SUTTON PLACE INVESTORS LLC

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

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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: $175.4M121 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$266K	0.2%Prev: 0.1%	1,148 SH	Decreased-43 SH
ADVANCED MICRO DEVICES INC	COM	$205K	0.1%Prev: 0.4%	1,268 SH	Decreased-252 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.7%Prev: 1.0%	5,330 SH	Decreased-272 SH
ALPHABET INC	CAP STK CL C	$883K	0.5%Prev: 0.7%	3,626 SH	Decreased-224 SH
AMAZON COM INC	COM	$2.2M	1.3%Prev: 1.3%	10,045 SH	Decreased-795 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$422K	0.2%Prev: 0.4%	5,624 SH	Decreased-3,474 SH
APPLE INC	COM	$4.6M	2.6%Prev: 2.9%	18,168 SH	Decreased-2,647 SH
AT&T INC	COM	$247K	0.1%	8,756 SH	New
BANK AMERICA CORP	COM	$471K	0.3%	9,121 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	4.3%Prev: 3.6%	10 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.7%Prev: 0.6%	2,531 SH	Decreased-126 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.0M	0.6%	30,361 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.9M	1.7%Prev: 1.5%	49,328 SH	Decreased+4,877 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$1.0M	0.6%	27,682 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$717K	0.4%	13,466 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.3M	0.8%Prev: 0.4%	28,225 SH	Increased+10,723 SH
BROADCOM INC	COM	$1.3M	0.7%Prev: 0.8%	3,986 SH	Decreased-277 SH
CATERPILLAR INC	COM	$227K	0.1%Prev: 0.3%	475 SH	Decreased-20 SH
CHEVRON CORP NEW	COM	$297K	0.2%	1,911 SH	New
CISCO SYS INC	COM	$519K	0.3%Prev: 0.4%	7,583 SH	Decreased-321 SH
CONAGRA BRANDS INC	COM	$571K	0.3%Prev: 0.2%	31,196 SH	Increased-1,964 SH
COSTCO WHSL CORP NEW	COM	$342K	0.2%	369 SH	New
CVS HEALTH CORP	COM	$200K	0.1%Prev: 0.1%	2,655 SH	Decreased-81 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.7M	4.4%	179,316 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$595K	0.3%Prev: 0.4%	19,473 SH	Decreased+1,334 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$329K	0.2%Prev: 0.2%	10,328 SH	Decreased+633 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$4.9M	2.8%Prev: 3.0%	155,709 SH	Decreased+284 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$793K	0.5%Prev: 0.6%	29,021 SH	Decreased-17,189 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	0.7%Prev: 0.6%	24,943 SH	Decreased+770 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.6M	5.5%Prev: 4.7%	265,128 SH	Decreased+30,044 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.3M	0.7%Prev: 0.7%	38,902 SH	Decreased-1,031 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.1M	0.6%Prev: 0.7%	36,912 SH	Decreased-3,730 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$545K	0.3%Prev: 0.3%	17,220 SH	Decreased-242 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$308K	0.2%Prev: 0.2%	8,621 SH	Decreased-374 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.9M	1.1%	38,822 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.0M	5.1%	233,957 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$12.3M	7.0%	169,624 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.2M	1.2%Prev: 1.5%	31,629 SH	Decreased-8,403 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$221K	0.1%	6,945 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$270K	0.2%Prev: 0.1%	6,347 SH	Decreased+145 SH
