Sulzberger Capital Advisors, Inc. filed its 13F-HR report for the period ending September 30, 2026, disclosing equity securities held by the firm. The filing lists 56 total holdings, with the largest position being NVIDIA Corporation, which the firm holds 3,000,088 shares.
The portfolio is heavily weighted toward technology and exchange-traded funds. Other notable equity holdings include Microsoft with 5,398,404 shares, Apple with 2,085,250 shares, and Taiwan Semiconductor Manufacturing Co. with 1,229,458 shares. The firm also holds significant positions in NextEra Energy, with 3,597,144 shares, and Berkshire Hathaway Class B, with 572,5 shares.
In addition to individual equities, the portfolio includes various exchange-traded funds (ETFs) and other investment vehicles. Major ETF holdings include the Invesco NASDAQ 100 ETF Trust, with 1,23,800 shares, the iShares 0-3 Month Treasury Bond ETF, with 115,041 shares, and the iShares Gold Trust, with 3,785 shares. Other ETFs listed in the filing include the Vanguard S&P 500 ETF Shares, the SPDR Gold Shares, and the iShares ESG Optimized ETF.
The filing was signed by Gene C. Sulzberger, President of Sulzberger Capital Advisors, Inc., and was dated October 20, 2026.
