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

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 Q2 2025 Q3 2025: $175.4M Q3 2025 Q4 2025: $182.1M $182.1M Q4 2025 Q1 2026: $182.8M Q1 2026 Q2 2026: $206.5M Q2 2026

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%
COST Costco Wholesale Corp. 0.17% 359 $310K Reduce -2.7%
VTWG Vanguard Russell 2000 Growth 0.17% 1,300 $307K No change
VTI VG Morningstar TS MKT ETF-US 0.17% 909 $305K No change
WFC Wells Fargo & Co. 0.16% 3,217 $300K Reduce -0.9%
CVX Chevron Corp. 0.16% 1,966 $300K Add +2.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.16% 948 $286K Add +0.1%
CAT Caterpillar Inc. 0.15% 489 $280K Add +3.0%
HD Home Depot Inc. 0.15% 803 $276K Reduce -3.6%
ABBV Abbvie Inc. 0.15% 1,209 $276K Add +5.3%
ORCL Oracle Corp. 0.15% 1,405 $274K Add +1.4%
DFSU Dimensional US Sus CORE1 ETF 0.15% 6,248 $271K Reduce -1.6%
IVLU iShares MSCI International V 0.15% 7,055 $268K Reduce -0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.14% 2,282 $260K Reduce -0.3%
SUB iShares Short-Term National 0.14% 2,354 $251K Reduce -8.0%
PFE Pfizer Inc. 0.14% 9,955 $248K Add +4.5%
C Citigroup Inc. 0.13% 1,987 $232K New
GS Goldman Sachs Group Inc. 0.13% 261 $229K Add +3.6%
JTEK JPMorgan US Tech Leaders 0.12% 2,509 $226K No change
DFSV Dimensional US Small Cap Val 0.12% 6,824 $224K Reduce -1.7%
IEV iShares Europe ETF 0.12% 3,165 $217K No change
CVS CVS Health Corp. 0.12% 2,717 $216K Add +2.3%
AMAT Applied Materials Inc. 0.12% 830 $213K New
LRCX Lam Research Corp. 0.12% 1,245 $213K New
QCOM Qualcomm Inc. 0.11% 1,217 $208K New
RTX RTX Corp. 0.11% 1,128 $207K New
TRV The Travelers Cos Inc. 0.11% 704 $204K New
T AT&T Inc. 0.11% 8,190 $203K Reduce -6.5%
KO The Coca-Cola Co. 0.11% 2,904 $203K New
DBEF Xtrackers MSCI Eafe Hedged E 0.11% 4,200 $202K New
EMB iShares JP Morgan Usd Emergi 0.11% 2,091 $201K Reduce -1.3%

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

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