DISNEY WALT CO	COM	$262K	0.1%Prev: 0.1%	2,290 SH	Increased-7 SH
ELI LILLY & CO	COM	$369K	0.2%Prev: 0.4%	483 SH	Decreased-205 SH
EXXON MOBIL CORP	COM	$1.2M	0.7%Prev: 0.7%	10,693 SH	Decreased-32 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.3M	0.7%Prev: 0.7%	67,789 SH	Decreased-2,390 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$386K	0.2%Prev: 0.2%	7,619 SH	Increased+681 SH
FORD MTR CO	COM	$284K	0.2%Prev: 0.2%	23,710 SH	Decreased+55 SH
GE AEROSPACE	COM NEW	$539K	0.3%Prev: 0.3%	1,793 SH	Decreased-67 SH
GE VERNOVA INC	COM	$317K	0.2%Prev: 0.3%	515 SH	Decreased-15 SH
GLOBAL X FDS	DEFENSE TECH ETF	$526K	0.3%Prev: 0.4%	7,487 SH	Decreased-7,173 SH
GOLDMAN SACHS GROUP INC	COM	$201K	0.1%Prev: 0.1%	252 SH	Decreased-13 SH
HOME DEPOT INC	COM	$338K	0.2%Prev: 0.1%	833 SH	Increased+37 SH
INTERNATIONAL BUSINESS MACHS	COM	$425K	0.2%Prev: 0.2%	1,508 SH	Decreased-100 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$705K	0.4%Prev: 0.6%	5,822 SH	Decreased-2,174 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.2M	1.2%	37,483 SH	New
INVESCO QQQ TR	UNIT SER 1	$390K	0.2%Prev: 0.2%	649 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$1.5M	0.9%	22,783 SH	New
ISHARES TR	CORE INTL AGGR	$572K	0.3%	11,171 SH	New
ISHARES TR	CORE MSCI EAFE	$798K	0.5%Prev: 0.4%	9,144 SH	Decreased-183 SH
ISHARES TR	CORE S&P TTL STK	$6.3M	3.6%Prev: 3.3%	43,121 SH	Decreased+1,516 SH
ISHARES TR	CORE S&P500 ETF	$460K	0.3%Prev: 0.2%	687 SH	Decreased+55 SH
ISHARES TR	CORE TOTAL USD	$1.5M	0.9%	31,944 SH	New
ISHARES TR	EAFE GRWTH ETF	$538K	0.3%Prev: 0.2%	4,723 SH	Increased+2,155 SH
ISHARES TR	EAFE VALUE ETF	$2.4M	1.3%Prev: 0.3%	34,807 SH	Increased+26,334 SH
ISHARES TR	ESG AWR MSCI USA	$839K	0.5%Prev: 0.4%	5,759 SH	Decreased+282 SH
ISHARES TR	EUROPE ETF	$207K	0.1%Prev: 0.1%	3,165 SH	Decreased
ISHARES TR	JPMORGAN USD EMG	$202K	0.1%	2,118 SH	New
ISHARES TR	MBS ETF	$867K	0.5%Prev: 0.4%	9,116 SH	Decreased-486 SH
ISHARES TR	MSCI INTL VLU FT	$252K	0.1%Prev: 0.1%	7,093 SH	Decreased+38 SH
ISHARES TR	MSCI USA QLT FCT	$3.0M	1.7%Prev: 0.4%	15,209 SH	Increased+11,272 SH
ISHARES TR	NATIONAL MUN ETF	$626K	0.4%Prev: 0.3%	5,874 SH	Increased+705 SH
ISHARES TR	NEW YORK MUN ETF	$411K	0.2%Prev: 0.3%	7,702 SH	Decreased-2,791 SH
ISHARES TR	S&P 100 ETF	$1.1M	0.6%Prev: 0.6%	3,231 SH	Decreased-50 SH
ISHARES TR	S&P 500 GRWT ETF	$2.4M	1.4%Prev: 1.5%	20,225 SH	Decreased-2,918 SH
ISHARES TR	S&P 500 VAL ETF	$2.1M	1.2%Prev: 1.3%	9,952 SH	Decreased-1,891 SH
ISHARES TR	SHRT NAT MUN ETF	$273K	0.2%Prev: 0.1%	2,559 SH	Increased+205 SH
ISHARES TR	U.S. TECH ETF	$470K	0.3%Prev: 0.3%	2,400 SH	Decreased+284 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$2.8M	1.6%Prev: 1.5%	27,518 SH	Decreased-806 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$426K	0.2%Prev: 0.2%	7,857 SH	Increased+337 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.0M	0.6%Prev: 0.5%	10,745 SH	Decreased-541 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$916K	0.5%Prev: 0.5%	13,286 SH	Decreased+345 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$792K	0.5%Prev: 0.5%	12,534 SH	Decreased-1,601 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.4M	1.4%Prev: 1.3%	19,783 SH	Decreased-218 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$404K	0.2%Prev: 0.2%	8,504 SH	Increased+575 SH
