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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $202.1M Q1 2024 Q2 2024: $150.3M Q2 2024 Q3 2024: $163.7M Q3 2024 Q4 2024: $172.7M Q4 2024 Q1 2025: $148.7M Q1 2025 Q2 2025: $166.2M $166.2M Q2 2025 Q3 2025: $175.4M Q3 2025 Q4 2025: $182.1M Q4 2025 Q1 2026: $182.8M Q1 2026 Q2 2026: $206.5M Q2 2026

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%
VTWG Vanguard Russell 2000 Growth 0.16% 1,300 $271K No change
PLTR Palantir Technologies Inc. Class A 0.16% 1,974 $269K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.16% 947 $262K No change
DFSU Dimensional US Sus CORE1 ETF 0.16% 6,567 $258K Add +2.0%
WFC Wells Fargo & Co. 0.15% 3,201 $256K New
T AT&T Inc. 0.15% 8,855 $256K Add +10.0%
F Ford Motor Co. filed as FORD MTR CO 0.15% 23,504 $255K Reduce -3.3%
IVLU iShares MSCI International V 0.15% 7,423 $244K Add +5.0%
PFE Pfizer Inc. 0.14% 9,659 $234K Add +9.3%
CVX Chevron Corp. 0.14% 1,604 $230K Reduce -3.2%
PG The Procter & Gamble Co. 0.14% 1,426 $227K Add +12.4%
CRM Salesforce Inc. 0.13% 786 $214K New
JTEK JPMorgan US Tech Leaders 0.13% 2,509 $212K New
UBER Uber Technologies Inc. 0.13% 2,241 $209K New
KO The Coca-Cola Co. 0.12% 2,931 $207K New
DFSV Dimensional US Small Cap Val 0.12% 6,945 $204K New
EMB iShares JP Morgan Usd Emergi 0.12% 2,176 $202K Reduce -7.3%
IEV iShares Europe ETF 0.12% 3,165 $200K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$206.5MDFUS, SPYM, DFAC, DFAI, BRK.A
Q1 2026 136$182.8MDFUS, DFAC, DFAI, SPYM, DFCF
Q4 2025 130$182.1MDFUS, DFAC, DFAI, DFCF, SPYM
Q3 2025 122$175.4MDFUS, DFAI, DFAC, DFCF, SPYM
Q2 2025 118$166.2MDFUS, DFAI, DFAC, DFCF, SPYM
Q1 2025 106$148.7MDFUS, SPYM, BRK.A, DFCF, DFAI
Q4 2024 129$172.7MDFUS, SPYM, AAPL, DFAC, DFCF
Q3 2024 123$163.7MDFUS, SPYM, DFCF, DFAC, AAPL
Q2 2024 117$150.3MDFUS, SPYM, DFCF, DFAC, AAPL
Q1 2024 150$202.1MDFUS, SPYM, DFCF, DFAC, AAPL