Sutton Place Investors

ARMONK, NYfiles as SUTTON PLACE INVESTORS LLC

$207m in 148 US stocks at the end of 30 June 2026. The top 10 are 41.4% of the money. It changed about 8.1% of the portfolio this quarter.

Value

$207m

Stocks

148

Top 10 share

41.4%

Turnover

8.1%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustIALT
0.3% of the fund
Blackrock ETF Trust IIGGOV
0.2% of the fund
UnitedHealth GroupUNH
0.2% of the fund
SandiskSNDK
0.2% of the fund
BoeingBA
0.1% of the fund
CVS HealthCVS
0.1% of the fund
J P Morgan Exchange Traded FJTEK
0.1% of the fund
Marvell TechnologyMRVL
0.1% of the fund
Seagate Technology HoldingsSTX
0.1% of the fund
Travelers CompaniesTRV
0.1% of the fund
CoreWeaveCRWV
0.1% of the fund
QualcommQCOM
0.1% of the fund
John Hancock Exchange TradedJHMM
0.1% of the fund
Palo Alto NetworksPANW
0.1% of the fund
ASML Holding NVASML
0.1% of the fund
CrowdStrike HoldingsCRWD
0.1% of the fund
Western DigitalWDC
0.1% of the fund
Texas InstrumentsTXN
0.1% of the fund
Ishares TRIJH
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
5.9% of the fund
+28%
Dimensional ETF TrustDFAI
4.7% of the fund
+3%
NvidiaNVDA
2.2% of the fund
+3%
Ishares TRIVW
1.5% of the fund
+6%
MicrosoftMSFT
1.5% of the fund
+3%
Ishares TRIUSB
1.1% of the fund
+46%
Ishares TRACWX
1.0% of the fund
+31%
Blackrock ETF TrustCORO
0.9% of the fund
+7%
TeslaTSLA
0.8% of the fund
+7%
Micron TechnologyMU
0.8% of the fund
+3%
Dimensional ETF TrustDFIC
0.7% of the fund
+3%
Dimensional ETF TrustDIHP
0.7% of the fund
+5%
Dimensional ETF TrustDFGR
0.6% of the fund
+8%
Ishares TROEF
0.6% of the fund
+2%
Blackrock ETF TrustBLCR
0.5% of the fund
+16%
Ishares TRGOVT
0.4% of the fund
+13%
Advanced Micro DevicesAMD
0.4% of the fund
+4%
Global X FDSSHLD
0.4% of the fund
+18%
Eli LillyLLY
0.4% of the fund
+3%
IntelINTC
0.3% of the fund
+4%
Lam ResearchLRCX
0.3% of the fund
+2%
Philip Morris InternationalPM
0.2% of the fund
+5%
VisaV
0.2% of the fund
+3%
Conagra BrandsCAG
0.2% of the fund
+2%
Palantir TechnologiesPLTR
0.1% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRITOT
3.3% of the fund
-3%
Ishares TRIVE
1.3% of the fund
-12%
Blackrock ETF TrustBAI
0.8% of the fund
-17%
Invesco Exch Traded FD TR IISPMO
0.6% of the fund
-21%
Vanguard BD Index FDSBLV
0.6% of the fund
-5%
Vanguard Index FDSVTV
0.5% of the fund
-10%
American Centy ETF TRAVEM
0.4% of the fund
-33%
Ishares TRQUAL
0.4% of the fund
-59%
Blackrock ETF TrustTHRO
0.4% of the fund
-35%
Bondbloxx ETF TrustXTEN
0.4% of the fund
-35%
Dimensional ETF TrustDEHP
0.4% of the fund
-10%
Ishares TREFV
0.3% of the fund
-62%
TJX CompaniesTJX
0.3% of the fund
-5%
Ishares TRNYF
0.3% of the fund
-4%
KLAKLAC
0.2% of the fund
-2%
Dimensional ETF TrustDFEV
0.2% of the fund
-11%
J P Morgan Exchange Traded FBBMC
0.2% of the fund
-3%
J P Morgan Exchange Traded FJBND
0.2% of the fund
-4%
J P Morgan Exchange Traded FBBAG
0.2% of the fund
-8%
J P Morgan Exchange Traded FJCPB
0.2% of the fund
-6%
NetflixNFLX
0.2% of the fund
-9%
Vanguard MUN BD FDSVTEB
0.2% of the fund
-14%
Ishares TREFG
0.2% of the fund
-4%
MastercardMA
0.2% of the fund
-6%
Home DepotHD
0.1% of the fund
-3%

Sold out

Sold their entire stake.

