SUTTON PLACE INVESTORS LLC
Sector Allocation
- Other69.1%$146.7M
- Technology15.9%$33.7M
- Financials7.3%$15.6M
- Consumer Discretionary2.5%$5.2M
- Healthcare1.8%$3.8M
- Energy1.0%$2.2M
- Consumer Staples1.0%$2.1M
- Industrials0.9%$2.0M
- Communication Services0.4%$782,083
- Materials0.1%$210,745
AUM History
13fpro.ai/research/fund/sutton-place-investors-llc-1930301
Conviction and streaks
Stable · top 10 = 40.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$14.0M
- SPDR$12.8M
- DIMENSIONAL$10.5M
- DIMENSIONAL$9.7M
BRK.A
$7.5M- DIMENSIONAL$7.0M
AAPL
$7.0M- ISHARES$6.9M
- DIMENSIONAL$6.1M
- VANGUARD$5.3M
NVDA
$5.2MMSFT
$4.4M- ISHARES$3.9M
- SELECT$3.6M
- ISHARES$3.5M
- ISHARES$3.2M
- BLACKROCK$3.1M
- ISHARES$2.8M
- J$2.8M
- ISHARES$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sutton-place-investors-llc-1930301
SUTTON PLACE INVESTORS LLC 13F holdings — Q3 2026
$212.4M portfolio (+2.8% QoQ) · 152 holdings · Q3 2026 13F · top 10 are 41% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$14.0M
6.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500ETF
$12.8M
6.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$10.5M
5.0% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$9.7M
4.6% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $7.5M
3.5% of stocks
No changeThis quarter—Since filed7 qtrsHeld- 6
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$7.0M
3.3% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $7.0M
3.3% of stocks
+1.0%This quarter+1.3%Since filed11+ qtrsHeld- 8
ISHARES TR - CORE S&P TTL STK
$6.9M
3.3% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$6.1M
2.9% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$5.3M
2.5% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $14.0M | 6.6% | +0.0% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $12.8M | 6.0% | +2% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $10.5M | 5.0% | -0.1% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $9.7M | 4.6% | -0.1% | — | — | — | — | |
| 5 | $7.5M | 3.5% | No change | — | 7 qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $7.0M | 3.3% | -0.4% | — | — | — | — | |
| 7 | $7.0M | 3.3% | +1.0% | +1.3% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - CORE S&P TTL STK | $6.9M | 3.3% | +0.3% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $6.1M | 2.9% | +0.3% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $5.3M | 2.5% | -0.9% | — | — | — | — |
All holdings — SUTTON PLACE INVESTORS LLC (Q3 2026)
152 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NVIDIA CORP | Technology | $5.2M | 2.5% | 23K | +2% | 11+ qtrsAdded 10 qtrs in a row | 86.0 | 13F | |
| 12 | MICROSOFT CORP | Technology | $4.4M | 2.1% | 8,573 | +5% | 11+ qtrsAdded 6 qtrs in a row | 79.8 | 13F | |
| 13 | — | ISHARES TR - MSCI ACWI EX USetf/fund | — | $3.9M | 1.9% | 52K | +92% | — | — | 13F |
| 14 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $3.6M | 1.7% | 58K | +0.6% | — | — | 13F |
| 15 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $3.5M | 1.6% | 25K | +6% | — | — | 13F |
| 16 | — | ISHARES U S ETF TR - U.S. TECH INDEPDetf/fund | — | $3.2M | 1.5% | 28K | +0.1% | — | — | 13F |
| 17 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $3.1M | 1.4% | 44K | -0.3% | — | — | 13F |
| 18 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $2.8M | 1.3% | 63K | +29% | — | — | 13F |
| 19 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $2.8M | 1.3% | 20K | +0.9% | — | — | 13F |
| 20 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $2.7M | 1.3% | 12K | +1% | — | — | 13F |
| 21 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.3% | 11K | +1% | 11+ qtrs | 67.5 | 13F | |
| 22 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $2.6M | 1.2% | 33K | -0.2% | — | — | 13F |
| 23 | JPMORGAN CHASE & CO | Financials | $2.5M | 1.2% | 7,466 | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.3M | 1.1% | 2,989 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alphabet Inc. | Technology | $2.0M | 0.9% | 5,726 | +2% | 11+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $2.0M | 0.9% | 54K | +2% | |||
| 27 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $1.8M | 0.8% | 39K | +2% | |||
