AI Portfolio Summary
In 2026 Q1, Sulzberger Capital Advisors, Inc. maintained a portfolio of 53 distinct positions. The most significant new addition to the portfolio was SHELL PLC, which now represents 0.22% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE , increasing their position by 83.3%. Conversely, Sulzberger Capital Advisors, Inc. completely exited their position in ISHARES TR.
Total Positions
53
Quarter
2026 Q1
Top Holding
SHV (21.1%)
Top 10 Concentration
63.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 53
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SHV
ISHARES TR
|
ETF | 21.08% | 25.16% |
#1
Prev: #1
|
6.5 | -39,080 | -17.3% |
P
S
|
187,087 | $20,652,534 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 7.53% | 4.11% |
#2
4
Prev: #6
|
7.5 | 59,192 | 83.3% |
P
S
|
130,258 | $7,383,023 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.81% | 6.46% |
#3
1
Prev: #2
|
3.8 | -1,617 | -4.7% |
P
S
|
32,662 | $5,696,253 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 5.16% | 5.22% |
#4
Prev: #4
|
3.1 | 211 | 2.6% |
P
S
|
8,453 | $5,051,483 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PMMF
BLACKROCK ETF T...
|
ETF | 4.97% | 1.50% |
#5
12
Prev: #17
|
5.5 | 33,689 | 227.8% |
P
S
|
48,478 | $4,872,039 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.17% | 5.48% |
#6
3
Prev: #3
|
2.2 | -181 | -1.6% |
P
S
|
11,045 | $4,088,744 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 4.04% | 4.24% |
#7
2
Prev: #5
|
2.1 | -2,459 | -5.9% |
P
S
|
39,346 | $3,960,568 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LQTI
FIRST TR EXCHAN...
|
Bond/Debt | 3.60% | 3.71% |
#8
Prev: #8
|
1.9 | -2,376 | -1.3% |
P
S
|
179,981 | $3,524,028 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.39% | 3.79% |
#9
2
Prev: #7
|
1.9 | -458 | -3.8% |
P
S
|
11,545 | $3,319,884 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 3.30% | 2.74% |
#10
1
Prev: #11
|
1.8 | 1,062 | 3.1% |
P
S
|
34,812 | $3,233,339 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 3.27% | 3.55% |
#11
2
Prev: #9
|
1.8 | -425 | -3.1% |
P
S
|
13,477 | $3,202,545 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 3.03% | 3.15% |
#12
2
Prev: #10
|
1.7 | -49 | -0.5% |
P
S
|
9,250 | $2,967,649 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.59% | 2.68% |
#13
1
Prev: #12
|
1.5 | 20 | 0.4% |
P
S
|
5,297 | $2,538,352 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 2.41% | 2.45% |
#14
1
Prev: #13
|
1.5 | 791 | 1.9% |
P
S
|
42,448 | $2,356,713 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.84% | 1.41% |
#15
4
Prev: #19
|
2.7 | 681 | 19.4% |
P
S
|
4,195 | $1,805,067 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.81% | 2.02% |
#16
2
Prev: #14
|
1.2 | -47 | -0.8% |
P
S
|
5,743 | $1,777,516 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.76% | 1.90% |
#17
2
Prev: #15
|
1.2 | 136 | 1.7% |
P
S
|
8,267 | $1,721,768 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 1.74% | 1.36% |
#18
3
Prev: #21
|
2.7 | 3,963 | 19.9% |
P
S
|
23,847 | $1,707,684 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AAPL
APPLE INC
|
Technology | 1.43% | 1.54% |
#19
3
Prev: #16
|
1.1 | -85 | -1.5% |
P
S
|
5,506 | $1,397,476 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.41% | 1.46% |
#20
2
Prev: #18
|
1.6 | no change | no change |
P
S
|
4,215 | $1,386,271 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.26% | 1.38% |
#21
1
Prev: #20
|
1.0 | -78 | -3.5% |
P
S
|
2,140 | $1,235,165 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.24% | 1.35% |
#22
Prev: #22
|
1.5 | no change | no change |
P
S
|
4,142 | $1,218,411 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 1.21% | 1.09% |
#23
Prev: #23
|
1.0 | 161 | 2.8% |
P
S
|
5,993 | $1,187,544 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.91% | 0.89% |
