Sutton Place Investors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Sutton Place Investors LLC reported 136 stock positions worth $182.8 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 6.7% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 5.0%) and Dimensional International (DFAI, 4.9%). Compared with Q4 2025, it opened 11 new positions, sold out of 5, added to 69 and reduced 40. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale Invesco S&P 500 Top 50 ETF (XLG, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- ARMONK, NY
- CIK
- 0001930301
- Portfolio Value
- $182.8M (Q1 2026)
- SEC Filing
- 0001951757-26-000695 ↗ filed Apr 22, 2026
Holdings Value
Holdings 136 stocks · $182.8M
| DFUS Dimensional US Eq MKT ETF | 6.65% | 171,549 | $12.2M | Add +1.1% |
| DFAC Dimensional US Core Equity 2 | 5.02% | 236,217 | $9.2M | Add +0.7% |
| DFAI Dimensional International Co. | 4.89% | 229,332 | $8.9M | Add +0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.56% | 108,827 | $8.3M | Add +15.1% |
| DFCF Dimensional Core Fixed Inc. | 4.02% | 174,096 | $7.4M | Reduce -6.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.93% | 10 | $7.2M | No change |
| ITOT iShares Core S&P Total U.S. | 3.33% | 42,769 | $6.1M | Reduce -0.7% |
| DFAE Dimensional Emerging Core Eq | 2.92% | 157,696 | $5.3M | Add +1.7% |
| AAPL Apple Inc. | 2.90% | 20,893 | $5.3M | Add +8.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.34% | 9,802 | $4.3M | Add +0.5% |
| NVDA Nvidia Corp. | 2.10% | 21,964 | $3.8M | Add +5.1% |
| XLE SS Energy Select Sector | 1.92% | 57,255 | $3.5M | Add +0.6% |
| MSFT Microsoft Corp. | 1.60% | 7,925 | $2.9M | Add +2.9% |
| IVE iShares S&P 500 Value ETF | 1.55% | 13,403 | $2.8M | Add +4.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.42% | 44,620 | $2.6M | Reduce -5.7% |
| IVW iShares S&P 500 Growth ETF | 1.35% | 21,798 | $2.5M | Add +12.3% |
| IETC iShares U.S. Tech Independen | 1.35% | 27,866 | $2.5M | Add +0.1% |
| BBUS JPMorgan Betabuilders US Equ | 1.27% | 19,886 | $2.3M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 1.26% | 32,513 | $2.3M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.22% | 10,733 | $2.2M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 1.16% | 7,237 | $2.1M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,989 | $1.9M | Add +2.3% |
| DKS Dick's Sporting Goods Inc. | 1.04% | 9,631 | $1.9M | No change |
| QUAL iShares MSCI USA Quality Fac | 1.01% | 9,644 | $1.8M | Add +4.8% |
| XOM Exxon Mobil Corp. | 0.99% | 10,698 | $1.8M | Reduce -1.2% |
| DFSD Dimensional Short Duration | 0.99% | 37,717 | $1.8M | Reduce -8.6% |
| EFV iShares MSCI Eafe Value ETF | 0.91% | 22,495 | $1.7M | Reduce -25.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.91% | 71,413 | $1.7M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 0.87% | 5,529 | $1.6M | Add +1.3% |
| CORO Ish Intl CTRY Rot Act ETF | 0.87% | 49,203 | $1.6M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.85% | 33,688 | $1.6M | Add +6.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.77% | 20,623 | $1.4M | New |
| TSLA Tesla Inc. | 0.76% | 3,762 | $1.4M | Add +3.3% |
| DFIC Dimensional International Co. | 0.76% | 38,902 | $1.4M | No change |
| FPEI First Trust Institutional PR | 0.72% | 69,368 | $1.3M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.71% | 2,278 | $1.3M | Add +5.6% |
| AVGO Broadcom Inc. | 0.71% | 4,210 | $1.3M | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 2,675 | $1.3M | Add +3.8% |
| DFIV Dimensional International Va | 0.69% | 24,045 | $1.3M | Reduce -2.8% |
| BLV Vanguard Long-Term Bond ETF | 0.68% | 18,151 | $1.2M | Add +0.8% |
| DIHP Dimensional International Hi | 0.68% | 38,553 | $1.2M | Add +1.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.67% | 26,823 | $1.2M | Add +9.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.66% | 15,324 | $1.2M | Reduce -6.1% |
| BAI Ishrs AI in and Tech Act ETF | 0.65% | 36,314 | $1.2M | Add +11.3% |
| VIG Vanguard Dividend Apprec ETF | 0.62% | 5,311 | $1.1M | No change |
| DFGR Dim Global Real Estate ETF | 0.62% | 42,826 | $1.1M | Add +32.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.62% | 10,085 | $1.1M | Add +14.8% |
| THRO iShares U.S. Thematic Rotati | 0.60% | 30,467 | $1.1M | Add +14.6% |
| AVEM Avantis Emerging Markets Eq | 0.60% | 13,575 | $1.1M | Add +24.5% |
| GOOG Alphabet Inc. Class C | 0.59% | 3,782 | $1.1M | Reduce -0.9% |
| OEF iShares S&P 100 ETF | 0.56% | 3,204 | $1.0M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 4,976 | $976K | Add +0.1% |
| JGRO JPMorgan Active Growth ETF | 0.52% | 11,307 | $956K | Add +4.6% |
| JAVA JPMorgan Active Value ETF | 0.51% | 12,872 | $924K | Reduce -3.5% |