| 28 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.8% | 11K | +1% | |||
| 29 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.7M | 0.8% | 79K | +10% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.8% | 2,314 | +2% | |||
| 31 | $AVGO | Broadcom Inc. | Technology | $1.6M | 0.8% | 4,633 | +9% | |||
| 32 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $1.5M | 0.7% | 40K | +0.8% | |||
| 33 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.7% | 1,400 | -0.1% | |||
| 34 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.4M | 0.7% | 3,925 | -2% | |||
| 35 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.4M | 0.7% | 15K | — | |||
| 36 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | — | $1.4M | 0.7% | 75K | +6% | |||
| 37 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $1.4M | 0.7% | 28K | +31% | |||
| 38 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $1.4M | 0.7% | 41K | +0.1% | |||
| 39 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $1.4M | 0.6% | 24K | +0.3% | |||
| 40 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.3M | 0.6% | 2,682 | +0.9% | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.6% | 3,844 | -0.2% | |||
| 42 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $1.3M | 0.6% | 28K | -8% | |||
| 43 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $1.3M | 0.6% | 48K | +4% | |||
| 44 | — | ISHARES TR - S&P 100 ETF | — | $1.3M | 0.6% | 3,294 | +0.4% | |||
| 45 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.2M | 0.6% | 5,311 | — | |||
| 46 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $1.1M | 0.5% | 12K | +3% | |||
| 47 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $1.1M | 0.5% | 17K | +0.4% | |||
| 48 | — | ISHARES TR - US TREAS BD ETF | — | $1.1M | 0.5% | 49K | +23% | |||
| 49 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $1.0M | 0.5% | 13K | +2% | |||
| 50 | — | ISHARES TR - CORE MSCI EAFE | — | $961K | 0.5% | 9,917 | +6% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $942K | 0.4% | 1,540 | +1% | |||
| 52 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $936K | 0.4% | 4,331 | -3% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $914K | 0.4% | 3,454 | +5% | |||
| 54 | — | ISHARES TR - ESG AWR MSCI USA | — | $914K | 0.4% | 5,477 | — | |||
| 55 | $CSCO | CISCO SYSTEMS, INC. | Technology | $903K | 0.4% | 8,388 | +6% | |||
| 56 | $MRK | Merck & Co., Inc. | Healthcare | $888K | 0.4% | 6,113 | +0.1% | |||
| 57 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $879K | 0.4% | 20K | +1% | |||
| 58 | $SCHW | SCHWAB CHARLES CORP | Financials | $863K | 0.4% | 8,834 | +0.3% | |||
| 59 | — | ISHARES TR - MSCI USA QLT FCT | — | $855K | 0.4% | 3,847 | -2% | |||
| 60 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $851K | 0.4% | 14K | -3% | |||
| 61 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $833K | 0.4% | 1,827 | +13% | |||
| 62 | $LLY | ELI LILLY & Co | Healthcare | $823K | 0.4% | 711 | +3% | |||
| 63 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | — | $749K | 0.3% | 18K | +0.3% | |||
| 64 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $748K | 0.3% | 18K | +0.9% | |||
| 65 | — | ISHARES TR - EAFE VALUE ETF | — | $667K | 0.3% | 8,430 | -0.5% | |||
| 66 | — | ISHARES TR - CORE S&P500 ETF | — | $647K | 0.3% | 845 | +34% | |||
| 67 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $637K | 0.3% | 18K | +0.7% | |||
| 68 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $634K | 0.3% | 21K | +2% | |||
| 69 | — | ISHARES TR - U.S. TECH ETF | — | $624K | 0.3% | 2,354 | +11% | |||
| 70 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $618K | 0.3% | 4,217 | — | |||
| 71 | $INTC | INTEL CORP | Technology | $587K | 0.3% | 4,879 | +2% | |||
| 72 | $GE | GENERAL ELECTRIC CO | Industrials | $583K | 0.3% | 1,866 | +0.3% | |||
| 73 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $581K | 0.3% | 12K | +22% | |||
| 74 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $564K | 0.3% | 4,263 | +1% | |||
| 75 | $PM | Philip Morris International Inc. | Consumer Staples | $542K | 0.3% | 2,842 | +1% | |||
| 76 | $V | VISA INC. | Financials | $514K | 0.2% | 1,430 | +3% | |||
| 77 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $509K | 0.2% | 9,342 | +0.5% | |||