#24
2
Prev: #26
|
0.9 | 3 | 0.0% |
P
S
|
11,480 | $890,734 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.86% | 0.94% |
#25
Prev: #25
|
0.8 | -664 | -10.2% |
P
S
|
5,833 | $842,532 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.82% | 0.95% |
#26
2
Prev: #24
|
1.3 | no change | no change |
P
S
|
877 | $806,737 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.66% | 0.55% |
#27
3
Prev: #30
|
2.3 | 985 | 17.0% |
P
S
|
6,776 | $651,512 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.64% | 0.40% |
#28
8
Prev: #36
|
2.8 | 543 | 41.4% |
P
S
|
1,856 | $627,242 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.60% | 0.63% |
#29
2
Prev: #27
|
1.2 | no change | no change |
P
S
|
2,718 | $591,138 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.60% | 0.50% |
#30
1
Prev: #31
|
1.2 | no change | no change |
P
S
|
2,400 | $586,656 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.58% | 0.48% |
#31
1
Prev: #32
|
0.7 | 20 | 3.6% |
P
S
|
568 | $565,972 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.54% | 0.56% |
#32
3
Prev: #29
|
1.2 | no change | no change |
P
S
|
626 | $529,590 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.50% | 0.57% |
#33
5
Prev: #28
|
1.2 | no change | no change |
P
S
|
3,070 | $492,182 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
V
VISA INC
|
Financial Services | 0.47% | 0.42% |
#34
1
Prev: #35
|
2.7 | 333 | 28.1% |
P
S
|
1,518 | $458,839 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.44% | 0.47% |
#35
2
Prev: #33
|
1.2 | no change | no change |
P
S
|
3,863 | $433,699 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.42% | 0.31% |
#36
5
Prev: #41
|
1.2 | no change | no change |
P
S
|
1,200 | $410,148 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.40% | 0.29% |
#37
5
Prev: #42
|
1.2 | no change | no change |
P
S
|
1,884 | $389,800 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.39% | 0.44% |
#38
4
Prev: #34
|
0.7 | -1,670 | -11.5% |
P
S
|
12,870 | $387,001 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.33% | 0.39% |
#39
1
Prev: #38
|
1.1 | no change | no change |
P
S
|
1,690 | $320,424 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.32% | 0.32% |
#40
Prev: #40
|
1.1 | no change | no change |
P
S
|
1,023 | $317,938 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.32% | 0.27% |
#41
2
Prev: #43
|
2.1 | 139 | 7.5% |
P
S
|
1,994 | $309,648 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.31% | 0.40% |
#42
5
Prev: #37
|
0.6 | -115 | -14.2% |
P
S
|
696 | $304,006 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.30% | 0.26% |
#43
3
Prev: #46
|
1.1 | no change | no change |
P
S
|
600 | $297,456 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.28% | 0.34% |
#44
5
Prev: #39
|
1.1 | no change | no change |
P
S
|
2,663 | $273,410 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.28% | 0.26% |
#45
Prev: #45
|
1.1 | no change | no change |
P
S
|
1,398 | $269,674 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.27% | 0.25% |
#46
2
Prev: #48
|
1.1 | no change | no change |
P
S
|
3,031 | $267,213 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.24% | 0.23% |
#47
2
Prev: #49
|
1.1 | no change | no change |
P
S
|
3,700 | $237,096 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.23% | 0.22% |
#48
2
Prev: #50
|
1.1 | no change | no change |
P
S
|
600 | $230,040 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SHEL
SHELL PLC
|
Energy | 0.22% | — |
#49
Prev: #—
|
3.6 | 2,284 | no change |
NEW
|
2,284 | $212,412 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SUSA
ISHARES TR
|
ETF | 0.00% | 0.21% |
Sold All 😨
(Was: #52) |
0.0 | -1,500 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 |
Showing 1-50 of 53 holdings