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: $182.1M127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$276K	0.2%Prev: 0.2%	1,209 SH	Decreased-170 SH
ADVANCED MICRO DEVICES INC	COM	$327K	0.2%Prev: 0.4%	1,526 SH	Decreased-14 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.9%Prev: 0.9%	5,461 SH	Decreased-265 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.7%Prev: 0.6%	3,815 SH	Decreased-29 SH
AMAZON COM INC	COM	$2.4M	1.3%Prev: 1.3%	10,417 SH	Decreased-545 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$840K	0.5%	10,904 SH	New
APPLE INC	COM	$5.2M	2.9%Prev: 3.3%	19,193 SH	Decreased-1,824 SH
APPLIED MATLS INC	COM	$213K	0.1%Prev: 0.2%	830 SH	Decreased-63 SH
AT&T INC	COM	$203K	0.1%	8,190 SH	New
BANK AMERICA CORP	COM	$514K	0.3%	9,345 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	4.1%Prev: 3.5%	10 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.7%Prev: 0.6%	2,578 SH	Decreased-104 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.1M	0.6%	32,613 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.9M	1.6%Prev: 1.4%	47,304 SH	Decreased+2,977 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$1.0M	0.6%	26,592 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$726K	0.4%	13,751 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.1M	0.6%Prev: 0.4%	24,465 SH	Increased+6,808 SH
BROADCOM INC	COM	$1.4M	0.8%Prev: 0.8%	4,170 SH	Decreased-463 SH
CATERPILLAR INC	COM	$280K	0.2%Prev: 0.2%	489 SH	Decreased-7 SH
CHEVRON CORP NEW	COM	$300K	0.2%	1,966 SH	New
CISCO SYS INC	COM	$597K	0.3%Prev: 0.4%	7,750 SH	Decreased-638 SH
CITIGROUP INC	COM NEW	$232K	0.1%Prev: 0.1%	1,987 SH	Decreased-21 SH
COCA COLA CO	COM	$203K	0.1%Prev: 0.1%	2,904 SH	Decreased-457 SH
CONAGRA BRANDS INC	COM	$549K	0.3%Prev: 0.2%	31,742 SH	Increased-3,093 SH
COSTCO WHSL CORP NEW	COM	$310K	0.2%	359 SH	New
CVS HEALTH CORP	COM	$216K	0.1%Prev: 0.1%	2,717 SH	Decreased-19 SH
DBX ETF TR	XTRACK MSCI EAFE	$202K	0.1%Prev: 0.1%	4,200 SH	Decreased
DICKS SPORTING GOODS INC	COM	$1.9M	1.0%	9,631 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.9M	4.4%	186,347 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$657K	0.4%Prev: 0.4%	20,359 SH	Decreased+2,158 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$368K	0.2%Prev: 0.2%	10,910 SH	Decreased+1,212 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.1M	2.8%Prev: 2.9%	155,078 SH	Decreased-803 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$852K	0.5%Prev: 0.6%	32,235 SH	Decreased-15,734 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	0.7%Prev: 0.6%	24,738 SH	Decreased+503 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.7M	4.8%Prev: 4.6%	228,265 SH	Decreased-6,521 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.3M	0.7%Prev: 0.7%	38,902 SH	Decreased-1,368 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.2M	0.7%Prev: 0.6%	37,919 SH	Decreased-2,756 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$575K	0.3%Prev: 0.3%	17,462 SH	Decreased-123 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$344K	0.2%Prev: 0.2%	9,049 SH	Decreased-32 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.0M	1.1%	41,270 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.3M	5.1%	234,472 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$12.6M	6.9%	169,661 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.3M	1.3%Prev: 1.2%	32,714 SH	Decreased-393 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$224K	0.1%	6,824 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$271K	0.1%Prev: 0.1%	6,248 SH	Decreased+187 SH
