Sulzberger Capital Advisors, Inc.: 13F holdings
CIK 20567272026Q2
| Positions | 53 |
|---|---|
| Reported value | $102.4m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SHV ISHARES TR | 172,589 | $19.0m | 18.6% |
| JEPI J P MORGAN EXCHANGE TRADED F | 146,306 | $8.3m | 8.1% |
| NVDA NVIDIA CORPORATION | 29,532 | $5.9m | 5.8% |
| VOO VANGUARD INDEX FDS | 8,472 | $5.8m | 5.7% |
| BLACKROCK ETF TRUST | 47,629 | $4.8m | 4.7% |
| GOOGL ALPHABET INC | 11,295 | $4.0m | 3.9% |
| MSFT MICROSOFT CORP | 10,378 | $3.9m | 3.8% |
| QQQM INVESCO EXCH TRADED FD TR II | 12,777 | $3.9m | 3.8% |
| VTI VANGUARD INDEX FDS | 8,865 | $3.3m | 3.2% |
| NEE NEXTERA ENERGY INC | 35,479 | $3.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056727")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.