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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, SPYM, DFAC, DFAI, BRK.A, and represent 26.07% of Sutton Place Investors's stock portfolio.
Added to shares of these 10 stocks: VUG, SPYM, IUSB, IALT, ACWX, GGOV, UNH, SNDK, KLAC, BA.
Started 19 new stock positions in CRWV, SNDK, TRV, GGOV, PANW, IJH, STX, BA, WDC, TXN. IALT, QCOM, JHMM, UNH, CRWD, MRVL, JTEK, CVS, ASML.
Reduced shares in these 10 stocks: DKS, QUAL, EFV, IAGG, THRO, AVEM, XTEN, IVE, BINC, SPMO.
Sold out of its positions in T, DKS, XLG, IEMG, IAGG, MCD, VZ.
Sutton Place Investors was a net buyer of stock by $6.3M.
Sutton Place Investors has $207M in assets under management (AUM), dropping by 12.95%.
Central Index Key (CIK): 0001930301

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Portfolio Holdings for Sutton Place Investors

Sutton Place Investors holds 148 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	6.7	$14M		169k	81.94	View chart
Spdr Series Trust St Str P500etf (SPYM)	5.9	$12M	+28%	140k	87.88	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	5.1	$11M		237k	44.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.7	$9.7M	+2%	235k	41.25	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	3.6	$7.5M		10.00	748850.00	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.6	$7.4M		175k	42.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.3	$6.8M	-2%	42k	164.27	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.0	$6.2M		155k	40.21	View chart
Apple (AAPL)	2.9	$6.0M		21k	289.37	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$5.1M	+503%	59k	86.14	View chart
NVIDIA Corporation (NVDA)	2.2	$4.5M	+2%	23k	200.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$3.2M	+6%	23k	137.53	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.5	$3.1M		58k	53.11	View chart
Microsoft Corporation (MSFT)	1.5	$3.0M	+2%	8.2k	373.00	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.5	$3.0M		28k	107.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$3.0M		45k	68.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.7M		33k	82.34	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.3	$2.7M		20k	134.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$2.7M	-11%	12k	227.06	View chart
Amazon (AMZN)	1.3	$2.6M		11k	238.34	View chart
JPMorgan Chase & Co. (JPM)	1.2	$2.4M		7.3k	327.34	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.1	$2.3M	+46%	49k	46.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$2.2M		3.0k	746.70	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$2.1M	+31%	27k	76.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.0M		5.6k	357.37	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.9	$1.9M	+7%	53k	36.60	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.9	$1.8M		38k	47.75	View chart
Tesla Motors (TSLA)	0.8	$1.7M	+6%	4.0k	420.60	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$1.7M		72k	23.13	View chart
Micron Technology (MU)	0.8	$1.6M	+3%	1.4k	1154.29	View chart
Broadcom (AVGO)	0.8	$1.6M		4.3k	377.75	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.8	$1.6M	-17%	30k	52.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$1.5M	+2%	40k	37.26	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.5M		11k	136.72	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.4M	+5%	41k	34.12	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.7	$1.4M		15k	90.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.4M		3.9k	353.33	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.7	$1.4M		70k	19.29	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$1.3M	+7%	46k	28.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.3M		2.7k	500.39	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.3M		24k	54.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$1.3M	-20%	8.0k	161.54	View chart
Meta Platforms Cl A (META)	0.6	$1.3M		2.3k	563.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.3M		5.3k	236.64	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$1.2M	+2%	3.3k	365.87	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$1.2M	-4%	17k	68.93	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$1.1M		11k	98.59	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.5	$1.1M	+15%	22k	50.37	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$1.0M		13k	79.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$976k	-9%	4.5k	217.92	View chart
Cisco Systems (CSCO)	0.4	$928k		7.9k	117.46	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$908k		9.6k	94.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$907k	+12%	40k	22.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$901k		9.3k	96.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$896k		5.5k	163.67	View chart
Advanced Micro Devices (AMD)	0.4	$883k	+3%	1.5k	580.91	View chart
Webster Financial Corporation (WBS)	0.4	$881k		12k	76.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$878k	-32%	9.1k	96.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$875k	+17%	15k	59.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$864k	-59%	3.9k	219.43	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$853k	-35%	20k	43.11	View chart
Johnson & Johnson (JNJ)	0.4	$834k		3.3k	253.97	View chart
Eli Lilly & Co. (LLY)	0.4	$825k	+3%	688.00	1199.43	View chart
Charles Schwab Corporation (SCHW)	0.4	$813k		8.8k	92.27	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.4	$798k	-34%	18k	45.58	View chart
Merck & Co (MRK)	0.4	$785k		6.1k	128.50	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$776k	-9%	18k	42.77	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$772k		1.6k	477.57	View chart
