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Gene C. Sulzberger

Sulzberger Capital Advisors, Inc.

Assets Managed
$97.987M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
2mo 14d ago
Growth Rate
-1.03%(2Q avg: 4.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sulzberger Capital Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Sulzberger Capital Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.987M in assets, with a quarterly growth rate of -1.03% and a 2-quarter average growth rate of 4.71%. The portfolio is managed by Gene C. Sulzberger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -17.27%
21.08%
$20.653M
187,087 shares@ $110.4 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 83.3%
7.54%
$7.383M
130,258 shares@ $56.68 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.71%
5.82%
$5.696M
32,662 shares@ $174.41 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.57%
5.16%
$5.051M
8,453 shares@ $597.6 avg price
PMMF
Ishrs Prime Mmkt Etf
Recent Activity
Increased 227.8%
4.98%
$4.872M
48,478 shares@ $100.5 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.61%
4.18%
$4.089M
11,045 shares@ $370.19 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -5.88%
4.05%
$3.961M
39,346 shares@ $100.66 avg price
LQTI
Ft Vest Invst Grd Trgt I Etf
Recent Activity
Decreased -1.3%
3.6%
$3.524M
179,981 shares@ $19.59 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.81%
3.39%
$3.32M
11,545 shares@ $287.57 avg price
NEE
Nextera Energy Inc
Recent Activity
Increased 3.15%
3.3%
$3.233M
34,812 shares@ $92.89 avg price

1-10 of 49