SUTTON PLACE INVESTORS LLC
13F Reported Value
ⓘ$206.5M
Holdings
148
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SUTTON PLACE INVESTORS LLC disclosed 148 positions worth $206.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 19 new positions and exited 6 and a full exit from $DKS. The portfolio is most concentrated in Other (69.6% of disclosed assets). All figures are sourced directly from SUTTON PLACE INVESTORS LLC’s Form 13F-HR filing with the SEC under CIK 1930301.
AI Fund Analysis
Stable
$BRK-A
$NVDA
$TSLA
$AVGOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$13.9M169,100 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$12.3M139,693 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$10.5M237,209 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$9.7M235,084 sh- 73.8
Quality
$7.5M10 sh DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$7.4M175,236 shISHARES TR - CORE S&P TTL STK
—Quality
$6.8M41,605 shDIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
—Quality
$6.2M155,425 sh- 76.4
Quality
$6.0M20,815 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$5.1M59,119 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $13.9M | 169,100 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $12.3M | 139,693 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $10.5M | 237,209 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $9.7M | 235,084 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $7.5M | 10 |
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $7.4M | 175,236 |
| ISHARES TR - CORE S&P TTL STK | — | $6.8M | 41,605 |
| DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $6.2M | 155,425 |
 Apple Inc.$AAPL | 76.4 | $6.0M | 20,815 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $5.1M | 59,119 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SUTTON PLACE INVESTORS LLC's 148 positions.
Showing top 10 of 148 holdings.
Sector Allocation
Other
$143.8M
Technology
$29.7M
Financials
$16.8M
Consumer Discretionary
$4.4M
Industrials
$4.3M
Healthcare
$3.7M
Energy
$1.8M
Consumer Staples
$1.4M
Full Holdings — SUTTON PLACE INVESTORS LLC (Q2 2026)
All 148 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $13.9M | 6.7% | -1% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500ETF | $12.3M | 5.9% | +28% | — |
| 3 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $10.5M | 5.1% | +0% | — |
| 4 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $9.7M | 4.7% | +3% | — |
| 5 | $BRK.A | BERKSHIRE HATHAWAY INC | $7.5M | 3.6% | +0% | 73.8 |
| 6 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $7.4M | 3.6% | +1% | — |
| 7 | — | ISHARES TR - CORE S&P TTL STK | $6.8M | 3.3% | -3% | — |
| 8 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $6.2M | 3.0% | -1% | — |
| 9 | $AAPL | Apple Inc. | $6.0M | 2.9% | -0% | 76.4 |
| 10 | — | VANGUARD INDEX FDS - GROWTH ETF | $5.1M | 2.5% | +503% | — |
| 11 | $NVDA | NVIDIA CORP | $4.5M | 2.2% | +3% | 85.9 |
| 12 | — | ISHARES TR - S&P 500 GRWT ETF | $3.2M | 1.5% | +6% | — |
| 13 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.1M | 1.5% | +1% | — |
| 14 |  $MSFT | MICROSOFT CORP | $3.0M | 1.5% | +3% | 79.8 |
| 15 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | $3.0M | 1.5% | +2% | — |
| 16 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $3.0M | 1.5% | -0% | — |
