SP
Sutton Place Investors LLC 13F Holdings & Recent Stock Buys (Q3 2026)
Sutton Place Investors LLCCIK: 0001930301
Diversified strategyMomentum followerSector-focused
Total reported value
$212.4M
Reporting period: 2026-09-30 · Number of holdings: 152
SUTTON PLACE INVESTORS LLC disclosed 152 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $212.4M and a quarterly turnover rate of 12.1%.
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Personality snowflake
- Concentration
- 9.46
- Portfolio Stability
- 12.1
- Momentum
- 100
- Sector conviction
- 94.7
- Diversification
- 100
- Sizing Uniformity
- 83.84
Sutton Place Investors LLC's disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 42 equally-sized positions, well below its 152 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.62), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 25% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd ACWX
+92.4% $1.9M
New buy 30233Q108
Sold out XOM
Add MSFT
+5.1% $1.4M
Trim SPMO
-76.7% -$1.0M
Sold out WBS
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.61% | -0.10% | +0.01% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.03% | +0.08% | +2.04% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.96% | -0.14% | -0.08% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 4.58% | -0.12% | -0.13% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.52% | -0.11% | — | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.30% | -0.28% | -0.39% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.38% | +0.97% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.27% | -0.04% | +0.26% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.89% | -0.14% | +0.29% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.49% | +0.02% | -0.88% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.29% | +1.69% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | +0.60% | +5.09% | |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.86% | +0.86% | +92.39% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.68% | +0.20% | +0.56% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.64% | +0.10% | +6.06% | |
| 16 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.52% | +0.05% | +0.08% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.45% | -0.01% | -0.28% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.32% | +0.22% | +28.56% | |
| 19 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.31% | +0.01% | +0.86% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.29% | -0.01% | +1.23% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.04% | +1.13% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.21% | -0.11% | -0.17% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | +0.01% | +2.82% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | -0.01% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | -0.04% | +2.21% | |
| 26 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.92% | -0.02% | +2.19% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.85% | -0.03% | +1.97% | |
| 28 | ✓ | Stock-Other | 0.83% | +0.83% | NEW | ||
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.82% | +0.01% | +9.51% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.17% | +1.89% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | -0.01% | +8.68% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.71% | -0.01% | +0.84% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.70% | -0.08% | -0.14% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.16% | -2.27% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.65% | -0.01% | — | |
| 36 | FPEI | First Trust Institutional Pr | ETF-Other | 0.65% | -0.01% | +6.28% | |
| 37 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.65% | +0.13% | +30.85% | |
| 38 | DIHP | Dimensional International Hi | ETF-Other | 0.65% | -0.02% | +0.08% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.64% | +0.01% | +0.26% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.01% | +0.94% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | -0.04% | -0.16% | |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.61% | -0.16% | -8.31% | |
| 43 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.61% | -0.04% | +3.81% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.59% | +0.01% | +0.40% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.03% | — | |
| 46 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.53% | -0.01% | +2.78% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.51% | -0.07% | +0.45% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.50% | +0.06% | +22.62% | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.49% | -0.01% | +1.62% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | +0.01% | +6.33% |
1–50 of 152
Portfolio Performance
Performance for Q4 2026
+1.7%
Performance Last 4 Quarters
+12.8%
- Stdev
- +10.4%
- Beta
- +0.83
- Alpha
- +1.2%
- Max Drawdown
- -5.1%
- Annualized Perf
- +20.9%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +4.4
- Stutzer
- +0.56
- Treynor
- +0.24
- Sterling
- +1.45
- Calmar
- +4.09
- Information Ratio
- -0.84
- Tracking Error
- +3.1%
- Stdev Down
- +4.5%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +31.2%
- Worst 12 Months
- +6.7%
- Efficiency Ratio
- +0.79
- Sharpe
- +1.89
- Stdev Sectors
- +15.1%
- Skewness
- +0.04
- Kurtosis
- -0.11
- Upside Potential
- +5.84
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 152 | $212.4M | 12 | ||
| 2026 Q2 | 148 | $206.5M | 21 | ||
| 2026 Q1 | 136 | $182.8M | 13 | ||
| 2025 Q4 | 130 | $182.1M | 9 | ||
| 2025 Q3 | 122 | $175.4M | 26 | ||