| MBB iShares MBS ETF | 0.49% | 9,465 | $899K | Add +5.5% |
| SHLD Global X Defense Tech ETF | 0.48% | 12,452 | $882K | Add +57.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 9,206 | $833K | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 0.45% | 8,818 | $829K | Reduce -2.2% |
| GOVT iShares US Treasury Bond ETF | 0.44% | 35,401 | $811K | New |
| JNJ Johnson & Johnson | 0.44% | 3,286 | $803K | Reduce -1.3% |
| WBS Webster Financial Corp. | 0.44% | 11,525 | $800K | Reduce -3.1% |
| ESGU iShares ESG Aware MSCI USA | 0.42% | 5,494 | $777K | Reduce -0.1% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.42% | 18,542 | $761K | New |
| MRK Merck & Co. Inc. | 0.40% | 6,115 | $736K | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 4,412 | $705K | Reduce -4.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.37% | 20,123 | $680K | Reduce -1.2% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 4,217 | $615K | No change |
| LLY Eli Lilly & Co. | 0.34% | 666 | $613K | Add +18.9% |
| CSCO Cisco Systems Inc. | 0.33% | 7,824 | $607K | Add +0.9% |
| DFIS Dimensional International SM | 0.32% | 17,462 | $588K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.32% | 11,314 | $588K | Reduce -17.7% |
| IAGG iShares Intl Aggregate Bond | 0.32% | 11,586 | $580K | Add +7.0% |
| NYF iShares New York Muni Bond E | 0.32% | 10,891 | $579K | Add +57.0% |
| WMT Walmart Inc. | 0.31% | 4,574 | $568K | Add +1.3% |
| MUB iShares National Muni Bond E | 0.30% | 5,251 | $557K | Reduce -5.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 1,620 | $547K | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 1,871 | $531K | Add +0.3% |
| NFLX Netflix Inc. | 0.28% | 5,338 | $513K | Add +3.2% |
| CAG Conagra Brands Inc. | 0.28% | 32,405 | $509K | Add +2.1% |
| GEV GE Vernova Inc. | 0.25% | 530 | $463K | Reduce -0.2% |
| MU Micron Technology Inc. | 0.25% | 1,361 | $460K | Add +2.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 9,301 | $453K | Reduce -0.5% |
| PM Philip Morris International | 0.24% | 2,684 | $444K | Add +14.3% |
| JBND JPMorgan Active Bond ETF | 0.23% | 7,844 | $422K | Reduce -0.2% |
| BBAG JPMorgan Betabuilders US Agg | 0.23% | 9,077 | $419K | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.22% | 626 | $409K | No change |
| V Visa Inc. Class A | 0.22% | 1,342 | $406K | Reduce -1.0% |
| CVX Chevron Corp. | 0.22% | 1,949 | $403K | Reduce -0.9% |
| JCPB JPMorgan Core Plus Bond ETF | 0.22% | 8,458 | $398K | Reduce -2.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 7,919 | $395K | No change |
| COST Costco Wholesale Corp. | 0.21% | 391 | $390K | Add +8.9% |
| DFEV Dimensional Emrg MRKT Val | 0.21% | 10,847 | $388K | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 0.21% | 2,123 | $385K | Reduce -2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,579 | $383K | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 649 | $375K | No change |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 3,314 | $359K | Reduce -8.5% |
| DISV Dimensional International SM | 0.19% | 8,922 | $352K | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.19% | 496 | $351K | Add +1.4% |
| FMB First Trust Managed Municipa | 0.19% | 6,897 | $349K | Add +0.7% |
| GLDM SPDR Gold Minishares Trust | 0.18% | 3,601 | $334K | Reduce -47.8% |
Portfolio Sells Q4 2025 → Q1 2026
| XLG Invesco S&P 500 Top 50 ETF | Reduce -89.7% | 0.11% | −1.09 |
| IEMG iShares Core MSCI Emerging | Reduce -84.0% | 0.13% | −0.66 |
| DFCF Dimensional Core Fixed Inc. | Reduce -6.6% | 4.02% | −0.33 |
| EFV iShares MSCI Eafe Value ETF | Reduce -25.4% | 0.91% | −0.27 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.7% | 3.33% | −0.18 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -5.7% | 1.42% | −0.16 |
| GLDM SPDR Gold Minishares Trust | Reduce -47.8% | 0.18% | −0.14 |
| JTEK JPMorgan US Tech Leaders | Sold out | 0.00% | −0.12 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.12 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.11 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.11 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.11 |
| DFSD Dimensional Short Duration | Reduce -8.6% | 0.99% | −0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -17.7% | 0.32% | −0.08 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -6.1% | 0.66% | −0.08 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -0.2% | 1.27% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.59% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -2.2% | 0.45% | −0.04 |
| V Visa Inc. Class A | Reduce -1.0% | 0.22% | −0.04 |
