Institutional Fund
Sulzberger Capital Advisors, Inc.
Miami, FLCIK 20567275 filings on record
Portfolio Value
$97.99M
Q1 2026
Holdings
49
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.0%
from $99.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr21.1%
- J P Morgan Exchange Traded F7.5%
- Nvidia Corporation5.8%
- Vanguard Index Fds5.2%
- Blackrock ETF Trust5.0%
- Microsoft Corp4.2%
- Other51.3%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 187.1K | $20.65M | 21.1% | −39.1K | Reduced |
| 2 | J P Morgan Exchange Traded F | 130.3K | $7.38M | 7.5% | +59.2K | Added |
| 3 | Nvidia Corporation | 32.7K | $5.70M | 5.8% | −1.6K | Reduced |
| 4 | Vanguard Index Fds | 8.5K | $5.05M | 5.2% | +211 | Added |
| 5 | Blackrock ETF Trust | 48.5K | $4.87M | 5.0% | +33.7K | Added |
| 6 | Microsoft Corp | 11.0K | $4.09M | 4.2% | −181 | Reduced |
| 7 | Ishares Tr | 39.3K | $3.96M | 4.0% | −2.5K | Reduced |
| 8 | First Tr Exchange-Traded Fd | 180.0K | $3.52M | 3.6% | −2.4K | Reduced |
| 9 | Alphabet Inc | 11.5K | $3.32M | 3.4% | −458 | Reduced |
| 10 | Nextera Energy Inc | 34.8K | $3.23M | 3.3% | +1.1K | Added |
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