Sulzberger Capital Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Miami, FL
Holdings as of
9/30/2025
Date filed
11/21/2025
Form type
13F-HR
Num holdings
51
Total value ($000)
$89,650
Net value change ($000)
+4,190 (4.9%)
New positions
2
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LQTI 3,407 1645.9%
NVDA 997 18.9%
GOOGL 649 34.4%
QQQM 462 16.2%
VOO 383 8.1%
AAPL 354 24.0%
AVGO 325 21.6%
NEE 226 9.7%
JEPI 221 7.6%
PM 217 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHV -3,118 -10.9%
DOV -298 -100.0%
XLK -244 -31.1%
FISV -207 -100.0%
RTX -172 -42.4%
PEP -133 -35.4%
PG -83 -7.9%
GLD -75 -17.3%
PFE -43 -15.1%
COST -42 -7.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type