Sulzberger Capital Advisors, Inc.
Annual return '25
+32.8%
SPY '25
+17.7%
Alpha
+15.0ptsvs SPY
Invested
$98M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHV
ISHARES TR
Q4 2025: Exited (was 231.4k shares)
21.1%
02
$JEPI
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +5.8% (20.8k → 22.0k shares)
7.5%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 43.0% (33.6k → 19.1k shares)
5.8%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +5.0% (11.8k → 12.4k shares)
5.2%
05
$PMMF
BLACKROCK ETF TRUST
Held since at least Q1 2024
5.0%
06
$MSFT
MICROSOFT CORP
Q4 2025: Sold 22.6% (11.0k → 8.5k shares)
4.2%
07
$SGOV
ISHARES TR
Held since at least Q1 2024
4.0%
08
$LQTI
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 177.1k shares)
3.6%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 0.8% (13.7k → 13.6k shares)
3.4%
10
$NEE
NEXTERA ENERGY INC
Q4 2025: Exited (was 33.8k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.