Sutton Place Investors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Sutton Place Investors LLC reported 130 stock positions worth $182.1 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 6.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 5.1%) and Dimensional International (DFAI, 4.8%). Compared with Q3 2025, it opened 10 new positions, sold out of 2, added to 67 and reduced 42. The biggest buy was a new position in Dick's Sporting Goods (DKS) and the biggest sale Dimensional International (DFAI, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- ARMONK, NY
- CIK
- 0001930301
- Portfolio Value
- $182.1M (Q4 2025)
- SEC Filing
- 0001951757-26-000267 ↗ filed Jan 21, 2026
Holdings Value
Holdings 130 stocks · $182.1M
| DFUS Dimensional US Eq MKT ETF | 6.91% | 169,661 | $12.6M | Add +0.0% |
| DFAC Dimensional US Core Equity 2 | 5.10% | 234,472 | $9.3M | Add +0.2% |
| DFAI Dimensional International Co. | 4.78% | 228,265 | $8.7M | Reduce -13.9% |
| DFCF Dimensional Core Fixed Inc. | 4.35% | 186,347 | $7.9M | Add +3.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.17% | 94,580 | $7.6M | Reduce -2.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.14% | 10 | $7.5M | No change |
| ITOT iShares Core S&P Total U.S. | 3.52% | 43,071 | $6.4M | Reduce -0.1% |
| AAPL Apple Inc. | 2.86% | 19,193 | $5.2M | Add +5.6% |
| DFAE Dimensional Emerging Core Eq | 2.77% | 155,078 | $5.1M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.61% | 9,754 | $4.8M | Add +0.1% |
| NVDA Nvidia Corp. | 2.14% | 20,902 | $3.9M | Add +5.4% |
| MSFT Microsoft Corp. | 2.04% | 7,699 | $3.7M | Add +6.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.58% | 47,304 | $2.9M | Reduce -4.1% |
| IETC iShares U.S. Tech Independen | 1.55% | 27,843 | $2.8M | Add +1.2% |
| IVE iShares S&P 500 Value ETF | 1.49% | 12,810 | $2.7M | Add +28.7% |
| XLE SS Energy Select Sector | 1.40% | 56,924 | $2.5M | Reduce -2.6% |
| BBUS JPMorgan Betabuilders US Equ | 1.35% | 19,921 | $2.5M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.32% | 10,417 | $2.4M | Add +3.7% |
| IVW iShares S&P 500 Growth ETF | 1.31% | 19,420 | $2.4M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 1.28% | 7,214 | $2.3M | Add +1.7% |
| DFAS Dimensional US Small Cap ETF | 1.25% | 32,714 | $2.3M | Add +3.4% |
| XLG Invesco S&P 500 Top 50 ETF | 1.20% | 36,928 | $2.2M | Reduce -1.5% |
| EFV iShares MSCI Eafe Value ETF | 1.18% | 30,174 | $2.2M | Reduce -13.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.09% | 2,921 | $2.0M | No change |
| DFSD Dimensional Short Duration | 1.09% | 41,270 | $2.0M | Add +6.3% |
| DKS Dick's Sporting Goods Inc. | 1.05% | 9,631 | $1.9M | New |
| QUAL iShares MSCI USA Quality Fac | 1.00% | 9,207 | $1.8M | Reduce -39.5% |
| GOOGL Alphabet Inc. Class A | 0.94% | 5,461 | $1.7M | Add +2.5% |
| TSLA Tesla Inc. | 0.90% | 3,642 | $1.6M | Add +4.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.87% | 68,078 | $1.6M | Reduce -6.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.81% | 31,669 | $1.5M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 0.80% | 21,549 | $1.4M | Reduce -5.4% |
| AVGO Broadcom Inc. | 0.79% | 4,170 | $1.4M | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.78% | 2,157 | $1.4M | Add +1.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.74% | 16,324 | $1.3M | No change |
| DFIC Dimensional International Co. | 0.74% | 38,902 | $1.3M | No change |
