SUTTON PLACE INVESTORS LLC

CIK

1930301

Location

ARMONK, NY

Portfolio Value

Small $207,629,959

Diversification

Diversified

Filing Date

Global Rank

#6,301 / 8,811 ▲ 141 · as of Jun 2026

Top Industry

Semiconductors 17.9%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.1% of the book (60%+)

Turnover

Low turnover

12.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 69.4%; sector active share 60.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

152 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.8%

−0.5 pts

Top 5

57.3%

−0.4 pts

Top 10

72.0%

+0.9 pts

HHI

1,145

Diversified−23

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.7%	$142,553,107	79
Technology	13.6%	$28,282,752	27
Financial Services	7.2%	$15,026,333	14
Communication Services	2.8%	$5,740,152	6
Consumer Cyclical	2.5%	$5,209,685	5
Healthcare	1.8%	$3,835,110	7
Industrials	1.2%	$2,473,571	6
Energy	1.0%	$2,176,089	2
Consumer Defensive	1.0%	$2,122,416	5
Basic Materials	0.1%	$210,744	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACWX	iShares MSCI ACWI ex U.S. ETF	+25,031	52,123	$3,941,541
IUSB	iShares Core Universal USD Bond ETF	+14,078	63,371	$2,794,027
GOVT	iShares U.S. Treasury Bond ETF	+9,010	48,843	$1,068,196
SCHZ	Schwab U.S. Aggregate Bond ETF	+6,849	78,895	$1,743,579
BLCR		+6,622	28,090	$1,375,286
FPEI	First Trust Institutional Preferred Securities and Income ETF	+4,410	74,589	$1,375,421
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+3,755	10,552	$499,742
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+2,853	142,546	$12,794,928
GGOV		+2,117	11,591	$580,709
DFGR	Dimensional Global Real Estate ETF	+1,759	47,969	$1,297,561
CAG	Conagra Brands Inc.	+1,675	34,835	$468,182
IVW	iShares S&P 500 Growth ETF	+1,402	24,545	$3,491,771
CORO		+1,158	53,942	$1,960,791
IJH	iShares Core S&P Mid-Cap ETF	+1,094	3,704	$266,502
CRWD	CrowdStrike Holdings, Inc.	+806	1,084	$286,989
DFSD	Dimensional Short-Duration Fixed Income ETF	+752	38,946	$1,809,898
IEFA	iShares Core MSCI EAFE ETF	+590	9,917	$960,758
IALT		+488	21,242	$634,286
CSCO	Cisco Systems, Inc.	+484	8,388	$902,800
ORCL	Oracle Corp	+474	2,030	$278,719
DFAE	Dimensional Emerging Core Equity Market ETF	+456	155,881	$6,127,682
FMB	First Trust Managed Municipal ETF	+436	7,374	$352,919
MSFT	Microsoft Corp	+415	8,573	$4,397,091
CRWV	CoreWeave, Inc.	+400	2,605	$226,947
NVDA	Nvidia Corp	+381	22,924	$5,235,383
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPMO	Invesco Ltd.	−6,132	1,864	$0
MBB	iShares MBS ETF	−4,961	4,641	$415,926
BAI	BlackRock ETF Trust	−2,494	27,515	$1,298,432
PFE	Pfizer Inc	−1,210	7,416	$211,504
NYF	iShares New York Muni Bond ETF	−1,027	9,466	$478,222
DFCF	Dimensional Core Fixed Income ETF	−679	174,557	$7,003,226
VUG	VANGUARD GROWTH INDEX FUND	−523	58,596	$5,280,085
BINC		−517	4,288	$217,787
SHLD	Global X Defense Tech ETF	−498	14,162	$0
SUB	iShares Short-Term National Muni Bond ETF	−349	2,005	$209,602
DFAI	Dimensional International Core Equity Market ETF	−298	234,786	$9,727,183
BBAG	J.P. Morgan Exchange-Traded Fund Trust	−279	8,084	$354,281
DFAC	Dimensional U.S. Core Equity 2 ETF	−190	237,019	$10,535,494
NFLX	Netflix Inc	−172	4,662	$324,381
VTV	VANGUARD VALUE INDEX FUND	−148	4,331	$935,842
DFSU	Dimensional US Sustainability Core 1 ETF	−141	6,061	$285,897
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−124	44,327	$3,070,088
EFG	iShares MSCI EAFE Growth ETF	−117	2,451	$0
TSLA	Tesla, Inc.	−91	3,925	$1,392,629
QUAL	iShares MSCI USA Quality Factor ETF	−90	3,847	$0
DFAS	Dimensional U.S. Small Cap ETF	−55	33,107	$2,563,143
EFV	iShares MSCI EAFE Value ETF	−43	8,430	$0
UNH	Unitedhealth Group Inc	−27	1,098	$403,053
COST	Costco Wholesale Corp /New	−17	380	$345,929
TRV	Travelers Companies, Inc.	−14	656	$233,870
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	3,011	$454,239
SAN	Banco Santander, S.A.	21,826	$301,853
TIP	iShares TIPS Bond ETF	2,520	$262,180
ANET	Arista Networks, Inc.	1,161	$236,367
ADI	Analog Devices Inc	560	$222,157
MS	Morgan Stanley	1,131	$212,718
VZ	Verizon Communications Inc	4,636	$212,653
LIN	Linde PLC	444	$210,744
DELL	Dell Technologies Inc.	380	$204,421
IEMG	iShares Trust	3,034	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
—		11,525	$880,740
AVEM	Avantis Emerging Markets Equity ETF	9,098	$877,866
MUB	iShares National Muni Bond ETF	5,169	$556,287
DFSV	Dimensional US Small Cap Value ETF	6,870	$266,487
PG	PROCTER & GAMBLE Co	1,455	$213,361
WDC	Western Digital Corp	332	$212,055
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

