Sulzberger Capital Advisors, Inc. Portfolio Holdings

Sulzberger Capital Advisors, Inc.

  • $85.5 Billion
  • Q2 2025

Sulzberger Capital Advisors, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $85.5 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 $28.7B, Microsoft Corp with a value of $5.5B, Nvidia Corp with a value of $5.27B, Vanguard Index Fds S&P 500 ETF with a value of $4.74B, and Vanguard Total Stock Market Et with a value of $3.24B.

Examining the 13F form we can see an increase of $9.37B in the current position value, from $76.1B to 85.5B.

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 $85.5 Billion
ETFs: $48.8 Billion
Technology: $15.9 Billion
Financial Services: $4.78 Billion
Consumer Cyclical: $3.78 Billion
Communication Services: $2.73 Billion
Healthcare: $2.56 Billion
Utilities: $2.32 Billion
Consumer Defensive: $2.01 Billion
Other: $1.82 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$2.32 Billion 2.72% of portfolio
33,450
Q2 2025 Reduced 2.19%
$127B
$1.51 Billion 1.76% of portfolio
5,461
Q2 2025 Reduced 4.24%
$52.5B
$672 Million 0.79% of portfolio
3,284
Q1 2025 Reduced 33.52%
$124B
$508 Million 0.59% of portfolio
1,647
Q4 2024 New
$150B
$334 Million 0.39% of portfolio
1,690
Q2 2025 Reduced 2.87%
$25B
$298 Million 0.35% of portfolio
1,625
Q4 2024 New
$138B
$285 Million 0.33% of portfolio
11,770
Q4 2024 New
$162B
$220 Million 0.26% of portfolio
1,200
Q2 2025 New
$79.5B
$207 Million 0.24% of portfolio
1,200
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $85.5 Billion
  • Prior Value $76.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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