DISNEY WALT CO	COM	$260K	0.1%Prev: 0.1%	2,282 SH	Increased-54 SH
ELI LILLY & CO	COM	$602K	0.3%Prev: 0.4%	560 SH	Decreased-151 SH
EXXON MOBIL CORP	COM	$1.3M	0.7%	10,831 SH	New
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.3M	0.7%Prev: 0.6%	68,595 SH	Decreased-5,994 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$350K	0.2%Prev: 0.2%	6,851 SH	Decreased-523 SH
FORD MTR CO	COM	$314K	0.2%Prev: 0.1%	23,936 SH	Increased+198 SH
GE AEROSPACE	COM NEW	$574K	0.3%Prev: 0.3%	1,865 SH	Decreased-1 SH
GE VERNOVA INC	COM	$347K	0.2%Prev: 0.2%	531 SH	Decreased-3 SH
GLOBAL X FDS	DEFENSE TECH ETF	$511K	0.3%Prev: 0.4%	7,894 SH	Decreased-6,268 SH
GOLDMAN SACHS GROUP INC	COM	$229K	0.1%Prev: 0.1%	261 SH	Decreased-9 SH
HOME DEPOT INC	COM	$276K	0.2%Prev: 0.1%	803 SH	Increased-25 SH
INTERNATIONAL BUSINESS MACHS	COM	$460K	0.3%Prev: 0.2%	1,552 SH	Increased-211 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.0M	0.6%Prev: 0.1%	8,786 SH	Increased+6,922 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.2M	1.2%	36,928 SH	New
INVESCO QQQ TR	UNIT SER 1	$399K	0.2%Prev: 0.2%	649 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$1.4M	0.8%Prev: 0.1%	21,549 SH	Increased+18,515 SH
ISHARES TR	CORE INTL AGGR	$541K	0.3%	10,825 SH	New
ISHARES TR	CORE MSCI EAFE	$831K	0.5%Prev: 0.5%	9,284 SH	Decreased-633 SH
ISHARES TR	CORE S&P TTL STK	$6.4M	3.5%Prev: 3.3%	43,071 SH	Decreased+1,357 SH
ISHARES TR	CORE S&P500 ETF	$429K	0.2%Prev: 0.3%	626 SH	Decreased-219 SH
ISHARES TR	CORE UNIVRSL USD	$1.5M	0.8%Prev: 1.3%	31,669 SH	Decreased-31,702 SH
ISHARES TR	EAFE GRWTH ETF	$321K	0.2%Prev: 0.1%	2,821 SH	Increased+370 SH
ISHARES TR	EAFE VALUE ETF	$2.2M	1.2%Prev: 0.3%	30,174 SH	Increased+21,744 SH
ISHARES TR	ESG AWR MSCI USA	$819K	0.4%Prev: 0.4%	5,497 SH	Decreased+20 SH
ISHARES TR	EUROPE ETF	$217K	0.1%Prev: 0.1%	3,165 SH	Decreased
ISHARES TR	JPMORGAN USD EMG	$201K	0.1%	2,091 SH	New
ISHARES TR	MBS ETF	$855K	0.5%Prev: 0.2%	8,975 SH	Increased+4,334 SH
ISHARES TR	MSCI INTL VLU FT	$268K	0.1%Prev: 0.1%	7,055 SH	Decreased
ISHARES TR	MSCI USA QLT FCT	$1.8M	1.0%Prev: 0.4%	9,207 SH	Increased+5,360 SH
ISHARES TR	NATIONAL MUN ETF	$594K	0.3%	5,545 SH	New
ISHARES TR	NEW YORK MUN ETF	$371K	0.2%Prev: 0.2%	6,938 SH	Decreased-2,528 SH
ISHARES TR	S&P 100 ETF	$1.1M	0.6%Prev: 0.6%	3,204 SH	Decreased-90 SH
ISHARES TR	S&P 500 GRWT ETF	$2.4M	1.3%Prev: 1.6%	19,420 SH	Decreased-5,125 SH
ISHARES TR	S&P 500 VAL ETF	$2.7M	1.5%Prev: 1.3%	12,810 SH	Decreased+821 SH
ISHARES TR	SHRT NAT MUN ETF	$251K	0.1%Prev: 0.1%	2,354 SH	Increased+349 SH
ISHARES TR	U.S. TECH ETF	$434K	0.2%Prev: 0.3%	2,172 SH	Decreased-182 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$2.8M	1.6%Prev: 1.5%	27,843 SH	Decreased-504 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$425K	0.2%Prev: 0.2%	7,860 SH	Increased-14 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.0M	0.6%Prev: 0.5%	10,808 SH	Decreased-792 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$956K	0.5%Prev: 0.5%	13,335 SH	Decreased+184 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$801K	0.4%Prev: 0.5%	12,557 SH	Decreased-1,516 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.5M	1.3%Prev: 1.3%	19,921 SH	Decreased-253 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$412K	0.2%Prev: 0.2%	8,692 SH	Increased+706 SH
