Sulzberger Capital Advisors, Inc. Portfolio Holdings
Q3 2025•50 long positions•$86.0M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding52 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $25.6M 29.72% | -$3.1M Sold | — 231.4K shares | 259.8K → 231.4K −$3.1M | -10.92% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $6.3M 7.29% | +$43.3K Bought | 0.0% 33.6K shares | 33.4K → 33.6K +$43.3K | +0.7% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $5.7M 6.64% | -$16.6K Sold | 0.0% 11.0K shares | 11.1K → 11.0K −$16.6K | -0.29% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.1M 5.95% | +$14.1K Bought | — 8.4K shares | 8.3K → 8.4K +$14.1K | +0.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 3.92% | -$130.0K Sold | — 10.3K shares | 10.7K → 10.3K −$130.0K | -3.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 3.86% | +$210.1K Bought | — 13.4K shares | 12.6K → 13.4K +$210.1K | +6.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 3.61% | +$208.5K Bought | — 54.5K shares | 50.8K → 54.5K +$208.5K | +7.19% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $2.6M 3.05% | — | 0.0% 5.2K shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $2.5M 2.96% | +$22.6K Bought | 0.002% 33.8K shares | 33.5K → 33.8K +$22.6K | +0.9% | $155.46B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.5M 2.94% | -$66.9K Sold | 0.0% 10.4K shares | 10.7K → 10.4K −$66.9K | -2.57% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.8M 2.13% | +$28.0K Bought | 0.0% 5.5K shares | 5.5K → 5.5K +$28.0K | +1.56% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.8M 2.13% | -$763.9 Sold | 0.0% 7.2K shares | 7.2K → 7.2K −$763.9 | -0.04% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 2.11% | +$56.5K Bought | — 31.5K shares | 30.5K → 31.5K +$56.5K | +3.22% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.8M 2.1% | -$33.6K Sold | 0.0% 8.2K shares | 8.4K → 8.2K −$33.6K | -1.83% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $1.8M 2.05% | -$52.7K Sold | 0.0% 4.4K shares | 4.5K → 4.4K −$52.7K | -2.89% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.7M 1.93% | -$157.7K Sold | 0.0% 5.3K shares | 5.8K → 5.3K −$157.7K | -8.66% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.55% | — | — 2.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $968.4K 1.13% | -$45.2K Sold | 0.0% 6.3K shares | 6.6K → 6.3K −$45.2K | -4.46% | $359.62B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $886.6K 1.03% | +$10.4K Bought | — 4.7K shares | 4.6K → 4.7K +$10.4K | +1.19% | — — | Q4 2024 Held for 11 months | |
Communication Equipment Technology | $785.1K 0.912% | +$205.3 Bought | 0.0% 11.5K shares | 11.5K → 11.5K +$205.3 | +0.03% | $270.48B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $668.7K 0.777% | — | 0.0% 3.3K shares | — | — | $137.82B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $649.3K 0.755% | +$6.9K Bought | 0.0% 851.0 shares | 842.0 → 851.0 +$6.9K | +1.07% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $629.3K 0.731% | — | 0.0% 2.7K shares | — | — | $409.03B Mega Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $579.1K 0.673% | +$36.0K Bought | 0.0% 483.0 shares | 453.0 → 483.0 +$36.0K | +6.62% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $541.2K 0.629% | -$332.6K Sold | — 1.9K shares | 3.1K → 1.9K −$332.6K | -38.06% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $539.6K 0.627% | -$4.6K Sold | 0.0% 583.0 shares | 588.0 → 583.0 −$4.6K | -0.85% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
Staffing & Employment Services Industrials | $480.5K 0.558% | -$2.9K Sold | 0.0% 1.6K shares | 1.6K → 1.6K −$2.9K | -0.61% | $118.89B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $453.3K 0.527% | — | — 3.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $445.0K 0.517% | -$66.8K Sold | 0.0% 2.4K shares | 2.8K → 2.4K −$66.8K | -13.04% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $440.4K 0.512% | — | — 14.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $388.5K 0.452% | +$959.2 Bought | — 810.0 shares | 808.0 → 810.0 +$959.2 | +0.25% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $379.7K 0.441% | — | 0.0% 1.4K shares | — | — | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $358.0K 0.416% | -$147.5K Sold | — 1.0K shares | 1.4K → 1.0K −$147.5K | -29.18% | — — | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $356.7K 0.415% | — | 0.0% 2.7K shares | — | — | $233.12B Mega Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $335.1K 0.389% | — | 0.0% 1.7K shares | — | — | $141.96B Large Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $324.1K 0.377% | — | 0.0% 407.0 shares | — | — | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $310.9K 0.361% | — | 0.0% 1.0K shares | — | — | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $296.0K 0.344% | +$63.2K Bought | 0.0% 403.0 shares | 317.0 → 403.0 +$63.2K | +27.13% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $292.6K 0.34% | -$28.0K Sold | 0.0% 1.9K shares | 2.1K → 1.9K −$28.0K | -8.72% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
Chemicals - Specialty Basic Materials | $285.0K 0.331% | — | 0.0% 600.0 shares | — | — | $222.73B Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $284.8K 0.331% | -$45.1K Sold | 0.0% 2.5K shares | 2.9K → 2.5K −$45.1K | -13.67% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $274.8K 0.319% | — | 0.0% 805.0 shares | — | — | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $260.1K 0.302% | -$13.6K Sold | — 8.6K shares | 9.1K → 8.6K −$13.6K | -4.97% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $245.7K 0.286% | — | 0.0% 1.2K shares | — | — | $163.10B Large Cap | Q2 2025 Held for 5 months | |
Beverages - Non-Alcoholic Consumer Defensive | $243.0K 0.282% | -$157.3K Sold | 0.0% 1.7K shares | 2.9K → 1.7K −$157.3K | -39.3% | $192.27B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $242.3K 0.282% | -$57.6K Sold | 0.0% 9.5K shares | 11.8K → 9.5K −$57.6K | -19.2% | $144.87B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $233.9K 0.272% | -$230.9K Sold | 0.0% 1.4K shares | 2.8K → 1.4K −$230.9K | -49.68% | $223.98B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $221.7K 0.258% | — | — 3.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
Tobacco Consumer Defensive | $217.0K 0.252% | +$217.0K New | 0.0% 1.3K shares | 0 → 1.3K +$217.0K | New | $252.48B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $203.5K 0.236% | +$203.5K New | — 1.5K shares | 0 → 1.5K +$203.5K | New | — — | Q3 2025 Held for 2 months |
