Skip to main content
Livermore
Livermore
ZHEN

Sulzberger Capital Advisors, Inc.

SEC CIK
0002056727
Latest filing
Jul 17, 2026

The latest 13F from Sulzberger Capital Advisors, Inc. covers Q2 2026 (filed Jul 17, 2026): 53 long positions worth $102.4M. The top 10 holdings make up 60.5% of the portfolio, and the largest is iShares Trust iShares 0-1 Year Treasury Bond ETF at 18.6%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$1.14M
Added
12
Est. +$1.90M
Reduced
23
Est. −$5.19M
Sold out
1
Est. −$212.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    18.6%$19.0M
  2. J P Morgan Exchange Traded F46641Q332
    8.1%$8.26M
  3. NVDANVIDIA Corp
    5.8%$5.91MHistory
  4. Vanguard S&P 500 ETF922908363
    5.7%$5.82M
  5. BlackRock ETF Trust09290C756
    4.7%$4.78M

Share of portfolio

Top 5 holdings and the other 48 positions, by share of portfolio value

  1. iShares Trust iShares 0-1 Year Treasury Bond ETF18.6%
  2. J P Morgan Exchange Traded F8.1%
  3. NVDA5.8%
  4. Vanguard S&P 500 ETF5.7%
  5. BlackRock ETF Trust4.7%
  6. Other 48 positions57.2%

Biggest buys

New and added positions, by estimated amount bought

  1. J P Morgan Exchange Traded F46641Q332
    +$906.4KAdded
  2. Vanguard Utilities ETF92204A876
    +$382.9KAdded
  3. ASXASE Technology Holding Co., Ltd.
    +$270.7KNewHistory
  4. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    +$264.6KAdded
  5. iShares Tr464288802
    +$231.4KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. J P Morgan Exchange Traded F46641Q332
    +0.53 pp7.5% → 8.1%
  2. Vanguard S&P 500 ETF922908363
    +0.53 pp5.2% → 5.7%
  3. CSCOCisco Systems, Inc.
    +0.41 pp0.9% → 1.3%History
  4. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    +0.40 pp2.4% → 2.8%
  5. Vanguard Utilities ETF92204A876
    +0.31 pp1.2% → 1.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −$1.60MReduced
  2. iShares Tr46436E718
    −$927.7KReduced
  3. NVDANVIDIA Corp
    −$626.3KReducedHistory
  4. First Tr Exchange-Traded FD33738D747
    −$500.6KReduced
  5. MSFTMicrosoft Corp
    −$248.8KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −2.48 pp21.1% → 18.6%
  2. iShares Tr46436E718
    −1.08 pp4.0% → 3.0%
  3. First Tr Exchange-Traded FD33738D747
    −0.69 pp3.6% → 2.9%
  4. SIVRabrdn Silver ETF Trust
    −0.55 pp1.7% → 1.2%History
  5. MSFTMicrosoft Corp
    −0.39 pp4.2% → 3.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$102.4M
+$4.44M (+4.5%) vs. prior quarter
Positions
53
+4 vs. prior quarter
Top 10 concentration
60.5%
Top 10 as share of value
Turnover
3.0%
Q2 2026, one quarter
Average holding period
6.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $102.4M (Q2 2026)

Q4 2024: $87.6MQ1 2025: $76.1MQ2 2025: $85.5MQ3 2025: $89.7MQ4 2025: $99.0MQ1 2026: $98.0MQ2 2026: $102.4M
Q4 2024Q2 2026
13F filings of Sulzberger Capital Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 202653$102.4MiShares Trust iShares 0-1 Year Treasury Bond ETFJ P Morgan Exchange Traded FNVDAvs. Q1 2026SEC
Q1 2026Apr 10, 202649$98.0MiShares Trust iShares 0-1 Year Treasury Bond ETFJ P Morgan Exchange Traded FNVDAvs. Q4 2025SEC
Q4 2025Jan 7, 202652$99.0MiShares Trust iShares 0-1 Year Treasury Bond ETFNVDAMSFTvs. Q3 2025SEC
Q3 2025Nov 21, 202551$89.7MiShares Trust iShares 0-1 Year Treasury Bond ETFNVDAMSFTvs. Q2 2025SEC
Q2 2025Aug 5, 202551$85.5MiShares Trust iShares 0-1 Year Treasury Bond ETFMSFTNVDAvs. Q1 2025SEC
Q1 2025Apr 11, 202548$76.1MiShares Trust iShares 0-1 Year Treasury Bond ETFVanguard S&P 500 ETFMSFTvs. Q4 2024SEC
Q4 2024Feb 14, 202556$87.6MiShares Trust iShares 0-1 Year Treasury Bond ETFVanguard S&P 500 ETFNVDA–SEC