Sutton Place Investors LLC Top Holdings and 13F Report (2026) About Sutton Place Investors LLCInvestment ActivitySutton Place Investors LLC has $182.83 million in total holdings as of March 31, 2026.Sutton Place Investors LLC owns shares of 136 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 6.18% of the portfolio was purchased this quarter.About 3.55% of the portfolio was sold this quarter.This quarter, Sutton Place Investors LLC has purchased 130 new stocks and bought additional shares in 69 stocks.Sutton Place Investors LLC sold shares of 40 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $12,164,507Dimensional U.S. Core Equity 2 ETF $9,179,393Dimensional International Core Equity Market ETF $8,934,758SPDR Portfolio S&P 500 ETF $8,329,656Dimensional Core Fixed Income ETF $7,350,340 Largest New Holdings this Quarter 09290C764 - BLACKROCK ETF TRUST $1,582,024 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $1,412,057 Holding46429B267 - iShares U.S. Treasury Bond ETF $811,037 Holding09290C855 - BLACKROCK ETF TRUST $761,335 Holding46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $248,936 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 49,203 shares (about $1.58M)iShares MSCI ACWI ex U.S. ETF 20,623 shares (about $1.41M)SPDR Portfolio S&P 500 ETF 14,247 shares (about $1.09M)iShares U.S. Treasury Bond ETF 35,401 shares (about $811.04K)BLACKROCK ETF TRUST 18,542 shares (about $761.34K) Largest Sales this Quarter Invesco S&P 500 Top 50 ETF 33,110 shares (about $1.81M)iShares Core MSCI Emerging Markets ETF 18,113 shares (about $1.26M)iShares MSCI EAFE Value ETF 7,679 shares (about $570.94K)Dimensional Core Fixed Income ETF 12,251 shares (about $517.24K)SPDR Gold MiniShares Trust 3,298 shares (about $305.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSutton Place Investors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$12,164,507$133,878 â–²1.1%171,5496.7%ETFDFACDimensional U.S. Core Equity 2 ETF$9,179,393$67,811 â–²0.7%236,2175.0%ETFDFAIDimensional International Core Equity Market ETF$8,934,758$41,570 â–²0.5%229,3324.9%ETFSPLGSPDR Portfolio S&P 500 ETF$8,329,656$1,090,470 â–²15.1%108,8274.6%ETFDFCFDimensional Core Fixed Income ETF$7,350,340$517,238 â–¼-6.6%174,0964.0%ETFBRK.ABerkshire Hathaway$7,181,4000.0%103.9%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$6,091,523$43,013 â–¼-0.7%42,7693.3%ETFDFAEDimensional Emerging Core Equity Market ETF$5,339,585$88,645 â–²1.7%157,6962.9%ETFAAPLApple$5,302,317$431,433 â–²8.9%20,8932.9%Computer and TechnologyVUGVanguard Growth ETF$4,281,254$20,965 â–²0.5%9,8022.3%ETFNVDANVIDIA$3,830,522$185,213 â–²5.1%21,9642.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,507,446$20,277 â–²0.6%57,2551.9%ETFMSFTMicrosoft$2,933,532$83,657 â–²2.9%7,9251.6%Computer and TechnologyIVEiShares S&P 500 Value ETF$2,830,043$125,212 â–²4.6%13,4031.