Sutton Place Investors

Sutton Place Investors as of March 31, 2026

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