Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sutton Place Investors

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

Top 5 stock holdings are DFUS, DFAI, DFAC, DFCF, SPLG, and represent 26.36% of Sutton Place Investors's stock portfolio.
Added to shares of these 10 stocks: XLG, BAI, SHLD, AVEM, DYNF, ABBV, CAT, AMD, GS, CVS.
Started 7 new stock positions in SHLD, GS, ABBV, AVEM, AMD, CVS, CAT.
Reduced shares in these 10 stocks: IUSV, FPEI, DFAE, EFG, IYW, EFV, QUAL, IUSB, SPLG, IEMG.
Sold out of its positions in KO, IUSV, CRM.
Sutton Place Investors was a net seller of stock by $-2.4M.
Sutton Place Investors has $175M in assets under management (AUM), dropping by 5.56%.
Central Index Key (CIK): 0001930301

Tip: Access up to 7 years of quarterly data

Positions held by Sutton Place Investors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Sutton Place Investors

Sutton Place Investors holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	7.0	$12M		170k	72.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.5	$9.6M		265k	36.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.1	$9.0M		234k	38.57	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.4	$7.7M		179k	42.76	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.3	$7.6M	-4%	97k	78.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	4.3	$7.5M		10.00	754200.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.6	$6.3M		43k	145.65	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.8	$4.9M	-14%	156k	31.53	View chart
Vanguard Index Fds Growth Etf (VUG)	2.7	$4.7M		9.7k	479.63	View chart
Apple (AAPL)	2.6	$4.6M	+2%	18k	254.63	View chart
Microsoft Corporation (MSFT)	2.1	$3.8M		7.3k	517.98	View chart
NVIDIA Corporation (NVDA)	2.1	$3.7M	+4%	20k	186.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$3.0M	-12%	15k	194.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$2.9M	+16%	49k	59.20	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.6	$2.8M		28k	101.93	View chart
Select Sector Spdr Tr Energy (XLE)	1.5	$2.6M		29k	89.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$2.4M	-3%	20k	120.72	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.4	$2.4M	-2%	20k	120.66	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$2.4M	-21%	35k	67.83	View chart
JPMorgan Chase & Co. (JPM)	1.3	$2.2M		7.1k	315.44	View chart
Amazon (AMZN)	1.3	$2.2M	+7%	10k	219.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$2.2M		32k	68.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.2	$2.2M	+91%	38k	57.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$2.1M	+4%	10k	206.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.9M		2.9k	666.12	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$1.9M		39k	48.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$1.7M		73k	23.47	View chart
Meta Platforms Cl A (META)	0.9	$1.6M	+4%	2.1k	734.38	View chart
Tesla Motors (TSLA)	0.9	$1.6M		3.5k	444.72	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.5M	-13%	23k	65.92	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$1.5M	-18%	32k	46.71	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.8	$1.3M		16k	80.65	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.8	$1.3M	+7%	28k	46.63	View chart
Broadcom (AVGO)	0.7	$1.3M	+3%	4.0k	329.91	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.7	$1.3M	-43%	68k	19.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M		5.3k	243.10	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$1.3M		39k	32.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M		2.5k	502.74	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.7	$1.2M		18k	70.85	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.2M		11k	112.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.2M	-7%	25k	46.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.1M		5.3k	215.81	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.1M	+2%	37k	30.39	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$1.1M		3.2k	332.84	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$1.0M	+2%	28k	37.86	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.0M	+125%	30k	34.16	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$1.0M	-2%	11k	93.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$927k		5.0k	186.48	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$916k	+5%	13k	68.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$883k	+2%	3.6k	243.55	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$867k		9.1k	95.15	View chart
Charles Schwab Corporation (SCHW)	0.5	$851k		8.9k	95.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$839k		5.8k	145.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$798k		9.1k	87.31	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$793k	+7%	29k	27.31	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$717k		14k	53.24	View chart
