Institutional Investor · CIK 0002056727
SULZBERGER CAPITAL ADVISORS, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
55
Total Value
$103.34M
Total Shares
881.39K
Latest Filing
Jul 17, 2026
CIK
0002056727
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 172,589 | $19.05M | 0.0907% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 146,306 | $8.26M | 0.0188% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 29,532 | $5.91M | 0.0001% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 8,472 | $5.82M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 47,629 | $4.78M | 0.7184% | SH | — | View | |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 11,295 | $4.04M | 0.0001% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 10,378 | $3.87M | 0.0001% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 12,777 | $3.87M | 0.0047% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 8,865 | $3.28M | 0.0001% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 35,479 | $3.11M | 0.0017% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 30,131 | $3.03M | 0.0032% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 154,057 | $2.97M | 1.0625% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 46,754 | $2.87M | 0.0067% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 5,367 | $2.69M | 0.0002% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 5,717 | $2.16M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 7,902 | $1.88M | 0.0001% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 4,347 | $1.60M | 0.0012% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 5,407 | $1.56M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,949 | $1.56M | 0.0141% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,065 | $1.52M | 0.0003% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 4,145 | $1.46M | 0.0004% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 11,482 | $1.35M | 0.0003% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 4,062 | $1.33M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 21,642 | $1.22M | 0.0235% | SH | — | View | |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 907 | $1.09M | 0.0001% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 2,850 | $971.91K | 0.0003% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,936 | $924.59K | 0.0000% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 5,839 | $856.23K | 0.0002% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 2,718 | $683.96K | 0.0002% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 2,718 | $683.96K | 0.0002% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 920 | $665.16K | 0.0001% | SH | — | View |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-17 | 626 | $633.12K | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 2,400 | $609.53K | 0.0001% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 554 | $518.25K | 0.0001% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 6,766 | $483.09K | 0.0002% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 6,766 | $483.09K | 0.0002% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 1,317 | $451.85K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 600 | $393.53K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 12,870 | $386.23K | 0.0036% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 5,162 | $367.79K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 4,176 | $359.72K | 0.0001% | SH | — | View | |
Danaher Corporation(DAP.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-17 | 1,690 | $321.91K | 0.0002% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 1,884 | $312.29K | 0.0001% | SH | — | View |
Linde plc(LIN) | Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-07-17 | 600 | $311.36K | 0.0001% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-17 | 1,023 | $276.53K | 0.0001% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 6,000 | $270.72K | 0.0003% | SH | — | View | |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 1,398 | $265.24K | 0.0001% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 2,663 | $241.64K | 0.0002% | SH | — | View |
Abbott Laboratories(ABL.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 2,663 | $241.64K | 0.0002% | SH | — | View |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 1,730 | $234.24K | 0.0001% | SH | — | View |
PepsiCo, Inc.(PEP.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 1,730 | $234.24K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 1,500 | $231.45K | 0.0058% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,006 | $226.98K | 0.0004% | SH | — | View |
Philip Morris International Inc.(4I1.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-17 | 1,200 | $217.09K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 827 | $200.49K | 0.0003% | SH | — | View |
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