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Sutton Place Investors

Latest statistics and disclosures from Sutton Place Investors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, SPLG, AAPL, DFAC, DFCF, and represent 26.01% of Sutton Place Investors's stock portfolio.
Added to shares of these 10 stocks: DFAI, SCHZ, DFIC, DFAE, EFG, SPMO, DIHP, JBND, DFIS, DEHP.
Started 10 new stock positions in BBSC, JBND, GEV, DISV, DFEV, BX, DEHP, SPMO, GLDM, DFIS.
Reduced shares in these 10 stocks: FMB, IUSB, BBAG, IEV, CVS, TLH, , DFAC, PFE, SPLG.
Sold out of its positions in CVS, CMCSA, IEV, TLH.
Sutton Place Investors was a net buyer of stock by $9.8M.
Sutton Place Investors has $173M in assets under management (AUM), dropping by 5.49%.
Central Index Key (CIK): 0001930301

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Portfolio Holdings for Sutton Place Investors

Sutton Place Investors holds 129 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	6.3	$11M		170k	63.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.4	$9.4M		136k	68.94	View chart
Apple (AAPL)	5.1	$8.8M		35k	250.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.7	$8.1M		233k	34.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.6	$7.9M		191k	41.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.3	$7.5M	+53%	257k	29.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.2	$5.5M		43k	128.62	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.6	$4.5M	+16%	178k	25.37	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$3.7M		9.1k	410.45	View chart
JPMorgan Chase & Co. (JPM)	2.1	$3.6M		15k	239.71	View chart
Microsoft Corporation (MSFT)	1.9	$3.3M	+4%	7.8k	421.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$2.6M		15k	178.08	View chart
Select Sector Spdr Tr Energy (XLE)	1.4	$2.5M		29k	85.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$2.4M		24k	101.53	View chart
Ishares Tr Core Total Usd (IUSB)	1.4	$2.4M	-19%	53k	45.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$2.2M	+38%	23k	96.83	View chart
Procter & Gamble Company (PG)	1.3	$2.2M		13k	167.65	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.3	$2.2M		116k	18.70	View chart
NVIDIA Corporation (NVDA)	1.2	$2.2M	+9%	16k	134.29	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.2	$2.1M		25k	85.32	View chart
TJX Companies (TJX)	1.2	$2.1M	-4%	17k	120.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$2.1M	+2%	32k	65.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$2.0M		40k	51.25	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$2.0M	+8%	38k	52.47	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.2	$2.0M	+7%	19k	105.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$2.0M	+100%	88k	22.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.1	$1.9M		20k	92.59	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$1.9M		40k	46.88	View chart
Exxon Mobil Corporation (XOM)	1.1	$1.8M		17k	107.57	View chart
White Mountains Insurance Gp (WTM)	1.0	$1.8M		929.00	1945.06	View chart
Amazon (AMZN)	1.0	$1.8M	+11%	8.2k	219.39	View chart
Merck & Co (MRK)	1.0	$1.7M		18k	99.48	View chart
Eli Lilly & Co. (LLY)	1.0	$1.7M		2.3k	772.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$1.7M	+3%	2.9k	586.03	View chart
Becton, Dickinson and (BDX)	0.7	$1.3M		5.5k	226.87	View chart
Union Pacific Corporation (UNP)	0.7	$1.2M		5.2k	228.04	View chart
Meta Platforms Cl A (META)	0.7	$1.2M	+5%	2.0k	585.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$1.2M	+3%	6.2k	190.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.7	$1.2M	+23%	17k	68.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.2M	+9%	6.1k	189.30	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.6	$1.1M		15k	71.43	View chart
International Business Machines (IBM)	0.6	$1.1M		4.9k	219.85	View chart
Travelers Companies (TRV)	0.6	$1.1M		4.5k	240.89	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$1.1M		12k	91.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.1M		6.7k	159.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.0M		5.3k	195.85	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.0M	+248%	39k	25.84	View chart
Tesla Motors (TSLA)	0.5	$948k	+19%	2.3k	403.84	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$910k	+8%	16k	55.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$897k	+37%	13k	70.28	View chart
Carlisle Companies (CSL)	0.5	$880k		2.4k	368.84	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$874k		3.0k	288.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$845k	+7%	1.9k	453.28	View chart
ConAgra Foods (CAG)	0.5	$837k		30k	27.75	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$825k	+10%	13k	63.30	View chart
Webster Financial Corporation (WBS)	0.5	$823k	+59%	15k	55.22	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$820k	+5%	10k	81.03	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$805k	+131%	32k	25.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$775k		6.0k	128.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$720k	+12%	3.8k	190.44	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$714k		14k	52.02	View chart
Johnson & Johnson (JNJ)	0.4	$712k		4.9k	144.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$669k		4.0k	169.30	View chart
