Sulzberger Capital Advisors, Inc. reported 38 positions worth $47.33M for the quarter ended Sep 30, 2026, up 10.7% on the prior quarter. It opened 5 new positions, added to 20, trimmed 4 and exited 1. Its largest holding is Nvidia Corp at 14.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +696 | – | $425.79K | 0.9% |
| GS Goldman Sachs Group Inc | +465 | +74.3% | $418.67K | 2.08% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +759 | +39.2% | $346.26K | 2.6% |
| LLY ELI LILLY & Co | +280 | +30.9% | $324.03K | 2.9% |
| JPM Jpmorgan Chase & Co | +967 | +23.8% | $319.91K | 3.52% |
| CRM Salesforce, Inc. | +1,243 | – | $285.36K | 0.603% |
| AAPL Apple Inc. | +854 | +15.8% | $284.43K | 4.41% |
| DUK Duke Energy CORP | +2,287 | – | $260.74K | 0.551% |
| MELI Mercadolibre Inc | +132 | – | $228.17K | 0.482% |
| SHEL Shell plc | +2,284 | – | $217.09K | 0.459% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SIVR abrdn Silver ETF Trust | -7,808 | -36.1% | $447.48K | 1.68% |
| PM Philip Morris International Inc. | -1,200 | -100.0% | $217.09K | Exited |
| GLD Spdr Gold Trust | -562 | -12.9% | $214.03K | 3.05% |
| PG PROCTER & GAMBLE Co | -901 | -15.4% | $130.92K | 1.52% |
| GOOGL Alphabet Inc. | -98 | -0.9% | $33.72K | 8.14% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PM Philip Morris International Inc. | -1,200 | $217.09K | 0.508% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 30.0K | $6.85M | 14.48% | +476 | +1.6% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 10.5K | $5.40M | 11.41% | +147 | +1.4% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 11.2K | $3.85M | 8.14% | -98 | -0.9% | Reduced | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,725 | $2.85M | 6.02% | +358 | +6.7% | Added | 0% |
| 5 | NEE Nextera Energy Inc | Utilities | 36.0K | $2.72M | 5.76% | +492 | +1.4% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 8,691 | $2.17M | 4.58% | +789 | +10.0% | Added | 0% |
| 7 | AAPL Apple Inc. | Technology | 6,261 | $2.09M | 4.41% | +854 | +15.8% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 5,795 | $2.04M | 4.3% | +78 | +1.4% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 5,029 | $1.66M | 3.52% | +967 | +23.8% | Added | 0% |
| 10 | GLD Spdr Gold Trust | Financial Services | 3,785 | $1.44M | 3.05% | -562 | -12.9% | Reduced | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 1,187 | $1.37M | 2.9% | +280 | +30.9% | Added | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 11.5K | $1.24M | 2.61% | +2 | +0.0% | Added | 0% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,695 | $1.23M | 2.6% | +759 | +39.2% | Added | 0% |
| 14 | PANW Palo Alto Networks Inc | Technology | 3,082 | $1.22M | 2.59% | +232 | +8.1% | Added | 0% |
| 15 | HD Home Depot, Inc. | Consumer Discretionary | 4,145 | $1.18M | 2.49% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Sulzberger Capital Advisors.
As of its Q3 2026 13F filing, Sulzberger Capital Advisors, Inc.’s five largest positions were Nvidia Corp (NVDA) at 14.5%, Microsoft Corp (MSFT) at 11.4%, Alphabet Inc. (GOOGL) at 8.1%, Berkshire Hathaway Inc (BRK-B) at 6.0%, Nextera Energy Inc (NEE) at 5.8% of the reported portfolio.
Sulzberger Capital Advisors, Inc. reported a 13F portfolio worth $47.33M across 38 positions for Q3 2026. That is up 10.7% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($425.79K), Goldman Sachs Group Inc ($418.67K), Taiwan Semiconductor Manufacturing Co Ltd ($346.26K). It opened 5 new positions.
Its largest sales by value were abrdn Silver ETF Trust ($447.48K), Philip Morris International Inc. ($217.09K), Spdr Gold Trust ($214.03K). It exited 1 positions entirely.
From the Form 13F-HR reports Sulzberger Capital Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.