Sutton Place Investors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Sutton Place Investors LLC reported 117 stock positions worth $150.3 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 6.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 6.1%) and Dimensional Core Fixed (DFCF, 5.2%). Compared with Q1 2024, it opened 6 new positions, sold out of 39, added to 49 and reduced 56. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +1%) and the biggest sale Johnson & Johnson (JNJ, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- ARMONK, NY
- CIK
- 0001930301
- Portfolio Value
- $150.3M (Q2 2024)
- SEC Filing
- 0001951757-24-000551 ↗ filed Jul 18, 2024
Holdings Value
Holdings 117 stocks · $150.3M
| DFUS Dimensional US Eq MKT ETF | 6.53% | 166,709 | $9.8M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.06% | 142,345 | $9.1M | Reduce -3.8% |
| DFCF Dimensional Core Fixed Inc. | 5.20% | 188,130 | $7.8M | Add +0.6% |
| DFAC Dimensional US Core Equity 2 | 5.10% | 237,912 | $7.7M | Reduce -0.9% |
| AAPL Apple Inc. | 4.76% | 33,947 | $7.1M | Reduce -15.7% |
| ITOT iShares Core S&P Total U.S. | 3.44% | 43,485 | $5.2M | Add +7.7% |
| DFAI Dimensional International Co. | 3.24% | 163,860 | $4.9M | Add +4.1% |
| DFAE Dimensional Emerging Core Eq | 2.60% | 151,074 | $3.9M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.22% | 8,911 | $3.3M | Reduce -9.9% |
| MSFT Microsoft Corp. | 2.13% | 7,164 | $3.2M | Reduce -46.6% |
| JPM JPMorgan Chase & Co. | 1.96% | 14,591 | $3.0M | Reduce -35.8% |
| XLE SS Energy Select Sector | 1.76% | 29,020 | $2.6M | Add +0.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.63% | 54,192 | $2.5M | Reduce -8.4% |
| QUAL iShares MSCI USA Quality Fac | 1.57% | 13,776 | $2.4M | Add +6.5% |
| IVW iShares S&P 500 Growth ETF | 1.53% | 24,813 | $2.3M | Add +73.8% |
| MRK Merck & Co. Inc. | 1.44% | 17,443 | $2.2M | Reduce -50.6% |
| SCHZ Schwab US Aggregate Bond ETF | 1.40% | 46,198 | $2.1M | Reduce -5.0% |
| FPEI First Trust Institutional PR | 1.39% | 113,599 | $2.1M | Add +1.3% |
| PG The Procter & Gamble Co. | 1.39% | 12,646 | $2.1M | Reduce -47.1% |
| LLY Eli Lilly & Co. | 1.33% | 2,213 | $2.0M | Reduce -47.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.33% | 18,138 | $2.0M | Add +0.7% |
| IETC iShares U.S. Tech Independen | 1.25% | 25,030 | $1.9M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.25% | 16,340 | $1.9M | Reduce -41.5% |
| DFAS Dimensional US Small Cap ETF | 1.24% | 31,097 | $1.9M | Add +50.5% |
| DFSD Dimensional Short Duration | 1.20% | 38,265 | $1.8M | Reduce -1.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.19% | 38,101 | $1.8M | Add +11.9% |
| IUSV iShares Core S&P U.S. Value | 1.18% | 20,097 | $1.8M | Add +0.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.16% | 17,046 | $1.7M | Add +60.0% |
| WTM White Mountains Insurance GP | 1.12% | 929 | $1.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 2,768 | $1.5M | No change |
| NVDA Nvidia Corp. | 0.97% | 11,815 | $1.5M | Add +65.0% |
| BBUS JPMorgan Betabuilders US Equ | 0.96% | 14,729 | $1.4M | Add +39.7% |
| BDX Becton Dickinson and Co. | 0.85% | 5,466 | $1.3M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.85% | 6,580 | $1.3M | Reduce -54.1% |
| UNP Union Pacific Corp. | 0.78% | 5,180 | $1.2M | Reduce -0.3% |
| MBB iShares MBS ETF | 0.75% | 12,225 | $1.1M | Reduce -2.1% |
| FMB First Trust Managed Municipa | 0.72% | 21,321 | $1.1M | Reduce -0.5% |
| IYW iShares Ustechnology ETF | 0.72% | 7,142 | $1.1M | Add +6.7% |
