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Latest SUTTON PLACE INVESTORS LLC Stock Portfolio

$212Million | No. of Holdings #151

SUTTON PLACE INVESTORS LLC Performance

2026 Q3+0.81%
YTD+3.07%
2025+15.03%

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

On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUTTON PLACE INVESTORS LLC reported an equity portfolio of $212.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of SUTTON PLACE INVESTORS LLC are DFAC, BIL, DFAC. The fund has invested 6.6% of it's portfolio in DIMENSIONAL ETF TRUST and 6% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), WEBSTER FINL CORP (WBS) and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), ISHARES TR (AAXJ) and PFIZER INC (PFE). SUTTON PLACE INVESTORS LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, BANCO SANTANDER SA (SAN) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD MUN BD FDS (VTEB) and ISHARES TR (IJR).
SUTTON PLACE INVESTORS LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$212Million
  as of Oct 20, 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 0.81% in the last quarter. In trailing 12 months, it's portfolio return was 5.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,767,440
space exploration techn corp454,239
banco santander sa301,854
ishares tr262,181
ishares inc246,239
arista networks inc236,368
analog devices inc222,158
morgan stanley212,718
New stocks bought by SUTTON PLACE INVESTORS LLC

Additions

Ticker% Inc.
ishares tr92.39
vanguard mun bd fds55.24
ishares tr41.92
ishares tr33.7
palo alto networks inc32.08
blackrock etf trust30.85
oracle corp30.46
ishares tr28.56
Additions to existing portfolio by SUTTON PLACE INVESTORS LLC

Reductions

Ticker% Reduced
invesco exch traded fd tr ii-76.69
ishares tr-51.67
ishares tr-14.83
pfizer inc-14.03
blackrock etf trust ii-10.76
ishares tr-9.79
blackrock etf trust-8.31
ishares tr-4.56
SUTTON PLACE INVESTORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
webster finl corp-880,741
exxon mobil corp-1,466,300
american centy etf tr-877,866
dimensional etf trust-266,471
ishares tr-556,288
procter & gamble co-213,374
western digital corp-212,055
SUTTON PLACE INVESTORS LLC got rid off the above stocks

Sector Distribution

SUTTON PLACE INVESTORS LLC has about 75% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
Sector%
Others75
Technology12.6
Financial Services2.8
Communication Services2.7
Consumer Cyclical2.5
Healthcare1.8

Market Cap. Distribution

SUTTON PLACE INVESTORS LLC has about 24.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED75
MEGA-CAP22.6
LARGE-CAP2.1

Stocks belong to which Index?

About 23.9% of the stocks held by SUTTON PLACE INVESTORS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.6
S&P 50023.9
Top 5 Winners (%)%
PLTR
palantir technologies inc
57.1 %
CRWD
crowdstrike hldgs inc
38.3 %
MSFT
microsoft corp
36.3 %
META
meta platforms inc
28.4 %
CVX
chevron corporation
22.8 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.2 M
AAPL
apple inc
0.9 M
NVDA
nvidia corporation
0.6 M
XLB
select sector spdr tr
0.5 M
META
meta platforms inc
0.4 M
Top 5 Losers (%)%
KLAC
kla corp
-35.2 %
AMAT
applied matls inc
-28.9 %
LRCX
lam research corp
-24.0 %
CAT
caterpillar inc
-23.8 %
sandisk corp
-23.3 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-0.4 M
TSLA
tesla inc
-0.3 M
AMAT
applied matls inc
-0.2 M
DFAC
dimensional etf trust
-0.2 M
BECO
blackrock etf trust
-0.2 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 151 stocks in it's portfolio. About 40.9% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for SUTTON PLACE INVESTORS LLC last quarter.

$212.36MTotal Value
159Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of SUTTON PLACE INVESTORS LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
1.86%52,123
$3.94M
1.86%
increased 92.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.31%8,430
$667.1K
0.31%
decreased 0.51 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.22%9,466
$478.2K
0.22%
decreased 9.79 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.2%4,641
$415.9K
0.2%
decreased 51.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.14%2,451
$293.7K
0.14%
decreased 4.56 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.1%2,005
$209.6K
0.1%
decreased 14.83 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
SUTTON PLACE INVESTORS LLC's holding in Dbx Etf Tr over time
0.11%4,200
$230.8K
0.11%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
1.32%63,371
$2.79M
1.32%
increased 28.56 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%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.43%5,477
$913.6K
0.43%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.14%7,055
$302.6K
0.14%
unchanged 0 percentunchanged