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: $212.4M150 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$361K	0.2%Prev: 0.2%	1,379 SH	Increased+231 SH
ADVANCED MICRO DEVICES INC	COM	$942K	0.4%Prev: 0.1%	1,540 SH	Increased+272 SH
ALPHABET INC	CAP STK CL A	$2.0M	0.9%Prev: 0.7%	5,726 SH	Increased+396 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.6%Prev: 0.5%	3,844 SH	Increased+218 SH
AMAZON COM INC	COM	$2.7M	1.3%Prev: 1.3%	10,962 SH	Increased+917 SH
ANALOG DEVICES INC	COM	$222K	0.1%	560 SH	New
APPLE INC	COM	$7.0M	3.3%Prev: 2.6%	21,017 SH	Increased+2,849 SH
APPLIED MATLS INC	COM	$457K	0.2%	893 SH	New
ARISTA NETWORKS INC	COM SHS	$236K	0.1%	1,161 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$203K	0.1%	112 SH	New
BANCO SANTANDER SA	ADR	$302K	0.1%	21,826 SH	New
BANK OF AMER CORP	COM	$509K	0.2%	9,342 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	3.5%Prev: 4.3%	10 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.6%Prev: 0.7%	2,682 SH	Increased+151 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$1.3M	0.6%	27,515 SH	New
BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$2.0M	0.9%	53,942 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$1.4M	0.6%	28,090 SH	New
BLACKROCK ETF TRUST	ISHA SYST AL ETF	$634K	0.3%	21,242 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$879K	0.4%	19,979 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.1M	1.4%Prev: 1.7%	44,327 SH	Increased-5,001 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$218K	0.1%	4,288 SH	New
BLACKROCK ETF TRUST II	ISHA GLO USD ETF	$581K	0.3%	11,591 SH	New
BOEING CO	COM	$265K	0.1%	1,425 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$748K	0.4%Prev: 0.8%	17,657 SH	Decreased-10,568 SH
BROADCOM INC	COM	$1.6M	0.8%Prev: 0.7%	4,633 SH	Increased+647 SH
CATERPILLAR INC	COM	$402K	0.2%Prev: 0.1%	496 SH	Increased+21 SH
CHARLES SCHWAB CORP (THE)	COM	$863K	0.4%	8,834 SH	New
CHEVRON CORPORATION	COM	$409K	0.2%	2,001 SH	New
CISCO SYS INC	COM	$903K	0.4%Prev: 0.3%	8,388 SH	Increased+805 SH
CITIGROUP INC	COM NEW	$260K	0.1%	2,008 SH	New
COCA COLA CO	COM	$289K	0.1%	3,361 SH	New
CONAGRA BRANDS INC	COM	$468K	0.2%Prev: 0.3%	34,835 SH	Decreased+3,639 SH
COREWEAVE INC	COM CL A	$227K	0.1%	2,605 SH	New
COSTCO WHOLESALE CORPORATION	COM	$346K	0.2%	380 SH	New
CROWDSTRIKE HLDGS INC	CL A	$287K	0.1%	1,084 SH	New
CVS HEALTH CORP	COM	$234K	0.1%Prev: 0.1%	2,736 SH	Increased+81 SH
DBX ETF TR	XTRACK MSCI EAFE	$231K	0.1%	4,200 SH	New
DELL TECHNOLOGIES INC	CL C	$204K	0.1%	380 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$7.0M	3.3%	174,557 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$749K	0.4%Prev: 0.3%	18,201 SH	Increased-1,272 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$411K	0.2%Prev: 0.2%	9,698 SH	Increased-630 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6.1M	2.9%Prev: 2.8%	155,881 SH	Increased+172 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.3M	0.6%Prev: 0.5%	47,969 SH	Increased+18,948 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.4M	0.6%Prev: 0.7%	24,235 SH	Increased-708 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.7M	4.6%Prev: 5.5%	234,786 SH	Increased-30,342 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.5M	0.7%Prev: 0.7%	40,270 SH	Increased+1,368 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.4M	0.6%Prev: 0.6%	40,675 SH	Increased+3,763 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$637K	0.3%Prev: 0.3%	17,585 SH	Increased+365 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$393K	0.2%Prev: 0.2%	9,081 SH	Increased+460 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$1.8M	0.9%	38,946 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$10.5M	5.0%	237,019 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$14.0M	6.6%	169,122 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.6M	1.2%Prev: 1.2%	33,107 SH	Increased+1,478 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$286K	0.1%Prev: 0.2%	6,061 SH	Increased-286 SH
