Sutton Place Investors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Sutton Place Investors LLC reported 118 stock positions worth $166.2 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 6.9% of the portfolio, followed by Dimensional International (DFAI, 5.5%) and Dimensional US Core Equity 2 (DFAC, 5.1%). Compared with Q1 2025, it opened 16 new positions, sold out of 4, added to 59 and reduced 37. The biggest buy was a new position in iShares U.S. Thematic Rotati (THRO) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- ARMONK, NY
- CIK
- 0001930301
- Portfolio Value
- $166.2M (Q2 2025)
- SEC Filing
- 0001951757-25-000909 ↗ filed Jul 22, 2025
Holdings Value
Holdings 118 stocks · $166.2M
| DFUS Dimensional US Eq MKT ETF | 6.86% | 170,180 | $11.4M | Add +0.1% |
| DFAI Dimensional International Co. | 5.49% | 263,777 | $9.1M | Add +3.2% |
| DFAC Dimensional US Core Equity 2 | 5.05% | 234,158 | $8.4M | Add +1.1% |
| DFCF Dimensional Core Fixed Inc. | 4.60% | 180,979 | $7.6M | Reduce -4.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.43% | 101,332 | $7.4M | Reduce -21.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.39% | 10 | $7.3M | No change |
| ITOT iShares Core S&P Total U.S. | 3.50% | 43,045 | $5.8M | Reduce -0.3% |
| DFAE Dimensional Emerging Core Eq | 3.16% | 181,273 | $5.2M | Add +1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.58% | 9,785 | $4.3M | Add +0.2% |
| AAPL Apple Inc. | 2.20% | 17,811 | $3.7M | Reduce -4.5% |
| MSFT Microsoft Corp. | 2.14% | 7,146 | $3.6M | Add +7.2% |
| QUAL iShares MSCI USA Quality Fac | 1.92% | 17,457 | $3.2M | Add +4.0% |
| NVDA Nvidia Corp. | 1.80% | 18,884 | $3.0M | Add +12.3% |
| EFV iShares MSCI Eafe Value ETF | 1.69% | 44,248 | $2.8M | Add +41.8% |
| IETC iShares U.S. Tech Independen | 1.56% | 27,491 | $2.6M | Add +0.4% |
| XLE SS Energy Select Sector | 1.48% | 29,010 | $2.5M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 1.39% | 20,975 | $2.3M | Reduce -14.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.38% | 42,204 | $2.3M | Add +3.2% |
| FPEI First Trust Institutional PR | 1.37% | 119,647 | $2.3M | Add +3.2% |
| BBUS JPMorgan Betabuilders US Equ | 1.36% | 20,192 | $2.3M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 1.23% | 7,064 | $2.0M | Add +7.8% |
| AMZN Amazon.com Inc. | 1.23% | 9,318 | $2.0M | Add +23.4% |
| DFAS Dimensional US Small Cap ETF | 1.21% | 31,666 | $2.0M | Reduce -0.9% |
| IUSV iShares Core S&P U.S. Value | 1.16% | 20,314 | $1.9M | Add +0.5% |
| IVE iShares S&P 500 Value ETF | 1.11% | 9,480 | $1.9M | Add +7.1% |
| DFSD Dimensional Short Duration | 1.11% | 38,544 | $1.9M | Reduce -4.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.09% | 39,327 | $1.8M | Reduce -21.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.09% | 2,932 | $1.8M | Add +0.7% |
| SCHZ Schwab US Aggregate Bond ETF | 1.03% | 73,638 | $1.7M | Reduce -14.2% |
| IEMG iShares Core MSCI Emerging | 0.95% | 26,337 | $1.6M | Add +95.4% |
| META Meta Platforms Inc. Class A | 0.90% | 2,037 | $1.5M | Add +16.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.76% | 11,236 | $1.3M | Reduce -25.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.74% | 16,334 | $1.2M | Add +6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 2,510 | $1.2M | Add +9.0% |
| BLV Vanguard Long-Term Bond ETF | 0.73% | 17,385 | $1.2M | Add +0.8% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.73% | 26,173 | $1.2M | Add +93.1% |
