Institutional Manager · CIK 0001930301
SUTTON PLACE INVESTORS LLC
KATONAH, NY · File #028-22551
Latest AUM
$182.1M
Positions
130
Top-10 Concentration
50.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025130 pos · $182.1M
- 13F HOLDINGS REPORTQ/E Sep 2025122 pos · $175.4M
- 13F HOLDINGS REPORTQ/E Jun 2025118 pos · $166.2M
- 13F HOLDINGS REPORTQ/E Mar 2025106 pos · $148.7M
- 13F HOLDINGS REPORTQ/E Dec 2024129 pos · $172.7M
- 13F HOLDINGS REPORTQ/E Sep 2024123 pos · $163.7M
- 13F HOLDINGS REPORTQ/E Jun 2024117 pos · $150.3M
- 13F HOLDINGS REPORTQ/E Mar 2024150 pos · $202.1M
- 13F HOLDINGS REPORTQ/E Dec 202372 pos · $76.8M
- 13F HOLDINGS REPORTQ/E Sep 202365 pos · $72.0M
- 13F HOLDINGS REPORTQ/E Jun 202361 pos · $73.6M
- 13F HOLDINGS REPORTQ/E Mar 202361 pos · $70.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V401 | 169,661 | $12.6M | 8.54% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 234,472 | $9.3M | 6.30% |
| 3 | DIMENSIONAL ETF TRUST | 25434V203 | 228,265 | $8.7M | 5.90% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 186,347 | $7.9M | 5.38% |
| 5 | SPDR SERIES TRUST | 78464A854 | 94,580 | $7.6M | 5.15% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $7.5M | 5.12% |
| 7 | ISHARES TR | 464287150 | 43,071 | $6.4M | 4.35% |
| 8 | APPLE INC | AAPL | 19,193 | $5.2M | 3.54% |
| 9 | DIMENSIONAL ETF TRUST | 25434V302 | 155,078 | $5.1M | 3.43% |
| 10 | VANGUARD INDEX FDS | 922908736 | 9,754 | $4.8M | 3.23% |
| 11 | NVIDIA CORPORATION | NVDA | 20,902 | $3.9M | 2.65% |
| 12 | MICROSOFT CORP | MSFT | 7,699 | $3.7M | 2.53% |
| 13 | BLACKROCK ETF TRUST | BLK | 47,304 | $2.9M | 1.95% |
| 14 | ISHARES U S ETF TR | 46431W648 | 27,843 | $2.8M | 1.92% |
| 15 | ISHARES TR | 464287408 | 12,810 | $2.7M | 1.84% |
| 16 | SELECT SECTOR SPDR TR | 81369Y506 | 56,924 | $2.5M | 1.73% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 19,921 | $2.5M | 1.67% |
| 18 | AMAZON COM INC | AMZN | 10,417 | $2.4M | 1.63% |
| 19 | ISHARES TR | 464287309 | 19,420 | $2.4M | 1.62% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 7,214 | $2.3M | 1.58% |