Holdings of Sulzberger Capital Advisors, Inc.
45 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 67 % of the equity sleeve
Sector breakdown
- Technology 17.3 %
- Funds 10.1 %
- Financials 5.3 %
- Communication 4.5 %
- Consumer discretionary 3.9 %
- Utilities 3.6 %
- Health care 2.9 %
- Consumer staples 1.9 %
- Industrials 0.3 %
- Energy 0.2 %
- Unattributed 49.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.1 %
- TW 0.7 %
- GB 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 43 | 88M $ | 99.06 % |
| 2 | TW | 1 | 627.2K $ | 0.71 % |
| 3 | GB | 1 | 212.4K $ | 0.24 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares 0-1 Year Treasury Bond ETF | 187,087 | 20.7M $ | |
| 2 | J P Morgan Exchange Traded Fund Trust | 130,258 | 7.4M $ | |
| 3 | NVIDIA Corp | 32,662 | 5.7M $ | |
| 4 | Vanguard S&P 500 ETF | 8,453 | 5.1M $ | |
| 5 | Microsoft Corp | 11,045 | 4.1M $ | |
| 6 | iShares Trust | 39,346 | 4M $ | |
| 7 | Alphabet Inc | 11,545 | 3.3M $ | |
| 8 | NextEra Energy Inc | 34,812 | 3.2M $ | |
| 9 | INVESCO EXCHANGE-TRADED FUND TRUST II | 13,477 | 3.2M $ | |
| 10 | Vanguard Total Stock Market ETF | 9,250 | 3M $ | |
| 11 | Berkshire Hathaway Inc | 5,297 | 2.5M $ | |
| 12 | J P Morgan Exchange Traded Fund Trust | 42,448 | 2.4M $ | |
| 13 | SPDR Gold Shares | 4,195 | 1.8M $ | |
| 14 | Broadcom Inc | 5,743 | 1.8M $ | |
| 15 | Amazon.com Inc | 8,267 | 1.7M $ | |
| 16 | ABRDN SILVER ETF TRUST | 23,847 | 1.7M $ | |
| 17 | Apple Inc | 5,506 | 1.4M $ | |
| 18 | Home Depot Inc/The | 4,215 | 1.4M $ | |
| 19 | Invesco QQQ Trust Series 1 | 2,140 | 1.2M $ | |
| 20 | JPMorgan Chase & Co | 4,142 | 1.2M $ | |
| 21 | Vanguard World Fund | 5,993 | 1.2M $ | |
| 22 | Cisco Systems, Inc. | 11,480 | 890.7K $ | |
| 23 | Procter & Gamble Co/The | 5,833 | 842.5K $ | |
| 24 | Eli Lilly & Co | 877 | 806.7K $ | |
| 25 | Netflix Inc | 6,776 | 651.5K $ | |
| 26 | Taiwan Semiconductor Manufacturing Co Ltd | 1,856 | 627.2K $ | |
| 27 | AbbVie Inc | 2,718 | 591.1K $ | |
| 28 | Johnson & Johnson | 2,400 | 586.7K $ | |
| 29 | Costco Wholesale Corp | 568 | 566K $ | |
| 30 | Goldman Sachs Group Inc/The | 626 | 529.6K $ | |
| 31 | Palo Alto Networks Inc | 3,070 | 492.2K $ | |
| 32 | Visa Inc | 1,518 | 458.8K $ | |
| 33 | Applied Materials Inc | 1,200 | 410.1K $ | |
| 34 | Chevron Corp | 1,884 | 389.8K $ | |
| 35 | SPDR Series Trust | 12,870 | 387K $ | |
| 36 | Danaher Corp | 1,690 | 320.4K $ | |
| 37 | McDonald's Corp. | 1,023 | 317.9K $ | |
| 38 | PepsiCo Inc | 1,994 | 309.6K $ | |
| 39 | Vanguard Growth ETF | 696 | 304K $ | |
| 40 | Abbott Laboratories | 2,663 | 273.4K $ | |
| 41 | RTX Corp | 1,398 | 269.7K $ | |
| 42 | Ishares Gold Trust | 3,031 | 267.2K $ | |
| 43 | Vanguard FTSE Developed Markets ETF | 3,700 | 237.1K $ | |
| 44 | VanEck Semiconductor ETF | 600 | 230K $ | |
| 45 | Shell PLC | 2,284 | 212.4K $ | |