| DFIC Dimensional International Co. | 0.72% | 38,372 | $1.2M | Reduce -2.2% |
| DFIV Dimensional International Va | 0.70% | 27,109 | $1.2M | Add +47.7% |
| XOM Exxon Mobil Corp. | 0.68% | 10,532 | $1.1M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.67% | 3,487 | $1.1M | Add +21.6% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 5,311 | $1.1M | No change |
| DIHP Dimensional International Hi | 0.64% | 36,049 | $1.1M | Add +13.0% |
| AVGO Broadcom Inc. | 0.64% | 3,845 | $1.1M | Add +25.2% |
| IYW iShares Ustechnology ETF | 0.63% | 6,062 | $1.1M | Reduce -9.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.61% | 19,586 | $1.0M | Add +55.0% |
| OEF iShares S&P 100 ETF | 0.59% | 3,230 | $983K | Reduce -4.9% |
| THRO iShares U.S. Thematic Rotati | 0.58% | 26,994 | $960K | New |
| JGRO JPMorgan Active Growth ETF | 0.57% | 11,074 | $953K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.56% | 5,247 | $925K | Add +19.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 4,965 | $878K | No change |
| MBB iShares MBS ETF | 0.52% | 9,166 | $861K | Reduce -5.3% |
| JAVA JPMorgan Active Value ETF | 0.50% | 12,635 | $828K | Reduce -4.1% |
| SCHW Schwab (charles) Corp. | 0.49% | 8,860 | $808K | Add +2.1% |
| ESGU iShares ESG Aware MSCI USA | 0.47% | 5,764 | $780K | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 9,153 | $764K | Reduce -1.8% |
| NFLX Netflix Inc. | 0.44% | 545 | $730K | Add +24.4% |
| DFGR Dim Global Real Estate ETF | 0.44% | 27,044 | $726K | Add +17.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.42% | 13,312 | $703K | Reduce -4.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.41% | 6,015 | $677K | Add +1.9% |
| WBS Webster Financial Corp. | 0.40% | 12,195 | $666K | Reduce -4.6% |
| CAG Conagra Brands Inc. | 0.38% | 30,611 | $627K | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.38% | 3,530 | $626K | Add +10.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 4,928 | $609K | New |
| MUB iShares National Muni Bond E | 0.35% | 5,529 | $578K | Add +40.2% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 4,217 | $572K | Reduce -0.2% |
| IAGG iShares Intl Aggregate Bond | 0.34% | 10,935 | $559K | New |
| DEHP Dimensional Emrg MRK Hi Prof | 0.33% | 19,853 | $556K | Add +36.1% |
| CSCO Cisco Systems Inc. | 0.31% | 7,418 | $515K | Add +3.4% |
| DFIS Dimensional International SM | 0.30% | 16,851 | $503K | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,659 | $489K | Add +0.7% |
| JNJ Johnson & Johnson | 0.28% | 3,098 | $473K | Reduce -5.8% |
| V Visa Inc. Class A | 0.28% | 1,309 | $465K | Add +12.3% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,764 | $454K | Add +5.9% |
| MRK Merck & Co. Inc. | 0.27% | 5,709 | $452K | New |
| IVV iShares Core S&P 500 ETF | 0.26% | 691 | $429K | Add +5.0% |
| FMB First Trust Managed Municipa | 0.26% | 8,540 | $425K | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 8,970 | $424K | Add +5.9% |
| WMT Walmart Inc. | 0.26% | 4,339 | $424K | Add +3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 8,114 | $398K | Reduce -24.4% |
| LLY Eli Lilly & Co. | 0.24% | 507 | $395K | Reduce -1.6% |
| NYF iShares New York Muni Bond E | 0.24% | 7,539 | $393K | Reduce -10.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.23% | 13,468 | $389K | New |
| JBND JPMorgan Active Bond ETF | 0.23% | 7,087 | $380K | Reduce -5.3% |
| COST Costco Wholesale Corp. | 0.22% | 376 | $372K | Add +9.3% |
