
Services media 3%
Other 2%
Energy 1%
Long book by quarter
What does Sulzberger Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 32.7K | $5.7M | 5.8% | -4.7% |
| MSFT MICROSOFT CORP | Technology | 11.0K | $4.1M | 4.2% | -1.6% |
| GOOGL ALPHABET INC-CL A | Technology | 11.5K | $3.3M | 3.4% | -3.8% |
| NEE NEXTERA ENERGY INC | Utilities | 34.8K | $3.2M | 3.3% | +3.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.3K | $2.5M | 2.6% | +0.4% |
| AVGO BROADCOM INC | Technology | 5.7K | $1.8M | 1.8% | -0.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.3K | $1.7M | 1.8% | +1.7% |
| AAPL APPLE INC | Technology | 5.5K | $1.4M | 1.4% | -1.5% |
| HD HOME DEPOT INC | Consumer discretionary | 4.2K | $1.4M | 1.4% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 4.1K | $1.2M | 1.2% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 11.5K | $891K | 0.9% | 0.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 5.8K | $843K | 0.9% | -10.2% |
| LLY ELI LILLY & CO | Healthcare | 877 | $807K | 0.8% | Held |
| NFLX NETFLIX INC | Services media | 6.8K | $652K | 0.7% | +17.0% |
| ABBV ABBVIE INC | Healthcare | 2.7K | $591K | 0.6% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.4K | $587K | 0.6% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 568 | $566K | 0.6% | +3.6% |
| GS GOLDMAN SACHS GROUP INC | Financials | 626 | $530K | 0.5% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 3.1K | $492K | 0.5% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.5K | $459K | 0.5% | +28.1% |
| AMAT APPLIED MATERIALS INC | Technology | 1.2K | $410K | 0.4% | Held |
| CVX CHEVRON CORP | Energy | 1.9K | $390K | 0.4% | Held |
| DHR DANAHER CORP | Technology | 1.7K | $320K | 0.3% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.0K | $318K | 0.3% | Held |
| PEP PEPSICO INC | Consumer staples | 2.0K | $310K | 0.3% | +7.5% |
| LIN LINDE PLC | Materials | 600 | $297K | 0.3% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 2.7K | $273K | 0.3% | Held |
| RTX RTX CORP | Industrials | 1.4K | $270K | 0.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 10, 2026 | 49 | $98.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 7, 2026 | 52 | $99.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 21, 2025 | 51 | $89.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 51 | $85.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 48 | $76.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 59 | $88.4M | canonical | SEC ↗ |