SUTTON PLACE INVESTORS LLC

CIK 0001930301 • 7 13F filings • Apr 29, 2025 – Oct 20, 2026

Import this data to Google Sheets with:

=jivedata("sutton-place-investors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: SUTTON PLACE INVESTORS LLC, Chief Compliance Officer
Address: 84 BUSINESS PARK DRIVE, SUITE 302, ARMONK, NY, 10504
Phone: (914) 767-0974
AUM: $182.1M

AUM over time

$212.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $166.2M117 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$925K	0.6%Prev: 0.9%	5,247 SH	Decreased-282 SH
ALPHABET INC	CAP STK CL C	$626K	0.4%Prev: 0.6%	3,530 SH	Decreased-252 SH
AMAZON COM INC	COM	$2.0M	1.2%Prev: 1.2%	9,318 SH	Decreased-1,415 SH
APPLE INC	COM	$3.7M	2.2%Prev: 2.9%	17,811 SH	Decreased-3,082 SH
AT&T INC	COM	$256K	0.2%Prev: 0.1%	8,855 SH	Increased+233 SH
BANK AMERICA CORP	COM	$424K	0.3%Prev: 0.2%	8,970 SH	Decreased-331 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$7.3M	4.4%Prev: 3.9%	10 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.7%Prev: 0.7%	2,510 SH	Decreased-165 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$389K	0.2%Prev: 0.7%	13,468 SH	Decreased-22,846 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.3M	1.4%Prev: 1.4%	42,204 SH	Decreased-2,416 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$960K	0.6%Prev: 0.6%	26,994 SH	Decreased-3,473 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$703K	0.4%Prev: 0.3%	13,312 SH	Increased+1,998 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.2M	0.7%Prev: 0.7%	26,173 SH	Decreased-650 SH
BROADCOM INC	COM	$1.1M	0.6%Prev: 0.7%	3,845 SH	Decreased-365 SH
CHEVRON CORP NEW	COM	$230K	0.1%	1,604 SH	New
CISCO SYS INC	COM	$515K	0.3%Prev: 0.3%	7,418 SH	Decreased-406 SH
COCA COLA CO	COM	$207K	0.1%Prev: 0.1%	2,931 SH	Decreased-61 SH
CONAGRA BRANDS INC	COM	$627K	0.4%Prev: 0.3%	30,611 SH	Increased-1,794 SH
COSTCO WHSL CORP NEW	COM	$372K	0.2%	376 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.6M	4.6%Prev: 4.0%	180,979 SH	Increased+6,883 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$556K	0.3%Prev: 0.4%	19,853 SH	Decreased-270 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$314K	0.2%Prev: 0.2%	10,454 SH	Decreased-393 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.2M	3.2%Prev: 2.9%	181,273 SH	Decreased+23,577 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$726K	0.4%Prev: 0.6%	27,044 SH	Decreased-15,782 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	0.7%Prev: 0.7%	27,109 SH	Decreased+3,064 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.1M	5.5%Prev: 4.9%	263,777 SH	Increased+34,445 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.2M	0.7%Prev: 0.8%	38,372 SH	Decreased-530 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.1M	0.6%Prev: 0.7%	36,049 SH	Decreased-2,504 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$503K	0.3%Prev: 0.3%	16,851 SH	Decreased-611 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$283K	0.2%Prev: 0.2%	8,610 SH	Decreased-312 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.9M	1.1%Prev: 1.0%	38,544 SH	Increased+827 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.4M	5.1%Prev: 5.0%	234,158 SH	Decreased-2,059 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$11.4M	6.9%Prev: 6.7%	170,180 SH	Decreased-1,369 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.0M	1.2%Prev: 1.3%	31,666 SH	Decreased-847 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$204K	0.1%Prev: 0.1%	6,945 SH	Decreased+99 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$258K	0.2%Prev: 0.1%	6,567 SH	Decreased+276 SH