| IVE iShares S&P 500 Value ETF | 0.69% | 5,704 | $1.0M | Add +9.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.68% | 15,416 | $1.0M | Add +0.2% |
| BLV Vanguard Long-Term Bond ETF | 0.67% | 14,257 | $1.0M | Add +2.1% |
| EFV iShares MSCI Eafe Value ETF | 0.65% | 18,303 | $971K | Reduce -22.3% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 5,311 | $970K | No change |
| CSL Carlisle Cos Inc. | 0.64% | 2,385 | $966K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.63% | 5,210 | $949K | Reduce -69.0% |
| TRV The Travelers Cos Inc. | 0.61% | 4,482 | $911K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.59% | 1,759 | $887K | Reduce -41.8% |
| CAG Conagra Brands Inc. | 0.57% | 30,138 | $857K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 4,845 | $838K | Reduce -52.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.52% | 10,673 | $775K | Reduce -13.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 4,592 | $737K | Reduce -44.7% |
| OEF iShares S&P 100 ETF | 0.48% | 2,746 | $726K | Add +1.2% |
| ESGU iShares ESG Aware MSCI USA | 0.48% | 6,080 | $725K | Add +0.0% |
| JNJ Johnson & Johnson | 0.46% | 4,753 | $695K | Reduce -80.2% |
| CVX Chevron Corp. | 0.44% | 4,249 | $665K | Reduce -74.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 1,595 | $649K | Reduce -10.1% |
| IEMG iShares Core MSCI Emerging | 0.43% | 12,094 | $647K | Add +133.1% |
| TLT iShares 20+ Year Treasury BD | 0.41% | 6,730 | $618K | Reduce -11.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.40% | 10,199 | $604K | Add +3.8% |
| SCHW Schwab (charles) Corp. | 0.40% | 8,086 | $596K | Add +2.1% |
| JAVA JPMorgan Active Value ETF | 0.40% | 10,030 | $594K | Add +52.6% |
| JGRO JPMorgan Active Growth ETF | 0.39% | 7,894 | $593K | Add +29.7% |
| MUB iShares National Muni Bond E | 0.39% | 5,563 | $593K | Add +34.8% |
| DFIV Dimensional International Va | 0.38% | 15,758 | $566K | Reduce -5.5% |
| BBAG JPMorgan Betabuilders US Agg | 0.37% | 12,365 | $561K | Add +41.3% |
| GOOG Alphabet Inc. Class C | 0.37% | 3,007 | $552K | Reduce -0.0% |
| NYF iShares New York Muni Bond E | 0.36% | 10,065 | $537K | Reduce -11.5% |
| SDY SS SPDR S&P Dividend ETF | 0.36% | 4,224 | $537K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.35% | 9,937 | $519K | Add +9.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 9,628 | $482K | Reduce -12.0% |
| AXP American Express Co. | 0.31% | 2,027 | $469K | Add +0.8% |
| PEP Pepsico Inc. | 0.31% | 2,792 | $461K | Reduce -55.2% |
| KO The Coca-Cola Co. | 0.30% | 7,143 | $455K | Reduce -49.3% |
| WBS Webster Financial Corp. | 0.29% | 9,859 | $430K | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.28% | 261 | $419K | Add +12.5% |
| EMR Emerson Electric Co. | 0.28% | 3,779 | $416K | Reduce -69.5% |
| ABBV Abbvie Inc. | 0.27% | 2,402 | $412K | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.27% | 806 | $410K | Reduce -63.2% |
| HD Home Depot Inc. | 0.26% | 1,146 | $394K | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 0.25% | 689 | $377K | Reduce -20.2% |
| CAT Caterpillar Inc. | 0.25% | 1,119 | $373K | Add +0.9% |
| COF Capital One Financial Corp. | 0.24% | 2,632 | $364K | Add +0.6% |
| PFE Pfizer Inc. | 0.24% | 12,716 | $356K | Reduce -62.8% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.23% | 27,727 | $348K | Add +2.0% |
| MMM 3M Co. | 0.23% | 3,402 | $348K | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.23% | 7,193 | $342K | Reduce -67.6% |
