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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 $88,448,160
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 64,767 $7,131,494 8.06%
2.
Vanguard Index Fds
 12,202 $6,574,915 7.43%
3.
Nvidia Corp
 NVDA 46,302 $6,217,896 7.02%
4.
Vanguard Index Fds
 20,397 $5,911,299 6.68%
5.
Microsoft Corp
 MSFT 13,129 $5,534,227 6.25%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)