Sulzberger Capital Advisors, Inc.
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 97,987
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 49 | 97,987 | 13F-HR | Sulzberger Capital Advisors, Inc. |
| Q4 2025 | 1/7/2026 | 52 | 99,012 | 13F-HR | Sulzberger Capital Advisors, Inc. |
| Q3 2025 | 11/21/2025 | 51 | 89,650 | 13F-HR | Sulzberger Capital Advisors, Inc. |
| Q2 2025 | 8/5/2025 | 51 | 85,460 | 13F-HR | Sulzberger Capital Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.75 K | 40.6% | 0 | 46.7 K | -46.7 K |
| ETFs | 58.24 K | 59.4% | 45.67 K | 0 | 45.67 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
97,987
Holdings
49
QoQ value change ($000)
-1,025
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.