| TSLA Tesla Inc. | 0.22% | 1,680 | $332K | Add +25.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.20% | 8,656 | $308K | Reduce -29.7% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 7,326 | $304K | Reduce -65.2% |
| SUB iShares Short-Term National | 0.20% | 2,851 | $298K | Reduce -22.0% |
| DIHP Dimensional International Hi | 0.20% | 11,256 | $296K | Add +46.5% |
| DFIC Dimensional International Co. | 0.20% | 11,246 | $296K | New |
| JCPB JPMorgan Core Plus Bond ETF | 0.19% | 6,040 | $280K | Add +30.5% |
| PSX Phillips 66 | 0.19% | 1,978 | $279K | Reduce -68.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 6,641 | $264K | Reduce -78.7% |
| ECL Ecolab Inc. | 0.17% | 1,096 | $261K | Add +1.0% |
| VTWG Vanguard Russell 2000 Growth | 0.17% | 1,300 | $248K | No change |
| DFGR Dim Global Real Estate ETF | 0.16% | 9,882 | $247K | New |
| WMT Walmart Inc. | 0.16% | 3,615 | $245K | Reduce -85.9% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 2,755 | $242K | Add +19.9% |
Portfolio Sells Q1 2024 → Q2 2024
| JNJ Johnson & Johnson | Reduce -80.2% | 0.46% | −1.41 |
| RTX RTX Corp. | Sold out | 0.00% | −1.18 |
| MRK Merck & Co. Inc. | Reduce -50.6% | 1.44% | −0.87 |
| CVX Chevron Corp. | Reduce -74.3% | 0.44% | −0.85 |
| VZ Verizon Communications Inc. | Reduce -86.3% | 0.16% | −0.72 |
| MSFT Microsoft Corp. | Reduce -46.6% | 2.13% | −0.66 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.65 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.63 |
| GOOGL Alphabet Inc. Class A | Reduce -69.0% | 0.63% | −0.62 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.61 |
| WMT Walmart Inc. | Reduce -85.9% | 0.16% | −0.60 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.58 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.53 |
| PG The Procter & Gamble Co. | Reduce -47.1% | 1.39% | −0.53 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.51 |
| COP Conocophillips | Sold out | 0.00% | −0.48 |
| C Citigroup Inc. | Sold out | 0.00% | −0.47 |
| INTC Intel Corp. | Sold out | 0.00% | −0.46 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.44 |
| AMZN Amazon.com Inc. | Reduce -54.1% | 0.85% | −0.43 |
| ES Eversource Energy | Sold out | 0.00% | −0.43 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.43 |
| EMR Emerson Electric Co. | Reduce -69.5% | 0.28% | −0.42 |
| BAC Bank of America Corp. | Reduce -78.7% | 0.18% | −0.41 |
| IBM Intl Business Machines Corp. | Reduce -52.5% | 0.56% | −0.41 |
| PM Philip Morris International | Sold out | 0.00% | −0.40 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.39 |
| GM General Motors Co. | Sold out | 0.00% | −0.39 |
| BMY Bristol-Myers Squibb Co. | Reduce -65.2% | 0.20% | −0.36 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.36 |
| XOM Exxon Mobil Corp. | Reduce -41.5% | 1.25% | −0.35 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.35 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.32 |
| PSX Phillips 66 | Reduce -68.5% | 0.19% | −0.32 |
| CSCO Cisco Systems Inc. | Reduce -67.6% | 0.23% | −0.32 |
| O Realty Income Corp. | Sold out | 0.00% | −0.31 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.31 |
| FSMB First Trust Short Dur Manag | Sold out | 0.00% | −0.31 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.29 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -35.8% | 1.96% | −0.29 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.29 |
| LLY Eli Lilly & Co. | Reduce -47.3% | 1.33% | −0.28 |
| ABT Abbott Laboratories | Reduce -70.3% | 0.16% | −0.27 |
