# SUTTON PLACE INVESTORS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1930301. Source: https://holderbook.com/funds/1930301-sutton-place-investors-llc/

- Reported value: $206.5M
- Positions: 148
- Weight of the ten largest: 41.4%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $13.9M | 169,100 | 6.7% | 12 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $12.3M | 139,693 | 5.9% | 19 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $10.5M | 237,209 | 5.1% | 19 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $9.7M | 235,084 | 4.7% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $7.5M | 10 | 3.6% | 6 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $7.4M | 175,236 | 3.6% | 19 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $6.8M | 41,605 | 3.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $6.2M | 155,425 | 3.0% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.0M | 20,815 | 2.9% | 12 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $5.1M | 59,119 | 2.5% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.5M | 22,543 | 2.2% | 10 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $3.2M | 23,143 | 1.5% | 12 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $3.1M | 57,635 | 1.5% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.0M | 8,158 | 1.5% | 19 |
| ISHARES U S ETF TR | [IETC](https://holderbook.com/stocks/IETC/) | $3.0M | 28,324 | 1.5% | 19 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $3.0M | 44,451 | 1.5% | 10 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $2.7M | 33,162 | 1.3% | 19 |
| J P MORGAN EXCHANGE TRADED F | [BBUS](https://holderbook.com/stocks/BBUS/) | $2.7M | 20,001 | 1.3% | 16 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $2.7M | 11,843 | 1.3% | 10 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.6M | 10,840 | 1.3% | 14 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.4M | 7,261 | 1.2% | 19 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $2.3M | 49,293 | 1.1% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.2M | 2,989 | 1.1% | 13 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $2.1M | 27,092 | 1.0% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.0M | 5,602 | 1.0% | 11 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $1.9M | 52,784 | 0.9% | 2 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $1.8M | 38,194 | 0.9% | 13 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.7M | 4,016 | 0.8% | 12 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $1.7M | 72,046 | 0.8% | 18 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.6M | 1,402 | 0.8% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.6M | 4,263 | 0.8% | 10 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $1.6M | 30,009 | 0.8% | 5 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $1.5M | 39,933 | 0.7% | 9 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.5M | 10,725 | 0.7% | 19 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $1.4M | 40,642 | 0.7% | 10 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $1.4M | 15,099 | 0.7% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.4M | 3,850 | 0.7% | 10 |
| FIRST TR EXCH TRADED FD III | [FPEI](https://holderbook.com/stocks/FPEI/) | $1.4M | 70,179 | 0.7% | 16 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $1.3M | 46,210 | 0.6% | 9 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.3M | 2,657 | 0.6% | 18 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $1.3M | 24,173 | 0.6% | 19 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $1.3M | 7,996 | 0.6% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.3M | 2,271 | 0.6% | 12 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.3M | 5,311 | 0.6% | 13 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $1.2M | 3,281 | 0.6% | 12 |
| VANGUARD BD INDEX FDS | [BLV](https://holderbook.com/stocks/BLV/) | $1.2M | 17,278 | 0.6% | 15 |
| J P MORGAN EXCHANGE TRADED F | [JGRO](https://holderbook.com/stocks/JGRO/) | $1.1M | 11,286 | 0.5% | 14 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $1.1M | 21,468 | 0.5% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JAVA](https://holderbook.com/stocks/JAVA/) | $1.0M | 12,941 | 0.5% | 14 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $976.1K | 4,479 | 0.5% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $928.4K | 7,904 | 0.4% | 12 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $907.6K | 9,602 | 0.4% | 19 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $907.4K | 39,833 | 0.4% | 2 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $900.8K | 9,327 | 0.4% | 11 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $896.4K | 5,477 | 0.4% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $883.0K | 1,520 | 0.4% | 4 |
