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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, DFAC, DFAI, DFCF, SPYM, and represent 25.30% of Sutton Place Investors's stock portfolio.
Added to shares of these 10 stocks: DKS, XLE, IVE, NFLX, AVEM, MU, SPMO, DFCF, AAPL, C.
Started 10 new stock positions in DBEF, MU, KO, RTX, QCOM, DKS, LRCX, C, AMAT, TRV.
Reduced shares in these 10 stocks: DFAI, QUAL, EFV, UBER, PG, EFG, SPYM, XTEN, DYNF, SCHZ.
Sold out of its positions in PG, UBER.
Sutton Place Investors was a net buyer of stock by $4.6M.
Sutton Place Investors has $182M in assets under management (AUM), dropping by 3.84%.
Central Index Key (CIK): 0001930301

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

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Portfolio Holdings for Sutton Place Investors

Sutton Place Investors holds 130 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	6.9	$13M		170k	74.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.1	$9.3M		235k	39.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.8	$8.7M	-13%	228k	38.11	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.4	$7.9M	+3%	186k	42.56	View chart
Spdr Series Trust State Street Spd (SPYM)	4.2	$7.6M	-2%	95k	80.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	4.1	$7.5M		10.00	754800.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.5	$6.4M		43k	148.69	View chart
Apple (AAPL)	2.9	$5.2M	+5%	19k	271.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.8	$5.1M		155k	32.57	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$4.8M		9.8k	487.87	View chart
NVIDIA Corporation (NVDA)	2.1	$3.9M	+5%	21k	186.50	View chart
Microsoft Corporation (MSFT)	2.0	$3.7M	+5%	7.7k	483.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$2.9M	-4%	47k	60.81	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.6	$2.8M		28k	101.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$2.7M	+28%	13k	212.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.4	$2.5M	+94%	57k	44.71	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.3	$2.5M		20k	123.31	View chart
Amazon (AMZN)	1.3	$2.4M	+3%	10k	230.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$2.4M	-3%	19k	123.26	View chart
JPMorgan Chase & Co. (JPM)	1.3	$2.3M		7.2k	322.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.3M	+3%	33k	69.67	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.2	$2.2M		37k	59.28	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$2.2M	-13%	30k	71.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$2.0M		2.9k	681.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$2.0M	+6%	41k	47.95	View chart
Dick's Sporting Goods (DKS)	1.0	$1.9M	NEW	9.6k	197.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$1.8M	-39%	9.2k	198.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.7M	+2%	5.5k	313.00	View chart
Tesla Motors (TSLA)	0.9	$1.6M	+4%	3.6k	449.72	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$1.6M	-6%	68k	23.37	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$1.5M		32k	46.54	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.4M	-5%	22k	67.22	View chart
Broadcom (AVGO)	0.8	$1.4M	+4%	4.2k	346.10	View chart
Meta Platforms Cl A (META)	0.8	$1.4M		2.2k	660.09	View chart
Spdr Series Trust State Street Spd (SPTM)	0.7	$1.3M		16k	82.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$1.3M		39k	34.46	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.7	$1.3M		69k	19.39	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.3M		11k	120.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M		2.6k	502.65	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.7	$1.3M	+2%	18k	69.52	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.2M		25k	49.90	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.2M	+2%	38k	31.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.2M	+5%	3.8k	313.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.2M		5.3k	219.80	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.6	$1.1M	-13%	25k	46.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$1.1M		3.2k	342.97	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.1M	+7%	33k	33.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$1.0M	+50%	8.8k	119.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$1.0M	-3%	27k	38.56	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$1.0M		11k	92.80	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$956k		13k	71.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$950k		5.0k	191.00	View chart
Charles Schwab Corporation (SCHW)	0.5	$901k		9.0k	99.92	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$855k		9.0k	95.22	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$852k	+11%	32k	26.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$840k	+93%	11k	77.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$831k		9.3k	89.46	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$819k	-4%	5.5k	148.98	View chart