Dick's Sporting GoodsDKS
-100%
Ishares TRIAGG
-100%
AT&TT
-100%
IsharesIEMG
-100%
Verizon CommunicationsVZ
-100%
Invesco Exchange Traded FD TXLG
-100%
McDonald'sMCD
-100%

Holdings

Dimensional ETF TrustDFUS
Share
6.7%
Value
$14m
Shares
169,100
Held
Spdr Series TrustSPYM
Share
5.9%
Value
$12m
Shares
139,693
+28%
Dimensional ETF TrustDFAC
Share
5.1%
Value
$11m
Shares
237,209
Held
Dimensional ETF TrustDFAI
Share
4.7%
Value
$10m
Shares
235,084
+3%
Berkshire Hathaway INC DELBRK-A
Share
3.6%
Value
$7m
Shares
10
Held
Dimensional ETF TrustDFCF
Share
3.6%
Value
$7m
Shares
175,236
Held
Ishares TRITOT
Share
3.3%
Value
$7m
Shares
41,605
-3%
Dimensional ETF TrustDFAE
Share
3.0%
Value
$6m
Shares
155,425
Held
AppleAAPL
Share
2.9%
Value
$6m
Shares
20,815
Held
Vanguard Index FDSVUG
Share
2.5%
Value
$5m
Shares
59,119
Held
NvidiaNVDA
Share
2.2%
Value
$5m
Shares
22,543
+3%
Ishares TRIVW
Share
1.5%
Value
$3m
Shares
23,143
+6%
Select Sector Spdr TRXLE
Share
1.5%
Value
$3m
Shares
57,635
Held
MicrosoftMSFT
Share
1.5%
Value
$3m
Shares
8,158
+3%
Ishares U S ETF TRIETC
Share
1.5%
Value
$3m
Shares
28,324
Held
Blackrock ETF TrustDYNF
Share
1.5%
Value
$3m
Shares
44,451
Held
Dimensional ETF TrustDFAS
Share
1.3%
Value
$3m
Shares
33,162
Held
J P Morgan Exchange Traded FBBUS
Share
1.3%
Value
$3m
Shares
20,001
Held
Ishares TRIVE
Share
1.3%
Value
$3m
Shares
11,843
-12%
Amazon.comAMZN
Share
1.3%
Value
$3m
Shares
10,840
Held
JPMorgan ChaseJPM
Share
1.2%
Value
$2m
Shares
7,261
Held
Ishares TRIUSB
Share
1.1%
Value
$2m
Shares
49,293
+46%
State STR Spdr S&P 500 ETF TSPY
Share
1.1%
Value
$2m
Shares
2,989
Held
Ishares TRACWX
Share
1.0%
Value
$2m
Shares
27,092
+31%
AlphabetGOOGL
Share
1.0%
Value
$2m
Shares
5,602
Held
Blackrock ETF TrustCORO
Share
0.9%
Value
$2m
Shares
52,784
+7%
Dimensional ETF TrustDFSD
Share
0.9%
Value
$2m
Shares
38,194
Held
TeslaTSLA
Share
0.8%
Value
$2m
Shares
4,016
+7%
Schwab Strategic TRSCHZ
Share
0.8%
Value
$2m
Shares
72,046
Held
Micron TechnologyMU
Share
0.8%
Value
$2m
Shares
1,402
+3%
BroadcomAVGO
Share
0.8%
Value
$2m
Shares
4,263
Held
Blackrock ETF TrustBAI
Share
0.8%
Value
$2m
Shares
30,009
-17%
Dimensional ETF TrustDFIC
Share
0.7%
Value
$1m
Shares
39,933
+3%
ExxonMobil HoldingsXOM
Share
0.7%
Value
$1m
Shares
10,725
Held
Dimensional ETF TrustDIHP
Share
0.7%
Value
$1m
Shares
40,642
+5%
Spdr Series TrustSPTM
Share
0.7%
Value
$1m
Shares
15,099
Held
AlphabetGOOG
Share
0.7%
Value
$1m
Shares
3,850
Held
First TR Exch Traded FD IIIFPEI
Share
0.7%
Value
$1m
Shares
70,179
Held
Dimensional ETF TrustDFGR
Share
0.6%
Value
$1m
Shares
46,210
+8%
Berkshire HathawayBRK-B
Share
0.6%
Value
$1m
Shares
2,657
Held
Dimensional ETF TrustDFIV
Share
0.6%
Value
$1m
Shares
24,173
Held
Invesco Exch Traded FD TR IISPMO
Share
0.6%
Value
$1m
Shares
7,996
-21%
Meta PlatformsMETA
Share
0.6%
Value
