Sutton Place Investors

Sutton Place Investors as of Dec. 31, 2025

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