Sutton Place Investors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Sutton Place Investors LLC reported 148 stock positions worth $206.5 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 6.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.9%) and Dimensional US Core Equity 2 (DFAC, 5.1%). Compared with Q1 2026, it opened 19 new positions, sold out of 7, added to 54 and reduced 58. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +28%) and the biggest sale an exit from Dick's Sporting Goods (DKS).
- Most Recent 13F
- Q2 2026
- Location
- ARMONK, NY
- CIK
- 0001930301
- Portfolio Value
- $206.5M (Q2 2026)
- SEC Filing
- 0001951757-26-001095 ↗ filed Aug 6, 2026
Holdings Value
Holdings 148 stocks · $206.5M
| DFUS Dimensional US Eq MKT ETF | 6.71% | 169,100 | $13.9M | Reduce -1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.94% | 139,693 | $12.3M | Add +28.4% |
| DFAC Dimensional US Core Equity 2 | 5.10% | 237,209 | $10.5M | Add +0.4% |
| DFAI Dimensional International Co. | 4.70% | 235,084 | $9.7M | Add +2.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.63% | 10 | $7.5M | No change |
| DFCF Dimensional Core Fixed Inc. | 3.58% | 175,236 | $7.4M | Add +0.7% |
| ITOT iShares Core S&P Total U.S. | 3.31% | 41,605 | $6.8M | Reduce -2.7% |
| DFAE Dimensional Emerging Core Eq | 3.03% | 155,425 | $6.2M | Reduce -1.4% |
| AAPL Apple Inc. | 2.92% | 20,815 | $6.0M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.47% | 59,119 | $5.1M | Add +0.5% |
| NVDA Nvidia Corp. | 2.18% | 22,543 | $4.5M | Add +2.6% |
| IVW iShares S&P 500 Growth ETF | 1.54% | 23,143 | $3.2M | Add +6.2% |
| XLE SS Energy Select Sector | 1.48% | 57,635 | $3.1M | Add +0.7% |
| MSFT Microsoft Corp. | 1.47% | 8,158 | $3.0M | Add +2.9% |
| IETC iShares U.S. Tech Independen | 1.47% | 28,324 | $3.0M | Add +1.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.46% | 44,451 | $3.0M | Reduce -0.4% |
| DFAS Dimensional US Small Cap ETF | 1.32% | 33,162 | $2.7M | Add +2.0% |
| BBUS JPMorgan Betabuilders US Equ | 1.30% | 20,001 | $2.7M | Add +0.6% |
| IVE iShares S&P 500 Value ETF | 1.30% | 11,843 | $2.7M | Reduce -11.6% |
| AMZN Amazon.com Inc. | 1.25% | 10,840 | $2.6M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 1.15% | 7,261 | $2.4M | Add +0.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.10% | 49,293 | $2.3M | Add +46.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.08% | 2,989 | $2.2M | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 1.00% | 27,092 | $2.1M | Add +31.4% |
| GOOGL Alphabet Inc. Class A | 0.97% | 5,602 | $2.0M | Add +1.3% |
| CORO Ish Intl CTRY Rot Act ETF | 0.94% | 52,784 | $1.9M | Add +7.3% |
| DFSD Dimensional Short Duration | 0.88% | 38,194 | $1.8M | Add +1.3% |
| TSLA Tesla Inc. | 0.82% | 4,016 | $1.7M | Add +6.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.81% | 72,046 | $1.7M | Add +0.9% |
| MU Micron Technology Inc. | 0.78% | 1,402 | $1.6M | Add +3.0% |
| AVGO Broadcom Inc. | 0.78% | 4,263 | $1.6M | Add +1.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.77% | 30,009 | $1.6M | Reduce -17.4% |
| DFIC Dimensional International Co. | 0.72% | 39,933 | $1.5M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.71% | 10,725 | $1.5M | Add +0.3% |
| DIHP Dimensional International Hi | 0.67% | 40,642 | $1.4M | Add +5.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.66% | 15,099 | $1.4M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.66% | 3,850 | $1.4M | Add +1.8% |
| FPEI First Trust Institutional PR | 0.66% | 70,179 | $1.4M | Add +1.2% |
| DFGR Dim Global Real Estate ETF | 0.65% | 46,210 | $1.3M | Add +7.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 2,657 | $1.3M | Reduce -0.7% |