DISNEY WALT CO	COM	$245K	0.1%Prev: 0.1%	2,336 SH	Decreased+46 SH
ELI LILLY & CO	COM	$823K	0.4%Prev: 0.2%	711 SH	Increased+228 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.8M	0.8%	10,860 SH	New
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.4M	0.6%Prev: 0.7%	74,589 SH	Increased+6,800 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$353K	0.2%Prev: 0.2%	7,374 SH	Decreased-245 SH
FORD MTR CO	COM	$286K	0.1%Prev: 0.2%	23,738 SH	Increased+28 SH
GE AEROSPACE	COM NEW	$583K	0.3%Prev: 0.3%	1,866 SH	Increased+73 SH
GE VERNOVA INC	COM	$508K	0.2%Prev: 0.2%	534 SH	Increased+19 SH
GLOBAL X FDS	DEFENSE TECH ETF	$851K	0.4%Prev: 0.3%	14,162 SH	Increased+6,675 SH
GOLDMAN SACHS GROUP INC	COM	$243K	0.1%Prev: 0.1%	270 SH	Increased+18 SH
HOME DEPOT INC	COM	$236K	0.1%Prev: 0.2%	828 SH	Decreased-5 SH
INTEL CORP	COM	$587K	0.3%	4,879 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$388K	0.2%Prev: 0.2%	1,763 SH	Decreased+255 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$283K	0.1%Prev: 0.4%	1,864 SH	Decreased-3,958 SH
INVESCO QQQ TR	UNIT SER 1	$480K	0.2%Prev: 0.2%	649 SH	Increased
ISHARES INC	CORE MSCI EMKT	$246K	0.1%Prev: 0.9%	3,034 SH	Decreased-19,749 SH
ISHARES TR	CORE MSCI EAFE	$961K	0.5%Prev: 0.5%	9,917 SH	Increased+773 SH
ISHARES TR	CORE S&P MCP ETF	$266K	0.1%	3,704 SH	New
ISHARES TR	CORE S&P TTL STK	$6.9M	3.3%Prev: 3.6%	41,714 SH	Increased-1,407 SH
ISHARES TR	CORE S&P500 ETF	$647K	0.3%Prev: 0.3%	845 SH	Increased+158 SH
ISHARES TR	CORE UNIVRSL USD	$2.8M	1.3%	63,371 SH	New
ISHARES TR	EAFE GRWTH ETF	$294K	0.1%Prev: 0.3%	2,451 SH	Decreased-2,272 SH
ISHARES TR	EAFE VALUE ETF	$667K	0.3%Prev: 1.3%	8,430 SH	Decreased-26,377 SH
ISHARES TR	ESG AWR MSCI USA	$914K	0.4%Prev: 0.5%	5,477 SH	Increased-282 SH
ISHARES TR	EUROPE ETF	$225K	0.1%Prev: 0.1%	3,165 SH	Increased
ISHARES TR	FUTU AI TECH ETF	$419K	0.2%	5,350 SH	New
ISHARES TR	MBS ETF	$416K	0.2%Prev: 0.5%	4,641 SH	Decreased-4,475 SH
ISHARES TR	MSCI ACWI EX US	$3.9M	1.9%	52,123 SH	New
ISHARES TR	MSCI INTL VLU FT	$303K	0.1%Prev: 0.1%	7,055 SH	Increased-38 SH
ISHARES TR	MSCI USA QLT FCT	$855K	0.4%Prev: 1.7%	3,847 SH	Decreased-11,362 SH
ISHARES TR	NEW YORK MUN ETF	$478K	0.2%Prev: 0.2%	9,466 SH	Increased+1,764 SH
ISHARES TR	S&P 100 ETF	$1.3M	0.6%Prev: 0.6%	3,294 SH	Increased+63 SH
ISHARES TR	S&P 500 GRWT ETF	$3.5M	1.6%Prev: 1.4%	24,545 SH	Increased+4,320 SH
ISHARES TR	S&P 500 VAL ETF	$2.7M	1.3%Prev: 1.2%	11,989 SH	Increased+2,037 SH
ISHARES TR	SHRT NAT MUN ETF	$210K	0.1%Prev: 0.2%	2,005 SH	Decreased-554 SH
ISHARES TR	TIPS BD ETF	$262K	0.1%	2,520 SH	New
ISHARES TR	U.S. TECH ETF	$624K	0.3%Prev: 0.3%	2,354 SH	Increased-46 SH
ISHARES TR	US TREAS BD ETF	$1.1M	0.5%	48,843 SH	New
ISHARES U S ETF TR	U.S. TECH INDEPD	$3.2M	1.5%Prev: 1.6%	28,347 SH	Increased+829 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$403K	0.2%Prev: 0.2%	7,874 SH	Decreased+17 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.1M	0.5%Prev: 0.6%	11,600 SH	Increased+855 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.0M	0.5%Prev: 0.5%	13,151 SH	Increased-135 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$982K	0.5%Prev: 0.5%	14,073 SH	Increased+1,539 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.8M	1.3%Prev: 1.4%	20,174 SH	Increased+391 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$358K	0.2%Prev: 0.2%	7,986 SH	Decreased-518 SH
J P MORGAN EXCHANGE TRADED F	U S TEC LEA ETF	$264K	0.1%	2,509 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$207K	0.1%	2,897 SH	New
JOHNSON & JOHNSON	COM	$914K	0.4%Prev: 0.3%	3,454 SH	Increased+222 SH