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,595,992$156,155 â–¼-5.7%44,6201.4%ETFIVWiShares S&P 500 Growth ETF$2,465,572$268,976 â–²12.2%21,7981.3%ETFIETCiShares U.S. Tech Independence Focused ETF$2,462,795$2,033 â–²0.1%27,8661.3%ETFBBUSJPMorgan BetaBuilders U.S. Equity ETF$2,330,241$4,101 â–¼-0.2%19,8861.3%ETFDFASDimensional U.S. Small Cap ETF$2,312,676$14,297 â–¼-0.6%32,5131.3%ETFAMZNAmazon.com$2,235,362$65,813 â–²3.0%10,7331.2%Retail/WholesaleJPMJPMorgan Chase & Co.$2,128,717$6,765 â–²0.3%7,2371.2%FinanceSPYSPDR S&P 500 ETF Trust$1,943,696$44,219 â–²2.3%2,9891.1%FinanceDKSDICK'S Sporting Goods$1,909,7310.0%9,6311.0%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$1,849,722$83,817 â–²4.7%9,6441.0%ETFXOMExxonMobil$1,814,964$22,564 â–¼-1.2%10,6981.0%EnergyDFSDDimensional Short-Duration Fixed Income ETF$1,805,890$170,118 â–¼-8.6%37,7171.0%ETFEFViShares MSCI EAFE Value ETF$1,672,534$570,944 â–¼-25.4%22,4950.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,658,210$77,439 â–²4.9%71,4130.9%ETFGOOGLAlphabet$1,589,923$19,554 â–²1.2%5,5290.9%Computer and TechnologyBLACKROCK ETF TRUST$1,582,024$1,582,024 â–²New Holding49,2030.9%ISHARES INTL CTRIUSBiShares Core Total USD Bond Market ETF$1,556,049$93,258 â–²6.4%33,6880.9%ManufacturingACWXiShares MSCI ACWI ex U.S. ETF$1,412,057$1,412,057 â–²New Holding20,6230.8%ManufacturingTSLATesla$1,398,524$44,610 â–²3.3%3,7620.8%Auto/Tires/TrucksDFICDimensional International Core Equity 2 ETF$1,382,1880.0%38,9020.8%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$1,317,985$14,687 â–²1.1%69,3680.7%ETFMETAMeta Platforms$1,303,312$69,228 â–²5.6%2,2780.7%Computer and TechnologyAVGOBroadcom$1,303,037$12,380 â–²1.0%4,2100.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,281,860$46,482 â–²3.8%2,6750.7%FinanceDFIVDimensional International Value ETF$1,269,103$36,577 â–¼-2.8%24,0450.7%ETFBLVVanguard Long-Term Bond ETF$1,248,449$10,317 â–²0.8%18,1510.7%ETFDIHPDimensional International High Profitability ETF$1,242,178$20,427 â–²1.7%38,5530.7%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,230,103$108,138 â–²9.6%26,8230.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,211,540$79,062 â–¼-6.1%15,3240.7%ETFBLACKROCK ETF TRUST$1,196,546$121,948 â–²11.3%36,3140.7%ISHARES A I INNOVIGVanguard Dividend Appreciation ETF$1,142,2780.0%5,3110.6%ETFDFGRDimensional Global Real Estate ETF$1,138,315$281,509 â–²32.9%42,8260.6%ETFSPMOInvesco S&P 500 Momentum ETF$1,130,629$145,631 â–²14.8%10,0850.6%ETFBTHMBlackRock Future U.S. Themes ETF$1,103,515$140,353 â–²14.6%30,4670.6%ETFAVEMAvantis Emerging Markets Equity ETF$1,093,874$215,229 â–²24.5%13,5750.6%ETFGOOGAlphabet$1,084,905$9,466 â–¼-0.9%3,7820.6%Computer and TechnologyOEFiShares S&P 100 ETF$1,019,0960.0%3,2040.6%ETFVTVVanguard Value ETF$976,314$589 â–²0.1%4,9760.5%ETFJGROJPMorgan Active Growth ETF$955,668$42,175 â–²4.6%11,3070.5%ETFJAVAJPMorgan Active Value ETF$923,566$33,220 â–¼-3.5%12,8720.5%ETFMBBiShares MBS ETF$898,702$46,526 â–²5.5%9,4650.5%ETFGLOBAL X FDS$882,100$322,889 â–²57.7%12,4520.5%DEFENSE TECH ETFIEFAiShares Core MSCI EAFE ETF$833,442$7,062 â–¼-0.8%9,2060.5%ETFSCHWCharles Schwab$828,749$18,421 â–¼-2.2%8,8180.5%FinanceGOVTiShares U.S. Treasury Bond ETF$811,037$811,037 â–²New Holding35,4010.4%ETFJNJJohnson & Johnson$803,230$10,755 â–¼-1.3%3,2860.4%MedicalWBSWebster Financial$800,066$25,824 â–¼-3.1%11,5250.4%FinanceESGUiShares ESG Aware MSCI USA ETF$776,961$424 â–¼-0.1%5,4940.4%ManufacturingBLACKROCK ETF TRUST$761,335$761,335 â–²New Holding18,5420.4%ISHARES LARGE CAMRKMerck & Co., Inc.