SUTTON PLACE INVESTORS LLC

CIK

1930301

Location

ARMONK, NY

Portfolio Value

Micro $64,131,314

Diversification

Diversified

Filing Date

Global Rank

#6,637 / 8,517 ▲ 440

Top Industry

Semiconductors 17.5%

3Y Alpha vs SPY

+8.0%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+110.2%

SPY

+75.3%

Annualised alpha

+7.5%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.7%

−0.9 pts

Top 5

40.2%

−0.0 pts

Top 10

56.5%

−1.0 pts

HHI

478

Diversified−23

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.0%	$25,025,081	25
Financial Services	23.8%	$15,236,127	11
Consumer Cyclical	8.6%	$5,520,540	5
Communication Services	8.1%	$5,207,770	4
Healthcare	5.8%	$3,702,289	7
Unclassified	4.7%	$2,986,240	3
Industrials	3.7%	$2,363,858	5
Consumer Defensive	3.6%	$2,300,021	6
Energy	2.8%	$1,789,388	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+1,272	1,417	$427,523
CAG	Conagra Brands Inc.	+755	33,160	$446,333
NVDA	Nvidia Corp	+579	22,543	$4,510,628
TSLA	Tesla, Inc.	+254	4,016	$1,689,129
MSFT	Microsoft Corp	+233	8,158	$3,043,097
INTC	Intel Corp	+199	4,770	$666,035
GOOGL	Alphabet Inc.	+141	9,452	$3,362,306
PM	Philip Morris International Inc.	+127	2,811	$508,538
AMZN	Amazon Com Inc	+107	10,840	$2,583,605
CSCO	Cisco Systems, Inc.	+80	7,904	$928,403
PLTR	Palantir Technologies Inc.	+78	2,310	$269,507
AMD	Advanced Micro Devices Inc	+58	1,520	$882,983
AVGO	Broadcom Inc.	+53	4,263	$1,610,348
V	Visa Inc.	+42	1,384	$474,836
MU	Micron Technology Inc	+41	1,402	$1,618,314
IBM	International Business Machines Corp	+29	1,608	$452,185
XOM	ExxonMobil Holdings Corp	+27	10,725	$1,466,322
LRCX	Lam Research Corp	+26	1,319	$571,562
JPM	Jpmorgan Chase & Co	+24	7,261	$2,376,743
LLY	ELI LILLY & Co	+22	688	$825,207
KO	Coca Cola Co	+18	3,010	$244,622
COST	Costco Wholesale Corp /New	+6	397	$371,381
AMAT	Applied Materials Inc /De	+6	863	$623,949
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−504	4,834	$345,147
PFE	Pfizer Inc	−419	8,626	$207,714
F	Ford Motor Co	−333	23,655	$328,804
TJX	Tjx Companies Inc /De/	−199	4,213	$638,269
GLDM	World Gold Trust	−123	3,478	$276,222
PG	PROCTER & GAMBLE Co	−95	1,455	$213,361
AAPL	Apple Inc.	−78	20,815	$6,023,028
WFC	Wells Fargo & Company/Mn	−53	3,185	$263,208
DIS	Walt Disney Co	−45	2,297	$221,086
MA	Mastercard Inc	−39	610	$313,296
HD	Home Depot, Inc.	−21	796	$280,733
WMT	Walmart Inc.	−20	4,554	$515,786
ORCL	Oracle Corp	−19	1,556	$228,031
BRK-B	Berkshire Hathaway Inc	−18	2,667	$8,818,036
ABBV	AbbVie Inc.	−11	1,191	$299,703
GE	General Electric Co	−11	1,860	$695,137
BAC	Bank Of America Corp /De/	−10	9,291	$529,401
SCHW	Schwab Charles Corp	−10	8,808	$812,714
C	Citigroup Inc	−10	1,986	$277,960
META	Meta Platforms, Inc.	−7	2,271	$1,279,231
MRK	Merck & Co., Inc.	−6	6,109	$785,006
RTX	RTX Corp	−6	1,156	$219,327
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−4	1,616	$771,753
JNJ	Johnson & Johnson	−2	3,284	$834,037
GS	Goldman Sachs Group Inc	−2	265	$268,013
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	1,125	$467,583
SNDK	Sandisk Corp	186	$422,913
BA	Boeing Co	1,384	$299,594
CVS	CVS HEALTH Corp	2,736	$283,039
MRVL	Marvell Technology, Inc.	803	$239,205
STX	Seagate Technology Holdings plc	237	$228,705
TRV	Travelers Companies, Inc.	670	$221,180
CRWV	CoreWeave, Inc.	2,205	$219,485
QCOM	Qualcomm Inc/De	1,187	$219,345
PANW	Palo Alto Networks Inc	636	$216,888
ASML	Asml Holding NV	109	$216,848
CRWD	CrowdStrike Holdings, Inc.	278	$212,152
WDC	Western Digital Corp	332	$212,055
TXN	Texas Instruments Inc	705	$210,139
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
DKS	Dick's Sporting Goods, Inc.	9,631	$1,909,730
BAI	iShares A.I. Innovation and Tech Active ETF	36,314	$1,196,546
VIG	Vanguard Dividend Appreciation ETF	5,311	$1,142,183
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	9,077	$418,994
T	At&T Inc.	8,622	$249,951
VZ	Verizon Communications Inc	4,718	$236,843
MCD	Mcdonalds Corp	653	$202,945
