Sutton Place Investors

Sutton Place Investors as of June 30, 2026

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