$735,556$7,338 â–²1.0%6,1150.4%MedicalTJXTJX Companies$704,596$29,385 â–¼-4.0%4,4120.4%Retail/WholesaleDEHPDimensional Emerging Markets High Profitability ETF$679,956$7,974 â–¼-1.2%20,1230.4%ETFSDYSPDR S&P Dividend ETF$615,4090.0%4,2170.3%ETFLLYEli Lilly and Company$612,567$97,496 â–²18.9%6660.3%MedicalCSCOCisco Systems$607,043$5,741 â–²1.0%7,8240.3%Computer and TechnologyDFISDimensional International Small Cap ETF$587,9460.0%17,4620.3%ETFBINCiShares Flexible Income Active ETF$587,536$126,553 â–¼-17.7%11,3140.3%ETFIAGGiShares Core International Aggregate Bond ETF$579,763$38,080 â–²7.0%11,5860.3%ETFNYFiShares New York Muni Bond ETF$578,530$209,983 â–²57.0%10,8910.3%ETFWALMART INC$568,457$7,084 â–²1.3%4,5740.3%COMMUBiShares National Muni Bond ETF$557,394$31,208 â–¼-5.3%5,2510.3%ETFTSMTaiwan Semiconductor Manufacturing$547,479$3,717 â–¼-0.7%1,6200.3%Computer and TechnologyGEGE Aerospace$530,934$1,703 â–²0.3%1,8710.3%AerospaceNFLXNetflix$513,249$15,865 â–²3.2%5,3380.3%Consumer DiscretionaryCAGConagra Brands$509,412$10,422 â–²2.1%32,4050.3%Consumer StaplesGE VERNOVA INC$462,637$873 â–¼-0.2%5300.3%COMMUMicron Technology$459,800$12,838 â–²2.9%1,3610.3%Computer and TechnologyBACBank of America$453,434$2,145 â–¼-0.5%9,3010.2%FinancePMPhilip Morris International$443,773$55,389 â–²14.3%2,6840.2%Consumer StaplesJ P MORGAN EXCHANGE TRADED F$421,772$860 â–¼-0.2%7,8440.2%ACTIVE BOND ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$418,994$6,601 â–²1.6%9,0770.2%ETFIVViShares Core S&P 500 ETF$408,9090.0%6260.2%ETFVVisa$405,606$3,929 â–¼-1.0%1,3420.2%Business ServicesCVXChevron$403,182$3,517 â–¼-0.9%1,9490.2%EnergyJCPBJPMorgan Core Plus Bond ETF$398,203$11,017 â–¼-2.7%8,4580.2%ETFVTEBVanguard Tax-Exempt Bond ETF$395,0790.0%7,9190.2%ETFCOSTCostco Wholesale$389,604$31,886 â–²8.9%3910.2%Retail/WholesaleDFEVDimensional Emerging Markets Value ETF$388,106$2,254 â–¼-0.6%10,8470.2%ETFIYWiShares U.S. Technology ETF$385,155$8,890 â–¼-2.3%2,1230.2%ManufacturingIBMInternational Business Machines$382,667$6,543 â–²1.7%1,5790.2%Computer and TechnologyQQQInvesco QQQ$374,5900.0%6490.2%FinanceBBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF$359,271$33,499 â–¼-8.5%3,3140.2%ETFDISVDimensional International Small Cap Value ETF$351,884$5,009 â–¼-1.4%8,9220.2%ETFCATCaterpillar$351,396$4,959 â–²1.4%4960.2%IndustrialsFMBFirst Trust Managed Municipal ETF$349,402$2,330 â–²0.7%6,8970.2%ManufacturingGLDMSPDR Gold MiniShares Trust$333,777$305,692 â–¼-47.8%3,6010.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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