$1m
Shares
2,271
Held
Vanguard Specialized FundsVIG
Share
0.6%
Value
$1m
Shares
5,311
Held
Ishares TROEF
Share
0.6%
Value
$1m
Shares
3,281
+2%
Vanguard BD Index FDSBLV
Share
0.6%
Value
$1m
Shares
17,278
-5%
J P Morgan Exchange Traded FJGRO
Share
0.5%
Value
$1m
Shares
11,286
Held
Blackrock ETF TrustBLCR
Share
0.5%
Value
$1m
Shares
21,468
+16%
J P Morgan Exchange Traded FJAVA
Share
0.5%
Value
$1m
Shares
12,941
Held
Vanguard Index FDSVTV
Share
0.5%
Value
$976,052
Shares
4,479
-10%
Cisco SystemsCSCO
Share
0.4%
Value
$928,405
Shares
7,904
Held
Ishares TRMBB
Share
0.4%
Value
$907,581
Shares
9,602
Held
Ishares TRGOVT
Share
0.4%
Value
$907,396
Shares
39,833
+13%
Ishares TRIEFA
Share
0.4%
Value
$900,783
Shares
9,327
Held
Ishares TRESGU
Share
0.4%
Value
$896,421
Shares
5,477
Held
Advanced Micro DevicesAMD
Share
0.4%
Value
$882,983
Shares
1,520
+4%
Webster FinancialWBS
Share
0.4%
Value
$880,741
Shares
11,525
Held
American Centy ETF TRAVEM
Share
0.4%
Value
$877,866
Shares
9,098
-33%
Global X FDSSHLD
Share
0.4%
Value
$875,349
Shares
14,660
+18%
Ishares TRQUAL
Share
0.4%
Value
$863,896
Shares
3,937
-59%
Blackrock ETF TrustTHRO
Share
0.4%
Value
$852,716
Shares
19,780
-35%
Johnson & JohnsonJNJ
Share
0.4%
Value
$834,037
Shares
3,284
Held
Eli LillyLLY
Share
0.4%
Value
$825,208
Shares
688
+3%
Charles SchwabSCHW
Share
0.4%
Value
$812,670
Shares
8,808
Held
Bondbloxx ETF TrustXTEN
Share
0.4%
Value
$797,741
Shares
17,502
-35%
MerckMRK
Share
0.4%
Value
$785,015
Shares
6,109
Held
Dimensional ETF TrustDEHP
Share
0.4%
Value
$775,805
Shares
18,139
-10%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$771,753
Shares
1,616
Held
General ElectricGE
Share
0.3%
Value
$695,138
Shares
1,860
Held
IntelINTC
Share
0.3%
Value
$666,035
Shares
4,770
+4%
Ishares TREFV
Share
0.3%
Value
$648,608
Shares
8,473
-62%
Spdr Series TrustSDY
Share
0.3%
Value
$641,722
Shares
4,217
Held
TJX CompaniesTJX
Share
0.3%
Value
$638,270
Shares
4,213
-5%
Applied MaterialsAMAT
Share
0.3%
Value
$623,949
Shares
863
Held
GE VernovaGEV
Share
0.3%
Value
$622,676
Shares
530
Held
Dimensional ETF TrustDFIS
Share
0.3%
Value
$611,694
Shares
17,462
Held
Blackrock ETF TrustIALT
Share
0.3%
Value
$582,150
Shares
20,754
New
Lam ResearchLRCX
Share
0.3%
Value
$571,562
Shares
1,319
+2%
Ishares TRNYF
Share
0.3%
Value
$565,625
Shares
10,493
-4%
Ishares TRMUB
Share
0.3%
Value
$556,288
Shares
5,169
Held
Ishares TRIYW
Share
0.3%
Value
$533,719
Shares
2,116
Held
Bank of AmericaBAC
Share
0.3%
Value
$529,413
Shares
9,291
Held
CaterpillarCAT
Share
0.3%
Value
$527,126
Shares
495
Held
WalmartWMT
Share
0.2%
Value
$515,786
Shares
4,554
Held
Philip Morris InternationalPM
Share
0.2%
Value
$508,538
Shares
2,811
+5%
Invesco QQQ TRQQQ
Share
0.2%
Value
$477,924
Shares
649
Held
Blackrock ETF Trust IIGGOV
Share
0.2%
Value
$476,447
Shares
9,474
