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: $206.5M145 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$300K	0.1%	1,191 SH	New
ADVANCED MICRO DEVICES INC	COM	$883K	0.4%	1,520 SH	New
ALPHABET INC	CAP STK CL A	$2.0M	1.0%Prev: 0.6%	5,602 SH	Increased+355 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.7%Prev: 0.4%	3,850 SH	Increased+320 SH
AMAZON COM INC	COM	$2.6M	1.3%Prev: 1.2%	10,840 SH	Increased+1,522 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$878K	0.4%	9,098 SH	New
APPLE INC	COM	$6.0M	2.9%Prev: 2.2%	20,815 SH	Increased+3,004 SH
APPLIED MATLS INC	COM	$624K	0.3%	863 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$217K	0.1%	109 SH	New
BANK OF AMER CORP	COM	$529K	0.3%	9,291 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	3.6%Prev: 4.4%	10 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.6%Prev: 0.7%	2,657 SH	Increased+147 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$1.6M	0.8%	30,009 SH	New
BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$1.9M	0.9%	52,784 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$1.1M	0.5%	21,468 SH	New
BLACKROCK ETF TRUST	ISHA SYST AL ETF	$582K	0.3%	20,754 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$853K	0.4%	19,780 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.0M	1.5%Prev: 1.4%	44,451 SH	Increased+2,247 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$251K	0.1%	4,805 SH	New
BLACKROCK ETF TRUST II	ISHA GLO USD ETF	$476K	0.2%	9,474 SH	New
BOEING CO	COM	$300K	0.1%	1,384 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$798K	0.4%Prev: 0.7%	17,502 SH	Decreased-8,671 SH
BROADCOM INC	COM	$1.6M	0.8%Prev: 0.6%	4,263 SH	Increased+418 SH
CATERPILLAR INC	COM	$527K	0.3%	495 SH	New
CHEVRON CORPORATION	COM	$323K	0.2%	1,949 SH	New
CISCO SYS INC	COM	$928K	0.4%Prev: 0.3%	7,904 SH	Increased+486 SH
CITIGROUP INC	COM NEW	$278K	0.1%	1,986 SH	New
COCA COLA CO	COM	$245K	0.1%Prev: 0.1%	3,010 SH	Increased+79 SH
CONAGRA BRANDS INC	COM	$446K	0.2%Prev: 0.4%	33,160 SH	Decreased+2,549 SH
COREWEAVE INC	COM CL A	$219K	0.1%	2,205 SH	New
COSTCO WHOLESALE CORPORATION	COM	$371K	0.2%	397 SH	New
CROWDSTRIKE HLDGS INC	CL A	$212K	0.1%	278 SH	New
CVS HEALTH CORP	COM	$283K	0.1%	2,736 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$229K	0.1%	4,200 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$7.4M	3.6%	175,236 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$776K	0.4%Prev: 0.3%	18,139 SH	Increased-1,714 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$414K	0.2%Prev: 0.2%	9,695 SH	Increased-759 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6.2M	3.0%Prev: 3.2%	155,425 SH	Increased-25,848 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.3M	0.6%Prev: 0.4%	46,210 SH	Increased+19,166 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.3M	0.6%Prev: 0.7%	24,173 SH	Increased-2,936 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.7M	4.7%Prev: 5.5%	235,084 SH	Increased-28,693 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.5M	0.7%Prev: 0.7%	39,933 SH	Increased+1,561 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.4M	0.7%Prev: 0.6%	40,642 SH	Increased+4,593 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$612K	0.3%Prev: 0.3%	17,462 SH	Increased+611 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$361K	0.2%Prev: 0.2%	8,995 SH	Increased+385 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$1.8M	0.9%	38,194 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$10.5M	5.1%	237,209 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$13.9M	6.7%	169,100 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.0M	1.5%Prev: 1.2%	40,032 SH	Increased+8,366 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$289K	0.1%Prev: 0.2%	6,202 SH	Increased-365 SH