Broadcom (AVGO)	0.4	$666k	-3%	2.9k	231.84	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$645k	+6%	6.0k	106.55	View chart
Chevron Corporation (CVX)	0.4	$642k	+2%	4.4k	144.83	View chart
Charles Schwab Corporation (SCHW)	0.4	$632k	+3%	8.5k	74.01	View chart
American Express Company (AXP)	0.4	$622k		2.1k	296.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$589k		17k	35.48	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$588k	+134%	23k	25.54	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$569k	NEW	6.0k	95.01	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$558k		4.2k	132.10	View chart
Home Depot (HD)	0.3	$505k	+5%	1.3k	388.99	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$491k		9.2k	53.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$490k		9.8k	50.13	View chart
Emerson Electric (EMR)	0.3	$480k		3.9k	123.93	View chart
Capital One Financial (COF)	0.3	$478k		2.7k	178.32	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$477k	+4%	5.5k	87.33	View chart
UnitedHealth (UNH)	0.3	$475k	+5%	939.00	505.86	View chart
Coca-Cola Company (KO)	0.3	$469k	+2%	7.5k	62.26	View chart
Abbvie (ABBV)	0.3	$456k		2.6k	177.70	View chart
Cisco Systems (CSCO)	0.3	$453k	+2%	7.6k	59.20	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$452k	-58%	8.9k	51.01	View chart
3M Company (MMM)	0.3	$452k		3.5k	129.09	View chart
Bristol Myers Squibb (BMY)	0.3	$448k	+3%	7.9k	56.56	View chart
Wal-Mart Stores (WMT)	0.3	$444k	+24%	4.9k	90.35	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$430k	NEW	8.2k	52.25	View chart
Caterpillar (CAT)	0.2	$428k		1.2k	362.76	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$419k	-43%	9.3k	45.18	View chart
Pepsi (PEP)	0.2	$417k	-3%	2.7k	152.08	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$416k	NEW	17k	24.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$412k		700.00	588.68	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$411k	+2%	7.9k	52.22	View chart
Ge Aerospace Com New (GE)	0.2	$410k	+76%	2.5k	166.79	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$399k	+8%	8.7k	46.07	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$357k	NEW	14k	24.74	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.2	$337k	+7%	3.5k	96.23	View chart
Bank of America Corporation (BAC)	0.2	$337k	+6%	7.7k	43.95	View chart
Netflix (NFLX)	0.2	$335k	+10%	376.00	891.32	View chart
Visa Com Cl A (V)	0.2	$322k	+10%	1.0k	316.04	View chart
Morgan Stanley Com New (MS)	0.2	$292k	+4%	2.3k	125.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$290k		1.5k	197.49	View chart
Mastercard Incorporated Cl A (MA)	0.2	$289k	+8%	548.00	526.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$287k	-5%	2.7k	105.48	View chart
Abbott Laboratories (ABT)	0.2	$281k	+3%	2.5k	113.11	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.2	$273k		1.3k	210.14	View chart
Eaton Corp SHS (ETN)	0.2	$273k	+2%	822.00	331.87	View chart
GATX Corporation (GATX)	0.2	$272k		1.8k	154.96	View chart
Costco Wholesale Corporation (COST)	0.2	$271k	+13%	296.00	916.27	View chart
Verizon Communications (VZ)	0.2	$269k	+11%	6.7k	39.99	View chart
Ecolab (ECL)	0.2	$266k		1.1k	234.32	View chart
Kroger (KR)	0.2	$265k		4.3k	61.15	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$265k		947.00	279.98	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$255k		5.5k	46.29	View chart
Kkr & Co (KKR)	0.1	$248k		1.7k	147.91	View chart
Ford Motor Company (F)	0.1	$247k	-11%	25k	9.90	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$242k	-7%	6.4k	37.90	View chart
Crane Company Common Stock (CR)	0.1	$234k		1.5k	151.75	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$232k	NEW	1.3k	172.42	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$227k	NEW	8.7k	26.21	View chart
Phillips 66 (PSX)	0.1	$226k		2.0k	113.93	View chart
Pfizer (PFE)	0.1	$222k	-37%	8.4k	26.53	View chart
Colgate-Palmolive Company (CL)	0.1	$220k		2.4k	90.91	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$218k		7.1k	30.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$215k	NEW	4.1k	51.99	View chart
Ge Vernova (GEV)	0.1	$212k	NEW	644.00	328.93	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$209k	NEW	7.9k	26.57	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.1	$203k	NEW	3.0k	68.12	View chart
Prospect Cap Corp Note 6.375% 3/0	0.0	$36k		35k	1.01	View chart

Past Filings by Sutton Place Investors

SEC 13F filings are viewable for Sutton Place Investors going back to 2021

Sutton Place Investors 2024 Q4 filed Jan. 24, 2025
Sutton Place Investors 2024 Q3 filed Oct. 24, 2024
Sutton Place Investors 2024 Q2 filed July 18, 2024
Sutton Place Investors 2024 Q1 filed April 22, 2024
Sutton Place Investors 2023 Q4 filed Jan. 29, 2024
Sutton Place Investors 2023 Q3 filed Oct. 25, 2023
Sutton Place Investors 2023 Q2 filed Aug. 1, 2023
Sutton Place Investors 2023 Q1 filed May 15, 2023
Sutton Place Investors 2022 Q4 filed Jan. 25, 2023
Sutton Place Investors 2022 Q3 filed Nov. 14, 2022
Sutton Place Investors 2022 Q2 filed Aug. 15, 2022
Sutton Place Investors 2022 Q1 filed May 26, 2022
Sutton Place Investors 2021 Q4 filed May 25, 2022

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