Sulzberger Capital Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Miami, FL
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$99,012
Net value change ($000)
+9,362 (10.4%)
New positions
6
Sold out positions
5
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/21/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SGOV 4,196 NEW
PMMF 1,482 NEW
SIVR 1,345 NEW
GOOGL 1,224 48.3%
GLD 1,035 289.1%
JEPI 958 30.8%
JEPQ 609 33.6%
TSM 399 NEW
LLY 294 45.3%
IAU 246 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHV -658 -2.6%
XLK -541 -100.0%
ADP -480 -100.0%
JPM -328 -19.7%
HD -317 -17.9%
AAPL -308 -16.8%
XOM -285 -100.0%
MSFT -282 -4.9%
CANQ -260 -100.0%
VTI -256 -7.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type