J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$226K	0.1%	2,509 SH	New
JOHNSON & JOHNSON	COM	$689K	0.4%Prev: 0.4%	3,330 SH	Decreased-124 SH
JPMORGAN CHASE & CO.	COM	$2.3M	1.3%	7,214 SH	New
LAM RESEARCH CORP	COM NEW	$213K	0.1%Prev: 0.2%	1,245 SH	Decreased-100 SH
MASTERCARD INCORPORATED	CL A	$379K	0.2%Prev: 0.2%	664 SH	Increased+16 SH
MERCK & CO INC	COM	$637K	0.3%Prev: 0.4%	6,054 SH	Decreased-59 SH
META PLATFORMS INC	CL A	$1.4M	0.8%Prev: 0.8%	2,157 SH	Decreased-157 SH
MICRON TECHNOLOGY INC	COM	$378K	0.2%Prev: 0.7%	1,323 SH	Decreased-77 SH
MICROSOFT CORP	COM	$3.7M	2.0%Prev: 2.1%	7,699 SH	Decreased-874 SH
NETFLIX INC	COM	$485K	0.3%	5,173 SH	New
NVIDIA CORPORATION	COM	$3.9M	2.1%Prev: 2.5%	20,902 SH	Decreased-2,022 SH
ORACLE CORP	COM	$274K	0.2%Prev: 0.1%	1,405 SH	Decreased-625 SH
PALANTIR TECHNOLOGIES INC	CL A	$389K	0.2%Prev: 0.2%	2,191 SH	Decreased-289 SH
PFIZER INC	COM	$248K	0.1%Prev: 0.1%	9,955 SH	Increased+2,539 SH
PHILIP MORRIS INTL INC	COM	$377K	0.2%Prev: 0.3%	2,349 SH	Decreased-493 SH
QUALCOMM INC	COM	$208K	0.1%Prev: 0.1%	1,217 SH	Decreased+10 SH
RTX CORPORATION	COM	$207K	0.1%Prev: 0.1%	1,128 SH	Decreased-282 SH
SCHWAB CHARLES CORP	COM	$901K	0.5%	9,014 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.6M	0.9%Prev: 0.8%	68,078 SH	Decreased-10,817 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.5M	1.4%	56,924 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	1.1%	2,921 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.5M	5.2%	115,121 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$496K	0.3%	1,631 SH	New
TESLA INC	COM	$1.6M	0.9%Prev: 0.7%	3,642 SH	Increased-283 SH
TJX COS INC NEW	COM	$706K	0.4%Prev: 0.3%	4,596 SH	Increased+333 SH
TRAVELERS COMPANIES INC	COM	$204K	0.1%Prev: 0.1%	704 SH	Decreased+48 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.3M	0.7%Prev: 0.5%	18,001 SH	Increased+646 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.8M	2.6%	9,754 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$286K	0.2%	948 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$305K	0.2%	909 SH	New
VANGUARD INDEX FDS	VALUE ETF	$950K	0.5%	4,973 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$398K	0.2%Prev: 0.2%	7,919 SH	Decreased-2,633 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$307K	0.2%Prev: 0.2%	1,300 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.6%Prev: 0.6%	5,311 SH	Decreased
VISA INC	COM CL A	$475K	0.3%Prev: 0.2%	1,355 SH	Decreased-75 SH
WALMART INC	COM	$503K	0.3%Prev: 0.2%	4,517 SH	Increased-70 SH
WEBSTER FINL CORP	COM	$749K	0.4%	11,897 SH	New
WELLS FARGO CO NEW	COM	$300K	0.2%	3,217 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$589K	0.3%Prev: 0.1%	6,899 SH	Increased+3,395 SH

Sold (vs prior filing)

ANALOG DEVICES INC — $222K
ARISTA NETWORKS INC — $236K
ASML HLDG NV — $203K
BANCO SANTANDER SA — $302K
BANK OF AMER CORP — $509K
BLACKROCK ETF TRUST — $1.3M
BLACKROCK ETF TRUST — $2.0M
BLACKROCK ETF TRUST — $1.4M
BLACKROCK ETF TRUST — $634K
BLACKROCK ETF TRUST — $879K
BLACKROCK ETF TRUST II — $218K
BLACKROCK ETF TRUST II — $581K
BOEING CO — $265K
CHARLES SCHWAB CORP (THE) — $863K
CHEVRON CORPORATION — $409K
COREWEAVE INC — $227K
COSTCO WHOLESALE CORPORATION — $346K
CROWDSTRIKE HLDGS INC — $287K
DELL TECHNOLOGIES INC — $204K
DIMENSIONAL ETF TRUST — $7.0M
… and 36 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