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CIK: 0001930301
Total reported value
$206.5M
$206.5M
117 檔
20.1%
During the Q2 2024 filing period, Sutton Place Investors LLC (CIK: 0001930301) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $206.5M across 117 reported positions.
During Q2 2024, Sutton Place Investors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.53% | +0.06% | +0.60% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.06% | +1.38% | -3.84% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.20% | -0.44% | +0.64% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.10% | +0.08% | -0.89% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.76% | +0.02% | -15.66% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.44% | -0.02% | +7.69% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 3.24% | -0.19% | +4.12% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.60% | +0.11% | +2.04% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.22% | +0.13% | -9.88% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.13% | -46.58% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | -0.01% | -35.79% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.76% | -0.44% | +0.39% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.63% | +0.25% | -8.43% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.57% | -0.59% | +6.51% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.53% | +0.19% | +73.85% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.44% | -0.02% | -50.63% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.40% | -0.10% | -5.00% | |
| 18 | FPEI | First Trust Institutional Pr | ETF-Other | 1.39% | -0.06% | +1.33% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | -0.02% | -47.09% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.06% | -47.31% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.33% | -0.08% | +0.66% | |
| 22 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.25% | +0.12% | +0.12% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -0.28% | -41.48% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.24% | +0.06% | +50.46% | |
| 25 | DFSD | Dimensional Short Duration | ETF-Other | 1.20% | -0.11% | -1.71% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.19% | +0.04% | +11.87% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.18% | — | +0.48% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.16% | -0.01% | +60.01% | |
| 29 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.12% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.02% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.08% | +1550.14% | |
| 32 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.96% | +0.03% | +39.74% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.85% | — | -0.13% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.03% | -54.10% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | — | -0.25% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | -0.05% | -2.07% | |
| 37 | FMB | First Trust Managed Municipa | ETF-Other | 0.72% | -0.02% | -0.52% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.72% | +0.05% | +6.72% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.25% | +9.25% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.68% | — | +0.18% | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.67% | -0.10% | +2.08% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | -0.60% | -22.29% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.01% | — | |
| 44 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.64% | — | +0.13% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.10% | -68.98% | |
| 46 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.61% | +0.11% | NEW | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.09% | -41.79% | |
| 48 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.57% | -0.06% | +0.16% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.01% | -52.55% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | -0.02% | -13.11% |
According to official SEC Form 13F filings, Sutton Place Investors LLC reported a total U.S. public equity portfolio value of $206.5M across 117 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFUS, SPYM, DFCF) accounted for 20.1% of total reported equity market value during Q2 2024.
During Q2 2024, Sutton Place Investors LLC's top holdings by market value included DFUS (6.5%)、SPYM (6.1%)、DFCF (5.2%). The largest single position, DFUS, represented 6.5% of total portfolio value.
In Q2 2024, Sutton Place Investors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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