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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, SPYM, DFCF, and represent 25.14% of Sutton Place Investors's stock portfolio.
Added to shares of these 10 stocks: CORO, ACWX, SPYM, GOVT, BLCR, AAPL, SHLD, DFGR, IVW, ARTY.
Started 11 new stock positions in BBSC, ARTY, ACWX, GOVT, INTC, PG, CORO, VZ, MCD, KLAC. BLCR.
Reduced shares in these 10 stocks: XLG, IEMG, EFV, DFCF, GLDM, JTEK, CVS, QCOM, TRV, EMB.
Sold out of its positions in CVS, EMB, JTEK, QCOM, TRV.
Sutton Place Investors was a net buyer of stock by $4.8M.
Sutton Place Investors has $183M in assets under management (AUM), dropping by 0.38%.
Central Index Key (CIK): 0001930301

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Portfolio Holdings for Sutton Place Investors

Sutton Place Investors holds 136 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	6.7	$12M		172k	70.91	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.0	$9.2M		236k	38.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.9	$8.9M		229k	38.96	View chart
Spdr Series Trust State Street Spd (SPYM)	4.6	$8.3M	+15%	109k	76.54	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.0	$7.4M	-6%	174k	42.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	3.9	$7.2M		10.00	718140.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.3	$6.1M		43k	142.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.9	$5.3M		158k	33.86	View chart
Apple (AAPL)	2.9	$5.3M	+8%	21k	253.78	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$4.3M		9.8k	436.77	View chart
NVIDIA Corporation (NVDA)	2.1	$3.8M	+5%	22k	174.40	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.9	$3.5M		57k	61.26	View chart
Microsoft Corporation (MSFT)	1.6	$2.9M	+2%	7.9k	370.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$2.8M	+4%	13k	211.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$2.6M	-5%	45k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$2.5M	+12%	22k	113.11	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.3	$2.5M		28k	88.38	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.3	$2.3M		20k	117.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.3M		33k	71.13	View chart
Amazon (AMZN)	1.2	$2.2M	+3%	11k	208.27	View chart
JPMorgan Chase & Co. (JPM)	1.2	$2.1M		7.2k	294.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$1.9M	+2%	3.0k	650.28	View chart
Dick's Sporting Goods (DKS)	1.0	$1.9M		9.6k	198.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$1.8M	+4%	9.6k	191.80	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.8M		11k	169.65	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.0	$1.8M	-8%	38k	47.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.7M	-25%	23k	74.35	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$1.7M	+4%	71k	23.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.6M		5.5k	287.56	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.9	$1.6M	NEW	49k	32.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$1.6M	+6%	34k	46.19	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$1.4M	NEW	21k	68.47	View chart
Tesla Motors (TSLA)	0.8	$1.4M	+3%	3.8k	371.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.8	$1.4M		39k	35.53	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.7	$1.3M		69k	19.00	View chart
Meta Platforms Cl A (META)	0.7	$1.3M	+5%	2.3k	572.13	View chart
Broadcom (AVGO)	0.7	$1.3M		4.2k	309.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M	+3%	2.7k	479.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.3M	-2%	24k	52.78	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.7	$1.2M		18k	68.78	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$1.2M		39k	32.22	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.7	$1.2M	+9%	27k	45.86	View chart
Spdr Series Trust State Street Spd (SPTM)	0.7	$1.2M	-6%	15k	79.06	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$1.2M	+11%	36k	32.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.1M		5.3k	215.08	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$1.1M	+32%	43k	26.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$1.1M	+14%	10k	112.11	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$1.1M	+14%	31k	36.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.1M	+24%	14k	80.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.1M		3.8k	286.86	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$1.0M		3.2k	318.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$976k		5.0k	196.20	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$956k	+4%	11k	84.52	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$924k	-3%	13k	71.75	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$899k	+5%	9.5k	94.95	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$882k	+57%	13k	70.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$833k		9.2k	90.53	View chart
Charles Schwab Corporation (SCHW)	0.5	$829k	-2%	8.8k	93.98	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$811k	NEW	35k	22.91	View chart
Johnson & Johnson (JNJ)	0.4	$803k		3.3k	244.44	View chart
Webster Financial Corporation (WBS)	0.4	$800k	-3%	12k	69.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$777k		5.5k	141.42	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$761k	NEW	19k	41.06	View chart
