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: $182.8M132 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$261K	0.1%Prev: 0.2%	1,202 SH	Increased+118 SH
ADVANCED MICRO DEVICES INC	COM	$297K	0.2%	1,462 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.9%Prev: 0.5%	5,529 SH	Increased+1,129 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.6%Prev: 0.3%	3,782 SH	Increased+598 SH
AMAZON COM INC	COM	$2.2M	1.2%Prev: 1.0%	10,733 SH	Increased+3,185 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.1M	0.6%	13,575 SH	New
APPLE INC	COM	$5.3M	2.9%Prev: 2.8%	20,893 SH	Increased+2,253 SH
APPLIED MATLS INC	COM	$293K	0.2%	857 SH	New
AT&T INC	COM	$250K	0.1%Prev: 0.2%	8,622 SH	Increased+574 SH
BANK AMERICA CORP	COM	$453K	0.2%Prev: 0.2%	9,301 SH	Increased+830 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$7.2M	3.9%Prev: 5.4%	10 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.7%Prev: 0.8%	2,675 SH	Increased+372 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.2M	0.7%	36,314 SH	New
BLACKROCK ETF TRUST	ISHARES INTL CTR	$1.6M	0.9%	49,203 SH	New
BLACKROCK ETF TRUST	ISHARES LARGE CA	$761K	0.4%	18,542 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.6M	1.4%Prev: 1.3%	44,620 SH	Increased+3,736 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$1.1M	0.6%	30,467 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$588K	0.3%Prev: 0.5%	11,314 SH	Decreased-2,608 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.2M	0.7%Prev: 0.4%	26,823 SH	Increased+13,267 SH
BROADCOM INC	COM	$1.3M	0.7%Prev: 0.3%	4,210 SH	Increased+1,140 SH
CATERPILLAR INC	COM	$351K	0.2%	496 SH	New
CHEVRON CORPORATION	COM	$403K	0.2%	1,949 SH	New
CISCO SYS INC	COM	$607K	0.3%Prev: 0.3%	7,824 SH	Increased+652 SH
CITIGROUP INC	COM NEW	$226K	0.1%	1,996 SH	New
COCA COLA CO	COM	$228K	0.1%	2,992 SH	New
CONAGRA BRANDS INC	COM	$509K	0.3%Prev: 0.5%	32,405 SH	Decreased+2,240 SH
COSTCO WHOLESALE CORPORATION	COM	$390K	0.2%	391 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$207K	0.1%	4,200 SH	New
DICKS SPORTING GOODS INC	COM	$1.9M	1.0%	9,631 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.4M	4.0%Prev: 5.4%	174,096 SH	Decreased-15,697 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$680K	0.4%Prev: 0.2%	20,123 SH	Increased+5,532 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$388K	0.2%Prev: 0.2%	10,847 SH	Increased+2,042 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.3M	2.9%Prev: 3.1%	157,696 SH	Increased-20,533 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.1M	0.6%Prev: 0.4%	42,826 SH	Increased+19,718 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.3M	0.7%Prev: 0.5%	24,045 SH	Increased+5,695 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.9M	4.9%Prev: 5.4%	229,332 SH	Increased-26,268 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.4M	0.8%Prev: 0.7%	38,902 SH	Increased-339 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.2M	0.7%Prev: 0.6%	38,553 SH	Increased+6,651 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$588K	0.3%Prev: 0.3%	17,462 SH	Increased+524 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$352K	0.2%Prev: 0.2%	8,922 SH	Increased+889 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.8M	1.0%Prev: 1.3%	37,717 SH	Decreased-2,450 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.2M	5.0%Prev: 5.1%	236,217 SH	Increased+4,662 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$12.2M	6.7%Prev: 6.9%	171,549 SH	Increased+1,451 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.3M	1.3%Prev: 1.3%	32,513 SH	Increased+572 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$240K	0.1%	6,846 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$258K	0.1%Prev: 0.2%	6,291 SH	Increased-149 SH
