Sulzberger Capital Advisors, Inc.
RIA/Wealth
Sulzberger Capital Advisors, Inc. is a RIA/Wealth based in Miami, FL led by Eugene Charles Sulzberger, reporting $106.3M in AUM as of Q3 2025 with 55% ETF concentration, 70% concentrated in top 10 holdings, and 30% allocation to SHV.
PresidentEugene Charles Sulzberger
- Portfolio Value
- $86.0M
- Positions
- 50
- Top Holding
- SHV at 29.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sulzberger Capital Advisors, Inc.'s portfolio (69.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.6M | 29.72% | -$3.1M Sold | — 231.4K shares | |
Semiconductors Technology | $6.3M | 7.29% | +$43.3K Bought | 0.00% 33.6K shares | |
Software - Infrastructure Technology | $5.7M | 6.64% | -$16.6K Sold | 0.00% 11.0K shares | |
ETF ETF | $5.1M | 5.95% | +$14.1K Bought | — 8.4K shares | |
ETF ETF | $3.4M | 3.92% | -$130.0K Sold | — 10.3K shares | |
ETF ETF | $3.3M | 3.86% | +$210.1K Bought | — 13.4K shares | |
ETF ETF | $3.1M | 3.61% | +$208.5K Bought | — 54.5K shares | |
Insurance - Diversified Financial Services | $2.6M | 3.05% | — | 0.00% 5.2K shares | |
Regulated Electric Utilities | $2.5M | 2.96% | +$22.6K Bought | 0.00% 33.8K shares | |
Internet Content & Information Communication Services | $2.5M | 2.94% | -$66.9K Sold | 0.00% 10.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sulzberger Capital Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+27.13% | |
+7.19% | |
+6.75% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-49.68% | |
-39.3% | |
-38.06% |
Analytics
Portfolio insights and performance metrics for Sulzberger Capital Advisors, Inc.
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