| 17 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.7M | 1.3% | +2% | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $2.7M | 1.3% | +1% | — |
| 19 | — | ISHARES TR - S&P 500 VAL ETF | $2.7M | 1.3% | -12% | — |
| 20 |  $AMZN | AMAZON COM INC | $2.6M | 1.3% | +1% | 68.7 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 1.1% | +0% | 70.7 |
| 22 | — | ISHARES TR - CORE UNIVRSL USD | $2.3M | 1.1% | +46% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $2.2M | 1.1% | +0% | — |
| 24 | — | ISHARES TR - MSCI ACWI EX US | $2.1M | 1.0% | +31% | — |
| 25 |  $GOOG | Alphabet Inc. | $2.0M | 1.0% | +1% | 78.2 |
| 26 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $1.9M | 0.9% | +7% | — |
| 27 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $1.8M | 0.9% | +1% | — |
| 28 | $TSLA | Tesla, Inc. | $1.7M | 0.8% | +7% | 53.9 |
| 29 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.7M | 0.8% | +1% | — |
| 30 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.8% | +3% | 86.2 |
| 31 | $AVGO | Broadcom Inc. | $1.6M | 0.8% | +1% | 84.5 |
| 32 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.6M | 0.8% | -17% | — |
| 33 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $1.5M | 0.7% | +3% | — |
| 34 |  $XOM.R34088 | EXXON MOBIL CORP | $1.5M | 0.7% | +0% | 57.9 |
| 35 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $1.4M | 0.7% | +5% | — |
| 36 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $1.4M | 0.7% | -1% | — |
| 37 |  $GOOGL | Alphabet Inc. | $1.4M | 0.7% | +2% | 78.2 |
| 38 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $1.4M | 0.7% | +1% | — |
| 39 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $1.3M | 0.7% | +8% | — |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.6% | -1% | 73.8 |
| 41 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.3M | 0.6% | +1% | — |
| 42 |  $IVZ | Invesco Ltd. | $1.3M | 0.6% | -21% | — |
| 43 |  $META | Meta Platforms, Inc. | $1.3M | 0.6% | -0% | 79.6 |
| 44 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.3M | 0.6% | +0% | — |
| 45 | — | ISHARES TR - S&P 100 ETF | $1.2M | 0.6% | +2% | — |
| 46 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $1.2M | 0.6% | -5% | — |
| 47 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $1.1M | 0.5% | -0% | — |
| 48 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $1.1M | 0.5% | +16% | — |
| 49 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $1.0M | 0.5% | +1% | — |
| 50 | — | VANGUARD INDEX FDS - VALUE ETF | $976,052 | 0.5% | -10% | — |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $928,405 | 0.5% | +1% | 70.3 |
| 52 | — | ISHARES TR - MBS ETF | $907,581 | 0.4% | +1% | — |
| 53 | — | ISHARES TR - US TREAS BD ETF | $907,396 | 0.4% | +13% | — |
| 54 | — | ISHARES TR - CORE MSCI EAFE | $900,783 | 0.4% | +1% | — |
| 55 | — | ISHARES TR - ESG AWR MSCI USA | $896,421 | 0.4% | -0% | — |
| 56 |  $AMD | ADVANCED MICRO DEVICES INC | $882,983 | 0.4% | +4% | 79.8 |
| 57 |  $WBS | WEBSTER FINANCIAL CORP | $880,741 | 0.4% | +0% | 63.3 |
| 58 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $877,866 | 0.4% | -33% | — |
| 59 | — | GLOBAL X FDS - DEFENSE TECH ETF | $875,349 | 0.4% | +18% | — |
| 60 | — | ISHARES TR - MSCI USA QLT FCT | $863,896 | 0.4% | -59% | — |
| 61 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $852,716 | 0.4% | -35% | — |
| 62 |  $JNJ | JOHNSON & JOHNSON | $834,037 | 0.4% | -0% | 69 |
