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SUTTON PLACE INVESTORS LLC — 13F Holdings & Portfolio

CIK 1930301 · latest 13F-HR filed 2026-08-06

Backtest portfolio

SUTTON PLACE INVESTORS LLC manages $206.5M in 13F-reported U.S. long-equity assets across 148 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFUS (6.71%), SPYM (5.94%), DFAC (5.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 7, added to 78, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
84 BUSINESS PARK DRIVE
SUITE 302
ARMONK, NY 10504
Phone
(914) 767-0974
Filing Manager
SUTTON PLACE INVESTORS LLC
ARMONK, NY
Signatory
Vito Collacuro
Chief Compliance Officer
Loading holdings…
AUM

$206.5M

Long-equity book

Holdings

148

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+19 / −7 / ↑78 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$3.9M +47.4%
  • DIMENSIONAL ETF TRUST$1.7M +13.9%
  • DIMENSIONAL ETF TRUST$1.3M +14.6%
  • MICRON TECHNOLOGY INC$1.2M +252.0%
  • DIMENSIONAL ETF TRUST$910.1K +17.0%
Show all 78 →

Top Trims

  • ISHARES TR-$1.0M -61.2%
  • ISHARES TR-$985.8K -53.3%
  • SELECT SECTOR SPDR TR-$446.4K -12.7%
  • BONDBLOXX ETF TRUST-$432.4K -35.1%
  • EXXON MOBIL CORP-$348.7K -19.2%
Show all 19 →

New Positions

  • BLACKROCK ETF TRUST$582.1K
  • BLACKROCK ETF TRUST II$476.4K
  • UNITEDHEALTH GROUP INC$467.6K
  • SANDISK CORP$422.9K
  • BOEING CO$299.6K
Show all 19 →

Exited Positions

  • DICKS SPORTING GOODS INC$1.9M
  • ISHARES TR$579.8K
  • AT&T INC$250.0K
  • ISHARES INC$239.7K
  • VERIZON COMMUNICATIONS INC$236.9K
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFUS 25434V401 $13.9M 6.71% 169,100 SH
2 SPDR SERIES TRUST SPYM 78464A854 $12.3M 5.94% 139,693 SH
3 DIMENSIONAL ETF TRUST DFAC 25434V708 $10.5M 5.10% 237,209 SH
4 DIMENSIONAL ETF TRUST DFAI 25434V203 $9.7M 4.70% 235,084 SH
5 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $7.5M 3.63% 10 SH
6 DIMENSIONAL ETF TRUST DFCF 25434V872 $7.4M 3.58% 175,236 SH
7 ISHARES TR ITOT 464287150 $6.8M 3.31% 41,605 SH
8 DIMENSIONAL ETF TRUST DFAE 25434V302 $6.2M 3.03% 155,425 SH
9 APPLE INC AAPL 037833100 $6.0M 2.92% 20,815 SH
10 VANGUARD INDEX FDS VUG 922908736 $5.1M 2.47% 59,119 SH
11 NVIDIA CORPORATION NVDA 67066G104 $4.5M 2.18% 22,543 SH
12 ISHARES TR IVW 464287309 $3.2M 1.54% 23,143 SH
13 SELECT SECTOR SPDR TR XLE 81369Y506 $3.1M 1.48% 57,635 SH
14 MICROSOFT CORP MSFT 594918104 $3.0M 1.47% 8,158 SH
15 ISHARES U S ETF TR IETC 46431W648 $3.0M 1.47% 28,324 SH
16 BLACKROCK ETF TRUST DYNF 09290C103 $3.0M 1.46% 44,451 SH
17 DIMENSIONAL ETF TRUST DFAS 25434V500 $2.7M 1.32% 33,162 SH
18 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $2.7M 1.30% 20,001 SH
19 ISHARES TR IVE 464287408 $2.7M 1.30% 11,843 SH
20 AMAZON COM INC AMZN 023135106 $2.6M 1.25% 10,840 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $2.4M 1.15% 7,261 SH
22 ISHARES TR IUSB 46434V613 $2.3M 1.10% 49,293 SH
23 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.2M 1.08% 2,989 SH
24 ISHARES TR ACWX 464288240 $2.1M 1.00% 27,092 SH
25 ALPHABET INC GOOGL 02079K305 $2.0M 0.97% 5,602 SH
26 BLACKROCK ETF TRUST CORO 09290C764 $1.9M 0.94% 52,784 SH
27 DIMENSIONAL ETF TRUST DFSD 25434V864 $1.8M 0.88% 38,194 SH
28 TESLA INC TSLA 88160R101 $1.7M 0.82% 4,016 SH
29 SCHWAB STRATEGIC TR SCHZ 808524839 $1.7M 0.81% 72,046 SH
30 MICRON TECHNOLOGY INC MU 595112103 $1.6M 0.78% 1,402 SH
31 BROADCOM INC AVGO 11135F101 $1.6M 0.78% 4,263 SH
32 BLACKROCK ETF TRUST BAI 09290C780 $1.6M 0.77% 30,009 SH
33 DIMENSIONAL ETF TRUST DFIC 25434V799 $1.5M 0.72% 39,933 SH
34 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.71% 10,725 SH
35 DIMENSIONAL ETF TRUST DIHP 25434V765 $1.4M 0.67% 40,642 SH
36 SPDR SERIES TRUST SPTM 78464A805 $1.4M 0.66% 15,099 SH
37 ALPHABET INC GOOG 02079K107 $1.4M 0.66% 3,850 SH
38 FIRST TR EXCH TRADED FD III FPEI 33739P855 $1.4M 0.66% 70,179 SH
39 DIMENSIONAL ETF TRUST DFGR 25434V658 $1.3M 0.65% 46,210 SH
40 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.64% 2,657 SH
41 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.3M 0.63% 24,173 SH
42 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $1.3M 0.63% 7,996 SH
43 META PLATFORMS INC META 30303M102 $1.3M 0.62% 2,271 SH
44 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.3M 0.61% 5,311 SH
45 ISHARES TR OEF 464287101 $1.2M 0.58% 3,281 SH
46 VANGUARD BD INDEX FDS BLV 921937793 $1.2M 0.58% 17,278 SH
47 J P MORGAN EXCHANGE TRADED F JGRO 46654Q609 $1.1M 0.54% 11,286 SH
48 BLACKROCK ETF TRUST BLCR 09290C855 $1.1M 0.52% 21,468 SH
49 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $1.0M 0.50% 12,941 SH
50 VANGUARD INDEX FDS VTV 922908744 $976.1K 0.47% 4,479 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $206.5M 148 0001951757-26-001095
2026-03-31 2026-04-22 $182.8M 136 0001951757-26-000695
2025-12-31 2026-01-21 $182.1M 130 0001951757-26-000267