DISNEY WALT CO	COM	$221K	0.1%Prev: 0.2%	2,297 SH	Decreased+73 SH
ELI LILLY & CO	COM	$825K	0.4%Prev: 0.2%	688 SH	Increased+181 SH
EXXON MOBIL CORP	COM	$1.5M	0.7%Prev: 0.7%	10,725 SH	Increased+193 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.4M	0.7%Prev: 1.4%	70,179 SH	Decreased-49,468 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$356K	0.2%Prev: 0.3%	6,938 SH	Decreased-1,602 SH
FORD MTR CO	COM	$329K	0.2%Prev: 0.2%	23,655 SH	Increased+151 SH
GE AEROSPACE	COM NEW	$695K	0.3%Prev: 0.3%	1,860 SH	Increased+96 SH
GE VERNOVA INC	COM	$623K	0.3%Prev: 0.2%	530 SH	Increased+15 SH
GLOBAL X FDS	DEFENSE TECH ETF	$875K	0.4%	14,660 SH	New
GOLDMAN SACHS GROUP INC	COM	$268K	0.1%	265 SH	New
HOME DEPOT INC	COM	$281K	0.1%Prev: 0.2%	796 SH	Decreased-17 SH
INTEL CORP	COM	$666K	0.3%	4,770 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$452K	0.2%Prev: 0.3%	1,608 SH	Decreased-51 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.3M	0.6%Prev: 0.4%	7,996 SH	Increased+1,981 SH
INVESCO QQQ TR	UNIT SER 1	$478K	0.2%Prev: 0.2%	649 SH	Increased
ISHARES TR	CORE MSCI EAFE	$901K	0.4%Prev: 0.5%	9,327 SH	Increased+174 SH
ISHARES TR	CORE S&P MCP ETF	$201K	0.1%	2,610 SH	New
ISHARES TR	CORE S&P TTL STK	$6.8M	3.3%Prev: 3.5%	41,605 SH	Increased-1,440 SH
ISHARES TR	CORE S&P500 ETF	$473K	0.2%Prev: 0.3%	632 SH	Increased-59 SH
ISHARES TR	CORE UNIVRSL USD	$2.3M	1.1%	49,293 SH	New
ISHARES TR	EAFE GRWTH ETF	$320K	0.2%Prev: 0.8%	2,568 SH	Decreased-8,668 SH
ISHARES TR	EAFE VALUE ETF	$649K	0.3%Prev: 1.7%	8,473 SH	Decreased-35,775 SH
ISHARES TR	ESG AWR MSCI USA	$896K	0.4%Prev: 0.5%	5,477 SH	Increased-287 SH
ISHARES TR	EUROPE ETF	$231K	0.1%Prev: 0.1%	3,165 SH	Increased
ISHARES TR	FUTU AI TECH ETF	$407K	0.2%	5,350 SH	New
ISHARES TR	MBS ETF	$908K	0.4%Prev: 0.5%	9,602 SH	Increased+436 SH
ISHARES TR	MSCI ACWI EX US	$2.1M	1.0%	27,092 SH	New
ISHARES TR	MSCI INTL VLU FT	$295K	0.1%Prev: 0.1%	7,055 SH	Increased-368 SH
ISHARES TR	MSCI USA QLT FCT	$864K	0.4%Prev: 1.9%	3,937 SH	Decreased-13,520 SH
ISHARES TR	NATIONAL MUN ETF	$556K	0.3%Prev: 0.3%	5,169 SH	Decreased-360 SH
ISHARES TR	NEW YORK MUN ETF	$566K	0.3%Prev: 0.2%	10,493 SH	Increased+2,954 SH
ISHARES TR	S&P 100 ETF	$1.2M	0.6%Prev: 0.6%	3,281 SH	Increased+51 SH
ISHARES TR	S&P 500 GRWT ETF	$3.2M	1.5%Prev: 1.4%	23,143 SH	Increased+2,168 SH
ISHARES TR	S&P 500 VAL ETF	$2.7M	1.3%Prev: 1.1%	11,843 SH	Increased+2,363 SH
ISHARES TR	SHRT NAT MUN ETF	$251K	0.1%Prev: 0.2%	2,354 SH	Decreased-204 SH
ISHARES TR	U.S. TECH ETF	$534K	0.3%Prev: 0.6%	2,116 SH	Decreased-3,946 SH
ISHARES TR	US TREAS BD ETF	$907K	0.4%	39,833 SH	New
ISHARES U S ETF TR	U.S. TECH INDEPD	$3.0M	1.5%Prev: 1.6%	28,324 SH	Increased+833 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$402K	0.2%Prev: 0.2%	7,520 SH	Increased+433 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.1M	0.5%Prev: 0.6%	11,286 SH	Increased+212 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.0M	0.5%Prev: 0.5%	12,941 SH	Increased+306 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$1.0M	0.5%Prev: 0.4%	14,135 SH	Increased+2,472 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.7M	1.3%Prev: 1.4%	20,001 SH	Increased-191 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$372K	0.2%Prev: 0.2%	7,929 SH	Increased+469 SH
J P MORGAN EXCHANGE TRADED F	U S TEC LEA ETF	$280K	0.1%	2,509 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$217K	0.1%	2,897 SH	New
JOHNSON & JOHNSON	COM	$834K	0.4%Prev: 0.3%	3,284 SH	Increased+186 SH
JPMORGAN CHASE & CO	COM	$2.4M	1.2%	7,261 SH	New
KLA CORP	COM NEW	$428K	0.2%	1,417 SH	New
LAM RESEARCH CORP	COM NEW	$572K	0.3%	1,319 SH	New
