Sutton Place Investors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Sutton Place Investors LLC reported 148 stock positions worth $206.5 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 6.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.9%) and Dimensional US Core Equity 2 (DFAC, 5.1%). Compared with Q1 2026, it opened 19 new positions, sold out of 7, added to 54 and reduced 58. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +28%) and the biggest sale an exit from Dick's Sporting Goods (DKS).

Most Recent 13F
Q2 2026
Location
ARMONK, NY
CIK
0001930301
Portfolio Value
$206.5M (Q2 2026)
SEC Filing
0001951757-26-001095 ↗ filed Aug 6, 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 Q1 2026 Q2 2026: $206.5M $206.5M Q2 2026

Holdings 148 stocks · $206.5M
DFUS Dimensional US Eq MKT ETF 6.71% 169,100 $13.9M Reduce -1.4%
SPYM Ste STR SPDR PT S&P 500 ETF 5.94% 139,693 $12.3M Add +28.4%
DFAC Dimensional US Core Equity 2 5.10% 237,209 $10.5M Add +0.4%
DFAI Dimensional International Co. 4.70% 235,084 $9.7M Add +2.5%
BRK.A Berkshire Hathaway Inc. Class A 3.63% 10 $7.5M No change
DFCF Dimensional Core Fixed Inc. 3.58% 175,236 $7.4M Add +0.7%
ITOT iShares Core S&P Total U.S. 3.31% 41,605 $6.8M Reduce -2.7%
DFAE Dimensional Emerging Core Eq 3.03% 155,425 $6.2M Reduce -1.4%
AAPL Apple Inc. 2.92% 20,815 $6.0M Reduce -0.4%
VUG Vanguard Mrngstar GR ETF-Sui 2.47% 59,119 $5.1M Add +0.5%
NVDA Nvidia Corp. 2.18% 22,543 $4.5M Add +2.6%
IVW iShares S&P 500 Growth ETF 1.54% 23,143 $3.2M Add +6.2%
XLE SS Energy Select Sector 1.48% 57,635 $3.1M Add +0.7%
MSFT Microsoft Corp. 1.47% 8,158 $3.0M Add +2.9%
IETC iShares U.S. Tech Independen 1.47% 28,324 $3.0M Add +1.6%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.46% 44,451 $3.0M Reduce -0.4%
DFAS Dimensional US Small Cap ETF 1.32% 33,162 $2.7M Add +2.0%
BBUS JPMorgan Betabuilders US Equ 1.30% 20,001 $2.7M Add +0.6%
IVE iShares S&P 500 Value ETF 1.30% 11,843 $2.7M Reduce -11.6%
AMZN Amazon.com Inc. 1.25% 10,840 $2.6M Add +1.0%
JPM JPMorgan Chase & Co. 1.15% 7,261 $2.4M Add +0.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.10% 49,293 $2.3M Add +46.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 2,989 $2.2M No change
ACWX iShares MSCI Acwi Ex US ETF 1.00% 27,092 $2.1M Add +31.4%
GOOGL Alphabet Inc. Class A 0.97% 5,602 $2.0M Add +1.3%
CORO Ish Intl CTRY Rot Act ETF 0.94% 52,784 $1.9M Add +7.3%
DFSD Dimensional Short Duration 0.88% 38,194 $1.8M Add +1.3%
TSLA Tesla Inc. 0.82% 4,016 $1.7M Add +6.8%
SCHZ Schwab US Aggregate Bond ETF 0.81% 72,046 $1.7M Add +0.9%
MU Micron Technology Inc. 0.78% 1,402 $1.6M Add +3.0%
AVGO Broadcom Inc. 0.78% 4,263 $1.6M Add +1.3%
BAI Ishrs AI in and Tech Act ETF 0.77% 30,009 $1.6M Reduce -17.4%
DFIC Dimensional International Co. 0.72% 39,933 $1.5M Add +2.6%
XOM Exxon Mobil Corp. 0.71% 10,725 $1.5M Add +0.3%
DIHP Dimensional International Hi 0.67% 40,642 $1.4M Add +5.4%