| BBAG JPMorgan Betabuilders US Agg | 0.22% | 8,034 | $371K | Reduce -4.5% |
| MA Mastercard Inc. Class A | 0.22% | 650 | $365K | Add +2.5% |
| GLDM SPDR Gold Minishares Trust | 0.22% | 5,517 | $361K | Reduce -25.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 649 | $358K | Add +12.5% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 3,629 | $354K | Reduce -1.8% |
| JCPB JPMorgan Core Plus Bond ETF | 0.21% | 7,460 | $351K | Reduce -6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 1,533 | $347K | Add +1.0% |
| PM Philip Morris International | 0.20% | 1,835 | $334K | Add +22.8% |
| DFEV Dimensional Emrg MRKT Val | 0.19% | 10,454 | $314K | Add +18.7% |
| HD Home Depot Inc. | 0.18% | 813 | $298K | Add +7.4% |
| DISV Dimensional International SM | 0.17% | 8,610 | $283K | Add +7.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 913 | $277K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 2,224 | $276K | New |
| GEV GE Vernova Inc. | 0.16% | 515 | $273K | New |
| ORCL Oracle Corp. | 0.16% | 1,246 | $272K | New |
| SUB iShares Short-Term National | 0.16% | 2,558 | $272K | Reduce -0.8% |
Portfolio Sells Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -21.0% | 4.43% | −1.24 |
| DFCF Dimensional Core Fixed Inc. | Reduce -4.6% | 4.60% | −0.77 |
| AAPL Apple Inc. | Reduce -4.5% | 2.20% | −0.59 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.51 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -21.1% | 1.09% | −0.45 |
| XLE SS Energy Select Sector | Reduce -0.4% | 1.48% | −0.35 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.34 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -14.2% | 1.03% | −0.31 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -25.3% | 0.76% | −0.25 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.22 |
| DFSD Dimensional Short Duration | Reduce -4.0% | 1.11% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.68% | −0.17 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -14.9% | 1.39% | −0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -24.4% | 0.24% | −0.12 |
| MBB iShares MBS ETF | Reduce -5.3% | 0.52% | −0.09 |
| GLDM SPDR Gold Minishares Trust | Reduce -25.9% | 0.22% | −0.09 |
| JNJ Johnson & Johnson | Reduce -5.8% | 0.28% | −0.08 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.9% | 1.21% | −0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -4.4% | 0.42% | −0.07 |
| JAVA JPMorgan Active Value ETF | Reduce -4.1% | 0.50% | −0.06 |
| NYF iShares New York Muni Bond E | Reduce -10.9% | 0.24% | −0.06 |
| CVX Chevron Corp. | Reduce -3.2% | 0.14% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.24% | −0.05 |
| FMB First Trust Managed Municipa | Reduce -3.6% | 0.26% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 3.50% | −0.04 |
| WBS Webster Financial Corp. | Reduce -4.6% | 0.40% | −0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -6.6% | 0.21% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.2% | 0.34% | −0.04 |
| JBND JPMorgan Active Bond ETF | Reduce -5.3% | 0.23% | −0.04 |
| BBAG JPMorgan Betabuilders US Agg | Reduce -4.5% | 0.22% | −0.04 |
| OEF iShares S&P 100 ETF | Reduce -4.9% | 0.59% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.3% | 0.12% | −0.02 |
| SUB iShares Short-Term National | Reduce -0.8% | 0.16% | −0.02 |
| DFIC Dimensional International Co. | Reduce -2.2% | 0.72% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.8% | 0.46% | −0.01 |
