Sulzberger Capital Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$100,522
Net value change ($000)
-1,908 (-1.9%)
New positions
6
Sold out positions
3
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JAAA 2,354 NEW
VOO 2,013 34.6%
MSFT 1,527 39.4%
NVDA 944 16.0%
JEPQ 863 30.0%
AAPL 521 33.3%
JEPI 468 5.7%
AMD 426 NEW
VPU 353 22.7%
GS 349 55.1%
Top Reduces (Value $000, Stocks/ETFs)
SHV -6,354 -33.4%
PMMF -3,161 -66.2%
LQTI -2,975 -100.0%
SIVR -424 -34.8%
NEE -390 -12.5%
HD -283 -19.4%
IGLD -220 -100.0%
PM -217 -100.0%
AMAT -195 -29.3%
GOOGL -184 -4.6%
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