| BAC Bank of America Corp. | Reduce -0.5% | 0.25% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -2.3% | 0.18% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -2.3% | 0.21% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.1% | 0.42% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -5.3% | 0.30% | −0.02 |
| JAVA JPMorgan Active Value ETF | Reduce -3.5% | 0.51% | −0.02 |
| AMD Advanced Micro Devices | Reduce -4.2% | 0.16% | −0.02 |
| BBMC JPM Betabuilders US Mid Cap | Reduce -8.5% | 0.20% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -5.1% | 0.16% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.14% | −0.01 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -2.7% | 0.22% | −0.01 |
| JBND JPMorgan Active Bond ETF | Reduce -0.2% | 0.23% | −0.00 |
| TJX TJX Companies Inc. | Reduce -4.0% | 0.39% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 0.46% | −0.00 |
| PFE Pfizer Inc. | Reduce -9.1% | 0.14% | +0.00 |
| DISV Dimensional International SM | Reduce -1.4% | 0.19% | +0.00 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.6% | 0.21% | +0.01 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -1.2% | 0.37% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.6% | 1.26% | +0.01 |
| DFIV Dimensional International Va | Reduce -2.8% | 0.69% | +0.02 |
| WBS Webster Financial Corp. | Reduce -3.1% | 0.44% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 0.30% | +0.03 |
| CVX Chevron Corp. | Reduce -0.9% | 0.22% | +0.06 |
| JNJ Johnson & Johnson | Reduce -1.3% | 0.44% | +0.06 |
| GEV GE Vernova Inc. | Reduce -0.2% | 0.25% | +0.06 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 0.99% | +0.28 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 0.87% | +0.87 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.77% | +0.77 |
| XLE SS Energy Select Sector | Add +0.6% | 1.92% | +0.52 |
| GOVT iShares US Treasury Bond ETF | New | 0.44% | +0.44 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.42% | +0.42 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +15.1% | 4.56% | +0.39 |
| SHLD Global X Defense Tech ETF | Add +57.7% | 0.48% | +0.20 |
| DFGR Dim Global Real Estate ETF | Add +32.9% | 0.62% | +0.15 |
| DFAE Dimensional Emerging Core Eq | Add +1.7% | 2.92% | +0.15 |
| AVEM Avantis Emerging Markets Eq | Add +24.5% | 0.60% | +0.14 |
| ARTY iShares Future AI & Tech ETF | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | New | 0.13% | +0.13 |
| PG The Procter & Gamble Co. | New | 0.12% | +0.12 |
| KLAC KLA Corp. | New | 0.12% | +0.12 |
| NYF iShares New York Muni Bond E | Add +57.0% | 0.32% | +0.11 |
| MCD McDonald's Corp. | New | 0.11% | +0.11 |
| DFAI Dimensional International Co. | Add +0.5% | 4.89% | +0.11 |
| INTC Intel Corp. | New | 0.11% | +0.11 |
| BBSC JPMorgan Betabuilders US SC | New | 0.11% | +0.11 |
| BAI Ishrs AI in and Tech Act ETF | Add +11.3% | 0.65% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +4.6% | 1.55% | +0.06 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.40% | +0.05 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +9.6% | 0.67% | +0.05 |
| MU Micron Technology Inc. | Add +2.9% | 0.25% | +0.04 |
| AMAT Applied Materials Inc. | Add +3.3% | 0.16% | +0.04 |
| COST Costco Wholesale Corp. | Add +8.9% | 0.21% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +14.8% | 0.62% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +6.4% | 0.85% | +0.04 |
| THRO iShares U.S. Thematic Rotati | Add +14.6% | 0.60% | +0.04 |
| CAT Caterpillar Inc. | Add +1.4% | 0.19% | +0.04 |
| PM Philip Morris International | Add +14.3% | 0.24% | +0.04 |
| AAPL Apple Inc. | Add +8.9% | 2.90% | +0.04 |
| WMT Walmart Inc. | Add +1.3% | 0.31% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +12.3% | 1.35% | +0.03 |
| LRCX Lam Research Corp. | Add +3.9% | 0.15% | +0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +4.9% | 0.91% | +0.03 |
| T AT&T Inc. | Add +5.3% | 0.14% | +0.03 |
| MBB iShares MBS ETF | Add +5.5% | 0.49% | +0.02 |
| DIHP Dimensional International Hi | Add +1.7% | 0.68% | +0.02 |
| IAGG iShares Intl Aggregate Bond | Add +7.0% | 0.32% | +0.02 |
| NFLX Netflix Inc. | Add +3.2% | 0.28% | +0.01 |
| KO The Coca-Cola Co. | Add +3.0% | 0.12% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.53% | +0.01 |
| RTX RTX Corp. | Add +3.0% | 0.12% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +0.3% | 0.13% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +4.8% | 1.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +18.9% | 0.34% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.33% | +0.00 |
| BBAG JPMorgan Betabuilders US Agg | Add +1.6% | 0.23% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.16% | −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 |