Sulzberger Capital Advisors, Inc. Portfolio Holdings

Sulzberger Capital Advisors, Inc.

  • $99 Billion
  • Q4 2025

Sulzberger Capital Advisors, Inc. has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $99 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $24.9B, Nvidia Corp with a value of $6.39B, Microsoft Corp with a value of $5.43B, Vanguard Index Fds S&P 500 ETF with a value of $5.17B, and Ishares Trishares 0 3 Mnth Tre with a value of $4.2B.

Examining the 13F form we can see an increase of $9.36B in the current position value, from $89.7B to 99B.

Sulzberger Capital Advisors, Inc. is based out at Miami, FL

Below you can find more details about Sulzberger Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $99 Billion
ETFs: $54.8 Billion
Technology: $17.8 Billion
Financial Services: $4.95 Billion
Communication Services: $4.55 Billion
Consumer Cyclical: $3.64 Billion
Healthcare: $2.78 Billion
Utilities: $2.71 Billion
Consumer Defensive: $1.88 Billion
Other: $544 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.9 Billion 25.16% of portfolio
226,167
Q4 2025 Reduced 2.27%
$465B
$6.39 Billion 6.46% of portfolio
34,279
Q4 2025 Added 2.02%
$3.78T
$5.43 Billion 5.48% of portfolio
11,226
Q4 2025 Added 1.82%
$0
$5.17 Billion 5.22% of portfolio
8,242
Q4 2025 Reduced 1.44%
$0
$4.2 Billion 4.24% of portfolio
41,805
Q4 2025 New
$0
$4.07 Billion 4.11% of portfolio
71,066
Q4 2025 Added 30.48%
$1.65T
$3.76 Billion 3.79% of portfolio
12,003
Q4 2025 Added 15.21%
First Tr Exchange Traded Fd
-
$3.67 Billion 3.71% of portfolio
-
Q4 2025 Added 2.97%
$0
$3.52 Billion 3.55% of portfolio
13,902
Q4 2025 Added 3.48%
$0
$3.12 Billion 3.15% of portfolio
9,299
Q4 2025 Reduced 9.54%
$168B
$2.71 Billion 2.74% of portfolio
33,750
Q3 2025 Added 0.9%
$662B
$2.65 Billion 2.68% of portfolio
5,277
Q4 2025 Added 1.05%
$0
$2.42 Billion 2.45% of portfolio
41,657
Q4 2025 Added 32.2%
$139B
$2 Billion 2.02% of portfolio
5,790
Q4 2025 Added 4.4%
$2.39T
$1.88 Billion 1.9% of portfolio
8,131
Q4 2025 Reduced 1.08%
$4.3T
$1.52 Billion 1.54% of portfolio
5,591
Q4 2025 Reduced 22.14%
$367B
$1.45 Billion 1.46% of portfolio
4,215
Q4 2025 Reduced 3.37%
$130B
$1.39 Billion 1.41% of portfolio
3,514
Q4 2025 Added 248.96%
$0
$1.36 Billion 1.38% of portfolio
2,218
Q2 2025 Reduced 6.33%
$2.36B
$1.34 Billion 1.36% of portfolio
19,884
Q4 2025 New
$881B
$1.33 Billion 1.35% of portfolio
4,142
Q4 2025 Reduced 21.43%
$0
$1.08 Billion 1.09% of portfolio
5,832
Q4 2025 Added 24.59%
$971B
$943 Million 0.95% of portfolio
877
Q4 2025 Added 3.06%
$346B
$931 Million 0.94% of portfolio
6,497
Q4 2025 Added 3.08%
$319B
$884 Million 0.89% of portfolio
11,477
Q4 2025 Added 0.03%
$414B
$621 Million 0.63% of portfolio
2,718
Q4 2024 New
$61.4B
$565 Million 0.57% of portfolio
3,070
Q4 2025 Reduced 6.52%
$265B
$550 Million 0.56% of portfolio
626
Q4 2025 Added 53.81%
$49.1B
$543 Million 0.55% of portfolio
5,791
Q4 2025 Added 1,098.96%
$522B
$497 Million 0.5% of portfolio
2,400
Q3 2025 Reduced 13.04%
$404B
$473 Million 0.48% of portfolio
548
Q4 2025 Reduced 6.0%
$0
$467 Million 0.47% of portfolio
3,863
Q4 2025 Added 0.94%
$0
$439 Million 0.44% of portfolio
14,540
Q2 2025 Added 84.75%
$533B
$416 Million 0.42% of portfolio
1,185
Q4 2025 Added 47.2%
$0
$396 Million 0.4% of portfolio
811
Q4 2025 Added 0.12%
$1.46T
$399 Million 0.4% of portfolio
1,313
Q4 2025 New
$160B
$387 Million 0.39% of portfolio
1,690
Q2 2025 Reduced 2.87%
$228B
$334 Million 0.34% of portfolio
2,663
Q4 2024 New
$224B
$313 Million 0.32% of portfolio
1,023
Q4 2024 New
$197B
$308 Million 0.31% of portfolio
1,200
Q2 2025 New
$303B
$287 Million 0.29% of portfolio
1,884
Q3 2025 Reduced 8.72%
$204B
$266 Million 0.27% of portfolio
1,855
Q4 2025 Added 7.23%
$593B
$263 Million 0.27% of portfolio
1,350
Q2 2025 New
$258B
$256 Million 0.26% of portfolio
1,398
Q3 2025 Reduced 49.68%
Linde PLC
-
$256 Million 0.26% of portfolio
-
Q4 2024 New
$65.3B
$246 Million 0.25% of portfolio
3,031
Q4 2025 New
$1.37T
$247 Million 0.25% of portfolio
374
Q4 2025 Reduced 7.2%
$0
$231 Million 0.23% of portfolio
3,700
Q2 2025 New
$0
$216 Million 0.22% of portfolio
600
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $99 Billion
  • Prior Value $89.7 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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