New
VisaV
Share
0.2%
Value
$474,837
Shares
1,384
+3%
Ishares TRIVV
Share
0.2%
Value
$473,298
Shares
632
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$467,584
Shares
1,125
New
International Business MachinesIBM
Share
0.2%
Value
$452,109
Shares
1,608
Held
Conagra BrandsCAG
Share
0.2%
Value
$446,335
Shares
33,160
+2%
KLAKLAC
Share
0.2%
Value
$427,523
Shares
1,417
-2%
SandiskSNDK
Share
0.2%
Value
$422,914
Shares
186
New
Dimensional ETF TrustDFEV
Share
0.2%
Value
$413,658
Shares
9,695
-11%
J P Morgan Exchange Traded FBBMC
Share
0.2%
Value
$409,423
Shares
3,220
-3%
Ishares TRARTY
Share
0.2%
Value
$407,456
Shares
5,350
Held
J P Morgan Exchange Traded FJBND
Share
0.2%
Value
$402,320
Shares
7,520
-4%
J P Morgan Exchange Traded FBBAG
Share
0.2%
Value
$384,280
Shares
8,363
-8%
Vanguard Scottsdale FDSVTWG
Share
0.2%
Value
$373,985
Shares
1,300
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFUS	6.7%	$14m	169,100	Held
Spdr Series TrustSPYM	5.9%	$12m	139,693	+28%
Dimensional ETF TrustDFAC	5.1%	$11m	237,209	Held
Dimensional ETF TrustDFAI	4.7%	$10m	235,084	+3%
Berkshire Hathaway INC DELBRK-A	3.6%	$7m	10	Held
Dimensional ETF TrustDFCF	3.6%	$7m	175,236	Held
Ishares TRITOT	3.3%	$7m	41,605	-3%
Dimensional ETF TrustDFAE	3.0%	$6m	155,425	Held
AppleAAPL	2.9%	$6m	20,815	Held
Vanguard Index FDSVUG	2.5%	$5m	59,119	Held
NvidiaNVDA	2.2%	$5m	22,543	+3%
Ishares TRIVW	1.5%	$3m	23,143	+6%
Select Sector Spdr TRXLE	1.5%	$3m	57,635	Held
MicrosoftMSFT	1.5%	$3m	8,158	+3%
Ishares U S ETF TRIETC	1.5%	$3m	28,324	Held
Blackrock ETF TrustDYNF	1.5%	$3m	44,451	Held
Dimensional ETF TrustDFAS	1.3%	$3m	33,162	Held
J P Morgan Exchange Traded FBBUS	1.3%	$3m	20,001	Held
Ishares TRIVE	1.3%	$3m	11,843	-12%
Amazon.comAMZN	1.3%	$3m	10,840	Held
JPMorgan ChaseJPM	1.2%	$2m	7,261	Held
Ishares TRIUSB	1.1%	$2m	49,293	+46%
State STR Spdr S&P 500 ETF TSPY	1.1%	$2m	2,989	Held
Ishares TRACWX	1.0%	$2m	27,092	+31%
AlphabetGOOGL	1.0%	$2m	5,602	Held
Blackrock ETF TrustCORO	0.9%	$2m	52,784	+7%
Dimensional ETF TrustDFSD	0.9%	$2m	38,194	Held
TeslaTSLA	0.8%	$2m	4,016	+7%
Schwab Strategic TRSCHZ	0.8%	$2m	72,046	Held
Micron TechnologyMU	0.8%	$2m	1,402	+3%
BroadcomAVGO	0.8%	$2m	4,263	Held
Blackrock ETF TrustBAI	0.8%	$2m	30,009	-17%
Dimensional ETF TrustDFIC	0.7%	$1m	39,933	+3%
ExxonMobil HoldingsXOM	0.7%	$1m	10,725	Held
Dimensional ETF TrustDIHP	0.7%	$1m	40,642	+5%
Spdr Series TrustSPTM	0.7%	$1m	15,099	Held
AlphabetGOOG	0.7%	$1m	3,850	Held
First TR Exch Traded FD IIIFPEI	0.7%	$1m	70,179	Held
Dimensional ETF TrustDFGR	0.6%	$1m	46,210	+8%
Berkshire HathawayBRK-B	0.6%	$1m	2,657	Held
Dimensional ETF TrustDFIV	0.6%	$1m	24,173	Held
Invesco Exch Traded FD TR IISPMO	0.6%	$1m	7,996	-21%
Meta PlatformsMETA	0.6%	$1m	2,271	Held
Vanguard Specialized FundsVIG	0.6%	$1m	5,311	Held
Ishares TROEF	0.6%	$1m	3,281	+2%
