Sutton Place Investors

Sutton Place Investors as of Sept. 30, 2025

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