Grufity logo
Grufity logo

Latest SUTTON PLACE INVESTORS LLC Stock Portfolio

$206Million | No. of Holdings #147

SUTTON PLACE INVESTORS LLC Performance

2026 Q2+4.51%
YTD+2.24%
2025+15.03%

About SUTTON PLACE INVESTORS LLC and 13F Hedge Fund Stock Holdings

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUTTON PLACE INVESTORS LLC reported an equity portfolio of $206.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SUTTON PLACE INVESTORS LLC are DFAC, BIL, DFAC. The fund has invested 6.7% of it's portfolio in DIMENSIONAL ETF TRUST and 5.9% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off DICKS SPORTING GOODS INC (DKS), ISHARES TR (AGT) and AT&T INC (T) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (IBCE) and BLACKROCK ETF TRUST II (HYMU). SUTTON PLACE INVESTORS LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), BLACKROCK ETF TRUST II (HYMU) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (ACWF) and ISHARES TR (AAXJ).
SUTTON PLACE INVESTORS LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$206Million
  as of Aug 06, 2026

SUTTON PLACE INVESTORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SUTTON PLACE INVESTORS LLC made a return of 4.51% in the last quarter. In trailing 12 months, it's portfolio return was 11.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust582,150
blackrock etf trust ii476,447
unitedhealth group inc467,584
sandisk corp422,914
boeing co299,594
cvs health corp283,039
j p morgan exchange traded f279,883
marvell technology inc239,206
New stocks bought by SUTTON PLACE INVESTORS LLC

Additions

Ticker% Inc.
vanguard index fds503
ishares tr46.32
ishares tr31.37
spdr series trust28.36
global x fds17.73
blackrock etf trust15.78
ishares tr12.52
dimensional etf trust7.9
Additions to existing portfolio by SUTTON PLACE INVESTORS LLC

Reductions

Ticker% Reduced
ishares tr-62.33
ishares tr-59.18
blackrock etf trust ii-57.53
blackrock etf trust-35.08
bondbloxx etf trust-34.75
american centy etf tr-32.98
invesco exch traded fd tr ii-20.71
blackrock etf trust-17.36
SUTTON PLACE INVESTORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-579,763
dicks sporting goods inc-1,909,730
at&t inc-249,954
verizon communications inc-236,867
invesco exchange traded fd t-208,272
ishares inc-239,661
mcdonalds corp-202,946
SUTTON PLACE INVESTORS LLC got rid off the above stocks

Sector Distribution

SUTTON PLACE INVESTORS LLC has about 75.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
Sector%
Others75.2
Technology11.4
Financial Services3.1
Consumer Cyclical2.7
Communication Services2.5
Healthcare1.8
Consumer Defensive1.1

Market Cap. Distribution

SUTTON PLACE INVESTORS LLC has about 24.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED75.2
MEGA-CAP22.2
LARGE-CAP2.4

Stocks belong to which Index?

About 23.6% of the stocks held by SUTTON PLACE INVESTORS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.9
S&P 50023.6
Top 5 Winners (%)%
MU
micron technology inc
230.0 %
INTC
intel corp
202.7 %
AMD
advanced micro devices inc
175.8 %
AMAT
applied matls inc
110.7 %
KLAC
kla corp
103.7 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.9 M
BIL
spdr series trust
1.4 M
DFAC
dimensional etf trust
1.3 M
MU
micron technology inc
1.1 M
DFAC
dimensional etf trust
1.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
NFLX
netflix inc.
-24.5 %
PLTR
palantir technologies inc
-20.0 %
CVX
chevron corporation
-19.9 %
XOM
exxon mobil corp
-19.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-12.1 M
XLB
select sector spdr tr
-0.5 M
XOM
exxon mobil corp
-0.4 M
BITS
global x fds
-0.2 M
NFLX
netflix inc.
-0.1 M

SUTTON PLACE INVESTORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SUTTON PLACE INVESTORS LLC

SUTTON PLACE INVESTORS LLC has 147 stocks in it's portfolio. About 41.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for SUTTON PLACE INVESTORS LLC last quarter.

$206.52MTotal Value
155Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SUTTON PLACE INVESTORS LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
1%27,092
$2.06M
1%
increased 31.37 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.44%9,602
$907.6K
0.44%
increased 1.45 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.31%8,473
$648.6K
0.31%
decreased 62.33 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.27%10,493
$565.6K
0.27%
decreased 3.65 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.27%5,169
$556.3K
0.27%
decreased 1.56 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.16%2,568
$319.5K
0.16%
decreased 4.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.12%2,354
$250.6K
0.12%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
SUTTON PLACE INVESTORS LLC's holding in Dbx Etf Tr over time
0.11%4,200
$229.4K
0.11%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
1.1%49,293
$2.27M
1.1%
increased 46.32 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SUTTON PLACE INVESTORS LLC's holding in American Centy Etf Tr over time
0.42%9,098
$877.9K
0.42%
decreased 32.98 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.43%5,477
$896.4K
0.43%
decreased 0.31 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.14%7,055
$295.0K
0.14%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
SUTTON PLACE INVESTORS LLC's holding in Asml Hldg Nv over time
0.1%109
$216.8K
0.1%
new position