| 78 | $GEV | GE Vernova Inc. | Industrials | $508K | 0.2% | 534 | +0.8% | |||
| 79 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $500K | 0.2% | 11K | +55% | |||
| 80 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $480K | 0.2% | 649 | — | |||
| 81 | — | ISHARES TR - NEW YORK MUN ETF | — | $478K | 0.2% | 9,466 | -10% | |||
| 82 | $WMT | Walmart Inc. | Consumer Staples | $477K | 0.2% | 4,587 | +0.7% | |||
| 83 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $468K | 0.2% | 35K | +5% | |||
| 84 | $PLTR | Palantir Technologies Inc. | Technology | $464K | 0.2% | 2,480 | +7% | |||
| 85 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $457K | 0.2% | 893 | +3% | |||
| 86 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $454K | 0.2% | 3,011 | New | |||
| 87 | $LRCX | LAM RESEARCH CORP | Technology | $442K | 0.2% | 1,345 | +2% | |||
| 88 | — | ISHARES TR - FUTU AI TECH ETF | — | $419K | 0.2% | 5,350 | — | |||
| 89 | — | ISHARES TR - MBS ETF | — | $416K | 0.2% | 4,641 | -52% | |||
| 90 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $411K | 0.2% | 9,698 | +0.0% | |||
| 91 | $CVX | CHEVRON CORP | Energy | $409K | 0.2% | 2,001 | +3% | |||
| 92 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $403K | 0.2% | 1,098 | -2% | |||
| 93 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $403K | 0.2% | 7,874 | +5% | |||
| 94 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | — | $402K | 0.2% | 3,340 | +4% | |||
| 95 | $CAT | CATERPILLAR INC | Industrials | $402K | 0.2% | 496 | +0.2% | |||
| 96 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $393K | 0.2% | 9,081 | +1.0% | |||
| 97 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $388K | 0.2% | 1,763 | +10% | |||
| 98 | $ABBV | AbbVie Inc. | Healthcare | $361K | 0.2% | 1,379 | +16% | |||
| 99 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $358K | 0.2% | 7,986 | +0.7% | |||
| 100 | $MA | Mastercard Inc | Financials | $357K | 0.2% | 648 | +6% | |||
| 101 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | — | $354K | 0.2% | 8,084 | -3% | |||
| 102 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $353K | 0.2% | 7,374 | +6% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $346K | 0.2% | 380 | -4% | |||
| 104 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $340K | 0.2% | 909 | — | |||
| 105 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | — | $339K | 0.2% | 1,300 | — | |||
| 106 | $PANW | Palo Alto Networks Inc | Technology | $334K | 0.2% | 840 | +32% | |||
| 107 | $SNDK | Sandisk Corp | Technology | $331K | 0.2% | 190 | +2% | |||
| 108 | $NFLX | NETFLIX INC | Communication Services | $324K | 0.1% | 4,662 | -4% | |||
| 109 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $321K | 0.1% | 950 | +0.1% | |||
| 110 | — | ISHARES TR - MSCI INTL VLU FT | — | $303K | 0.1% | 7,055 | — | |||
| 111 | $SAN | Banco Santander, S.A. | Financials | $302K | 0.1% | 22K | New | |||
| 112 | — | ISHARES TR - EAFE GRWTH ETF | — | $294K | 0.1% | 2,451 | -5% | |||
| 113 | $KO | COCA COLA CO | Consumer Staples | $289K | 0.1% | 3,361 | +12% | |||
| 114 | $GLDM | World Gold Trust | Financials | $288K | 0.1% | 3,504 | +0.7% | |||
| 115 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $287K | 0.1% | 1,084 | +290% | |||
| 116 | $F | FORD MOTOR CO | Consumer Discretionary | $286K | 0.1% | 24K | +0.4% | |||
| 117 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $286K | 0.1% | 6,061 | -2% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $283K | 0.1% | 1,864 | -77% | |||
| 119 | $KLAC | KLA CORP | Technology | $281K | 0.1% | 1,440 | +2% | |||
| 120 | $ORCL | ORACLE CORP | Technology | $279K | 0.1% | 2,030 | +30% | |||
| 121 | — | ISHARES TR - CORE S&P MCP ETF | — | $266K | 0.1% | 3,704 | +42% | |||
| 122 | $BA | BOEING CO | Industrials | $265K | 0.1% | 1,425 | +3% | |||
| 123 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | — | $264K | 0.1% | 2,509 | — | |||
| 124 | — | ISHARES TR - TIPS BD ETF | — | $262K | 0.1% | 2,520 | New | |||
| 125 | $RTX | RTX Corp | Industrials | $262K | 0.1% | 1,410 | +22% | |||
| 126 | $C | CITIGROUP INC | Financials | $260K | 0.1% | 2,008 | +1% | |||
| 127 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $256K | 0.1% | 3,200 | +0.5% | |||