SPTM SS SPDR P S&P 1500 Comp ETF 0.66% 15,099 $1.4M Reduce -1.5%
GOOG Alphabet Inc. Class C 0.66% 3,850 $1.4M Add +1.8%
FPEI First Trust Institutional PR 0.66% 70,179 $1.4M Add +1.2%
DFGR Dim Global Real Estate ETF 0.65% 46,210 $1.3M Add +7.9%
BRK.B Berkshire Hathaway Inc. Class B 0.64% 2,657 $1.3M Reduce -0.7%
DFIV Dimensional International Va 0.63% 24,173 $1.3M Add +0.5%
SPMO Invesco S&P 500 Momentum ETF 0.63% 7,996 $1.3M Reduce -20.7%
META Meta Platforms Inc. Class A 0.62% 2,271 $1.3M Reduce -0.3%
VIG Vanguard Dividend Apprec ETF 0.61% 5,311 $1.3M No change
OEF iShares S&P 100 ETF 0.58% 3,281 $1.2M Add +2.4%
BLV Vanguard Long-Term Bond ETF 0.58% 17,278 $1.2M Reduce -4.8%
JGRO JPMorgan Active Growth ETF 0.54% 11,286 $1.1M Reduce -0.2%
BLCR iShares LRG CP CR Act ETF-Ui 0.52% 21,468 $1.1M Add +15.8%
JAVA JPMorgan Active Value ETF 0.50% 12,941 $1.0M Add +0.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.47% 4,479 $976K Reduce -10.0%
CSCO Cisco Systems Inc. 0.45% 7,904 $928K Add +1.0%
MBB iShares MBS ETF 0.44% 9,602 $908K Add +1.4%
GOVT iShares US Treasury Bond ETF 0.44% 39,833 $907K Add +12.5%
IEFA iShares Core MSCI Eafe ETF 0.44% 9,327 $901K Add +1.3%
ESGU iShares ESG Aware MSCI USA 0.43% 5,477 $896K Reduce -0.3%
AMD Advanced Micro Devices 0.43% 1,520 $883K Add +4.0%
WBS Webster Financial Corp. 0.43% 11,525 $881K No change
AVEM Avantis Emerging Markets Eq 0.43% 9,098 $878K Reduce -33.0%
SHLD Global X Defense Tech ETF 0.42% 14,660 $875K Add +17.7%
QUAL iShares MSCI USA Quality Fac 0.42% 3,937 $864K Reduce -59.2%
THRO iShares U.S. Thematic Rotati 0.41% 19,780 $853K Reduce -35.1%
JNJ Johnson & Johnson 0.40% 3,284 $834K Reduce -0.1%
LLY Eli Lilly & Co. 0.40% 688 $825K Add +3.3%
SCHW Schwab (charles) Corp. 0.39% 8,808 $813K Reduce -0.1%
XTEN Bondbloxx BBG 10Y US TSY ETF 0.39% 17,502 $798K Reduce -34.8%
MRK Merck & Co. Inc. 0.38% 6,109 $785K Reduce -0.1%
DEHP Dimensional Emrg MRK Hi Prof 0.38% 18,139 $776K Reduce -9.9%
TSM Taiwan Semiconductor-SP ADR 0.37% 1,616 $772K Reduce -0.3%
GE General Electric filed as GE AEROSPACE 0.34% 1,860 $695K Reduce -0.6%
INTC Intel Corp. 0.32% 4,770 $666K Add +4.3%
EFV iShares MSCI Eafe Value ETF 0.31% 8,473 $649K Reduce -62.3%
SDY SS SPDR S&P Dividend ETF 0.31% 4,217 $642K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.31% 4,213 $638K Reduce -4.5%
AMAT Applied Materials Inc. 0.30% 863 $624K Add +0.7%
GEV GE Vernova Inc. 0.30% 530 $623K No change
DFIS Dimensional International SM 0.30% 17,462 $612K No change
IALT Ishrs SYS Alt Act ETF 0.28% 20,754 $582K New
LRCX Lam Research Corp. 0.28% 1,319 $572K Add +2.0%
NYF iShares New York Muni Bond E 0.27% 10,493 $566K Reduce -3.6%
MUB iShares National Muni Bond E 0.27% 5,169 $556K Reduce -1.6%
IYW iShares Ustechnology ETF 0.26% 2,116 $534K Reduce -0.3%
BAC Bank of America Corp. 0.26% 9,291 $529K Reduce -0.1%
CAT Caterpillar Inc. 0.26% 495 $527K Reduce -0.2%
WMT Walmart Inc. 0.25% 4,554 $516K Reduce -0.4%
PM Philip Morris International 0.25% 2,811 $509K Add +4.7%
