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CIK: 0001930301
Total reported value
$212.4M
$212.4M
148 檔
25.4%
During the Q2 2026 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 $212.4M across 148 reported positions.
Sutton Place Investors LLC executed strategic sector rebalancing during Q2 2026, establishing 19 new positions while fully exiting 7 holdings and trimming 57 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.71% | -0.10% | -1.43% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.94% | +0.08% | +28.36% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.10% | -0.14% | +0.42% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 4.70% | -0.12% | +2.51% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.63% | -0.11% | — | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.58% | -0.28% | +0.65% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.31% | -0.04% | -2.72% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.03% | -0.14% | -1.44% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.38% | -0.37% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.47% | +0.02% | +503.13% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.29% | +2.64% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.54% | +0.10% | +6.17% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.48% | +0.20% | +0.66% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | +0.60% | +2.94% | |
| 15 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.47% | +0.05% | +1.64% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.46% | -0.01% | -0.38% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.32% | -0.11% | +2.00% | |
| 18 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.30% | +0.01% | +0.58% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.30% | -0.01% | -11.64% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.04% | +1.00% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.01% | +0.33% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.10% | +0.22% | +46.32% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.01% | — | |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.00% | +0.86% | +31.37% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | -0.04% | +1.32% | |
| 26 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.94% | -0.02% | +7.28% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.88% | -0.03% | +1.26% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.16% | +6.75% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.81% | +0.01% | +0.89% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.78% | -0.08% | +3.01% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.01% | +1.26% | |
| 32 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.77% | -0.16% | -17.36% | |
| 33 | DFIC | Dimensional International Co | ETF-Other | 0.72% | -0.01% | +2.65% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.71% | EXIT | |
| 35 | DIHP | Dimensional International Hi | ETF-Other | 0.67% | -0.02% | +5.42% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.66% | -0.01% | -1.47% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.04% | +1.80% | |
| 38 | FPEI | First Trust Institutional Pr | ETF-Other | 0.66% | -0.01% | +1.17% | |
| 39 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.65% | -0.04% | +7.90% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.01% | -0.67% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.63% | +0.01% | +0.53% | |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.63% | -0.50% | -20.71% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.17% | -0.31% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.03% | — | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.58% | +0.01% | +2.40% | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.58% | -0.07% | -4.81% | |
| 47 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.54% | -0.01% | -0.19% | |
| 48 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.52% | +0.13% | +15.78% | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.50% | -0.01% | +0.54% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.03% | -9.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +28.36% | Add |
| 2 | MU | Micron Technology Inc | +0.5% | +3.01% | Add |
| 3 | IALT | Ishrs Sys Alt Act ETF | +0.3% | NEW | New buy |
| 4 | AMD | Advanced Micro Devices | +0.3% | +3.97% | Add |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +46.32% | Add |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +31.37% | Add |
| 7 | GGOV | Ishares Global Gb Usd Ha ETF | +0.2% | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 9 | INTC | Intel CORP | +0.2% | +4.35% | Add |
| 10 | SNDK | Sandisk CORP | +0.2% | NEW | New buy |
| 11 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +6.17% | Add |
| 12 | BA | Boeing Co/the | +0.2% | NEW | New buy |
| 13 | AMAT | Applied Materials Inc | +0.1% | +0.70% | Add |
| 14 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 15 | JTEK | Jpmorgan US Tech Leaders | +0.1% | NEW | New buy |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +503.13% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | +2.01% | Add |
| 18 | IETC | Ishares U.s. Tech Independen | +0.1% | +1.64% | Add |
| 19 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | -17.36% | Trim |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +1.02% | Add |
| 21 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 22 | DFAE | Dimensional Emerging Core Eq | +0.1% | -1.44% | Trim |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | NEW | New buy |
| 25 | CRWV | Coreweave Inc-cl A | +0.1% | NEW | New buy |
| 26 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 27 | JHMM | John Hancock Multi Fact Mid | +0.1% | NEW | New buy |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.32% | Add |
| 29 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.1% | +15.78% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 31 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 32 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 33 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 34 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 35 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 36 | KLAC | Kla CORP | +0.1% | +877.24% | Add |
| 37 | DFAC | Dimensional US Core Equity 2 | +0.1% | +0.42% | Add |
| 38 | NVDA | Nvidia CORP | +0.1% | +2.64% | Add |
| 39 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +7.28% | Add |
| 40 | AVGO | Broadcom Inc | +0.1% | +1.26% | Add |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | +1.80% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.25% | Trim |
| 43 | CAT | Caterpillar Inc | +0.1% | -0.20% | Trim |
| 44 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | -1.43% | Trim |
| 45 | DFAS | Dimensional US Small Cap ETF | +0.1% | +2.00% | Add |
| 46 | TSLA | Tesla Inc | +0.1% | +6.75% | Add |
| 47 | LLY | Eli Lilly & Co | +0.1% | +3.30% | Add |
| 48 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | — | Unchanged |
| 49 | GE | General Electric | +0.1% | -0.59% | Trim |
| 50 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
According to official SEC Form 13F filings, Sutton Place Investors LLC reported a total U.S. public equity portfolio value of $212.4M across 148 disclosed positions in Q2 2026.
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, DFAC) accounted for 25.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $582.2K
Top Position Liquidated / Trimmed
DKS
前期市值: $1.9M
During Q2 2026, Sutton Place Investors LLC's top holdings by market value included DFUS (6.7%)、SPYM (5.9%)、DFAC (5.1%). The largest single position, DFUS, represented 6.7% of total portfolio value.
In Q2 2026, Sutton Place Investors LLC made 138 total portfolio adjustments, initiating 19 new buys, adding to 55 positions, trimming 57 holdings, and fully liquidating 7 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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