Sulzberger Capital Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$102,430
Net value change ($000)
+4,443 (4.5%)
New positions
5
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
JEPI 880 11.9%
VOO 768 15.2%
GOOGL 717 21.6%
QQQM 668 20.9%
JEPQ 517 21.9%
PANW 480 97.6%
CSCO 458 51.4%
AVGO 382 21.5%
VPU 368 31.0%
VTI 312 10.5%
Top Reduces (Value $000, Stocks/ETFs)
SHV -1,608 -7.8%
SGOV -928 -23.4%
LQTI -549 -15.6%
SIVR -491 -28.7%
MSFT -218 -5.3%
SHEL -212 -100.0%
GLD -204 -11.3%
NFLX -169 -25.9%
NEE -119 -3.7%
PMMF -94 -1.9%
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