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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168B
$2.55 Billion 2.84% of portfolio
33,750
Q3 2025 Added 0.9%
$139B
$1.83 Billion 2.04% of portfolio
5,546
Q3 2025 Added 1.56%
$61.4B
$669 Million 0.75% of portfolio
3,284
Q1 2025 Reduced 33.52%
$49.1B
$579 Million 0.65% of portfolio
483
Q3 2025 Added 6.62%
$104B
$480 Million 0.54% of portfolio
1,637
Q3 2025 Reduced 0.61%
$160B
$335 Million 0.37% of portfolio
1,690
Q2 2025 Reduced 2.87%
$141B
$242 Million 0.27% of portfolio
9,510
Q3 2025 Reduced 19.2%
$197B
$246 Million 0.27% of portfolio
1,200
Q2 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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