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $64,131,314 total · filing declares 148 positions · $206,519,013 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,667	-18	$8,818,036	+4.2%	13.75%
AAPL	Apple Inc. Technology	Reduced	20,815	-78	$6,023,028	+13.6%	9.39%
NVDA	Nvidia Corp Technology	Added	22,543	+579	$4,510,628	+17.8%	7.03%
GOOGL	Alphabet Inc. Communication Services	Added	9,452	+141	$3,362,306	+25.7%	5.24%
MSFT	Microsoft Corp Technology	Added	8,158	+233	$3,043,097	+3.7%	4.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,840	+107	$2,583,605	+15.6%	4.03%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,261	+24	$2,376,743	+11.6%	3.71%
SPY	Spdr S&P 500 ETF Trust	Held	2,989	0	$2,232,095	+14.8%	3.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,016	+254	$1,689,129	+20.8%	2.63%
MU	Micron Technology Inc Technology	Added	1,402	+41	$1,618,314	+252.0%	2.52%
AVGO	Broadcom Inc. Technology	Added	4,263	+53	$1,610,348	+23.6%	2.51%
XOM	ExxonMobil Holdings Corp Energy	Added	10,725	+27	$1,466,322	−19.2%	2.29%
META	Meta Platforms, Inc. Communication Services	Reduced	2,271	-7	$1,279,231	−1.8%	1.99%
CSCO	Cisco Systems, Inc. Technology	Added	7,904	+80	$928,403	+52.9%	1.45%
AMD	Advanced Micro Devices Inc Technology	Added	1,520	+58	$882,983	+196.9%	1.38%
WBS	Webster Financial Corp Financial Services	Held	11,525	0	$880,740	+10.1%	1.37%
JNJ	Johnson & Johnson Healthcare	Reduced	3,284	-2	$834,037	+3.8%	1.30%
LLY	ELI LILLY & Co Healthcare	Added	688	+22	$825,207	+34.7%	1.29%
SCHW	Schwab Charles Corp Financial Services	Reduced	8,808	-10	$812,714	−1.9%	1.27%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,109	-6	$785,006	+6.7%	1.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,616	-4	$771,753	+41.0%	1.20%
GE	General Electric Co Industrials	Reduced	1,860	-11	$695,137	+30.9%	1.08%
INTC	Intel Corp Technology	Added	4,770	+199	$666,035	+230.2%	1.04%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	4,213	-199	$638,269	−9.4%	1.00%
AMAT	Applied Materials Inc /De Technology	Added	863	+6	$623,949	+113.0%	0.97%
GEV	GE Vernova Inc. Industrials	Held	530	0	$622,675	+34.6%	0.97%
LRCX	Lam Research Corp Technology	Added	1,319	+26	$571,562	+106.9%	0.89%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	9,291	-10	$529,401	+16.8%	0.83%
CAT	Caterpillar Inc Industrials	Reduced	495	-1	$527,125	+50.0%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,554	-20	$515,786	−9.3%	0.80%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,811	+127	$508,538	+14.6%	0.79%
QQQ	Invesco Qqq Trust, Series 1	Held	649	0	$477,923	+27.6%	0.75%
V	Visa Inc. Financial Services	Added	1,384	+42	$474,836	+17.1%	0.74%
UNH	Unitedhealth Group Inc Healthcare	NEW	1,125	NEW	$467,583	NEW	0.73%
IBM	International Business Machines Corp Technology	Added	1,608	+29	$452,185	+18.1%	0.71%
CAG	Conagra Brands Inc. Consumer Defensive	Added	33,160	+755	$446,333	−12.4%	0.70%
KLAC	Kla Corp Technology	Added	1,417	+1,272	$427,523	+100.2%	0.67%
SNDK	Sandisk Corp Technology	NEW	186	NEW	$422,913	NEW	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	397	+6	$371,381	−4.7%	0.58%
NFLX	Netflix Inc Communication Services	Reduced	4,834	-504	$345,147	−32.8%	0.54%
F	Ford Motor Co Consumer Cyclical	Reduced	23,655	-333	$328,804	+18.8%	0.51%
CVX	Chevron Corp Energy	Held	1,949	0	$323,066	−19.9%	0.50%
MA	Mastercard Inc Financial Services	Reduced	610	-39	$313,296	−3.4%	0.49%
ABBV	AbbVie Inc. Healthcare	Reduced	1,191	-11	$299,703	+14.6%	0.47%
BA	Boeing Co Industrials	NEW	1,384	NEW	$299,594	NEW	0.47%
CVS	CVS HEALTH Corp Healthcare	NEW	2,736	NEW	$283,039	NEW	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	796	-21	$280,733	+4.5%	0.44%
C	Citigroup Inc Financial Services	Reduced	1,986	-10	$277,960	+22.8%	0.43%
GLDM	World Gold Trust	Reduced	3,478	-123	$276,222	−17.2%	0.43%
PLTR	Palantir Technologies Inc. Technology	Added	2,310	+78	$269,507	−17.5%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.