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

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 Q4 2025 Q1 2026: $182.8M $182.8M Q1 2026 Q2 2026: $206.5M Q2 2026

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%
PLTR Palantir Technologies Inc. Class A 0.18% 2,232 $326K Add +1.9%
MA Mastercard Inc. Class A 0.18% 649 $324K Reduce -2.3%
EFG iShares MSCI Eafe Growth ETF 0.16% 2,677 $298K Reduce -5.1%
VTWG Vanguard Russell 2000 Growth 0.16% 1,300 $298K No change
AMD Advanced Micro Devices 0.16% 1,462 $297K Reduce -4.2%
AMAT Applied Materials Inc. 0.16% 857 $293K Add +3.3%
VTI VG Morningstar TS MKT ETF-US 0.16% 909 $292K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.16% 949 $287K Add +0.1%
IVLU iShares MSCI International V 0.15% 7,055 $280K No change
F Ford Motor Co. filed as FORD MTR CO 0.15% 23,988 $277K Add +0.2%
LRCX Lam Research Corp. 0.15% 1,293 $276K Add +3.9%
HD Home Depot Inc. 0.15% 817 $269K Add +1.7%
ABBV Abbvie Inc. 0.14% 1,202 $261K Reduce -0.6%
DFSU Dimensional US Sus CORE1 ETF 0.14% 6,291 $258K Add +0.7%
WFC Wells Fargo & Co. 0.14% 3,238 $258K Add +0.7%
PFE Pfizer Inc. 0.14% 9,045 $254K Reduce -9.1%
SUB iShares Short-Term National 0.14% 2,354 $251K No change
T AT&T Inc. 0.14% 8,622 $250K Add +5.3%
ARTY iShares Future AI & Tech ETF 0.14% 5,350 $249K New
DFSV Dimensional US Small Cap Val 0.13% 6,846 $240K Add +0.3%
IEMG iShares Core MSCI Emerging 0.13% 3,436 $240K Reduce -84.0%
VZ Verizon Communications Inc. 0.13% 4,718 $237K New
ORCL Oracle Corp. 0.13% 1,575 $232K Add +12.1%
KO The Coca-Cola Co. 0.12% 2,992 $228K Add +3.0%
C Citigroup Inc. 0.12% 1,996 $226K Add +0.5%
GS Goldman Sachs Group Inc. 0.12% 267 $226K Add +2.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 2,342 $226K Add +2.6%
RTX RTX Corp. 0.12% 1,162 $224K Add +3.0%
PG The Procter & Gamble Co. 0.12% 1,550 $224K New
IEV iShares Europe ETF 0.12% 3,165 $215K No change
KLAC KLA Corp. 0.12% 145 $213K New
XLG Invesco S&P 500 Top 50 ETF 0.11% 3,818 $208K Reduce -89.7%
DBEF Xtrackers MSCI Eafe Hedged E 0.11% 4,200 $207K No change
MCD McDonald's Corp. 0.11% 653 $203K New
INTC Intel Corp. 0.11% 4,571 $202K New
BBSC JPMorgan Betabuilders US SC 0.11% 2,665 $200K New

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

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