| 128 | $TXN | TEXAS INSTRUMENTS INC | Technology | $250K | 0.1% | 893 | +27% | |||
| 129 | — | ISHARES INC - CORE MSCI EMKT | — | $246K | 0.1% | 3,034 | New | |||
| 130 | $DIS | Walt Disney Co | Communication Services | $245K | 0.1% | 2,336 | +2% | |||
| 131 | $GS | GOLDMAN SACHS GROUP INC | Financials | $243K | 0.1% | 270 | +2% | |||
| 132 | $ANET | Arista Networks, Inc. | Technology | $236K | 0.1% | 1,161 | New | |||
| 133 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $236K | 0.1% | 828 | +4% | |||
| 134 | $CVS | CVS HEALTH Corp | Healthcare | $234K | 0.1% | 2,736 | — | |||
| 135 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $234K | 0.1% | 656 | -2% | |||
| 136 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $231K | 0.1% | 4,200 | — | |||
| 137 | $CRWV | CoreWeave, Inc. | Technology | $227K | 0.1% | 2,605 | +18% | |||
| 138 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | — | $225K | 0.1% | 2,649 | +4% | |||
| 139 | — | ISHARES TR - EUROPE ETF | — | $225K | 0.1% | 3,165 | — | |||
| 140 | $STX | Seagate Technology Holdings plc | Technology | $224K | 0.1% | 243 | +3% | |||
| 141 | $ADI | ANALOG DEVICES INC | Technology | $222K | 0.1% | 560 | New | |||
| 142 | $QCOM | QUALCOMM INC/DE | Technology | $222K | 0.1% | 1,207 | +2% | |||
| 143 | $MRVL | Marvell Technology, Inc. | Technology | $218K | 0.1% | 825 | +3% | |||
| 144 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $218K | 0.1% | 4,288 | -11% | |||
| 145 | $MS | MORGAN STANLEY | Financials | $213K | 0.1% | 1,131 | New | |||
| 146 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $213K | 0.1% | 4,636 | New | |||
| 147 | $PFE | PFIZER INC | Healthcare | $211K | 0.1% | 7,416 | -14% | |||
| 148 | $LIN | LINDE PLC | Materials | $211K | 0.1% | 444 | New | |||
| 149 | — | ISHARES TR - SHRT NAT MUN ETF | — | $210K | 0.1% | 2,005 | -15% | |||
| 150 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $207K | 0.1% | 2,897 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 99 added to, 27 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$454Kfirst bought this quarter
$SANBanco Santander, S.A.$302K
first bought this quarter
- ISHARES TR - TIPS BD ETF$262K
first bought this quarter
- ISHARES INC - CORE MSCI EMKT$246K
first bought this quarter
$ANETArista Networks, Inc.$236K
first bought this quarter
$ADIANALOG DEVICES INC$222K
first bought this quarter
+4 more in the Excel export
Added to (99)
- ISHARES TR - MSCI ACWI EX US+92%
now $3.9M
- ISHARES TR - CORE UNIVRSL USD+29%
now $2.8M
- BLACKROCK ETF TRUST - ISHA LA CORE ETF+31%
now $1.4M
- SPDR SERIES TRUST - ST STR P500ETF+2%
now $12.8M
$CRWDCrowdStrike Holdings, Inc.+290%
now $287K · held 2 qtrs
now $4.4M · held 11+ qtrs, 6 adds in a row
+93 more in the Excel export
Trimmed (27)
$IVZInvesco Ltd.-77%
now $283K · held 8 qtrs, 3 trims in a row
- ISHARES TR - MBS ETF-52%
now $416K
- BLACKROCK ETF TRUST - ISHA I IN TE ETF-8%
now $1.3M
- ISHARES TR - NEW YORK MUN ETF-10%
now $478K
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF-0.9%
now $5.3M
- ISHARES TR - SHRT NAT MUN ETF-15%
now $210K
+21 more in the Excel export
Holdings by quarter
Every 13F SUTTON PLACE INVESTORS LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow SUTTON PLACE INVESTORS?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SUTTON PLACE INVESTORS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 15% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SUTTON PLACE INVESTORS LLC disclosed 152 positions worth $212.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 10 new positions and exited 5 — including a new stake in $SPCX and a full exit from $WBS. The portfolio is most concentrated in Other (69.1% of disclosed assets). All figures are sourced directly from SUTTON PLACE INVESTORS LLC’s Form 13F-HR filing with the SEC under CIK 1930301.
Funds like this
managers whose biggest positions overlap SUTTON PLACE INVESTORS'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: SUTTON PLACE INVESTORS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SUTTON PLACE INVESTORS LLC (SEC CIK: 1930301), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SUTTON PLACE INVESTORS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.