JPMORGAN CHASE & CO	COM	$2.5M	1.2%	7,466 SH	New
KLA CORP	COM NEW	$281K	0.1%	1,440 SH	New
LAM RESEARCH CORP	COM NEW	$442K	0.2%	1,345 SH	New
LINDE PLC	SHS	$211K	0.1%	444 SH	New
MARVELL TECHNOLOGY INC	COM	$218K	0.1%	825 SH	New
MASTERCARD INCORPORATED	CL A	$357K	0.2%Prev: 0.2%	648 SH	Decreased+2 SH
MERCK & CO INC	COM	$888K	0.4%Prev: 0.3%	6,113 SH	Increased+787 SH
META PLATFORMS INC	CL A	$1.7M	0.8%Prev: 0.9%	2,314 SH	Increased+195 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.7%	1,400 SH	New
MICROSOFT CORP	COM	$4.4M	2.1%Prev: 2.1%	8,573 SH	Increased+1,308 SH
MORGAN STANLEY	COM NEW	$213K	0.1%	1,131 SH	New
NETFLIX INC.	COM	$324K	0.2%	4,662 SH	New
NVIDIA CORPORATION	COM	$5.2M	2.5%Prev: 2.1%	22,924 SH	Increased+3,101 SH
ORACLE CORP	COM	$279K	0.1%Prev: 0.2%	2,030 SH	Decreased+645 SH
PALANTIR TECHNOLOGIES INC	CL A	$464K	0.2%Prev: 0.2%	2,480 SH	Increased+411 SH
PALO ALTO NETWORKS INC	COM	$334K	0.2%	840 SH	New
PFIZER INC	COM	$211K	0.1%Prev: 0.1%	7,416 SH	Decreased-2,106 SH
PHILIP MORRIS INTL INC	COM	$542K	0.3%Prev: 0.2%	2,842 SH	Increased+435 SH
QUALCOMM INC	COM	$222K	0.1%	1,207 SH	New
RTX CORPORATION	COM	$262K	0.1%	1,410 SH	New
SANDISK CORP	COM	$331K	0.2%	190 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.7M	0.8%Prev: 1.0%	78,895 SH	Increased+5,856 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$224K	0.1%	243 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$3.6M	1.7%	57,958 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$454K	0.2%	3,011 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$12.8M	6.0%	142,546 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.4M	0.7%	15,099 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$618K	0.3%	4,217 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.3M	1.1%	2,989 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$833K	0.4%	1,827 SH	New
TESLA INC	COM	$1.4M	0.7%Prev: 0.9%	3,925 SH	Decreased+430 SH
TEXAS INSTRS INC	COM	$250K	0.1%	893 SH	New
TJX COS INC NEW	COM	$564K	0.3%Prev: 0.4%	4,263 SH	Decreased-453 SH
TRAVELERS COMPANIES INC	COM	$234K	0.1%	656 SH	New
UNITEDHEALTH GROUP INC	COM	$403K	0.2%	1,098 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.1M	0.5%Prev: 0.7%	17,355 SH	Decreased-223 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$5.3M	2.5%	58,596 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$321K	0.2%	950 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$340K	0.2%	909 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$936K	0.4%	4,331 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$500K	0.2%Prev: 0.2%	10,552 SH	Increased+2,457 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$339K	0.2%Prev: 0.2%	1,300 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.6%Prev: 0.7%	5,311 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$213K	0.1%	4,636 SH	New
VISA INC	COM CL A	$514K	0.2%Prev: 0.3%	1,430 SH	Increased+118 SH
WALMART INC	COM	$477K	0.2%Prev: 0.3%	4,587 SH	Increased+208 SH
WELLS FARGO & CO	COM	$256K	0.1%	3,200 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$288K	0.1%Prev: 0.3%	3,504 SH	Decreased-3,996 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $422K
AT&T INC — $247K
BANK AMERICA CORP — $471K
BLACKROCK ETF TRUST — $1.0M
BLACKROCK ETF TRUST — $1.0M
BLACKROCK ETF TRUST II — $717K
CHEVRON CORP NEW — $297K
COSTCO WHSL CORP NEW — $342K
DIMENSIONAL ETF TRUST — $7.7M
DIMENSIONAL ETF TRUST — $1.9M
DIMENSIONAL ETF TRUST — $9.0M
DIMENSIONAL ETF TRUST — $12.3M
DIMENSIONAL ETF TRUST — $221K
EXXON MOBIL CORP — $1.2M
INVESCO EXCHANGE TRADED FD T — $2.2M
ISHARES TR — $572K
ISHARES TR — $1.5M
ISHARES TR — $202K
ISHARES TR — $626K
J P MORGAN EXCHANGE TRADED F — $231K
… and 17 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