Sulzberger Capital Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Sulzberger Capital Advisors, Inc. reported 51 stock positions worth $85.5 million. Its top holding was iShares 0-1 Year Treasury Bo (SHV) at 33.6% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Nvidia (NVDA, 6.2%). Compared with Q1 2025, it opened 5 new positions, sold out of 2, added to 4 and reduced 27. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +28%) and the biggest sale JPMorgan Equity Premium Inco (JEPI, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0002056727
- Portfolio Value
- $85.5M (Q2 2025)
- SEC Filing
- 0001172661-25-002902 ↗ filed Aug 5, 2025
Holdings Value
Holdings 51 stocks · $85.5M
| SHV iShares 0-1 Year Treasury Bo | 33.57% | 259,805 | $28.7M | Add +27.6% |
| MSFT Microsoft Corp. | 6.44% | 11,057 | $5.5M | Reduce -2.5% |
| NVDA Nvidia Corp. | 6.17% | 33,369 | $5.3M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 5.54% | 8,339 | $4.7M | Reduce -8.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.80% | 10,676 | $3.2M | Reduce -17.1% |
| JEPI JPMorgan Equity Premium Inco | 3.38% | 50,812 | $2.9M | Reduce -14.8% |
| QQQM Invesco Nasdaq 100 ETF | 3.34% | 12,584 | $2.9M | Reduce -12.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.97% | 5,222 | $2.5M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 2.72% | 33,450 | $2.3M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 2.21% | 10,693 | $1.9M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 2.15% | 8,373 | $1.8M | Reduce -9.5% |
| JPM JPMorgan Chase & Co. | 1.96% | 5,772 | $1.7M | Reduce -4.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.94% | 30,528 | $1.7M | Reduce -24.0% |
| HD Home Depot Inc. | 1.93% | 4,492 | $1.6M | Reduce -0.2% |
| AVGO Broadcom Inc. | 1.76% | 5,461 | $1.5M | Reduce -4.2% |
| AAPL Apple Inc. | 1.72% | 7,184 | $1.5M | Reduce -20.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.43% | 2,218 | $1.2M | Reduce -6.3% |
| PG The Procter & Gamble Co. | 1.23% | 6,597 | $1.1M | Reduce -9.0% |
| VPU Vanguard Utilities ETF | 0.96% | 4,626 | $817K | No change |
| CSCO Cisco Systems Inc. | 0.93% | 11,471 | $796K | Add +0.0% |
| XLK SS Technology Select Sector | 0.92% | 3,100 | $785K | No change |
| PANW Palo Alto Networks Inc. | 0.79% | 3,284 | $672K | No change |
| LLY Eli Lilly & Co. | 0.77% | 842 | $656K | Reduce -7.9% |
| NFLX Netflix Inc. | 0.71% | 453 | $607K | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.68% | 588 | $582K | No change |
| ADP Automatic Data Processing | 0.59% | 1,647 | $508K | No change |
| ABBV Abbvie Inc. | 0.59% | 2,718 | $505K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.51% | 14,540 | $439K | Add +84.8% |
| GLD SPDR Gold Shares | 0.51% | 1,422 | $433K | New |
| JNJ Johnson & Johnson | 0.49% | 2,760 | $422K | Reduce -0.7% |
| ESGV Vanguard ESG US Stock ETF | 0.49% | 3,827 | $420K | No change |
| RTX RTX Corp. | 0.47% | 2,778 | $406K | No change |
| PEP Pepsico Inc. | 0.44% | 2,850 | $376K | No change |
| ABT Abbott Laboratories | 0.42% | 2,663 | $362K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 808 | $354K | Reduce -5.4% |
| DHR Danaher Corp. | 0.39% | 1,690 | $334K | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.37% | 2,926 | $315K | Reduce -0.3% |
| MCD McDonald's Corp. | 0.35% | 1,023 | $299K | No change |
| DOV Dover Corp. | 0.35% | 1,625 | $298K | No change |
| CVX Chevron Corp. | 0.35% | 2,064 | $296K | Reduce -1.0% |