Webster Financial Corporation (WBS)	0.4	$749k		12k	62.94	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$726k	+2%	14k	52.77	View chart
TJX Companies (TJX)	0.4	$706k	-2%	4.6k	153.61	View chart
Johnson & Johnson (JNJ)	0.4	$689k	+3%	3.3k	206.95	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$657k	+4%	20k	32.25	View chart
Merck & Co (MRK)	0.3	$637k	+13%	6.1k	105.25	View chart
Eli Lilly & Co. (LLY)	0.3	$602k	+15%	560.00	1074.68	View chart
Cisco Systems (CSCO)	0.3	$597k	+2%	7.8k	77.03	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$594k	-5%	5.5k	107.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$589k	-8%	6.9k	85.37	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$587k		4.2k	139.16	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$575k		18k	32.94	View chart
Ge Aerospace Com New (GE)	0.3	$575k	+4%	1.9k	308.03	View chart
ConAgra Foods (CAG)	0.3	$550k		32k	17.31	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$541k	-3%	11k	50.01	View chart
Bank of America Corporation (BAC)	0.3	$514k	+2%	9.3k	55.00	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$512k	+5%	7.9k	64.79	View chart
Wal-Mart Stores (WMT)	0.3	$503k	+3%	4.5k	111.41	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$496k	+2%	1.6k	303.89	View chart
Netflix (NFLX)	0.3	$485k	+854%	5.2k	93.76	View chart
Visa Com Cl A (V)	0.3	$475k	+3%	1.4k	350.71	View chart
International Business Machines (IBM)	0.3	$460k	+2%	1.6k	296.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$434k	-9%	2.2k	199.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$429k	-8%	626.00	684.94	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$425k		7.9k	54.07	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$415k		8.9k	46.42	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$412k	+2%	8.7k	47.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$399k		649.00	614.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$398k	-2%	7.9k	50.29	View chart
Palantir Technologies Cl A (PLTR)	0.2	$390k	+5%	2.2k	177.75	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.2	$386k		3.6k	106.62	View chart
Mastercard Incorporated Cl A (MA)	0.2	$379k	+2%	664.00	570.88	View chart
Micron Technology (MU)	0.2	$378k	NEW	1.3k	285.41	View chart
Philip Morris International (PM)	0.2	$377k	-2%	2.3k	160.40	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$371k	-9%	6.9k	53.51	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$368k	+5%	11k	33.74	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$350k	-10%	6.9k	51.13	View chart
Ge Vernova (GEV)	0.2	$347k	+3%	531.00	653.57	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$344k	+4%	9.0k	38.00	View chart
Advanced Micro Devices (AMD)	0.2	$327k	+20%	1.5k	214.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$321k	-40%	2.8k	113.92	View chart
Ford Motor Company (F)	0.2	$314k		24k	13.12	View chart
Costco Wholesale Corporation (COST)	0.2	$310k	-2%	359.00	862.34	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.2	$307k		1.3k	235.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$305k		909.00	335.27	View chart
Wells Fargo & Company (WFC)	0.2	$300k		3.2k	93.20	View chart
Chevron Corporation (CVX)	0.2	$300k	+2%	2.0k	152.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$286k		948.00	302.11	View chart
Caterpillar (CAT)	0.2	$280k	+2%	489.00	572.87	View chart
Home Depot (HD)	0.2	$276k	-3%	803.00	344.10	View chart
Abbvie (ABBV)	0.2	$276k	+5%	1.2k	228.49	View chart
Oracle Corporation (ORCL)	0.2	$274k		1.4k	194.91	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$271k		6.2k	43.43	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$268k		7.1k	38.05	View chart
Walt Disney Company (DIS)	0.1	$260k		2.3k	113.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$251k	-8%	2.4k	106.70	View chart
Pfizer (PFE)	0.1	$248k	+4%	10k	24.90	View chart
Citigroup Com New (C)	0.1	$232k	NEW	2.0k	116.69	View chart
Goldman Sachs (GS)	0.1	$229k	+3%	261.00	879.00	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.1	$226k		2.5k	90.07	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$224k		6.8k	32.89	View chart
Ishares Tr Europe Etf (IEV)	0.1	$217k		3.2k	68.60	View chart
CVS Caremark Corporation (CVS)	0.1	$216k	+2%	2.7k	79.36	View chart
Applied Materials (AMAT)	0.1	$213k	NEW	830.00	256.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$213k	NEW	1.2k	171.18	View chart
Qualcomm (QCOM)	0.1	$208k	NEW	1.2k	171.05	View chart
Raytheon Technologies Corp (RTX)	0.1	$207k	NEW	1.1k	183.40	View chart
Travelers Companies (TRV)	0.1	$204k	NEW	704.00	290.06	View chart
At&t (T)	0.1	$203k	-6%	8.2k	24.84	View chart
Coca-Cola Company (KO)	0.1	$203k	NEW	2.9k	69.91	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$202k	NEW	4.2k	48.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$201k		2.1k	96.28	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 Q4 filed Jan. 21, 2026
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

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