| WEBSTER FINL CORP | [WBS](https://holderbook.com/stocks/WBS/) | $880.7K | 11,525 | 0.4% | 18 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $877.9K | 9,098 | 0.4% | 4 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $875.3K | 14,660 | 0.4% | 4 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $863.9K | 3,937 | 0.4% | 14 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $852.7K | 19,780 | 0.4% | 5 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $834.0K | 3,284 | 0.4% | 12 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $825.2K | 688 | 0.4% | 11 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $812.7K | 8,808 | 0.4% | 19 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $797.7K | 17,502 | 0.4% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $785.0K | 6,109 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DEHP](https://holderbook.com/stocks/DEHP/) | $775.8K | 18,139 | 0.4% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $771.8K | 1,616 | 0.4% | 9 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $695.1K | 1,860 | 0.3% | 9 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $666.0K | 4,770 | 0.3% | 2 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $648.6K | 8,473 | 0.3% | 19 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $641.7K | 4,217 | 0.3% | 13 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $638.3K | 4,213 | 0.3% | 5 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $623.9K | 863 | 0.3% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $622.7K | 530 | 0.3% | 5 |
| DIMENSIONAL ETF TRUST | [DFIS](https://holderbook.com/stocks/DFIS/) | $611.7K | 17,462 | 0.3% | 7 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $582.1K | 20,754 | 0.3% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $571.6K | 1,319 | 0.3% | 3 |
| ISHARES TR | [NYF](https://holderbook.com/stocks/NYF/) | $565.6K | 10,493 | 0.3% | 11 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $556.3K | 5,169 | 0.3% | 12 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $533.7K | 2,116 | 0.3% | 15 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $529.4K | 9,291 | 0.3% | 11 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $527.1K | 495 | 0.3% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $515.8K | 4,554 | 0.2% | 11 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $508.5K | 2,811 | 0.2% | 6 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $477.9K | 649 | 0.2% | 6 |
| BLACKROCK ETF TRUST II | [GGOV](https://holderbook.com/stocks/GGOV/) | $476.4K | 9,474 | 0.2% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $474.8K | 1,384 | 0.2% | 9 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $473.3K | 632 | 0.2% | 19 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $467.6K | 1,125 | 0.2% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $452.1K | 1,608 | 0.2% | 12 |
| CONAGRA BRANDS INC | [CAG](https://holderbook.com/stocks/CAG/) | $446.3K | 33,160 | 0.2% | 16 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $427.5K | 1,417 | 0.2% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $422.9K | 186 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $413.7K | 9,695 | 0.2% | 7 |
| J P MORGAN EXCHANGE TRADED F | [BBMC](https://holderbook.com/stocks/BBMC/) | $409.4K | 3,220 | 0.2% | 10 |
| ISHARES TR | [ARTY](https://holderbook.com/stocks/ARTY/) | $407.5K | 5,350 | 0.2% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $402.3K | 7,520 | 0.2% | 7 |
| J P MORGAN EXCHANGE TRADED F | [BBAG](https://holderbook.com/stocks/BBAG/) | $384.3K | 8,363 | 0.2% | 15 |
| VANGUARD SCOTTSDALE FDS | [VTWG](https://holderbook.com/stocks/VTWG/) | $374.0K | 1,300 | 0.2% | 12 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.2% | +14.8% | -2.7% | 100% |
| Q1 2026 | -2.3% | -4.6% | +2.3% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.1% | 100% |
| Q3 2025 | +7.0% | +7.8% | -0.8% | 100% |
| Q2 2025 | +8.2% | +10.5% | -2.3% | 100% |
| Q1 2025 | -2.1% | -4.6% | +2.5% | 100% |
| Q4 2024 | +0.0% | +2.1% | -2.1% | 100% |
| Q3 2024 | +5.1% | +5.4% | -0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $206.5M | 148 |
| Q1 2026 | $182.8M | 136 |
| Q4 2025 | $182.1M | 130 |
| Q3 2025 | $175.4M | 122 |
| Q2 2025 | $166.2M | 118 |
| Q1 2025 | $148.7M | 106 |
| Q4 2024 | $172.7M | 129 |
| Q3 2024 | $163.7M | 123 |
| Q2 2024 | $150.3M | 117 |
| Q1 2024 | $202.1M | 150 |
| Q4 2023 | $138.1M | 118 |
| Q3 2023 | $76.8M | 72 |