Webster Financial Corporation (WBS)	0.4	$713k		12k	59.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$705k	-3%	5.8k	121.06	View chart
TJX Companies (TJX)	0.4	$682k	-4%	4.7k	144.54	View chart
Netflix (NFLX)	0.4	$650k		542.00	1198.92	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$626k	+6%	5.9k	106.49	View chart
Johnson & Johnson (JNJ)	0.3	$599k	+4%	3.2k	185.42	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.3	$595k		20k	30.54	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.3	$591k		4.2k	140.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$573k	+35%	7.5k	76.45	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$572k	+2%	11k	51.23	View chart
ConAgra Foods (CAG)	0.3	$571k		31k	18.31	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$545k	+2%	17k	31.63	View chart
Ge Aerospace Com New (GE)	0.3	$539k		1.8k	300.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$538k	-57%	4.7k	113.88	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$526k	NEW	7.5k	70.24	View chart
Cisco Systems (CSCO)	0.3	$519k	+2%	7.6k	68.42	View chart
Bank of America Corporation (BAC)	0.3	$471k		9.1k	51.59	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$470k	-60%	2.4k	195.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$460k		687.00	669.30	View chart
Wal-Mart Stores (WMT)	0.3	$451k		4.4k	103.06	View chart
Visa Com Cl A (V)	0.3	$448k		1.3k	341.38	View chart
Merck & Co (MRK)	0.3	$447k	-6%	5.3k	83.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$443k	+3%	1.6k	279.29	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$426k	+10%	7.9k	54.16	View chart
International Business Machines (IBM)	0.2	$425k	-9%	1.5k	282.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$422k	NEW	5.6k	75.11	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$417k	+11%	8.9k	46.67	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$411k	+2%	7.7k	53.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$405k		8.1k	50.07	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$404k	+13%	8.5k	47.55	View chart
Philip Morris International (PM)	0.2	$390k	+31%	2.4k	162.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$390k		649.00	600.37	View chart
Oracle Corporation (ORCL)	0.2	$390k	+11%	1.4k	281.24	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$386k	-10%	7.6k	50.70	View chart
Palantir Technologies Cl A (PLTR)	0.2	$377k	+4%	2.1k	182.42	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.2	$375k		3.6k	104.00	View chart
Eli Lilly & Co. (LLY)	0.2	$369k	-4%	483.00	763.00	View chart
Mastercard Incorporated Cl A (MA)	0.2	$368k		646.00	568.81	View chart
Costco Wholesale Corporation (COST)	0.2	$342k		369.00	925.63	View chart
Home Depot (HD)	0.2	$338k	+2%	833.00	405.19	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$329k		10k	31.89	View chart
Ge Vernova (GEV)	0.2	$317k		515.00	614.90	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$308k		8.6k	35.69	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.2	$304k		1.3k	233.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$298k		909.00	328.17	View chart
Chevron Corporation (CVX)	0.2	$297k	+19%	1.9k	155.28	View chart
Ford Motor Company (F)	0.2	$284k		24k	11.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$282k		947.00	297.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$273k		2.6k	106.78	View chart
Wells Fargo & Company (WFC)	0.2	$272k		3.2k	83.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$270k	-3%	6.3k	42.47	View chart
Abbvie (ABBV)	0.2	$266k	NEW	1.1k	231.54	View chart
Walt Disney Company (DIS)	0.1	$262k	+2%	2.3k	114.50	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$252k	-4%	7.1k	35.48	View chart
At&t (T)	0.1	$247k		8.8k	28.24	View chart
Pfizer (PFE)	0.1	$243k		9.5k	25.48	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.1	$231k		2.5k	91.97	View chart
Caterpillar (CAT)	0.1	$227k	NEW	475.00	477.15	View chart
Uber Technologies (UBER)	0.1	$222k		2.3k	97.97	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$221k		6.9k	31.84	View chart
Procter & Gamble Company (PG)	0.1	$219k		1.4k	153.65	View chart
Ishares Tr Europe Etf (IEV)	0.1	$207k		3.2k	65.48	View chart
Advanced Micro Devices (AMD)	0.1	$205k	NEW	1.3k	161.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$202k	-2%	2.1k	95.19	View chart
Goldman Sachs (GS)	0.1	$201k	NEW	252.00	796.35	View chart
CVS Caremark Corporation (CVS)	0.1	$200k	NEW	2.7k	75.39	View chart

Past Filings by Sutton Place Investors

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

Sutton Place Investors 2025 Q3 filed Oct. 28, 2025
Sutton Place Investors 2025 Q2 filed July 22, 2025
Sutton Place Investors 2025 Q1 filed April 29, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z