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CIK: 0001930301
Total reported value
$206.5M
$206.5M
123 檔
21.4%
According to the latest 13F quarterly dataset, Sutton Place Investors LLC managed an equity portfolio of $206.5M at the end of Q3 2024, spanning 123 distinct U.S. exchange-listed positions.
In Q3 2024, Sutton Place Investors LLC displayed an active expansion posture, initiating 7 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.47% | +0.06% | +2.19% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.66% | +1.38% | -3.55% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.00% | -0.44% | +0.70% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.96% | +0.08% | -0.48% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.02% | +2.25% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.29% | -0.02% | -1.32% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 3.24% | -0.19% | +1.73% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.55% | +0.11% | +0.96% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.16% | +0.13% | +3.23% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.13% | +4.05% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.01% | +1.64% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.89% | +0.25% | +21.00% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.58% | -0.59% | +5.03% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.56% | -0.44% | +0.35% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.43% | +0.19% | -1.27% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.36% | -0.02% | +1.59% | |
| 17 | FPEI | First Trust Institutional Pr | ETF-Other | 1.34% | -0.06% | +1.23% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.30% | -0.08% | +0.09% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.27% | -0.10% | -5.05% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.24% | -0.60% | +92.45% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.06% | +2.71% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.23% | +0.04% | +6.48% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.22% | +0.06% | -0.61% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.22% | -0.02% | +0.92% | |
| 25 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.20% | +0.12% | +0.20% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -0.28% | +2.43% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.18% | — | +0.61% | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 1.17% | -0.11% | +4.86% | |
| 29 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.11% | +0.03% | +19.24% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.10% | -0.01% | -1.85% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.08% | +23.55% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.02% | — | |
| 33 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.96% | — | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.03% | +11.95% | |
| 35 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.81% | — | +0.49% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | — | +0.98% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.25% | +5.49% | |
| 38 | MBB | Ishares Mbs ETF | ETF-Other | 0.69% | -0.05% | -3.45% | |
| 39 | FMB | First Trust Managed Municipa | ETF-Other | 0.68% | -0.02% | +0.21% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.09% | +9.89% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | +0.01% | +1.30% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.66% | — | — | |
| 43 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.66% | — | +0.04% | |
| 44 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.64% | +0.11% | NEW | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.01% | — | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.64% | -0.10% | -2.40% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | +0.05% | -4.87% | |
| 48 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.60% | -0.06% | +0.07% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.56% | — | +48.28% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.10% | +6.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +0.6% | +92.45% | Add |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +21.00% | Add |
| 3 | AAPL | Apple Inc | +0.2% | +2.25% | Add |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +48.28% | Add |
| 5 | BBUS | Jpmorgan Betabuilders US Equ | +0.2% | +19.24% | Add |
| 6 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 7 | IEV | Ishares Europe ETF | +0.1% | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 9 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 10 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 11 | TLH | Ishares 10-20 Year Treasury | +0.1% | NEW | New buy |
| 12 | CMCSA | Comcast Corp-class A | +0.1% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +23.55% | Add |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +1.30% | Add |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +37.28% | Add |
| 16 | BBAG | Jpmorgan Betabuilders US Agg | +0.1% | +32.00% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +17.38% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +9.89% | Add |
| 19 | JAVA | Jpmorgan Active Value ETF | +0.1% | +17.30% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.22% | Add |
| 21 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +22.02% | Add |
| 22 | MMM | 3m Co | +0.1% | +1.35% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | +10.79% | Add |
| 24 | HD | Home Depot Inc | +0.1% | +7.94% | Add |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +6.48% | Add |
| 26 | IVE | Ishares S&p 500 Value ETF | 0% | +5.49% | Add |
| 27 | TRV | Travelers Cos Inc/the | 0% | +0.40% | Add |
| 28 | CAG | Conagra Brands Inc | 0% | +0.07% | Add |
| 29 | OEF | Ishares S&p 100 ETF | 0% | +10.23% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +4.48% | Add |
| 31 | QUAL | Ishares Msci USA Quality Fac | 0% | +5.03% | Add |
| 32 | UNP | Union Pacific CORP | 0% | +0.98% | Add |
| 33 | DFAI | Dimensional International Co | — | +1.73% | Add |
| 34 | IUSV | Ishares Core S&p U.s. Value | — | +0.61% | Add |
| 35 | DFAS | Dimensional US Small Cap ETF | 0% | -0.61% | Trim |
| 36 | PG | Procter & Gamble Co/the | 0% | +1.59% | Add |
| 37 | TJX | Tjx Companies Inc | 0% | +0.09% | Add |
| 38 | DFSD | Dimensional Short Duration | 0% | +4.86% | Add |
| 39 | DFAE | Dimensional Emerging Core Eq | -0.1% | +0.96% | Add |
| 40 | JPM | Jpmorgan Chase & Co | -0.1% | +1.64% | Add |
| 41 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | +2.19% | Add |
| 42 | VUG | Vanguard Growth ETF | -0.1% | +3.23% | Add |
| 43 | DFAC | Dimensional US Core Equity 2 | -0.1% | -0.48% | Trim |
| 44 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -1.32% | Trim |
| 45 | IEMG | Ishares Core Msci Emerging | -0.2% | -36.61% | Trim |
| 46 | WTM | White Mountains Insurance Group, Ltd. | -0.2% | — | Unchanged |
| 47 | DFCF | Dimensional Core Fixed Inc | -0.2% | +0.70% | Add |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | EXIT | Sold out |
| 49 | MRK | Merck & Co. Inc. | -0.2% | +0.92% | Add |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | -3.55% | Trim |
According to official SEC Form 13F filings, Sutton Place Investors LLC reported a total U.S. public equity portfolio value of $206.5M across 123 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, SPYM, DFCF) accounted for 21.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
MA
市值: $250.4K
Top Position Liquidated / Trimmed
HEFA
前期市值: $307.8K
During Q3 2024, Sutton Place Investors LLC's top holdings by market value included DFUS (6.5%)、SPYM (5.7%)、DFCF (5.0%). The largest single position, DFUS, represented 6.5% of total portfolio value.
In Q3 2024, Sutton Place Investors LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 5 holdings, and fully liquidating 1 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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