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Home > Institutional Investor > Sulzberger Capital Advisors, Inc. > Profile

Instuitional Investor - Sulzberger Capital Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Sulzberger Capital Advisors, Inc.
Portfolio Value $76,091,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 203,618 $22,491,644 29.56%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 9,060 $4,656,080 6.12%
3.
Microsoft Corp
 MSFT 11,341 $4,257,667 5.6%
4.
Vanguard Index Fds
 12,876 $3,538,917 4.65%
5.
Nvidia Corp
 NVDA 32,620 $3,535,356 4.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)