| ORCL Oracle Corp. | 0.35% | 1,350 | $295K | New |
| GS Goldman Sachs Group Inc. | 0.34% | 407 | $288K | Reduce -28.9% |
| V Visa Inc. Class A | 0.33% | 805 | $286K | Reduce -0.7% |
| PFE Pfizer Inc. | 0.33% | 11,770 | $285K | No change |
| LIN Linde PLC | 0.33% | 600 | $282K | No change |
| CANQ Calamos Nasdaq Equity & Inco | 0.31% | 9,081 | $262K | Reduce -7.7% |
| META Meta Platforms Inc. Class A | 0.27% | 317 | $234K | Reduce -25.4% |
| AMAT Applied Materials Inc. | 0.26% | 1,200 | $220K | New |
| VEA Vanguard Ftse Developed ETF | 0.25% | 3,700 | $211K | New |
| FISV Fiserv Inc. | 0.24% | 1,200 | $207K | No change |
| LQTI FT Vest Invst GRD TRGT I ETF | 0.24% | 10,172 | $207K | New |
Portfolio Sells Q1 2025 → Q2 2025
| JEPI JPMorgan Equity Premium Inco | Reduce -14.8% | 3.38% | −1.10 |
| AAPL Apple Inc. | Reduce -20.0% | 1.72% | −0.90 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -17.1% | 3.80% | −0.85 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -24.0% | 1.94% | −0.79 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 2.97% | −0.72 |
| VOO Vanguard S&P 500 ETF | Reduce -8.0% | 5.54% | −0.58 |
| NEE Nextera Energy Inc. | Reduce -2.2% | 2.72% | −0.47 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.40 |
| PG The Procter & Gamble Co. | Reduce -9.0% | 1.23% | −0.39 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -12.3% | 3.34% | −0.30 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.26 |
| HD Home Depot Inc. | Reduce -0.2% | 1.93% | −0.24 |
| LLY Eli Lilly & Co. | Reduce -7.9% | 0.77% | −0.22 |
| AMZN Amazon.com Inc. | Reduce -9.5% | 2.15% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -6.7% | 2.21% | −0.12 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.49% | −0.11 |
| CVX Chevron Corp. | Reduce -1.0% | 0.35% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.37% | −0.09 |
| DHR Danaher Corp. | Reduce -2.9% | 0.39% | −0.08 |
| GS Goldman Sachs Group Inc. | Reduce -28.9% | 0.34% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -25.4% | 0.27% | −0.05 |
| V Visa Inc. Class A | Reduce -0.7% | 0.33% | −0.04 |
| CANQ Calamos Nasdaq Equity & Inco | Reduce -7.7% | 0.31% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.3% | 1.43% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.4% | 0.41% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -4.3% | 1.96% | +0.01 |
| NFLX Netflix Inc. | Reduce -2.6% | 0.71% | +0.14 |
| AVGO Broadcom Inc. | Reduce -4.2% | 1.76% | +0.51 |
| MSFT Microsoft Corp. | Reduce -2.5% | 6.44% | +0.84 |
Portfolio Buys Q1 2025 → Q2 2025
| SHV iShares 0-1 Year Treasury Bo | Add +27.6% | 33.57% | +4.01 |
| NVDA Nvidia Corp. | Add +2.3% | 6.17% | +1.52 |
| GLD SPDR Gold Shares | New | 0.51% | +0.51 |
| ORCL Oracle Corp. | New | 0.35% | +0.35 |
| AMAT Applied Materials Inc. | New | 0.26% | +0.26 |
| VEA Vanguard Ftse Developed ETF | New | 0.25% | +0.25 |
| LQTI FT Vest Invst GRD TRGT I ETF | New | 0.24% | +0.24 |
| SPSB SS SPDR P St C Corp. ETF | Add +84.8% | 0.51% | +0.20 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.93% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $102.4M | SHV, JEPI, NVDA, VOO, PMMF |
| Q1 2026 | 49 | $98.0M | SHV, JEPI, NVDA, VOO, PMMF |
| Q4 2025 | 52 | $99.0M | SHV, NVDA, MSFT, VOO, SGOV |
| Q3 2025 | 51 | $89.7M | SHV, NVDA, MSFT, VOO, LQTI |
| Q2 2025 | 51 | $85.5M | SHV, MSFT, NVDA, VOO, VTI |
| Q1 2025 | 48 | $76.1M | SHV, VOO, MSFT, VTI, NVDA |
| Q4 2024 | 56 | $87.6M | SHV, VOO, NVDA, VTI, MSFT |