QQQ Invesco QQQ Trust Series 1 0.23% 649 $478K No change
GGOV iShares Global GB Usd Ha ETF 0.23% 9,474 $476K New
V Visa Inc. Class A 0.23% 1,384 $475K Add +3.1%
IVV iShares Core S&P 500 ETF 0.23% 632 $473K Add +1.0%
UNH Unitedhealth Group Inc. 0.23% 1,125 $468K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 1,608 $452K Add +1.8%
CAG Conagra Brands Inc. 0.22% 33,160 $446K Add +2.3%
KLAC KLA Corp. 0.21% 1,417 $428K Reduce -2.3%
SNDK Sandisk Corp. 0.20% 186 $423K New
DFEV Dimensional Emrg MRKT Val 0.20% 9,695 $414K Reduce -10.6%
BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F 0.20% 3,220 $409K Reduce -2.8%
ARTY iShares Future AI & Tech ETF 0.20% 5,350 $407K No change
JBND JPMorgan Active Bond ETF 0.19% 7,520 $402K Reduce -4.1%
BBAG JPMorgan Betabuilders US Agg 0.19% 8,363 $384K Reduce -7.9%
VTWG Vanguard Russell 2000 Growth 0.18% 1,300 $374K No change
JCPB JPMorgan Core Plus Bond ETF 0.18% 7,929 $372K Reduce -6.3%
COST Costco Wholesale Corp. 0.18% 397 $371K Add +1.5%
DISV Dimensional International SM 0.17% 8,995 $361K Add +0.8%
FMB First Trust Managed Municipa 0.17% 6,938 $356K Add +0.6%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.17% 949 $347K No change
NFLX Netflix Inc. 0.17% 4,834 $345K Reduce -9.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.17% 6,797 $344K Reduce -14.2%
VTI VG Morningstar TS MKT ETF-US 0.16% 909 $336K No change
F Ford Motor Co. filed as FORD MTR CO 0.16% 23,655 $329K Reduce -1.4%
CVX Chevron Corp. 0.16% 1,949 $323K No change
EFG iShares MSCI Eafe Growth ETF 0.15% 2,568 $320K Reduce -4.1%
MA Mastercard Inc. Class A 0.15% 610 $313K Reduce -6.0%
ABBV Abbvie Inc. 0.15% 1,191 $300K Reduce -0.9%
BA The Boeing Co. 0.15% 1,384 $300K New
IVLU iShares MSCI International V 0.14% 7,055 $295K No change
DFSU Dimensional US Sus CORE1 ETF 0.14% 6,202 $289K Reduce -1.4%
CVS CVS Health Corp. 0.14% 2,736 $283K New
HD Home Depot Inc. 0.14% 796 $281K Reduce -2.6%
JTEK JPMorgan US Tech Leaders 0.14% 2,509 $280K New
C Citigroup Inc. 0.13% 1,986 $278K Reduce -0.5%
GLDM SPDR Gold Minishares Trust 0.13% 3,478 $276K Reduce -3.4%
PLTR Palantir Technologies Inc. Class A 0.13% 2,310 $270K Add +3.5%
GS Goldman Sachs Group Inc. 0.13% 265 $268K Reduce -0.8%
DFSV Dimensional US Small Cap Val 0.13% 6,870 $266K Add +0.3%
WFC Wells Fargo & Co. 0.13% 3,185 $263K Reduce -1.6%
BINC iShares Flex I A ETF-Usd Inc. 0.12% 4,805 $251K Reduce -57.5%
SUB iShares Short-Term National 0.12% 2,354 $251K No change
KO The Coca-Cola Co. 0.12% 3,010 $245K Add +0.6%
MRVL Marvell Technology Inc. 0.12% 803 $239K New
BBSC JPMorgan Betabuilders US SC 0.11% 2,552 $234K Reduce -4.2%
IEV iShares Europe ETF 0.11% 3,165 $231K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.11% 4,200 $229K No change
STX Seagate Technology Holdings 0.11% 237 $229K New
ORCL Oracle Corp. 0.11% 1,556 $228K Reduce -1.2%
TRV The Travelers Cos Inc. 0.11% 670 $221K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 2,297 $221K Reduce -1.9%
