Sulzberger Capital Advisors, Inc. - Portfolio overview

Sulzberger Capital Advisors, Inc. has 58 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 20.41%
2. JEPI - J P MORGAN EXCHANGE TRADED F, 7.30%
3. NVDA - NVIDIA CORPORATION, 5.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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