| FPEI First Trust Institutional PR | 0.73% | 68,595 | $1.3M | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.72% | 10,831 | $1.3M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 2,578 | $1.3M | Add +1.9% |
| BLV Vanguard Long-Term Bond ETF | 0.69% | 18,001 | $1.3M | Add +2.4% |
| DFIV Dimensional International Va | 0.68% | 24,738 | $1.2M | Reduce -0.8% |
| DIHP Dimensional International Hi | 0.66% | 37,919 | $1.2M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 0.66% | 3,815 | $1.2M | Add +5.2% |
| VIG Vanguard Dividend Apprec ETF | 0.64% | 5,311 | $1.2M | No change |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.62% | 24,465 | $1.1M | Reduce -13.3% |
| OEF iShares S&P 100 ETF | 0.60% | 3,204 | $1.1M | Reduce -0.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.60% | 32,613 | $1.1M | Add +7.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.58% | 8,786 | $1.0M | Add +50.9% |
| THRO iShares U.S. Thematic Rotati | 0.56% | 26,592 | $1.0M | Reduce -3.9% |
| JGRO JPMorgan Active Growth ETF | 0.55% | 10,808 | $1.0M | Add +0.6% |
| JAVA JPMorgan Active Value ETF | 0.53% | 13,335 | $956K | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 4,973 | $950K | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.49% | 9,014 | $901K | Add +1.1% |
| MBB iShares MBS ETF | 0.47% | 8,975 | $855K | Reduce -1.6% |
| DFGR Dim Global Real Estate ETF | 0.47% | 32,235 | $852K | Add +11.1% |
| AVEM Avantis Emerging Markets Eq | 0.46% | 10,904 | $840K | Add +93.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 9,284 | $831K | Add +1.5% |
| ESGU iShares ESG Aware MSCI USA | 0.45% | 5,497 | $819K | Reduce -4.5% |
| WBS Webster Financial Corp. | 0.41% | 11,897 | $749K | Reduce -0.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.40% | 13,751 | $726K | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 4,596 | $706K | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.38% | 3,330 | $689K | Add +3.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.36% | 20,359 | $657K | Add +4.5% |
| MRK Merck & Co. Inc. | 0.35% | 6,054 | $637K | Add +13.7% |
| LLY Eli Lilly & Co. | 0.33% | 560 | $602K | Add +15.9% |
| CSCO Cisco Systems Inc. | 0.33% | 7,750 | $597K | Add +2.2% |
| MUB iShares National Muni Bond E | 0.33% | 5,545 | $594K | Reduce -5.6% |
| GLDM SPDR Gold Minishares Trust | 0.32% | 6,899 | $589K | Reduce -8.0% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 4,217 | $587K | No change |
| DFIS Dimensional International SM | 0.32% | 17,462 | $575K | Add +1.4% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 1,865 | $574K | Add +4.0% |
| CAG Conagra Brands Inc. | 0.30% | 31,742 | $549K | Add +1.8% |
| IAGG iShares Intl Aggregate Bond | 0.30% | 10,825 | $541K | Reduce -3.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 9,345 | $514K | Add +2.5% |
| SHLD Global X Defense Tech ETF | 0.28% | 7,894 | $511K | Add +5.4% |
| WMT Walmart Inc. | 0.28% | 4,517 | $503K | Add +3.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 1,631 | $496K | Add +2.9% |
| NFLX Netflix Inc. | 0.27% | 5,173 | $485K | Reduce -4.6% |
| V Visa Inc. Class A | 0.26% | 1,355 | $475K | Add +3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 1,552 | $460K | Add +2.9% |
| IYW iShares Ustechnology ETF | 0.24% | 2,172 | $434K | Reduce -9.5% |
| IVV iShares Core S&P 500 ETF | 0.24% | 626 | $429K | Reduce -8.9% |
| JBND JPMorgan Active Bond ETF | 0.23% | 7,860 | $425K | Add +0.0% |