CRWV Coreweave Inc. Class A 0.11% 2,205 $219K New
QCOM Qualcomm Inc. 0.11% 1,187 $219K New
RTX RTX Corp. 0.11% 1,156 $219K Reduce -0.5%
JHMM John Hancock Multi Fact Mid 0.11% 2,897 $217K New
PANW Palo Alto Networks Inc. 0.10% 636 $217K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.10% 109 $217K New
PG The Procter & Gamble Co. 0.10% 1,455 $213K Reduce -6.1%
CRWD CrowdStrike Holdings Inc. Class A 0.10% 278 $212K New
WDC Western Digital Corp. 0.10% 332 $212K New
TXN Texas Instruments Inc. 0.10% 705 $210K New
PFE Pfizer Inc. 0.10% 8,626 $208K Reduce -4.6%
IJH iShares Core S&P Midcap ETF 0.10% 2,610 $201K New

Portfolio Sells Q1 2026 → Q2 2026
DKS Dick's Sporting Goods Inc. Sold out 0.00% −1.04
EFV iShares MSCI Eafe Value ETF Reduce -62.3% 0.31% −0.60
QUAL iShares MSCI USA Quality Fac Reduce -59.2% 0.42% −0.59
IAGG iShares Intl Aggregate Bond Sold out 0.00% −0.32
XTEN Bondbloxx BBG 10Y US TSY ETF Reduce -34.8% 0.39% −0.29
IVE iShares S&P 500 Value ETF Reduce -11.6% 1.30% −0.25
BINC iShares Flex I A ETF-Usd Inc. Reduce -57.5% 0.12% −0.20
THRO iShares U.S. Thematic Rotati Reduce -35.1% 0.41% −0.19
AVEM Avantis Emerging Markets Eq Reduce -33.0% 0.43% −0.17
T AT&T Inc. Sold out 0.00% −0.14
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.13
VZ Verizon Communications Inc. Sold out 0.00% −0.13
XLG Invesco S&P 500 Top 50 ETF Sold out 0.00% −0.11
NFLX Netflix Inc. Reduce -9.4% 0.17% −0.11
MCD McDonald's Corp. Sold out 0.00% −0.11
BLV Vanguard Long-Term Bond ETF Reduce -4.8% 0.58% −0.11
META Meta Platforms Inc. Class A Reduce -0.3% 0.62% −0.09
TJX TJX Companies Inc. Reduce -4.5% 0.31% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -10.0% 0.47% −0.06
WMT Walmart Inc. Reduce -0.4% 0.25% −0.06
SCHW Schwab (charles) Corp. Reduce -0.1% 0.39% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 0.64% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Reduce -14.2% 0.17% −0.05
GLDM SPDR Gold Minishares Trust Reduce -3.4% 0.13% −0.05
BBAG JPMorgan Betabuilders US Agg Reduce -7.9% 0.19% −0.04
NYF iShares New York Muni Bond E Reduce -3.6% 0.27% −0.04
PFE Pfizer Inc. Reduce -4.6% 0.10% −0.04
JCPB JPMorgan Core Plus Bond ETF Reduce -6.3% 0.18% −0.04
JBND JPMorgan Active Bond ETF Reduce -4.1% 0.19% −0.04
MUB iShares National Muni Bond E Reduce -1.6% 0.27% −0.04
JNJ Johnson & Johnson Reduce -0.1% 0.40% −0.04
MA Mastercard Inc. Class A Reduce -6.0% 0.15% −0.03
ITOT iShares Core S&P Total U.S. Reduce -2.7% 3.31% −0.02
MRK Merck & Co. Inc. Reduce -0.1% 0.38% −0.02
PG The Procter & Gamble Co. Reduce -6.1% 0.10% −0.02
DIS The Walt Disney Co. Reduce -1.9% 0.11% −0.02
RTX RTX Corp. Reduce -0.5% 0.11% −0.02
ORCL Oracle Corp. Reduce -1.2% 0.11% −0.02
WFC Wells Fargo & Co. Reduce -1.6% 0.13% −0.01
DFEV Dimensional Emrg MRKT Val Reduce -10.6% 0.20% −0.01
HD Home Depot Inc. Reduce -2.6% 0.14% −0.01
EFG iShares MSCI Eafe Growth ETF Reduce -4.1% 0.15% −0.01