Vanguard BD Index FDSBLV	0.6%	$1m	17,278	-5%
J P Morgan Exchange Traded FJGRO	0.5%	$1m	11,286	Held
Blackrock ETF TrustBLCR	0.5%	$1m	21,468	+16%
J P Morgan Exchange Traded FJAVA	0.5%	$1m	12,941	Held
Vanguard Index FDSVTV	0.5%	$976,052	4,479	-10%
Cisco SystemsCSCO	0.4%	$928,405	7,904	Held
Ishares TRMBB	0.4%	$907,581	9,602	Held
Ishares TRGOVT	0.4%	$907,396	39,833	+13%
Ishares TRIEFA	0.4%	$900,783	9,327	Held
Ishares TRESGU	0.4%	$896,421	5,477	Held
Advanced Micro DevicesAMD	0.4%	$882,983	1,520	+4%
Webster FinancialWBS	0.4%	$880,741	11,525	Held
American Centy ETF TRAVEM	0.4%	$877,866	9,098	-33%
Global X FDSSHLD	0.4%	$875,349	14,660	+18%
Ishares TRQUAL	0.4%	$863,896	3,937	-59%
Blackrock ETF TrustTHRO	0.4%	$852,716	19,780	-35%
Johnson & JohnsonJNJ	0.4%	$834,037	3,284	Held
Eli LillyLLY	0.4%	$825,208	688	+3%
Charles SchwabSCHW	0.4%	$812,670	8,808	Held
Bondbloxx ETF TrustXTEN	0.4%	$797,741	17,502	-35%
MerckMRK	0.4%	$785,015	6,109	Held
Dimensional ETF TrustDEHP	0.4%	$775,805	18,139	-10%
Taiwan Semiconductor ManufacturingTSM	0.4%	$771,753	1,616	Held
General ElectricGE	0.3%	$695,138	1,860	Held
IntelINTC	0.3%	$666,035	4,770	+4%
Ishares TREFV	0.3%	$648,608	8,473	-62%
Spdr Series TrustSDY	0.3%	$641,722	4,217	Held
TJX CompaniesTJX	0.3%	$638,270	4,213	-5%
Applied MaterialsAMAT	0.3%	$623,949	863	Held
GE VernovaGEV	0.3%	$622,676	530	Held
Dimensional ETF TrustDFIS	0.3%	$611,694	17,462	Held
Blackrock ETF TrustIALT	0.3%	$582,150	20,754	New
Lam ResearchLRCX	0.3%	$571,562	1,319	+2%
Ishares TRNYF	0.3%	$565,625	10,493	-4%
Ishares TRMUB	0.3%	$556,288	5,169	Held
Ishares TRIYW	0.3%	$533,719	2,116	Held
Bank of AmericaBAC	0.3%	$529,413	9,291	Held
CaterpillarCAT	0.3%	$527,126	495	Held
WalmartWMT	0.2%	$515,786	4,554	Held
Philip Morris InternationalPM	0.2%	$508,538	2,811	+5%
Invesco QQQ TRQQQ	0.2%	$477,924	649	Held
Blackrock ETF Trust IIGGOV	0.2%	$476,447	9,474	New
VisaV	0.2%	$474,837	1,384	+3%
Ishares TRIVV	0.2%	$473,298	632	Held
UnitedHealth GroupUNH	0.2%	$467,584	1,125	New
International Business MachinesIBM	0.2%	$452,109	1,608	Held
Conagra BrandsCAG	0.2%	$446,335	33,160	+2%
KLAKLAC	0.2%	$427,523	1,417	-2%
SandiskSNDK	0.2%	$422,914	186	New
Dimensional ETF TrustDFEV	0.2%	$413,658	9,695	-11%
J P Morgan Exchange Traded FBBMC	0.2%	$409,423	3,220	-3%
Ishares TRARTY	0.2%	$407,456	5,350	Held
J P Morgan Exchange Traded FJBND	0.2%	$402,320	7,520	-4%
J P Morgan Exchange Traded FBBAG	0.2%	$384,280	8,363	-8%
Vanguard Scottsdale FDSVTWG	0.2%	$373,985	1,300	Held

Showing the largest 100 of 148.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 24.3% since 30 June 2025.

Where the money is

Technology12.0%

Financial services3.8%

Retail & consumer2.7%

Media & telecom2.5%

Health care1.8%

Industrials1.2%

Everyday goods1.1%

Energy0.9%

Other74.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.