Ge Aerospace Com New (GE)	0.3	$695k		1.9k	373.73	View chart
Intel Corporation (INTC)	0.3	$666k	+4%	4.8k	139.63	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$649k	-62%	8.5k	76.55	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$642k		4.2k	152.18	View chart
TJX Companies (TJX)	0.3	$638k	-4%	4.2k	151.50	View chart
Applied Materials (AMAT)	0.3	$624k		863.00	723.00	View chart
Ge Vernova (GEV)	0.3	$623k		530.00	1174.86	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$612k		18k	35.03	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$582k	NEW	21k	28.05	View chart
Lam Research Corp Com New (LRCX)	0.3	$572k	+2%	1.3k	433.33	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$566k	-3%	11k	53.91	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$556k		5.2k	107.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$534k		2.1k	252.23	View chart
Bank of America Corporation (BAC)	0.3	$529k		9.3k	56.98	View chart
Caterpillar (CAT)	0.3	$527k		495.00	1064.90	View chart
Wal-Mart Stores (WMT)	0.2	$516k		4.6k	113.26	View chart
Philip Morris International (PM)	0.2	$509k	+4%	2.8k	180.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$478k		649.00	736.40	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$476k	NEW	9.5k	50.29	View chart
Visa Com Cl A (V)	0.2	$475k	+3%	1.4k	343.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$473k		632.00	748.89	View chart
UnitedHealth (UNH)	0.2	$468k	NEW	1.1k	415.63	View chart
International Business Machines (IBM)	0.2	$452k		1.6k	281.16	View chart
ConAgra Foods (CAG)	0.2	$446k	+2%	33k	13.46	View chart
Kla Corp Com New (KLAC)	0.2	$428k	+877%	1.4k	301.71	View chart
Sandisk Corp (SNDK)	0.2	$423k	NEW	186.00	2273.73	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$414k	-10%	9.7k	42.67	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.2	$409k	-2%	3.2k	127.15	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.2	$408k		5.4k	76.16	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$402k	-4%	7.5k	53.50	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$384k	-7%	8.4k	45.95	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.2	$374k		1.3k	287.68	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$372k	-6%	7.9k	46.94	View chart
Costco Wholesale Corporation (COST)	0.2	$371k		397.00	935.47	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$361k		9.0k	40.13	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$356k		6.9k	51.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$347k		949.00	365.80	View chart
Netflix (NFLX)	0.2	$345k	-9%	4.8k	71.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$344k	-14%	6.8k	50.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$336k		909.00	370.04	View chart
Ford Motor Company (F)	0.2	$329k		24k	13.90	View chart
Chevron Corporation (CVX)	0.2	$323k		1.9k	165.76	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$320k	-4%	2.6k	124.42	View chart
Mastercard Incorporated Cl A (MA)	0.2	$313k	-6%	610.00	513.60	View chart
Abbvie (ABBV)	0.1	$300k		1.2k	251.64	View chart
Boeing Company (BA)	0.1	$300k	NEW	1.4k	216.47	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$295k		7.1k	41.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$289k		6.2k	46.63	View chart
CVS Caremark Corporation (CVS)	0.1	$283k	NEW	2.7k	103.45	View chart
Home Depot (HD)	0.1	$281k	-2%	796.00	352.68	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.1	$280k	NEW	2.5k	111.55	View chart
Citigroup Com New (C)	0.1	$278k		2.0k	139.97	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$276k	-3%	3.5k	79.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$270k	+3%	2.3k	116.67	View chart
Goldman Sachs (GS)	0.1	$268k		265.00	1011.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$267k		6.9k	38.79	View chart
Wells Fargo & Company (WFC)	0.1	$263k		3.2k	82.64	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$252k	-57%	4.8k	52.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$251k		2.4k	106.47	View chart
Coca-Cola Company (KO)	0.1	$245k		3.0k	81.27	View chart
Marvell Technology (MRVL)	0.1	$239k	NEW	803.00	297.89	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.1	$234k	-4%	2.6k	91.85	View chart
Ishares Tr Europe Etf (IEV)	0.1	$231k		3.2k	72.85	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$229k		4.2k	54.63	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$229k	NEW	237.00	965.00	View chart
Oracle Corporation (ORCL)	0.1	$228k		1.6k	146.55	View chart
Travelers Companies (TRV)	0.1	$221k	NEW	670.00	330.12	View chart
Walt Disney Company (DIS)	0.1	$221k		2.3k	96.25	View chart
Coreweave Com Cl A (CRWV)	0.1	$220k	NEW	2.2k	99.54	View chart
Qualcomm (QCOM)	0.1	$219k	NEW	1.2k	184.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$219k		1.2k	189.73	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$217k	NEW	2.9k	74.96	View chart
Palo Alto Networks (PANW)	0.1	$217k	NEW	636.00	341.02	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$217k	NEW	109.00	1989.44	View chart
Procter & Gamble Company (PG)	0.1	$213k	-6%	1.5k	146.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$212k	NEW	278.00	763.14	View chart
Western Digital (WDC)	0.1	$212k	NEW	332.00	638.72	View chart
Texas Instruments Incorporated (TXN)	0.1	$210k	NEW	705.00	298.07	View chart
Pfizer (PFE)	0.1	$208k	-4%	8.6k	24.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$201k	NEW	2.6k	77.12	View chart

Past Filings by Sutton Place Investors

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

Sutton Place Investors 2026 Q2 filed Aug. 6, 2026
Sutton Place Investors 2026 Q1 filed April 22, 2026
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

View all past filings

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