DISNEY WALT CO	COM	$276K	0.2%Prev: 0.1%	2,224 SH	Increased-118 SH
ELI LILLY & CO	COM	$395K	0.2%Prev: 0.3%	507 SH	Decreased-159 SH
EXXON MOBIL CORP	COM	$1.1M	0.7%Prev: 1.0%	10,532 SH	Decreased-166 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$2.3M	1.4%Prev: 0.7%	119,647 SH	Increased+50,279 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$425K	0.3%Prev: 0.2%	8,540 SH	Increased+1,643 SH
FORD MTR CO	COM	$255K	0.2%Prev: 0.2%	23,504 SH	Decreased-484 SH
GE AEROSPACE	COM NEW	$454K	0.3%Prev: 0.3%	1,764 SH	Decreased-107 SH
GE VERNOVA INC	COM	$273K	0.2%Prev: 0.3%	515 SH	Decreased-15 SH
HOME DEPOT INC	COM	$298K	0.2%Prev: 0.1%	813 SH	Increased-4 SH
INTERNATIONAL BUSINESS MACHS	COM	$489K	0.3%Prev: 0.2%	1,659 SH	Increased+80 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$677K	0.4%Prev: 0.6%	6,015 SH	Decreased-4,070 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.0M	0.6%Prev: 0.1%	19,586 SH	Increased+15,768 SH
INVESCO QQQ TR	UNIT SER 1	$358K	0.2%Prev: 0.2%	649 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$1.6M	1.0%Prev: 0.1%	26,337 SH	Increased+22,901 SH
ISHARES TR	CORE INTL AGGR	$559K	0.3%Prev: 0.3%	10,935 SH	Decreased-651 SH
ISHARES TR	CORE MSCI EAFE	$764K	0.5%Prev: 0.5%	9,153 SH	Decreased-53 SH
ISHARES TR	CORE S&P TTL STK	$5.8M	3.5%Prev: 3.3%	43,045 SH	Decreased+276 SH
ISHARES TR	CORE S&P US VLU	$1.9M	1.2%	20,314 SH	New
ISHARES TR	CORE S&P500 ETF	$429K	0.3%Prev: 0.2%	691 SH	Increased+65 SH
ISHARES TR	CORE TOTAL USD	$1.8M	1.1%	39,327 SH	New
ISHARES TR	EAFE GRWTH ETF	$1.3M	0.8%Prev: 0.2%	11,236 SH	Increased+8,559 SH
ISHARES TR	EAFE VALUE ETF	$2.8M	1.7%Prev: 0.9%	44,248 SH	Increased+21,753 SH
ISHARES TR	ESG AWR MSCI USA	$780K	0.5%Prev: 0.4%	5,764 SH	Increased+270 SH
ISHARES TR	EUROPE ETF	$200K	0.1%Prev: 0.1%	3,165 SH	Decreased
ISHARES TR	JPMORGAN USD EMG	$202K	0.1%	2,176 SH	New
ISHARES TR	MBS ETF	$861K	0.5%Prev: 0.5%	9,166 SH	Decreased-299 SH
ISHARES TR	MSCI INTL VLU FT	$244K	0.1%Prev: 0.2%	7,423 SH	Decreased+368 SH
ISHARES TR	MSCI USA QLT FCT	$3.2M	1.9%Prev: 1.0%	17,457 SH	Increased+7,813 SH
ISHARES TR	NATIONAL MUN ETF	$578K	0.3%Prev: 0.3%	5,529 SH	Increased+278 SH
ISHARES TR	NEW YORK MUN ETF	$393K	0.2%Prev: 0.3%	7,539 SH	Decreased-3,352 SH
ISHARES TR	S&P 100 ETF	$983K	0.6%Prev: 0.6%	3,230 SH	Decreased+26 SH
ISHARES TR	S&P 500 GRWT ETF	$2.3M	1.4%Prev: 1.3%	20,975 SH	Decreased-823 SH
ISHARES TR	S&P 500 VAL ETF	$1.9M	1.1%Prev: 1.5%	9,480 SH	Decreased-3,923 SH
ISHARES TR	SHRT NAT MUN ETF	$272K	0.2%Prev: 0.1%	2,558 SH	Increased+204 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.6%Prev: 0.2%	6,062 SH	Increased+3,939 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$2.6M	1.6%Prev: 1.3%	27,491 SH	Increased-375 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$380K	0.2%Prev: 0.2%	7,087 SH	Decreased-757 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$953K	0.6%Prev: 0.5%	11,074 SH	Decreased-233 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$828K	0.5%Prev: 0.5%	12,635 SH	Decreased-237 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$725K	0.4%Prev: 0.5%	11,663 SH	Decreased-3,393 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.3M	1.4%Prev: 1.3%	20,192 SH	Decreased+306 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$351K	0.2%Prev: 0.2%	7,460 SH	Decreased-998 SH