J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$231K	0.1%	2,509 SH	New
JOHNSON & JOHNSON	COM	$599K	0.3%Prev: 0.4%	3,232 SH	Decreased-52 SH
JPMORGAN CHASE & CO.	COM	$2.2M	1.3%	7,095 SH	New
MASTERCARD INCORPORATED	CL A	$367K	0.2%Prev: 0.2%	646 SH	Increased+36 SH
MERCK & CO INC	COM	$447K	0.3%Prev: 0.4%	5,326 SH	Decreased-783 SH
META PLATFORMS INC	CL A	$1.6M	0.9%Prev: 0.6%	2,119 SH	Increased-152 SH
MICROSOFT CORP	COM	$3.8M	2.1%Prev: 1.5%	7,265 SH	Increased-893 SH
NETFLIX INC	COM	$650K	0.4%	542 SH	New
NVIDIA CORPORATION	COM	$3.7M	2.1%Prev: 2.2%	19,823 SH	Decreased-2,720 SH
ORACLE CORP	COM	$390K	0.2%Prev: 0.1%	1,385 SH	Increased-171 SH
PALANTIR TECHNOLOGIES INC	CL A	$377K	0.2%Prev: 0.1%	2,069 SH	Increased-241 SH
PFIZER INC	COM	$243K	0.1%Prev: 0.1%	9,522 SH	Increased+896 SH
PHILIP MORRIS INTL INC	COM	$390K	0.2%Prev: 0.2%	2,407 SH	Decreased-404 SH
PROCTER AND GAMBLE CO	COM	$219K	0.1%	1,423 SH	New
SCHWAB CHARLES CORP	COM	$851K	0.5%Prev: 0.4%	8,918 SH	Increased+110 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.7M	1.0%Prev: 0.8%	73,039 SH	Increased+993 SH
SELECT SECTOR SPDR TR	ENERGY	$2.6M	1.5%	29,221 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.9M	1.1%	2,921 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.3M	0.8%	16,324 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$7.6M	4.3%	97,256 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$591K	0.3%	4,217 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$443K	0.3%	1,585 SH	New
TESLA INC	COM	$1.6M	0.9%Prev: 0.8%	3,495 SH	Decreased-521 SH
TJX COS INC NEW	COM	$682K	0.4%Prev: 0.3%	4,716 SH	Increased+503 SH
UBER TECHNOLOGIES INC	COM	$222K	0.1%	2,262 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.2M	0.7%Prev: 0.6%	17,578 SH	Increased+300 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.7M	2.7%Prev: 2.5%	9,741 SH	Decreased-49,378 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$282K	0.2%Prev: 0.2%	947 SH	Decreased-2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$298K	0.2%Prev: 0.2%	909 SH	Decreased
VANGUARD INDEX FDS	VALUE ETF	$926K	0.5%Prev: 0.5%	4,968 SH	Decreased+489 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$405K	0.2%Prev: 0.2%	8,095 SH	Increased+1,298 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$304K	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	$448K	0.3%Prev: 0.2%	1,312 SH	Decreased-72 SH
WALMART INC	COM	$451K	0.3%Prev: 0.2%	4,379 SH	Decreased-175 SH
WEBSTER FINL CORP	COM	$713K	0.4%Prev: 0.4%	11,995 SH	Decreased+470 SH
WELLS FARGO CO NEW	COM	$272K	0.2%	3,248 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$573K	0.3%Prev: 0.1%	7,500 SH	Increased+4,022 SH

Sold (vs prior filing)

APPLIED MATLS INC — $624K
ASML HLDG NV — $217K
BANK OF AMER CORP — $529K
BLACKROCK ETF TRUST — $1.6M
BLACKROCK ETF TRUST — $1.9M
BLACKROCK ETF TRUST — $1.1M
BLACKROCK ETF TRUST — $582K
BLACKROCK ETF TRUST — $853K
BLACKROCK ETF TRUST II — $251K
BLACKROCK ETF TRUST II — $476K
BOEING CO — $300K
CHEVRON CORPORATION — $323K
CITIGROUP INC — $278K
COCA COLA CO — $245K
COREWEAVE INC — $219K
COSTCO WHOLESALE CORPORATION — $371K
CROWDSTRIKE HLDGS INC — $212K
DBX ETF TR — $229K
DIMENSIONAL ETF TRUST — $7.4M
DIMENSIONAL ETF TRUST — $1.8M
… and 33 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