DISNEY WALT CO	COM	$226K	0.1%	2,342 SH	New
ELI LILLY & CO	COM	$613K	0.3%Prev: 0.3%	666 SH	Increased+151 SH
EXXON MOBIL CORP	COM	$1.8M	1.0%Prev: 0.8%	10,698 SH	Increased+87 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.3M	0.7%Prev: 1.5%	69,368 SH	Decreased-46,610 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$349K	0.2%Prev: 0.3%	6,897 SH	Decreased-1,958 SH
FORD MTR CO	COM	$277K	0.2%Prev: 0.2%	23,988 SH	Increased-311 SH
GE AEROSPACE	COM NEW	$531K	0.3%Prev: 0.2%	1,871 SH	Increased+205 SH
GE VERNOVA INC	COM	$463K	0.3%	530 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$882K	0.5%	12,452 SH	New
GOLDMAN SACHS GROUP INC	COM	$226K	0.1%	267 SH	New
HOME DEPOT INC	COM	$269K	0.1%Prev: 0.2%	817 SH	Decreased+60 SH
INTEL CORP	COM	$202K	0.1%	4,571 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$383K	0.2%Prev: 0.3%	1,579 SH	Decreased-68 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.1M	0.6%Prev: 0.4%	10,085 SH	Increased+4,179 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$208K	0.1%Prev: 0.4%	3,818 SH	Decreased-8,821 SH
INVESCO QQQ TR	UNIT SER 1	$375K	0.2%Prev: 0.2%	649 SH	Increased+72 SH
ISHARES INC	CORE MSCI EMKT	$240K	0.1%Prev: 0.5%	3,436 SH	Decreased-10,043 SH
ISHARES TR	CORE INTL AGGR	$580K	0.3%	11,586 SH	New
ISHARES TR	CORE MSCI EAFE	$833K	0.5%Prev: 0.5%	9,206 SH	Increased-116 SH
ISHARES TR	CORE S&P TTL STK	$6.1M	3.3%Prev: 3.5%	42,769 SH	Increased-383 SH
ISHARES TR	CORE S&P500 ETF	$409K	0.2%Prev: 0.2%	626 SH	Increased-32 SH
ISHARES TR	CORE UNIVRSL USD	$1.6M	0.9%	33,688 SH	New
ISHARES TR	EAFE GRWTH ETF	$298K	0.2%Prev: 1.0%	2,677 SH	Decreased-12,358 SH
ISHARES TR	EAFE VALUE ETF	$1.7M	0.9%Prev: 1.2%	22,495 SH	Decreased-8,717 SH
ISHARES TR	ESG AWR MSCI USA	$777K	0.4%Prev: 0.5%	5,494 SH	Increased-277 SH
ISHARES TR	EUROPE ETF	$215K	0.1%	3,165 SH	New
ISHARES TR	FUTURE AI & TECH	$249K	0.1%	5,350 SH	New
ISHARES TR	MBS ETF	$899K	0.5%Prev: 0.6%	9,465 SH	Decreased-214 SH
ISHARES TR	MSCI ACWI EX US	$1.4M	0.8%	20,623 SH	New
ISHARES TR	MSCI INTL VLU FT	$280K	0.2%Prev: 0.1%	7,055 SH	Increased-13 SH
ISHARES TR	MSCI USA QLT FCT	$1.8M	1.0%Prev: 1.9%	9,644 SH	Decreased-7,145 SH
ISHARES TR	NATIONAL MUN ETF	$557K	0.3%Prev: 0.3%	5,251 SH	Increased+1,307 SH
ISHARES TR	NEW YORK MUN ETF	$579K	0.3%Prev: 0.3%	10,891 SH	Increased+2,425 SH
ISHARES TR	S&P 100 ETF	$1.0M	0.6%Prev: 0.6%	3,204 SH	Increased-191 SH
ISHARES TR	S&P 500 GRWT ETF	$2.5M	1.3%Prev: 1.5%	21,798 SH	Increased-2,843 SH
ISHARES TR	S&P 500 VAL ETF	$2.8M	1.5%Prev: 1.1%	13,403 SH	Increased+4,551 SH
ISHARES TR	SHRT NAT MUN ETF	$251K	0.1%Prev: 0.2%	2,354 SH	Decreased-225 SH
ISHARES TR	U.S. TECH ETF	$385K	0.2%Prev: 0.6%	2,123 SH	Decreased-4,583 SH
ISHARES TR	US TREAS BD ETF	$811K	0.4%	35,401 SH	New
ISHARES U S ETF TR	U.S. TECH INDEPD	$2.5M	1.3%Prev: 1.4%	27,866 SH	Increased+491 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$422K	0.2%Prev: 0.3%	7,844 SH	Increased+362 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$956K	0.5%Prev: 0.5%	11,307 SH	Increased+235 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$924K	0.5%Prev: 0.6%	12,872 SH	Increased-300 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$978K	0.5%Prev: 0.5%	15,056 SH	Increased+2,953 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.3M	1.3%Prev: 1.4%	19,886 SH	Increased-102 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$398K	0.2%Prev: 0.3%	8,458 SH	Increased+471 SH