J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$212K	0.1%	2,509 SH	New
JOHNSON & JOHNSON	COM	$473K	0.3%Prev: 0.4%	3,098 SH	Decreased-188 SH
JPMORGAN CHASE & CO.	COM	$2.0M	1.2%	7,064 SH	New
MASTERCARD INCORPORATED	CL A	$365K	0.2%Prev: 0.2%	650 SH	Increased+1 SH
MERCK & CO INC	COM	$452K	0.3%Prev: 0.4%	5,709 SH	Decreased-406 SH
META PLATFORMS INC	CL A	$1.5M	0.9%Prev: 0.7%	2,037 SH	Increased-241 SH
MICROSOFT CORP	COM	$3.6M	2.1%Prev: 1.6%	7,146 SH	Increased-779 SH
NETFLIX INC	COM	$730K	0.4%	545 SH	New
NVIDIA CORPORATION	COM	$3.0M	1.8%Prev: 2.1%	18,884 SH	Decreased-3,080 SH
ORACLE CORP	COM	$272K	0.2%Prev: 0.1%	1,246 SH	Increased-329 SH
PALANTIR TECHNOLOGIES INC	CL A	$269K	0.2%Prev: 0.2%	1,974 SH	Decreased-258 SH
PFIZER INC	COM	$234K	0.1%Prev: 0.1%	9,659 SH	Decreased+614 SH
PHILIP MORRIS INTL INC	COM	$334K	0.2%Prev: 0.2%	1,835 SH	Decreased-849 SH
PROCTER AND GAMBLE CO	COM	$227K	0.1%	1,426 SH	New
SALESFORCE INC	COM	$214K	0.1%	786 SH	New
SCHWAB CHARLES CORP	COM	$808K	0.5%Prev: 0.5%	8,860 SH	Decreased+42 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.7M	1.0%Prev: 0.9%	73,638 SH	Increased+2,225 SH
SELECT SECTOR SPDR TR	ENERGY	$2.5M	1.5%	29,010 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	1.1%	2,932 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.2M	0.7%	16,334 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$7.4M	4.4%	101,332 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$572K	0.3%	4,217 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$347K	0.2%	1,533 SH	New
TESLA INC	COM	$1.1M	0.7%Prev: 0.8%	3,487 SH	Decreased-275 SH
TJX COS INC NEW	COM	$609K	0.4%Prev: 0.4%	4,928 SH	Decreased+516 SH
UBER TECHNOLOGIES INC	COM	$209K	0.1%	2,241 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.2M	0.7%Prev: 0.7%	17,385 SH	Decreased-766 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.3M	2.6%Prev: 2.3%	9,785 SH	Increased-17 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$262K	0.2%Prev: 0.2%	947 SH	Decreased-2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$277K	0.2%Prev: 0.2%	913 SH	Decreased+4 SH
VANGUARD INDEX FDS	VALUE ETF	$878K	0.5%Prev: 0.5%	4,965 SH	Decreased-11 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$398K	0.2%Prev: 0.2%	8,114 SH	Increased+195 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$271K	0.2%Prev: 0.2%	1,300 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.7%Prev: 0.6%	5,311 SH	Decreased
VISA INC	COM CL A	$465K	0.3%Prev: 0.2%	1,309 SH	Increased-33 SH
WALMART INC	COM	$424K	0.3%Prev: 0.3%	4,339 SH	Decreased-235 SH
WEBSTER FINL CORP	COM	$666K	0.4%Prev: 0.4%	12,195 SH	Decreased+670 SH
WELLS FARGO CO NEW	COM	$256K	0.2%	3,201 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$361K	0.2%Prev: 0.2%	5,517 SH	Increased+1,916 SH

Sold (vs prior filing)

ABBVIE INC — $261K
ADVANCED MICRO DEVICES INC — $297K
AMERICAN CENTY ETF TR — $1.1M
APPLIED MATLS INC — $293K
BLACKROCK ETF TRUST — $1.6M
BLACKROCK ETF TRUST — $761K
CATERPILLAR INC — $351K
CHEVRON CORPORATION — $403K
CITIGROUP INC — $226K
COSTCO WHOLESALE CORPORATION — $390K
DBX ETF TR — $207K
DICKS SPORTING GOODS INC — $1.9M
GLOBAL X FDS — $882K
GOLDMAN SACHS GROUP INC — $226K
INTEL CORP — $202K
ISHARES TR — $1.6M
ISHARES TR — $249K
ISHARES TR — $1.4M
ISHARES TR — $811K
JPMORGAN CHASE & CO — $2.1M
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001951757-26-000267	$182.1M	View
Oct 20, 2026	Q3 2026	13F-HR	0001951757-26-001700	$212.4M	View
Oct 28, 2025	Q3 2025