| DFIV Dimensional International Va | 0.63% | 24,173 | $1.3M | Add +0.5% |
| SPMO Invesco S&P 500 Momentum ETF | 0.63% | 7,996 | $1.3M | Reduce -20.7% |
| META Meta Platforms Inc. Class A | 0.62% | 2,271 | $1.3M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 5,311 | $1.3M | No change |
| OEF iShares S&P 100 ETF | 0.58% | 3,281 | $1.2M | Add +2.4% |
| BLV Vanguard Long-Term Bond ETF | 0.58% | 17,278 | $1.2M | Reduce -4.8% |
| JGRO JPMorgan Active Growth ETF | 0.54% | 11,286 | $1.1M | Reduce -0.2% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.52% | 21,468 | $1.1M | Add +15.8% |
| JAVA JPMorgan Active Value ETF | 0.50% | 12,941 | $1.0M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 4,479 | $976K | Reduce -10.0% |
| CSCO Cisco Systems Inc. | 0.45% | 7,904 | $928K | Add +1.0% |
| MBB iShares MBS ETF | 0.44% | 9,602 | $908K | Add +1.4% |
| GOVT iShares US Treasury Bond ETF | 0.44% | 39,833 | $907K | Add +12.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 9,327 | $901K | Add +1.3% |
| ESGU iShares ESG Aware MSCI USA | 0.43% | 5,477 | $896K | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.43% | 1,520 | $883K | Add +4.0% |
| WBS Webster Financial Corp. | 0.43% | 11,525 | $881K | No change |
| AVEM Avantis Emerging Markets Eq | 0.43% | 9,098 | $878K | Reduce -33.0% |
| SHLD Global X Defense Tech ETF | 0.42% | 14,660 | $875K | Add +17.7% |
| QUAL iShares MSCI USA Quality Fac | 0.42% | 3,937 | $864K | Reduce -59.2% |
| THRO iShares U.S. Thematic Rotati | 0.41% | 19,780 | $853K | Reduce -35.1% |
| JNJ Johnson & Johnson | 0.40% | 3,284 | $834K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.40% | 688 | $825K | Add +3.3% |
| SCHW Schwab (charles) Corp. | 0.39% | 8,808 | $813K | Reduce -0.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.39% | 17,502 | $798K | Reduce -34.8% |
| MRK Merck & Co. Inc. | 0.38% | 6,109 | $785K | Reduce -0.1% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.38% | 18,139 | $776K | Reduce -9.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 1,616 | $772K | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 1,860 | $695K | Reduce -0.6% |
| INTC Intel Corp. | 0.32% | 4,770 | $666K | Add +4.3% |
| EFV iShares MSCI Eafe Value ETF | 0.31% | 8,473 | $649K | Reduce -62.3% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 4,217 | $642K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 4,213 | $638K | Reduce -4.5% |
| AMAT Applied Materials Inc. | 0.30% | 863 | $624K | Add +0.7% |
| GEV GE Vernova Inc. | 0.30% | 530 | $623K | No change |
| DFIS Dimensional International SM | 0.30% | 17,462 | $612K | No change |
| IALT Ishrs SYS Alt Act ETF | 0.28% | 20,754 | $582K | New |
| LRCX Lam Research Corp. | 0.28% | 1,319 | $572K | Add +2.0% |
| NYF iShares New York Muni Bond E | 0.27% | 10,493 | $566K | Reduce -3.6% |
| MUB iShares National Muni Bond E | 0.27% | 5,169 | $556K | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.26% | 2,116 | $534K | Reduce -0.3% |
| BAC Bank of America Corp. | 0.26% | 9,291 | $529K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.26% | 495 | $527K | Reduce -0.2% |
| WMT Walmart Inc. | 0.25% | 4,554 | $516K | Reduce -0.4% |
| PM Philip Morris International | 0.25% | 2,811 | $509K | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 649 | $478K | No change |
| GGOV iShares Global GB Usd Ha ETF | 0.23% | 9,474 | $476K | New |
| V Visa Inc. Class A | 0.23% | 1,384 | $475K | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 0.23% | 632 | $473K | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.23% | 1,125 | $468K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 1,608 | $452K | Add +1.8% |