MARVELL TECHNOLOGY INC	COM	$239K	0.1%	803 SH	New
MASTERCARD INCORPORATED	CL A	$313K	0.2%Prev: 0.2%	610 SH	Decreased-40 SH
MERCK & CO INC	COM	$785K	0.4%Prev: 0.3%	6,109 SH	Increased+400 SH
META PLATFORMS INC	CL A	$1.3M	0.6%Prev: 0.9%	2,271 SH	Decreased+234 SH
MICRON TECHNOLOGY INC	COM	$1.6M	0.8%	1,402 SH	New
MICROSOFT CORP	COM	$3.0M	1.5%Prev: 2.1%	8,158 SH	Decreased+1,012 SH
NETFLIX INC.	COM	$345K	0.2%	4,834 SH	New
NVIDIA CORPORATION	COM	$4.5M	2.2%Prev: 1.8%	22,543 SH	Increased+3,659 SH
ORACLE CORP	COM	$228K	0.1%Prev: 0.2%	1,556 SH	Decreased+310 SH
PALANTIR TECHNOLOGIES INC	CL A	$270K	0.1%Prev: 0.2%	2,310 SH	Increased+336 SH
PALO ALTO NETWORKS INC	COM	$217K	0.1%	636 SH	New
PFIZER INC	COM	$208K	0.1%Prev: 0.1%	8,626 SH	Decreased-1,033 SH
PHILIP MORRIS INTL INC	COM	$509K	0.2%Prev: 0.2%	2,811 SH	Increased+976 SH
PROCTER & GAMBLE CO	COM	$213K	0.1%	1,455 SH	New
QUALCOMM INC	COM	$219K	0.1%	1,187 SH	New
RTX CORPORATION	COM	$219K	0.1%	1,156 SH	New
SANDISK CORP	COM	$423K	0.2%	186 SH	New
SCHWAB CHARLES CORP	COM	$813K	0.4%Prev: 0.5%	8,808 SH	Increased-52 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.7M	0.8%Prev: 1.0%	72,046 SH	Decreased-1,592 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$229K	0.1%	237 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$3.1M	1.5%	57,635 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$12.3M	5.9%	139,693 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.4M	0.7%	15,099 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$642K	0.3%	4,217 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	1.1%	2,989 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$772K	0.4%	1,616 SH	New
TESLA INC	COM	$1.7M	0.8%Prev: 0.7%	4,016 SH	Increased+529 SH
TEXAS INSTRS INC	COM	$210K	0.1%	705 SH	New
TJX COS INC NEW	COM	$638K	0.3%Prev: 0.4%	4,213 SH	Increased-715 SH
TRAVELERS COMPANIES INC	COM	$221K	0.1%	670 SH	New
UNITEDHEALTH GROUP INC	COM	$468K	0.2%	1,125 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.2M	0.6%Prev: 0.7%	17,278 SH	Decreased-107 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.1M	2.5%Prev: 2.6%	59,119 SH	Increased+49,334 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$347K	0.2%Prev: 0.2%	949 SH	Increased+2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$336K	0.2%Prev: 0.2%	909 SH	Increased-4 SH
VANGUARD INDEX FDS	VALUE ETF	$976K	0.5%Prev: 0.5%	4,479 SH	Increased-486 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$344K	0.2%Prev: 0.2%	6,797 SH	Decreased-1,317 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$374K	0.2%Prev: 0.2%	1,300 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.6%Prev: 0.7%	5,311 SH	Increased
VISA INC	COM CL A	$475K	0.2%Prev: 0.3%	1,384 SH	Increased+75 SH
WALMART INC	COM	$516K	0.2%Prev: 0.3%	4,554 SH	Increased+215 SH
WEBSTER FINL CORP	COM	$881K	0.4%Prev: 0.4%	11,525 SH	Increased-670 SH
WELLS FARGO & CO	COM	$263K	0.1%	3,185 SH	New
WESTERN DIGITAL CORP	COM	$212K	0.1%	332 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$276K	0.1%Prev: 0.2%	3,478 SH	Decreased-2,039 SH

Sold (vs prior filing)

AT&T INC — $256K
BANK AMERICA CORP — $424K
BLACKROCK ETF TRUST — $389K
BLACKROCK ETF TRUST — $960K
BLACKROCK ETF TRUST II — $703K
CHEVRON CORP NEW — $230K
COSTCO WHSL CORP NEW — $372K
DIMENSIONAL ETF TRUST — $7.6M
DIMENSIONAL ETF TRUST — $1.9M
DIMENSIONAL ETF TRUST — $8.4M
DIMENSIONAL ETF TRUST — $11.4M
DIMENSIONAL ETF TRUST — $204K
INVESCO EXCHANGE TRADED FD T — $1.0M
ISHARES INC — $1.6M
ISHARES TR — $559K
ISHARES TR — $1.9M
ISHARES TR — $1.8M
ISHARES TR — $202K
J P MORGAN EXCHANGE TRADED F — $212K
JPMORGAN CHASE & CO. — $2.0M
… and 11 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