| 63 |  $LLY | ELI LILLY & Co | $825,208 | 0.4% | +3% | 87.5 |
| 64 |  $SCHW | SCHWAB CHARLES CORP | $812,670 | 0.4% | -0% | 79.4 |
| 65 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $797,741 | 0.4% | -35% | — |
| 66 |  $MRK | Merck & Co., Inc. | $785,015 | 0.4% | -0% | 59.9 |
| 67 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $775,805 | 0.4% | -10% | — |
| 68 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $771,753 | 0.4% | -0% | — |
| 69 |  $GE | GENERAL ELECTRIC CO | $695,138 | 0.3% | -1% | 73.8 |
| 70 |  $INTC | INTEL CORP | $666,035 | 0.3% | +4% | 45.6 |
| 71 | — | ISHARES TR - EAFE VALUE ETF | $648,608 | 0.3% | -62% | — |
| 72 | — | SPDR SERIES TRUST - ST STR SP DIV | $641,722 | 0.3% | +0% | — |
| 73 |  $TJX | TJX COMPANIES INC /DE/ | $638,270 | 0.3% | -5% | 68.7 |
| 74 |  $AMAT | APPLIED MATERIALS INC /DE | $623,949 | 0.3% | +1% | 72.3 |
| 75 |  $GEV | GE Vernova Inc. | $622,676 | 0.3% | +0% | 81.1 |
| 76 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $611,694 | 0.3% | +0% | — |
| 77 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $582,150 | 0.3% | NEW | — |
| 78 |  $LRCX | LAM RESEARCH CORP | $571,562 | 0.3% | +2% | 79.4 |
| 79 | — | ISHARES TR - NEW YORK MUN ETF | $565,625 | 0.3% | -4% | — |
| 80 | — | ISHARES TR - NATIONAL MUN ETF | $556,288 | 0.3% | -2% | — |
| 81 | — | ISHARES TR - U.S. TECH ETF | $533,719 | 0.3% | -0% | — |
| 82 |  $BAC | BANK OF AMERICA CORP /DE/ | $529,413 | 0.3% | -0% | 67.6 |
| 83 |  $CAT | CATERPILLAR INC | $527,126 | 0.3% | -0% | 66.5 |
| 84 |  $WMT | Walmart Inc. | $515,786 | 0.3% | -0% | 60.2 |
| 85 |  $PM | Philip Morris International Inc. | $508,538 | 0.3% | +5% | 75.9 |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $477,924 | 0.2% | +0% | — |
| 87 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $476,447 | 0.2% | NEW | — |
| 88 |  $V | VISA INC. | $474,837 | 0.2% | +3% | 82.9 |
| 89 | — | ISHARES TR - CORE S&P500 ETF | $473,298 | 0.2% | +1% | — |
| 90 |  $UNH | UNITEDHEALTH GROUP INC | $467,584 | 0.2% | NEW | 62.7 |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $452,109 | 0.2% | +2% | 70 |
| 92 |  $CAG | CONAGRA BRANDS INC. | $446,335 | 0.2% | +2% | 38.9 |
| 93 |  $KLAC | KLA CORP | $427,523 | 0.2% | +877% | 78.6 |
| 94 |  $SNDK | Sandisk Corp | $422,914 | 0.2% | NEW | 87.7 |
| 95 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $413,658 | 0.2% | -11% | — |
| 96 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | $409,423 | 0.2% | -3% | — |
| 97 | — | ISHARES TR - FUTU AI TECH ETF | $407,456 | 0.2% | +0% | — |
| 98 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $402,320 | 0.2% | -4% | — |
| 99 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | $384,280 | 0.2% | -8% | — |
| 100 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $373,985 | 0.2% | +0% | — |
| 101 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $372,187 | 0.2% | -6% | — |
| 102 |  $COST | COSTCO WHOLESALE CORP /NEW | $371,382 | 0.2% | +2% | 66.2 |
| 103 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $360,969 | 0.2% | +1% | — |
| 104 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $356,386 | 0.2% | +1% | — |
| 105 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $347,140 | 0.2% | +0% | — |
| 106 |  $NFLX | NETFLIX INC | $345,148 | 0.2% | -9% | 78.8 |
| 107 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $343,792 | 0.2% | -14% | — |