| UNH Unitedhealth Group Inc. | Reduce -63.2% | 0.27% | −0.26 |
| TGT Target Corp. | Sold out | 0.00% | −0.26 |
| AEP American Electric Power | Sold out | 0.00% | −0.26 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.24 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.24 |
| PEP Pepsico Inc. | Reduce -55.2% | 0.31% | −0.23 |
Portfolio Buys Q1 2024 → Q2 2024
| DFUS Dimensional US Eq MKT ETF | Add +0.6% | 6.53% | +1.86 |
| DFCF Dimensional Core Fixed Inc. | Add +0.6% | 5.20% | +1.32 |
| ITOT iShares Core S&P Total U.S. | Add +7.7% | 3.44% | +1.13 |
| IVW iShares S&P 500 Growth ETF | Add +73.8% | 1.53% | +0.93 |
| DFAI Dimensional International Co. | Add +4.1% | 3.24% | +0.88 |
| DFAE Dimensional Emerging Core Eq | Add +2.0% | 2.60% | +0.79 |
| NVDA Nvidia Corp. | Add +65.0% | 0.97% | +0.65 |
| EFG iShares MSCI Eafe Growth ETF | Add +60.0% | 1.16% | +0.61 |
| DFAS Dimensional US Small Cap ETF | Add +50.5% | 1.24% | +0.61 |
| QUAL iShares MSCI USA Quality Fac | Add +6.5% | 1.57% | +0.51 |
| BBUS JPMorgan Betabuilders US Equ | Add +39.7% | 0.96% | +0.47 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +11.9% | 1.19% | +0.44 |
| TJX TJX Companies Inc. | Add +0.7% | 1.33% | +0.42 |
| XLE SS Energy Select Sector | Add +0.4% | 1.76% | +0.41 |
| FPEI First Trust Institutional PR | Add +1.3% | 1.39% | +0.38 |
| IETC iShares U.S. Tech Independen | Add +0.1% | 1.25% | +0.38 |
| IEMG iShares Core MSCI Emerging | Add +133.1% | 0.43% | +0.30 |
| IUSV iShares Core S&P U.S. Value | Add +0.5% | 1.18% | +0.28 |
| IYW iShares Ustechnology ETF | Add +6.7% | 0.72% | +0.27 |
| IVE iShares S&P 500 Value ETF | Add +9.3% | 0.69% | +0.21 |
| JAVA JPMorgan Active Value ETF | Add +52.6% | 0.40% | +0.20 |
| DFIC Dimensional International Co. | New | 0.20% | +0.20 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.2% | 0.68% | +0.19 |
| JGRO JPMorgan Active Growth ETF | Add +29.7% | 0.39% | +0.18 |
| CSL Carlisle Cos Inc. | Add +0.1% | 0.64% | +0.18 |
| BBAG JPMorgan Betabuilders US Agg | Add +41.3% | 0.37% | +0.17 |
| MUB iShares National Muni Bond E | Add +34.8% | 0.39% | +0.17 |
| BLV Vanguard Long-Term Bond ETF | Add +2.1% | 0.67% | +0.17 |
| DFGR Dim Global Real Estate ETF | New | 0.16% | +0.16 |
| OEF iShares S&P 100 ETF | Add +1.2% | 0.48% | +0.15 |
| V Visa Inc. Class A | New | 0.14% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.14% | +0.14 |
| MS Morgan Stanley | New | 0.14% | +0.14 |
| ESGU iShares ESG Aware MSCI USA | Add +0.0% | 0.48% | +0.14 |
| NFLX Netflix Inc. | New | 0.14% | +0.14 |
| CAG Conagra Brands Inc. | Add +0.2% | 0.57% | +0.13 |
| AVGO Broadcom Inc. | Add +12.5% | 0.28% | +0.13 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +3.8% | 0.40% | +0.12 |
| SCHW Schwab (charles) Corp. | Add +2.1% | 0.40% | +0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +9.1% | 0.35% | +0.11 |
| TSLA Tesla Inc. | Add +25.8% | 0.22% | +0.11 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.61% | +0.10 |
| DIHP Dimensional International Hi | Add +46.5% | 0.20% | +0.09 |
| AXP American Express Co. | Add +0.8% | 0.31% | +0.09 |
| JCPB JPMorgan Core Plus Bond ETF | Add +30.5% | 0.19% | +0.08 |
| BBMC JPM Betabuilders US Mid Cap | Add +19.9% | 0.16% | +0.06 |
| F Ford Motor Co. | Add +2.0% | 0.23% | +0.05 |
| HD Home Depot Inc. | Add +2.4% | 0.26% | +0.05 |
| CL Colgate-Palmolive Co. | Add +3.5% | 0.15% | +0.05 |
| COF Capital One Financial Corp. | Add +0.6% | 0.24% | +0.05 |
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 |