Sulzberger Capital Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$97,987
Net value change ($000)
-1,025 (-1.0%)
New positions
1
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PMMF 3,390 228.7%
JEPI 3,315 81.5%
NEE 524 19.3%
GLD 412 29.6%
SIVR 363 27.0%
TSM 228 57.1%
SHEL 212 NEW
NFLX 109 20.1%
VPU 109 10.1%
CVX 103 35.9%
Top Reduces (Value $000, Stocks/ETFs)
SHV -4,259 -17.1%
MSFT -1,340 -24.7%
NVDA -697 -10.9%
GOOGL -437 -11.6%
QQQM -313 -8.9%
ORCL -263 -100.0%
META -247 -100.0%
SGOV -235 -5.6%
AVGO -226 -11.3%
PM -211 -100.0%
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