JOHNSON & JOHNSON	COM	$803K	0.4%Prev: 0.4%	3,286 SH	Increased-3 SH
JPMORGAN CHASE & CO	COM	$2.1M	1.2%	7,237 SH	New
KLA CORP	COM NEW	$213K	0.1%	145 SH	New
LAM RESEARCH CORP	COM NEW	$276K	0.2%	1,293 SH	New
MASTERCARD INCORPORATED	CL A	$324K	0.2%Prev: 0.2%	649 SH	Decreased+15 SH
MCDONALDS CORP	COM	$203K	0.1%	653 SH	New
MERCK & CO INC	COM	$736K	0.4%	6,115 SH	New
META PLATFORMS INC	CL A	$1.3M	0.7%Prev: 0.7%	2,278 SH	Increased+525 SH
MICRON TECHNOLOGY INC	COM	$460K	0.3%	1,361 SH	New
MICROSOFT CORP	COM	$2.9M	1.6%Prev: 1.7%	7,925 SH	Increased+1,256 SH
NETFLIX INC.	COM	$513K	0.3%	5,338 SH	New
NVIDIA CORPORATION	COM	$3.8M	2.1%Prev: 1.2%	21,964 SH	Increased+5,145 SH
ORACLE CORP	COM	$232K	0.1%	1,575 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$326K	0.2%	2,232 SH	New
PFIZER INC	COM	$254K	0.1%Prev: 0.2%	9,045 SH	Increased+212 SH
PHILIP MORRIS INTL INC	COM	$444K	0.2%Prev: 0.2%	2,684 SH	Increased+1,190 SH
PROCTER & GAMBLE CO	COM	$224K	0.1%	1,550 SH	New
RTX CORPORATION	COM	$224K	0.1%	1,162 SH	New
SCHWAB CHARLES CORP	COM	$829K	0.5%Prev: 0.5%	8,818 SH	Increased+141 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.7M	0.9%Prev: 1.3%	71,413 SH	Decreased-14,437 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$3.5M	1.9%	57,255 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$10.2M	5.6%	128,368 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	1.1%	2,989 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$547K	0.3%	1,620 SH	New
TESLA INC	COM	$1.4M	0.8%Prev: 0.5%	3,762 SH	Increased+895 SH
TJX COS INC NEW	COM	$705K	0.4%	4,412 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.2M	0.7%Prev: 0.8%	18,151 SH	Increased+904 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.3M	2.3%Prev: 2.4%	9,802 SH	Increased+38 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$287K	0.2%Prev: 0.2%	949 SH	Increased+2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$292K	0.2%Prev: 0.2%	909 SH	Increased-4 SH
VANGUARD INDEX FDS	VALUE ETF	$976K	0.5%Prev: 0.6%	4,976 SH	Increased+11 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$395K	0.2%Prev: 0.4%	7,919 SH	Decreased-2,807 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$298K	0.2%Prev: 0.2%	1,300 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.6%Prev: 0.7%	5,311 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$237K	0.1%	4,718 SH	New
VISA INC	COM CL A	$406K	0.2%Prev: 0.3%	1,342 SH	Decreased+176 SH
WALMART INC	COM	$568K	0.3%Prev: 0.2%	4,574 SH	Increased+374 SH
WEBSTER FINL CORP	COM	$800K	0.4%Prev: 0.4%	11,525 SH	Increased-1,259 SH
WELLS FARGO & CO	COM	$258K	0.1%	3,238 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$334K	0.2%Prev: 0.3%	3,601 SH	Decreased-3,842 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $277K
COSTCO WHSL CORP NEW — $325K
ISHARES INC — $756K
ISHARES TR — $1.9M
ISHARES TR — $2.3M
ISHARES TR — $329K
ISHARES TR — $213K
JPMORGAN CHASE & CO. — $1.6M
NETFLIX INC — $408K
PROCTER AND GAMBLE CO — $216K
SELECT SECTOR SPDR TR — $2.7M
SPDR S&P 500 ETF TR — $1.6M
SPDR SER TR — $1.0M
SPDR SER TR — $8.4M
SPDR SER TR — $573K
TAIWAN SEMICONDUCTOR MFG LTD — $252K
UNITEDHEALTH GROUP INC — $501K

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