DFSU Dimensional US Sus CORE1 ETF Reduce -1.4% 0.14% −0.00
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -1.5% 0.66% +0.00
BBMC JPM Betabuilders US Mid Cap Reduce -2.8% 0.20% +0.00
ABBV Abbvie Inc. Reduce -0.9% 0.15% +0.00
DEHP Dimensional Emrg MRK Hi Prof Reduce -9.9% 0.38% +0.00
BBSC JPMorgan Betabuilders US SC Reduce -4.2% 0.11% +0.00
GS Goldman Sachs Group Inc. Reduce -0.8% 0.13% +0.01
SPMO Invesco S&P 500 Momentum ETF Reduce -20.7% 0.63% +0.01

Portfolio Buys Q1 2026 → Q2 2026
SPYM Ste STR SPDR PT S&P 500 ETF Add +28.4% 5.94% +1.39
MU Micron Technology Inc. Add +3.0% 0.78% +0.53
IALT Ishrs SYS Alt Act ETF New 0.28% +0.28
AMD Advanced Micro Devices Add +4.0% 0.43% +0.26
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +46.3% 1.10% +0.25
GGOV iShares Global GB Usd Ha ETF New 0.23% +0.23
UNH Unitedhealth Group Inc. New 0.23% +0.23
ACWX iShares MSCI Acwi Ex US ETF Add +31.4% 1.00% +0.23
INTC Intel Corp. Add +4.3% 0.32% +0.21
SNDK Sandisk Corp. New 0.20% +0.20
IVW iShares S&P 500 Growth ETF Add +6.2% 1.54% +0.19
BA The Boeing Co. New 0.15% +0.15
AMAT Applied Materials Inc. Add +0.7% 0.30% +0.14
CVS CVS Health Corp. New 0.14% +0.14
JTEK JPMorgan US Tech Leaders New 0.14% +0.14
LRCX Lam Research Corp. Add +2.0% 0.28% +0.13
IETC iShares U.S. Tech Independen Add +1.6% 1.47% +0.13
VUG Vanguard Mrngstar GR ETF-Sui Add +0.5% 2.47% +0.12
CSCO Cisco Systems Inc. Add +1.0% 0.45% +0.12
MRVL Marvell Technology Inc. New 0.12% +0.12
STX Seagate Technology Holdings New 0.11% +0.11
BLCR iShares LRG CP CR Act ETF-Ui Add +15.8% 0.52% +0.11
TRV The Travelers Cos Inc. New 0.11% +0.11
CRWV Coreweave Inc. Class A New 0.11% +0.11
QCOM Qualcomm Inc. New 0.11% +0.11
JHMM John Hancock Multi Fact Mid New 0.11% +0.11
PANW Palo Alto Networks Inc. New 0.10% +0.10
ASML ASML Holding NV-NY Reg SHS New 0.10% +0.10
CRWD CrowdStrike Holdings Inc. Class A New 0.10% +0.10
WDC Western Digital Corp. New 0.10% +0.10
TXN Texas Instruments Inc. New 0.10% +0.10
GOOGL Alphabet Inc. Class A Add +1.3% 0.97% +0.10
IJH iShares Core S&P Midcap ETF New 0.10% +0.10
NVDA Nvidia Corp. Add +2.6% 2.18% +0.09
DFAC Dimensional US Core Equity 2 Add +0.4% 5.10% +0.07
CORO Ish Intl CTRY Rot Act ETF Add +7.3% 0.94% +0.07
AVGO Broadcom Inc. Add +1.3% 0.78% +0.07
GOOG Alphabet Inc. Class C Add +1.8% 0.66% +0.07
LLY Eli Lilly & Co. Add +3.3% 0.40% +0.06
DFAS Dimensional US Small Cap ETF Add +2.0% 1.32% +0.06
TSLA Tesla Inc. Add +6.8% 0.82% +0.05
BBUS JPMorgan Betabuilders US Equ Add +0.6% 1.30% +0.03
AMZN Amazon.com Inc. Add +1.0% 1.25% +0.03
DFGR Dim Global Real Estate ETF Add +7.9% 0.65% +0.03
OEF iShares S&P 100 ETF Add +2.4% 0.58% +0.02
IBM Intl Business Machines Corp. Add +1.8% 0.22% +0.01
V Visa Inc. Class A Add +3.1% 0.23% +0.01
IVV iShares Core S&P 500 ETF Add +1.0% 0.23% +0.01
PM Philip Morris International Add +4.7% 0.25% +0.00
DFSV Dimensional US Small Cap Val Add +0.3% 0.13% −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