| BBAG JPMorgan Betabuilders US Agg | 0.23% | 8,934 | $415K | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.23% | 8,692 | $412K | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 649 | $399K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 7,919 | $398K | Reduce -2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 2,191 | $389K | Add +5.9% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 3,623 | $386K | Add +0.5% |
| MA Mastercard Inc. Class A | 0.21% | 664 | $379K | Add +2.8% |
| MU Micron Technology Inc. | 0.21% | 1,323 | $378K | New |
| PM Philip Morris International | 0.21% | 2,349 | $377K | Reduce -2.4% |
| NYF iShares New York Muni Bond E | 0.20% | 6,938 | $371K | Reduce -9.9% |
| DFEV Dimensional Emrg MRKT Val | 0.20% | 10,910 | $368K | Add +5.6% |
| FMB First Trust Managed Municipa | 0.19% | 6,851 | $350K | Reduce -10.1% |
| GEV GE Vernova Inc. | 0.19% | 531 | $347K | Add +3.1% |
| DISV Dimensional International SM | 0.19% | 9,049 | $344K | Add +5.0% |
| AMD Advanced Micro Devices | 0.18% | 1,526 | $327K | Add +20.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 2,821 | $321K | Reduce -40.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.17% | 23,936 | $314K | Add +0.9% |
Portfolio Sells Q3 2025 → Q4 2025
| DFAI Dimensional International Co. | Reduce -13.9% | 4.78% | −0.72 |
| QUAL iShares MSCI USA Quality Fac | Reduce -39.5% | 1.00% | −0.68 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.8% | 4.17% | −0.18 |
| EFV iShares MSCI Eafe Value ETF | Reduce -13.3% | 1.18% | −0.16 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -40.3% | 0.18% | −0.13 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -13.3% | 0.62% | −0.13 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.13 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.12 |
| NFLX Netflix Inc. | Reduce -4.6% | 0.27% | −0.10 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -6.8% | 0.87% | −0.10 |
| XLE SS Energy Select Sector | Reduce -2.6% | 1.40% | −0.09 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -4.1% | 1.58% | −0.09 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.0% | 1.31% | −0.08 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 3.52% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -5.4% | 0.80% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.9% | 0.81% | −0.04 |
| HD Home Depot Inc. | Reduce -3.6% | 0.15% | −0.04 |
| THRO iShares U.S. Thematic Rotati | Reduce -3.9% | 0.56% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -5.6% | 0.33% | −0.03 |
| NYF iShares New York Muni Bond E | Reduce -9.9% | 0.20% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -9.5% | 0.24% | −0.03 |
| T AT&T Inc. | Reduce -6.5% | 0.11% | −0.03 |
| IAGG iShares Intl Aggregate Bond | Reduce -3.1% | 0.30% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.5% | 0.45% | −0.03 |
| FMB First Trust Managed Municipa | Reduce -10.1% | 0.19% | −0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -1.5% | 1.20% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -8.9% | 0.24% | −0.03 |
| DFAE Dimensional Emerging Core Eq | Reduce -0.4% | 2.77% | −0.03 |
| MBB iShares MBS ETF | Reduce -1.6% | 0.47% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.17% | −0.02 |
| SUB iShares Short-Term National | Reduce -8.0% | 0.14% | −0.02 |
| PM Philip Morris International | Reduce -2.4% | 0.21% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.2% | 0.22% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -0.8% | 0.60% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.14% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -1.6% | 0.15% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.3% | 0.11% | −0.00 |