| CAG Conagra Brands Inc. | 0.22% | 33,160 | $446K | Add +2.3% |
| KLAC KLA Corp. | 0.21% | 1,417 | $428K | Reduce -2.3% |
| SNDK Sandisk Corp. | 0.20% | 186 | $423K | New |
| DFEV Dimensional Emrg MRKT Val | 0.20% | 9,695 | $414K | Reduce -10.6% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 3,220 | $409K | Reduce -2.8% |
| ARTY iShares Future AI & Tech ETF | 0.20% | 5,350 | $407K | No change |
| JBND JPMorgan Active Bond ETF | 0.19% | 7,520 | $402K | Reduce -4.1% |
| BBAG JPMorgan Betabuilders US Agg | 0.19% | 8,363 | $384K | Reduce -7.9% |
| VTWG Vanguard Russell 2000 Growth | 0.18% | 1,300 | $374K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −1.04 |
| EFV iShares MSCI Eafe Value ETF | Reduce -62.3% | 0.31% | −0.60 |
| QUAL iShares MSCI USA Quality Fac | Reduce -59.2% | 0.42% | −0.59 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.32 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -34.8% | 0.39% | −0.29 |
| IVE iShares S&P 500 Value ETF | Reduce -11.6% | 1.30% | −0.25 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -57.5% | 0.12% | −0.20 |
| THRO iShares U.S. Thematic Rotati | Reduce -35.1% | 0.41% | −0.19 |
| AVEM Avantis Emerging Markets Eq | Reduce -33.0% | 0.43% | −0.17 |
| T AT&T Inc. | Sold out | 0.00% | −0.14 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.13 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.11 |
| NFLX Netflix Inc. | Reduce -9.4% | 0.17% | −0.11 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.11 |
| BLV Vanguard Long-Term Bond ETF | Reduce -4.8% | 0.58% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.62% | −0.09 |
| TJX TJX Companies Inc. | Reduce -4.5% | 0.31% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.0% | 0.47% | −0.06 |
| WMT Walmart Inc. | Reduce -0.4% | 0.25% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -0.1% | 0.39% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.64% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -14.2% | 0.17% | −0.05 |
| GLDM SPDR Gold Minishares Trust | Reduce -3.4% | 0.13% | −0.05 |
| BBAG JPMorgan Betabuilders US Agg | Reduce -7.9% | 0.19% | −0.04 |
| NYF iShares New York Muni Bond E | Reduce -3.6% | 0.27% | −0.04 |
| PFE Pfizer Inc. | Reduce -4.6% | 0.10% | −0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -6.3% | 0.18% | −0.04 |
| JBND JPMorgan Active Bond ETF | Reduce -4.1% | 0.19% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -1.6% | 0.27% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.40% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -6.0% | 0.15% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.7% | 3.31% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.38% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -6.1% | 0.10% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.11% | −0.02 |
| RTX RTX Corp. | Reduce -0.5% | 0.11% | −0.02 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.11% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -1.6% | 0.13% | −0.01 |
| DFEV Dimensional Emrg MRKT Val | Reduce -10.6% | 0.20% | −0.01 |
| HD Home Depot Inc. | Reduce -2.6% | 0.14% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.1% | 0.15% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -1.4% | 0.14% | −0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.5% | 0.66% | +0.00 |
| BBMC JPM Betabuilders US Mid Cap | Reduce -2.8% | 0.20% | +0.00 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.15% | +0.00 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -9.9% | 0.38% | +0.00 |
| BBSC JPMorgan Betabuilders US SC | Reduce -4.2% | 0.11% | +0.00 |
