Sulzberger Capital Advisors, Inc. Portfolio Holdings

Sulzberger Capital Advisors, Inc.

  • $89.7 Billion
  • Q3 2025

Sulzberger Capital Advisors, Inc. has filed its 13F form on November 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $89.7 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $25.6B, Nvidia Corp with a value of $6.27B, Microsoft Corp with a value of $5.71B, Vanguard Index Fds S&P 500 ETF with a value of $5.12B, and First Tr Exchange Traded Fd with a value of $3.61B.

Examining the 13F form we can see an increase of $4.19B in the current position value, from $85.5B to 89.7B.

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 $89.7 Billion
ETFs: $47.1 Billion
Technology: $17.7 Billion
Financial Services: $4.89 Billion
Consumer Cyclical: $3.88 Billion
Communication Services: $3.41 Billion
Healthcare: $2.66 Billion
Utilities: $2.55 Billion
Consumer Defensive: $1.97 Billion
Other: $1.29 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.6 Billion 28.52% of portfolio
231,422
Q3 2025 Reduced 10.92%
$465B
$6.27 Billion 6.99% of portfolio
33,601
Q3 2025 Added 0.7%
$3.78T
$5.71 Billion 6.37% of portfolio
11,025
Q3 2025 Reduced 0.29%
$0
$5.12 Billion 5.71% of portfolio
8,362
Q3 2025 Added 0.28%
First Tr Exchange Traded Fd
-
$3.61 Billion 4.03% of portfolio
-
Q3 2025 Added 1,641.04%
$0
$3.37 Billion 3.76% of portfolio
10,280
Q3 2025 Reduced 3.71%
$0
$3.32 Billion 3.7% of portfolio
13,434
Q3 2025 Added 6.75%
$0
$3.11 Billion 3.47% of portfolio
54,463
Q3 2025 Added 7.19%
$662B
$2.63 Billion 2.93% of portfolio
5,222
Q2 2025 Reduced 0.95%
$168B
$2.55 Billion 2.84% of portfolio
33,750
Q3 2025 Added 0.9%
$1.65T
$2.53 Billion 2.82% of portfolio
10,418
Q3 2025 Reduced 2.57%
$4.3T
$1.83 Billion 2.04% of portfolio
7,181
Q3 2025 Reduced 0.04%
$139B
$1.83 Billion 2.04% of portfolio
5,546
Q3 2025 Added 1.56%
$0
$1.81 Billion 2.02% of portfolio
31,510
Q3 2025 Added 3.22%
$2.39T
$1.8 Billion 2.01% of portfolio
8,220
Q3 2025 Reduced 1.83%
$367B
$1.77 Billion 1.97% of portfolio
4,362
Q3 2025 Reduced 2.89%
$0
$1.33 Billion 1.49% of portfolio
2,218
Q2 2025 Reduced 6.33%
$346B
$968 Million 1.08% of portfolio
6,303
Q3 2025 Reduced 4.46%
$0
$887 Million 0.99% of portfolio
4,681
Q3 2025 Added 1.19%
$319B
$785 Million 0.88% of portfolio
11,474
Q3 2025 Added 0.03%
$61.4B
$669 Million 0.75% of portfolio
3,284
Q1 2025 Reduced 33.52%
$971B
$649 Million 0.72% of portfolio
851
Q3 2025 Added 1.07%
$414B
$629 Million 0.7% of portfolio
2,718
Q4 2024 New
$49.1B
$579 Million 0.65% of portfolio
483
Q3 2025 Added 6.62%
$0
$541 Million 0.6% of portfolio
1,920
Q3 2025 Reduced 38.06%
$404B
$540 Million 0.6% of portfolio
583
Q3 2025 Reduced 0.85%
$104B
$480 Million 0.54% of portfolio
1,637
Q3 2025 Reduced 0.61%
$0
$453 Million 0.51% of portfolio
3,827
Q1 2025 Reduced 27.53%
$522B
$445 Million 0.5% of portfolio
2,400
Q3 2025 Reduced 13.04%
$0
$440 Million 0.49% of portfolio
14,540
Q2 2025 Added 84.75%
$0
$388 Million 0.43% of portfolio
810
Q3 2025 Added 0.25%
$593B
$380 Million 0.42% of portfolio
1,350
Q2 2025 New
$228B
$357 Million 0.4% of portfolio
2,663
Q4 2024 New
$130B
$358 Million 0.4% of portfolio
1,007
Q3 2025 Reduced 29.18%
$160B
$335 Million 0.37% of portfolio
1,690
Q2 2025 Reduced 2.87%
$265B
$324 Million 0.36% of portfolio
407
Q2 2025 Reduced 28.85%
$224B
$311 Million 0.35% of portfolio
1,023
Q4 2024 New
$1.37T
$296 Million 0.33% of portfolio
403
Q3 2025 Added 27.13%
$303B
$293 Million 0.33% of portfolio
1,884
Q3 2025 Reduced 8.72%
$490B
$285 Million 0.32% of portfolio
2,526
Q3 2025 Reduced 13.67%
Linde PLC
-
$285 Million 0.32% of portfolio
-
Q4 2024 New
$533B
$275 Million 0.31% of portfolio
805
Q2 2025 Reduced 0.74%
Calamos ETF Tr
-
$260 Million 0.29% of portfolio
-
Q3 2025 Reduced 4.97%
$141B
$242 Million 0.27% of portfolio
9,510
Q3 2025 Reduced 19.2%
$204B
$243 Million 0.27% of portfolio
1,730
Q3 2025 Reduced 39.3%
$197B
$246 Million 0.27% of portfolio
1,200
Q2 2025 New
$258B
$234 Million 0.26% of portfolio
1,398
Q3 2025 Reduced 49.68%
$0
$222 Million 0.25% of portfolio
3,700
Q2 2025 New
$237B
$217 Million 0.24% of portfolio
1,338
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $89.7 Billion
  • Prior Value $85.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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