Sulzberger Capital Advisors
Sulzberger Capital Advisors reported 56 stocks worth $101M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SHV (12.6%), JEPI (8.7%) and VOO (7.8%). Compared with Q2 2026, the fund opened new positions in JAAA, AMD and CRM, added to JEPI, VOO and NVDA, trimmed SHV, GOOGL and QQQM and sold out of LQTI, IGLD and PM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SHV Ishares TR | $12.7M | 12.6% | 115K | −58K (−33%) | 8 of 8 | |
| 2 |  JEPI J P Morgan Exchange Traded F | $8.7M | 8.7% | 155K | +8,996 (+6%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $7.8M | 7.8% | 11K | +2,702 (+32%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $6.9M | 6.8% | 30K | +476 (+2%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $5.4M | 5.4% | 11K | +147 (+1%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $3.9M | 3.8% | 11K | −98 (−1%) | 8 of 8 | |
| 7 |  QQQM Invesco Nasdaq | $3.8M | 3.8% | 12K | −397 (−3%) | 8 of 8 | |
| 8 |  JEPQ J P Morgan Exchange Traded F | $3.7M | 3.7% | 61K | +14K (+30%) | 8 of 8 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $3.4M | 3.4% | 9,123 | +258 (+3%) | 8 of 8 | |
| 10 |  SGOV Ishares TR | $2.9M | 2.9% | 29K | −1,518 (−5%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sulzberger Capital Advisors 13F FAQ
What does Sulzberger Capital Advisors own?
Sulzberger Capital Advisors reported 56 stocks worth $101M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SHV (12.6%), JEPI (8.7%) and VOO (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Sulzberger Capital Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 26 added to, 11 trimmed and 3 sold out. New positions include JAAA, AMD and CRM. It sold all of LQTI, IGLD and PM.
When will Sulzberger Capital Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sulzberger Capital Advisors's portfolio worth?
The Q3 2026 filing reports $101M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.