| GS Goldman Sachs Group Inc. | Reduce -0.8% | 0.13% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -20.7% | 0.63% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +28.4% | 5.94% | +1.39 |
| MU Micron Technology Inc. | Add +3.0% | 0.78% | +0.53 |
| IALT Ishrs SYS Alt Act ETF | New | 0.28% | +0.28 |
| AMD Advanced Micro Devices | Add +4.0% | 0.43% | +0.26 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +46.3% | 1.10% | +0.25 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.23% | +0.23 |
| UNH Unitedhealth Group Inc. | New | 0.23% | +0.23 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +31.4% | 1.00% | +0.23 |
| INTC Intel Corp. | Add +4.3% | 0.32% | +0.21 |
| SNDK Sandisk Corp. | New | 0.20% | +0.20 |
| IVW iShares S&P 500 Growth ETF | Add +6.2% | 1.54% | +0.19 |
| BA The Boeing Co. | New | 0.15% | +0.15 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.30% | +0.14 |
| CVS CVS Health Corp. | New | 0.14% | +0.14 |
| JTEK JPMorgan US Tech Leaders | New | 0.14% | +0.14 |
| LRCX Lam Research Corp. | Add +2.0% | 0.28% | +0.13 |
| IETC iShares U.S. Tech Independen | Add +1.6% | 1.47% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 2.47% | +0.12 |
| CSCO Cisco Systems Inc. | Add +1.0% | 0.45% | +0.12 |
| MRVL Marvell Technology Inc. | New | 0.12% | +0.12 |
| STX Seagate Technology Holdings | New | 0.11% | +0.11 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +15.8% | 0.52% | +0.11 |
| TRV The Travelers Cos Inc. | New | 0.11% | +0.11 |
| CRWV Coreweave Inc. Class A | New | 0.11% | +0.11 |
| QCOM Qualcomm Inc. | New | 0.11% | +0.11 |
| JHMM John Hancock Multi Fact Mid | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.10% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.10% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.10% | +0.10 |
| WDC Western Digital Corp. | New | 0.10% | +0.10 |
| TXN Texas Instruments Inc. | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.97% | +0.10 |
| IJH iShares Core S&P Midcap ETF | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +2.6% | 2.18% | +0.09 |
| DFAC Dimensional US Core Equity 2 | Add +0.4% | 5.10% | +0.07 |
| CORO Ish Intl CTRY Rot Act ETF | Add +7.3% | 0.94% | +0.07 |
| AVGO Broadcom Inc. | Add +1.3% | 0.78% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.66% | +0.07 |
| LLY Eli Lilly & Co. | Add +3.3% | 0.40% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +2.0% | 1.32% | +0.06 |
| TSLA Tesla Inc. | Add +6.8% | 0.82% | +0.05 |
| BBUS JPMorgan Betabuilders US Equ | Add +0.6% | 1.30% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.0% | 1.25% | +0.03 |
| DFGR Dim Global Real Estate ETF | Add +7.9% | 0.65% | +0.03 |
| OEF iShares S&P 100 ETF | Add +2.4% | 0.58% | +0.02 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.22% | +0.01 |
| V Visa Inc. Class A | Add +3.1% | 0.23% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 0.23% | +0.01 |
| PM Philip Morris International | Add +4.7% | 0.25% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +0.3% | 0.13% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 148 | $206.5M | DFUS, SPYM, DFAC, DFAI, BRK.A |
| Q1 2026 | 136 | $182.8M | DFUS, DFAC, DFAI, SPYM, DFCF |
| Q4 2025 | 130 | $182.1M | DFUS, DFAC, DFAI, DFCF, SPYM |
| Q3 2025 | 122 | $175.4M | DFUS, DFAI, DFAC, DFCF, SPYM |
| Q2 2025 | 118 | $166.2M | DFUS, DFAI, DFAC, DFCF, SPYM |
| Q1 2025 | 106 | $148.7M | DFUS, SPYM, BRK.A, DFCF, DFAI |
| Q4 2024 | 129 | $172.7M | DFUS, SPYM, AAPL, DFAC, DFCF |
| Q3 2024 | 123 | $163.7M | DFUS, SPYM, DFCF, DFAC, AAPL |
| Q2 2024 | 117 | $150.3M | DFUS, SPYM, DFCF, DFAC, AAPL |
| Q1 2024 | 150 | $202.1M | DFUS, SPYM, DFCF, DFAC, AAPL |