152 tracked positions · $207,629,959 total · filing declares 152 positions · $212,363,007 · as of Sep 30, 2026

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

Showing 1–50 of 152 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFUS	Dimensional U.S. Equity Market ETF	Added	169,122	+22	$14,042,199	+1.3%	6.76%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	142,546	+2,853	$12,794,928	+4.2%	6.16%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	237,019	-190	$10,535,494	+0.1%	5.07%
DFAI	Dimensional International Core Equity Market ETF	Reduced	234,786	-298	$9,727,183	+0.3%	4.68%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	10	0	$7,470,050	−0.2%	3.60%
DFCF	Dimensional Core Fixed Income ETF	Reduced	174,557	-679	$7,003,226	−5.3%	3.37%
AAPL	Apple Inc. Technology	Added	21,017	+202	$6,999,081	+16.2%	3.37%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	41,714	+109	$6,936,203	+1.5%	3.34%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	155,881	+456	$6,127,682	−2.0%	2.95%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	58,596	-523	$5,280,085	+3.7%	2.54%
NVDA	Nvidia Corp Technology	Added	22,924	+381	$5,235,383	+16.1%	2.52%
MSFT	Microsoft Corp Technology	Added	8,573	+415	$4,397,091	+44.5%	2.12%
ACWX	iShares MSCI ACWI ex U.S. ETF	Added	52,123	+25,031	$3,941,541	+91.2%	1.90%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	57,958	+323	$3,564,417	+16.4%	1.72%
IVW	iShares S&P 500 Growth ETF	Added	24,545	+1,402	$3,491,771	+9.7%	1.68%
IETC	iShares U.S. Tech Independence Focused ETF	Added	28,347	+23	$3,235,810	+6.4%	1.56%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	44,327	-124	$3,070,088	+1.6%	1.48%
IUSB	iShares Core Universal USD Bond ETF	Added	63,371	+14,078	$2,794,027	+22.8%	1.35%
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Added	20,174	+173	$2,775,538	+3.0%	1.34%
IVE	iShares S&P 500 Value ETF	Added	11,989	+146	$2,736,848	+1.8%	1.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,962	+122	$2,731,182	+5.7%	1.32%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	33,107	-55	$2,563,143	−6.1%	1.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,466	+205	$2,469,976	+3.9%	1.19%
SPY	Spdr S&P 500 ETF Trust	Held	2,989	0	$2,279,501	+2.1%	1.10%
GOOGL	Alphabet Inc. Communication Services	Added	5,726	+124	$1,970,202	−1.6%	0.95%
CORO		Added	53,942	+1,158	$1,960,791	+1.5%	0.94%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	38,946	+752	$1,809,898	−0.8%	0.87%
XOM	ExxonMobil Holdings Corp Energy	Added	10,860	+135	$1,767,465	+20.5%	0.85%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	78,895	+6,849	$1,743,579	+4.6%	0.84%
META	Meta Platforms, Inc. Communication Services	Added	2,314	+43	$1,678,066	+31.2%	0.81%
AVGO	Broadcom Inc. Technology	Added	4,633	+370	$1,627,063	+1.0%	0.78%
DFIC	Dimensional International Core Equity 2 ETF	Added	40,270	+337	$1,514,554	+1.8%	0.73%
MU	Micron Technology Inc Technology	Reduced	1,400	-2	$1,491,154	−7.9%	0.72%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,925	-91	$1,392,629	−17.6%	0.67%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Held	15,099	0	$1,389,862	+1.4%	0.67%
FPEI	First Trust Institutional Preferred Securities and Income ETF	Added	74,589	+4,410	$1,375,421	+1.6%	0.66%
BLCR		Added	28,090	+6,622	$1,375,286	+27.2%	0.66%
DIHP	Dimensional International High Profitability ETF	Added	40,675	+33	$1,370,340	−1.2%	0.66%
DFIV	Dimensional International Value ETF	Added	24,235	+62	$1,353,767	+3.7%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,682	+25	$1,335,501	+0.4%	0.64%
GOOG	Alphabet Inc. Communication Services	Reduced	3,844	-6	$1,309,804	−3.7%	0.63%
BAI	BlackRock ETF Trust	Reduced	27,515	-2,494	$1,298,432	−17.9%	0.63%
DFGR	Dimensional Global Real Estate ETF	Added	47,969	+1,759	$1,297,561	−3.1%	0.62%
OEF	iShares S&P 100 ETF	Added	3,294	+13	$1,258,571	+4.8%	0.61%
VIG	Vanguard Specialized Funds	Held	5,311	0	$1,239,109	−1.4%	0.60%
JGRO	JPMorgan Active Growth ETF	Added	11,600	+314	$1,120,328	+0.7%	0.54%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	17,355	+77	$1,088,679	−8.6%	0.52%
GOVT	iShares U.S. Treasury Bond ETF	Added	48,843	+9,010	$1,068,196	+17.7%	0.51%
JAVA	JPMorgan Active Value ETF	Added	13,151	+210	$1,048,397	+2.0%	0.50%
IEFA	iShares Core MSCI EAFE ETF	Added	9,917	+590	$960,758	+6.7%	0.46%

Showing the top 50 of 152 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.