| GLDM SPDR Gold Minishares Trust | Reduce -8.0% | 0.32% | −0.00 |
| DFSV Dimensional US Small Cap Val | Reduce -1.7% | 0.12% | −0.00 |
| TJX TJX Companies Inc. | Reduce -2.5% | 0.39% | −0.00 |
| IVLU iShares MSCI International V | Reduce -0.5% | 0.15% | +0.00 |
| WBS Webster Financial Corp. | Reduce -0.8% | 0.41% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -0.9% | 0.16% | +0.01 |
| DFIV Dimensional International Va | Reduce -0.8% | 0.68% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| DKS Dick's Sporting Goods Inc. | New | 1.05% | +1.05 |
| IVE iShares S&P 500 Value ETF | Add +28.7% | 1.49% | +0.32 |
| AAPL Apple Inc. | Add +5.6% | 2.86% | +0.23 |
| AVEM Avantis Emerging Markets Eq | Add +93.9% | 0.46% | +0.22 |
| MU Micron Technology Inc. | New | 0.21% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.94% | +0.20 |
| SPMO Invesco S&P 500 Momentum ETF | Add +50.9% | 0.58% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 0.66% | +0.15 |
| C Citigroup Inc. | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +15.9% | 0.33% | +0.12 |
| AMAT Applied Materials Inc. | New | 0.12% | +0.12 |
| LRCX Lam Research Corp. | New | 0.12% | +0.12 |
| QCOM Qualcomm Inc. | New | 0.11% | +0.11 |
| RTX RTX Corp. | New | 0.11% | +0.11 |
| TRV The Travelers Cos Inc. | New | 0.11% | +0.11 |
| KO The Coca-Cola Co. | New | 0.11% | +0.11 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.11% | +0.11 |
| MRK Merck & Co. Inc. | Add +13.7% | 0.35% | +0.10 |
| AMZN Amazon.com Inc. | Add +3.7% | 1.32% | +0.06 |
| AMD Advanced Micro Devices | Add +20.4% | 0.18% | +0.06 |
| AVGO Broadcom Inc. | Add +4.6% | 0.79% | +0.04 |
| JNJ Johnson & Johnson | Add +3.0% | 0.38% | +0.04 |
| CSCO Cisco Systems Inc. | Add +2.2% | 0.33% | +0.03 |
| NVDA Nvidia Corp. | Add +5.4% | 2.14% | +0.03 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.72% | +0.03 |
| CAT Caterpillar Inc. | Add +3.0% | 0.15% | +0.02 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +4.5% | 0.36% | +0.02 |
| DFSD Dimensional Short Duration | Add +6.3% | 1.09% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.9% | 0.27% | +0.02 |
| DIHP Dimensional International Hi | Add +2.7% | 0.66% | +0.02 |
| WMT Walmart Inc. | Add +3.1% | 0.28% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +3.4% | 1.25% | +0.02 |
| DFGR Dim Global Real Estate ETF | Add +11.1% | 0.47% | +0.02 |
| DFEV Dimensional Emrg MRKT Val | Add +5.6% | 0.20% | +0.01 |
| BAC Bank of America Corp. | Add +2.5% | 0.28% | +0.01 |
| DISV Dimensional International SM | Add +5.0% | 0.19% | +0.01 |
| TSLA Tesla Inc. | Add +4.2% | 0.90% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +3.6% | 0.13% | +0.01 |
| F Ford Motor Co. | Add +0.9% | 0.17% | +0.01 |
| GEV GE Vernova Inc. | Add +3.1% | 0.19% | +0.01 |
| IBM Intl Business Machines Corp. | Add +2.9% | 0.25% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +1.1% | 0.49% | +0.01 |
| GE General Electric | Add +4.0% | 0.32% | +0.01 |
| V Visa Inc. Class A | Add +3.3% | 0.26% | +0.01 |
| DFIS Dimensional International SM | Add +1.4% | 0.32% | +0.01 |
| BAI Ishrs AI in and Tech Act ETF | Add +7.4% | 0.60% | +0.00 |
| CVS CVS Health Corp. | Add +2.3% | 0.12% | +0.00 |
| JAVA JPMorgan Active Value ETF | Add +0.4% | 0.53% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.5% | 0.46% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 1.28% | +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 |