Merck & Co (MRK)	0.4	$736k		6.1k	120.29	View chart
TJX Companies (TJX)	0.4	$705k	-4%	4.4k	159.70	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$680k		20k	33.79	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$615k		4.2k	145.94	View chart
Eli Lilly & Co. (LLY)	0.3	$613k	+18%	666.00	919.77	View chart
Cisco Systems (CSCO)	0.3	$607k		7.8k	77.59	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$588k		18k	33.67	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$588k	-17%	11k	51.93	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$580k	+7%	12k	50.04	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$579k	+56%	11k	53.12	View chart
Wal-Mart Stores (WMT)	0.3	$569k		4.6k	124.28	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$557k	-5%	5.3k	106.15	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$548k		1.6k	337.95	View chart
Ge Aerospace Com New (GE)	0.3	$531k		1.9k	283.77	View chart
Netflix (NFLX)	0.3	$513k	+3%	5.3k	96.15	View chart
ConAgra Foods (CAG)	0.3	$509k	+2%	32k	15.72	View chart
Ge Vernova (GEV)	0.3	$463k		530.00	872.90	View chart
Micron Technology (MU)	0.3	$460k	+2%	1.4k	337.84	View chart
Bank of America Corporation (BAC)	0.2	$453k		9.3k	48.75	View chart
Philip Morris International (PM)	0.2	$444k	+14%	2.7k	165.34	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$422k		7.8k	53.77	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$419k		9.1k	46.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$409k		626.00	653.21	View chart
Visa Com Cl A (V)	0.2	$406k		1.3k	302.24	View chart
Chevron Corporation (CVX)	0.2	$403k		1.9k	206.87	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$398k	-2%	8.5k	47.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$395k		7.9k	49.89	View chart
Costco Wholesale Corporation (COST)	0.2	$390k	+8%	391.00	996.43	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$388k		11k	35.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$385k	-2%	2.1k	181.42	View chart
International Business Machines (IBM)	0.2	$383k		1.6k	242.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$375k		649.00	577.18	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.2	$359k	-8%	3.3k	108.41	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$352k		8.9k	39.44	View chart
Caterpillar (CAT)	0.2	$351k		496.00	708.46	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$349k		6.9k	50.66	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$334k	-47%	3.6k	92.69	View chart
Palantir Technologies Cl A (PLTR)	0.2	$327k		2.2k	146.28	View chart
Mastercard Incorporated Cl A (MA)	0.2	$324k	-2%	649.00	499.66	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$298k	-5%	2.7k	111.37	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.2	$298k		1.3k	229.04	View chart
Advanced Micro Devices (AMD)	0.2	$297k	-4%	1.5k	203.43	View chart
Applied Materials (AMAT)	0.2	$293k	+3%	857.00	341.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$292k		909.00	320.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$287k		949.00	302.15	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$280k		7.1k	39.68	View chart
Ford Motor Company (F)	0.2	$277k		24k	11.54	View chart
Lam Research Corp Com New (LRCX)	0.2	$276k	+3%	1.3k	213.66	View chart
Home Depot (HD)	0.1	$269k		817.00	328.89	View chart
Abbvie (ABBV)	0.1	$261k		1.2k	217.49	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$259k		6.3k	41.09	View chart
Wells Fargo & Company (WFC)	0.1	$258k		3.2k	79.61	View chart
Pfizer (PFE)	0.1	$254k	-9%	9.0k	28.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$251k		2.4k	106.50	View chart
At&t (T)	0.1	$250k	+5%	8.6k	28.99	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$249k	NEW	5.4k	46.53	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$240k		6.8k	35.04	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$240k	-84%	3.4k	69.75	View chart
Verizon Communications (VZ)	0.1	$237k	NEW	4.7k	50.20	View chart
Oracle Corporation (ORCL)	0.1	$232k	+12%	1.6k	147.11	View chart
Coca-Cola Company (KO)	0.1	$228k	+3%	3.0k	76.05	View chart
Citigroup Com New (C)	0.1	$226k		2.0k	113.41	View chart
Goldman Sachs (GS)	0.1	$226k	+2%	267.00	845.99	View chart
Walt Disney Company (DIS)	0.1	$226k	+2%	2.3k	96.38	View chart
Raytheon Technologies Corp (RTX)	0.1	$224k	+3%	1.2k	192.90	View chart
Procter & Gamble Company (PG)	0.1	$224k	NEW	1.6k	144.45	View chart
Ishares Tr Europe Etf (IEV)	0.1	$215k		3.2k	67.94	View chart
Kla Corp Com New (KLAC)	0.1	$214k	NEW	145.00	1472.41	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$208k	-89%	3.8k	54.55	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$208k		4.2k	49.40	View chart
McDonald's Corporation (MCD)	0.1	$203k	NEW	653.00	310.79	View chart
Intel Corporation (INTC)	0.1	$202k	NEW	4.6k	44.13	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.1	$200k	NEW	2.7k	75.07	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 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
Sutton Place Investors 2022 Q2 filed Aug. 15, 2022

View all past filings

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