Latest SUTTON PLACE INVESTORS LLC Stock Portfolio

SUTTON PLACE INVESTORS LLC Performance:

2026 Q1: -2.17%YTD: -2.17%2025: 15.03%

Performance for 2026 Q1 is -2.17%, and YTD is -2.17%, and 2025 is 15.03%.

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

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUTTON PLACE INVESTORS LLC reported an equity portfolio of $182.8 Millions as of 31 Mar, 2026.

The top stock holdings of SUTTON PLACE INVESTORS LLC are DFAC, DFAC, DFAC. The fund has invested 6.7% of it's portfolio in DIMENSIONAL ETF TRUST and 5% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F, CVS HEALTH CORP (CVS) and QUALCOMM INC (QCOM) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES INC (EMGF) and WORLD GOLD TR (GLDM). SUTTON PLACE INVESTORS LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AAXJ) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), ISHARES TR (AAXJ) and DIMENSIONAL ETF TRUST (DFAC).

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

Our best estimate is that SUTTON PLACE INVESTORS LLC made a return of -2.17% in the last quarter. In trailing 12 months, it's portfolio return was 14.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust	1,582,020
ishares tr	1,412,060
ishares tr	811,037
blackrock etf trust	761,335
ishares tr	248,936
verizon communications inc	236,867
procter & gamble co	223,891
kla corp	213,499

New stocks bought by SUTTON PLACE INVESTORS LLC

Additions

Ticker	% Inc.
global x fds	57.74
ishares tr	56.98
dimensional etf trust	32.86
american centy etf tr	24.5
eli lilly & co	18.93
spdr series trust	15.06
invesco exch traded fd tr ii	14.78
blackrock etf trust	14.57

Additions to existing portfolio by SUTTON PLACE INVESTORS LLC

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-89.66
ishares inc	-84.05
world gold tr	-47.8
ishares tr	-25.45
blackrock etf trust ii	-17.72
pfizer inc	-9.14
dimensional etf trust	-8.61
j p morgan exchange traded f	-8.53

SUTTON PLACE INVESTORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
cvs health corp	-215,621
j p morgan exchange traded f	-225,992
ishares tr	-201,321
qualcomm inc	-208,168
travelers companies inc	-204,202

SUTTON PLACE INVESTORS LLC got rid off the above stocks

Sector Distribution

SUTTON PLACE INVESTORS LLC has about 75.9% of it's holdings in Others sector.

Sector	%
Others	75.9
Technology	9.2
Consumer Cyclical	3.9
Financial Services	3.1
Communication Services	2.9
Healthcare	1.5
Consumer Defensive	1.3
Energy	1.2

Market Cap. Distribution

SUTTON PLACE INVESTORS LLC has about 23.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.9
MEGA-CAP	20.5
LARGE-CAP	2.9

Stocks belong to which Index?

About 21.9% of the stocks held by SUTTON PLACE INVESTORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	77.6
S&P 500	21.9

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.7 %
XLB	select sector spdr tr	36.9 %
CVX	chevron corporation	35.5 %
	ge vernova inc	33.5 %
AMAT	applied matls inc	32.3 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.9 M
XOM	exxon mobil corp	0.5 M
DFAC	dimensional etf trust	0.2 M
DFAC	dimensional etf trust	0.2 M
JNJ	johnson & johnson	0.1 M

Top 5 Losers (%)		%
ORCL	oracle corp	-23.5 %
MSFT	microsoft corp	-23.2 %
IBM	international business machs	-18.0 %
PLTR	palantir technologies inc	-17.6 %
TSLA	tesla inc	-17.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.9 M
DFAC	dimensional etf trust	-0.6 M
VB	vanguard index fds	-0.5 M
BIL	spdr series trust	-0.4 M
CCRV	ishares u s etf tr	-0.4 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 135 stocks in it's portfolio. About 40.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for SUTTON PLACE INVESTORS LLC last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.90	20,893	5,302,320	added	8.86

AAXJ	ishares tr	0.92	22,495	1,672,530	reduced	-25.45

AAXJ	ishares tr	0.77	20,623	1,412,060	new

AAXJ	ishares tr	0.49	9,465	898,702	added	5.46

AAXJ	ishares tr	0.32	10,891	578,530	added	56.98

AAXJ	ishares tr	0.30	5,251	557,394	reduced	-5.3

AAXJ	ishares tr	0.16	2,677	298,137	reduced	-5.1

AAXJ	ishares tr	0.14	2,354	250,701	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.14	1,202	261,423	reduced	-0.58

ACSG	dbx etf tr	0.11	4,200	207,480	unchanged	0.00

ACWF	ishares tr	0.85	33,688	1,556,050	added	6.38

AEMB	american centy etf tr	0.60	13,575	1,093,870	added	24.5

AGT	ishares tr	0.42	5,494	776,961	reduced	-0.05

AGT	ishares tr	0.32	11,586	579,763	added	7.03

AGT	ishares tr	0.15	7,055	279,942	unchanged	0.00

AMAT	applied matls inc	0.16	857	292,914	added	3.25

AMD	advanced micro devices inc	0.16	1,462	297,415	reduced	-4.19

AMPS	ishares tr	0.44	35,401	811,037	new

AMZN	amazon com inc	1.22	10,733	2,235,360	added	3.03