| 108 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $336,366 | 0.2% | +0% | — |
| 109 |  $F | FORD MOTOR CO | $328,799 | 0.2% | -1% | 54.9 |
| 110 |  $CVX | CHEVRON CORP | $323,070 | 0.2% | +0% | 62.8 |
| 111 | — | ISHARES TR - EAFE GRWTH ETF | $319,511 | 0.1% | -4% | — |
| 112 |  $MA | Mastercard Inc | $313,296 | 0.1% | -6% | 85.1 |
| 113 |  $ABBV | AbbVie Inc. | $299,703 | 0.1% | -1% | 72.6 |
| 114 |  $BA | BOEING CO | $299,594 | 0.1% | NEW | 61.6 |
| 115 | — | ISHARES TR - MSCI INTL VLU FT | $295,040 | 0.1% | +0% | — |
| 116 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $289,199 | 0.1% | -1% | — |
| 117 |  $CVS | CVS HEALTH Corp | $283,039 | 0.1% | NEW | 59.4 |
| 118 |  $HD | HOME DEPOT, INC. | $280,733 | 0.1% | -3% | 60.3 |
| 119 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | $279,883 | 0.1% | NEW | — |
| 120 |  $C | CITIGROUP INC | $277,978 | 0.1% | -1% | 65 |
| 121 |  $GLDM | World Gold Trust | $276,223 | 0.1% | -3% | — |
| 122 |  $PLTR | Palantir Technologies Inc. | $269,508 | 0.1% | +3% | 84.6 |
| 123 |  $GS | GOLDMAN SACHS GROUP INC | $268,013 | 0.1% | -1% | 73.5 |
| 124 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $266,471 | 0.1% | +0% | — |
| 125 |  $WFC | WELLS FARGO & COMPANY/MN | $263,208 | 0.1% | -2% | 61.8 |
| 126 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $251,494 | 0.1% | -58% | — |
| 127 | — | ISHARES TR - SHRT NAT MUN ETF | $250,630 | 0.1% | +0% | — |
| 128 |  $KO | COCA COLA CO | $244,623 | 0.1% | +1% | 69.5 |
| 129 |  $MRVL | Marvell Technology, Inc. | $239,206 | 0.1% | NEW | 76.5 |
| 130 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | $234,401 | 0.1% | -4% | — |
| 131 | — | ISHARES TR - EUROPE ETF | $230,570 | 0.1% | +0% | — |
| 132 | — | DBX ETF TR - XTRACK MSCI EAFE | $229,446 | 0.1% | +0% | — |
| 133 |  $STX | Seagate Technology Holdings plc | $228,705 | 0.1% | NEW | — |
| 134 |  $ORCL | ORACLE CORP | $228,032 | 0.1% | -1% | 66.2 |
| 135 |  $TRV | TRAVELERS COMPANIES, INC. | $221,180 | 0.1% | NEW | 75.9 |
| 136 |  $DIS | Walt Disney Co | $221,086 | 0.1% | -2% | 60.1 |
| 137 |  $CRWV | CoreWeave, Inc. | $219,486 | 0.1% | NEW | 52.2 |
| 138 |  $QCOM | QUALCOMM INC/DE | $219,346 | 0.1% | NEW | 70.5 |
| 139 |  $RTX | RTX Corp | $219,328 | 0.1% | -1% | 73.2 |
| 140 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $217,159 | 0.1% | NEW | — |
| 141 |  $PANW | Palo Alto Networks Inc | $216,889 | 0.1% | NEW | 65.5 |
| 142 |  $ASML | ASML HOLDING NV | $216,849 | 0.1% | NEW | — |
| 143 |  $PG | PROCTER & GAMBLE Co | $213,374 | 0.1% | -6% | 64.6 |
| 144 |  $CRWD | CrowdStrike Holdings, Inc. | $212,153 | 0.1% | NEW | 67.7 |
| 145 |  $WDC | WESTERN DIGITAL CORP | $212,055 | 0.1% | NEW | 80.7 |
| 146 |  $TXN | TEXAS INSTRUMENTS INC | $210,139 | 0.1% | NEW | 73.4 |
| 147 |  $PFE | PFIZER INC | $207,724 | 0.1% | -5% | 62 |
| 148 | — | ISHARES TR - CORE S&P MCP ETF | $201,290 | 0.1% | NEW | — |
New Positions (19)
$UNH UNITEDHEALTH GROUP INC$467,584$SNDK Sandisk Corp$422,914$BA BOEING CO$299,594$CVS CVS HEALTH Corp$283,039$MRVL Marvell Technology, Inc.$239,206$STX Seagate Technology Holdings plc$228,705$TRV TRAVELERS COMPANIES, INC.$221,180$CRWV CoreWeave, Inc.$219,486$QCOM QUALCOMM INC/DE$219,346$PANW Palo Alto Networks Inc$216,889$ASML ASML HOLDING NV$216,849
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