| BBMC JPM Betabuilders US Mid Cap | Reduce -1.8% | 0.21% | −0.01 |
| F Ford Motor Co. | Reduce -3.3% | 0.15% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.1% | 0.47% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -9.6% | 0.63% | −0.00 |
| DFIS Dimensional International SM | Reduce -0.5% | 0.30% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| THRO iShares U.S. Thematic Rotati | New | 0.58% | +0.58 |
| NVDA Nvidia Corp. | Add +12.3% | 1.80% | +0.57 |
| IEMG iShares Core MSCI Emerging | Add +95.4% | 0.95% | +0.46 |
| MSFT Microsoft Corp. | Add +7.2% | 2.14% | +0.46 |
| EFV iShares MSCI Eafe Value ETF | Add +41.8% | 1.69% | +0.45 |
| TJX TJX Companies Inc. | New | 0.37% | +0.37 |
| IAGG iShares Intl Aggregate Bond | New | 0.34% | +0.34 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +93.1% | 0.73% | +0.30 |
| AVGO Broadcom Inc. | Add +25.2% | 0.64% | +0.29 |
| MRK Merck & Co. Inc. | New | 0.27% | +0.27 |
| AMZN Amazon.com Inc. | Add +23.4% | 1.23% | +0.26 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.23% | +0.23 |
| META Meta Platforms Inc. Class A | Add +16.2% | 0.90% | +0.23 |
| XLG Invesco S&P 500 Top 50 ETF | Add +55.0% | 0.61% | +0.22 |
| DFIV Dimensional International Va | Add +47.7% | 0.70% | +0.21 |
| IETC iShares U.S. Tech Independen | Add +0.4% | 1.56% | +0.18 |
| TSLA Tesla Inc. | Add +21.6% | 0.67% | +0.17 |
| DIS The Walt Disney Co. | New | 0.17% | +0.17 |
| NFLX Netflix Inc. | Add +24.4% | 0.44% | +0.16 |
| GEV GE Vernova Inc. | New | 0.16% | +0.16 |
| ORCL Oracle Corp. | New | 0.16% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | New | 0.16% | +0.16 |
| WFC Wells Fargo & Co. | New | 0.15% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +7.8% | 1.23% | +0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 2.58% | +0.15 |
| CRM Salesforce Inc. | New | 0.13% | +0.13 |
| JTEK JPMorgan US Tech Leaders | New | 0.13% | +0.13 |
| UBER Uber Technologies Inc. | New | 0.13% | +0.13 |
| KO The Coca-Cola Co. | New | 0.12% | +0.12 |
| DFSV Dimensional US Small Cap Val | New | 0.12% | +0.12 |
| IEV iShares Europe ETF | New | 0.12% | +0.12 |
| DFAI Dimensional International Co. | Add +3.2% | 5.49% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +19.3% | 0.56% | +0.10 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +36.1% | 0.33% | +0.09 |
| MUB iShares National Muni Bond E | Add +40.2% | 0.35% | +0.07 |
| DIHP Dimensional International Hi | Add +13.0% | 0.64% | +0.06 |
| DFAE Dimensional Emerging Core Eq | Add +1.7% | 3.16% | +0.05 |
| GE General Electric | Add +5.9% | 0.27% | +0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.2% | 1.38% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +10.9% | 0.38% | +0.04 |
| PM Philip Morris International | Add +22.8% | 0.20% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1.9% | 0.41% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 0.21% | +0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +6.5% | 0.74% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.5% | 0.22% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +2.1% | 0.49% | +0.03 |
| DFGR Dim Global Real Estate ETF | Add +17.0% | 0.44% | +0.03 |
| DFEV Dimensional Emrg MRKT Val | Add +18.7% | 0.19% | +0.03 |
| JGRO JPMorgan Active Growth ETF | Add +0.0% | 0.57% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.29% | +0.02 |
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 |