| 2025 Q2 | 118 | $166.2M | 0 | ||
| 2025 Q1 | 106 | $148.7M | 0 | ||
| 2024 Q4 | 129 | $172.7M | 0 | ||
| 2024 Q3 | 123 | $163.7M | 0 | ||
| 2024 Q2 | 117 | $150.3M | 0 | ||
| 2024 Q1 | 150 | $202.1M | 0 | ||
| 2023 Q4 | 118 | $138.1M | 0 | ||
| 2023 Q3 | 72 | $76.8M | 0 | ||
| 2023 Q2 | 65 | $72.0M | 0 | ||
| 2023 Q1 | 61 | $73.6M | 0 | ||
| 2022 Q4 | 61 | $70.1M | 0 | ||
| 2022 Q3 | 60 | $66.0M | 0 | ||
| 2022 Q2 | 65 | $68.7M | 0 | ||
| 2022 Q1 | 73 | $83.7M | 0 | ||
| 2021 Q4 | 75 | $87.0M | 0 |
Holding changes this quarter
Sutton Place Investors LLC's most significant position changes for 2026-09-30: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Webster Financial CORP (WBS); Sold out: Avantis Emerging Markets Eq (AVEM); Sold out: Ishares National Muni Bond E (MUB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWX | Ishares Msci Acwi Ex US ETF | +0.9% | +92.39% | Add |
| 2 | ✓ | +0.8% | NEW | New buy | |
| 3 | MSFT | Microsoft CORP | +0.6% | +5.09% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +0.97% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +1.69% | Add |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +28.56% | Add |
| 7 | ✓ | +0.2% | NEW | New buy | |
| 8 | XLE | Ss Energy Select Sector | +0.2% | +0.56% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +1.89% | Add |
| 10 | SAN | Banco Santander Sa-spon Adr | +0.1% | NEW | New buy |
| 11 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.1% | +30.85% | Add |
| 12 | TIP | Ishares Tips Bond ETF | +0.1% | NEW | New buy |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 14 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +6.06% | Add |
| 16 | ADI | Analog Devices Inc | +0.1% | NEW | New buy |
| 17 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 18 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 19 | LIN | Linde plc | +0.1% | NEW | New buy |
| 20 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.36% | Add |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +2.04% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +33.70% | Add |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +55.24% | Add |
| 25 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +22.62% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +32.08% | Add |
| 27 | IETC | Ishares U.s. Tech Independen | +0.1% | +0.08% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +1.13% | Add |
| 29 | GGOV | Ishares Global Gb Usd Ha ETF | 0% | +22.35% | Add |
| 30 | MRK | Merck & Co. Inc. | 0% | +0.07% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 0% | +289.93% | Add |
| 32 | IYW | Ishares Ustechnology ETF | 0% | +11.25% | Add |
| 33 | CVX | Chevron CORP | 0% | +2.67% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | +5.18% | Add |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | +41.92% | Add |
| 36 | VUG | Vanguard Growth ETF | 0% | -0.88% | Trim |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +13.06% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +15.79% | Add |
| 39 | IALT | Ishrs Sys Alt Act ETF | 0% | +2.35% | Add |
| 40 | SCHW | Schwab (charles) CORP | 0% | +0.30% | Add |
| 41 | ORCL | Oracle CORP | 0% | +30.46% | Add |
| 42 | KO | Coca-cola Co/the | 0% | +11.66% | Add |
| 43 | MA | Mastercard Inc - A | 0% | +6.23% | Add |
| 44 | TXN | Texas Instruments Inc | 0% | +26.67% | Add |
| 45 | DISV | Dimensional International Sm | 0% | +0.96% | Add |
| 46 | JPM | Jpmorgan Chase & Co | 0% | +2.82% | Add |
| 47 | BBUS | Jpmorgan Betabuilders US Equ | 0% | +0.86% | Add |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +9.51% | Add |
| 49 | IEFA | Ishares Core Msci Eafe ETF | 0% | +6.33% | Add |
| 50 | AMD | Advanced Micro Devices | 0% | +1.32% | Add |
1–50 of 159
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Sutton Place Investors LLC and what type of investor is it?
Sutton Place Investors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $212.4M, spread across 152 disclosed positions.
What are Sutton Place Investors LLC's largest equity positions?
Based on the latest 13F filing, Sutton Place Investors LLC's top holdings by market value are:
1. Dimensional US Eq Mkt ETF (DFUS) — $14.0M (6.6%)
2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $12.8M (6.0%)
3. Dimensional US Core Equity 2 (DFAC) — $10.5M (5.0%)
4. Dimensional International Co (DFAI) — $9.7M (4.6%)
5. Berkshire Hathaway Inc-cl A (BRK-A) — $7.5M (3.5%)
What changes did Sutton Place Investors LLC make in its most recent portfolio filing?
In the latest reported quarter, Sutton Place Investors LLC made 143 notable position adjustments: 11 new positions were initiated, 98 existing holdings were added to, 27 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Webster Financial CORP (WBS); Sold out: Avantis Emerging Markets Eq (AVEM); Sold out: Ishares National Muni Bond E (MUB)
What sectors does Sutton Place Investors LLC focus on?
Sutton Place Investors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 52.3%
• Financials: 11.5%
• Communication Services: 10.6%
• Consumer Discretionary: 9.6%
• Health Care: 7.1%
• Consumer Staples: 3.9%
Investment Profile
Sutton Place Investors LLC returned an annualized 20.9% over the trailing 36 months — outperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.83 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 52.3% of the portfolio concentrated in Information Technology.
It has added to its SPYM position over the past two quarters (+$4.5M, now $12.8M), while trimming QUAL over the same stretch (-$994.8K, still holding $855.0K).
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