Latest SUTTON PLACE INVESTORS LLC Stock Portfolio
SUTTON PLACE INVESTORS LLC Performance:
2025 Q3: 2.94%YTD: 4.25%2024: 8.34%
Performance for 2025 Q3 is 2.94%, and YTD is 4.25%, and 2024 is 8.34%.
About SUTTON PLACE INVESTORS LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SUTTON PLACE INVESTORS LLC reported an equity portfolio of $175.4 Millions as of 30 Sep, 2025.
The top stock holdings of SUTTON PLACE INVESTORS LLC are DFAC, DFAC, DFAC. The fund has invested 7% of it's portfolio in DIMENSIONAL ETF TRUST and 5.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ISHARES TR (IJR), SALESFORCE INC (CRM) and COCA COLA CO (KO) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES TR (ACWF). SUTTON PLACE INVESTORS LLC opened new stock positions in GLOBAL X FDS (BITS), AMERICAN CENTY ETF TR (AEMB) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), INVESCO EXCHANGE TRADED FD T (CSD) and WORLD GOLD TR (GLDM).
The top stock holdings of SUTTON PLACE INVESTORS LLC are DFAC, DFAC, DFAC. The fund has invested 7% of it's portfolio in DIMENSIONAL ETF TRUST and 5.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ISHARES TR (IJR), SALESFORCE INC (CRM) and COCA COLA CO (KO) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES TR (ACWF). SUTTON PLACE INVESTORS LLC opened new stock positions in GLOBAL X FDS (BITS), AMERICAN CENTY ETF TR (AEMB) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), INVESCO EXCHANGE TRADED FD T (CSD) and WORLD GOLD TR (GLDM).
SUTTON PLACE INVESTORS LLC Annual Return Estimates Vs S&P 500
Our best estimate is that SUTTON PLACE INVESTORS LLC made a return of 2.94% in the last quarter. In trailing 12 months, it's portfolio return was 5.18%.
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 525,887 |
| american centy etf tr | 422,419 |
| abbvie inc | 265,808 |
| caterpillar inc | 226,646 |
| advanced micro devices inc | 205,150 |
| goldman sachs group inc | 200,680 |
| cvs health corp | 200,160 |
New stocks bought by SUTTON PLACE INVESTORS LLC
Additions
| Ticker | % Inc. |
|---|---|
| blackrock etf trust | 125 |
| invesco exchange traded fd t | 91.38 |
| world gold tr | 35.94 |
| philip morris intl inc | 31.17 |
| chevron corp new | 19.14 |
| blackrock etf trust | 16.88 |
| j p morgan exchange traded f | 13.99 |
| oracle corp | 11.16 |
Additions to existing portfolio by SUTTON PLACE INVESTORS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -60.41 |
| ishares tr | -57.97 |
| first tr exch traded fd iii | -43.34 |
| ishares tr | -21.34 |
| ishares tr | -18.77 |
| dimensional etf trust | -14.1 |
| ishares inc | -13.49 |
| ishares tr | -12.88 |
SUTTON PLACE INVESTORS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -1,922,360 |
| coca cola co | -207,368 |
| salesforce inc | -214,334 |
SUTTON PLACE INVESTORS LLC got rid off the above stocks
Sector Distribution
SUTTON PLACE INVESTORS LLC has about 78.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 78.5 |
| Technology | 8.9 |
| Financial Services | 3.2 |
| Consumer Cyclical | 2.9 |
| Communication Services | 2.8 |
| Healthcare | 1.2 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
SUTTON PLACE INVESTORS LLC has about 21% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 78.5 |
| MEGA-CAP | 17.3 |
| LARGE-CAP | 3.7 |
Stocks belong to which Index?
About 20.7% of the stocks held by SUTTON PLACE INVESTORS LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 79.3 |
| S&P 500 | 20.7 |
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 121 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for SUTTON PLACE INVESTORS LLC last quarter.
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.64 | 18,168 | 4,626,120 | added | 2.00 | ||
| AAXJ | ishares tr | 1.35 | 34,807 | 2,360,980 | reduced | -21.34 | ||
| AAXJ | ishares tr | 0.50 | 9,116 | 867,387 | reduced | -0.55 | ||
| AAXJ | ishares tr | 0.36 | 5,874 | 625,522 | added | 6.24 | ||
| AAXJ | ishares tr | 0.31 | 4,723 | 537,855 | reduced | -57.97 | ||
| AAXJ | ishares tr | 0.23 | 7,702 | 410,902 | added | 2.16 | ||
| AAXJ | ishares tr | 0.16 | 2,559 | 273,250 | added | 0.04 | ||
| AAXJ | ishares tr | 0.12 | 2,118 | 201,612 | reduced | -2.67 | ||
| ABBV | abbvie inc | 0.15 | 1,148 | 265,808 | new | |||
| ACWF | ishares tr | 0.85 | 31,944 | 1,492,100 | reduced | -18.77 | ||
| AEMB | american centy etf tr | 0.24 | 5,624 | 422,419 | new | |||
| AGT | ishares tr | 0.48 | 5,759 | 838,510 | reduced | -0.09 | ||
| AGT | ishares tr | 0.33 | 11,171 | 572,290 | added | 2.16 | ||
| AGT | ishares tr | 0.14 | 7,093 | 251,660 | reduced | -4.45 | ||
| AMD | advanced micro devices inc | 0.12 | 1,268 | 205,150 | new | |||
| AMZN | amazon com inc | 1.26 | 10,045 | 2,205,580 | added | 7.8 | ||
| AVGO | broadcom inc | 0.75 | 3,986 | 1,315,020 | added | 3.67 | ||
| BAC | bank america corp | 0.27 | 9,121 | 470,552 | added | 1.68 | ||
| BBAX | j p morgan exchange traded f | 1.36 | 19,783 | 2,387,020 | reduced | -2.03 | ||
| BBAX | j p morgan exchange traded f | 0.52 | 13,286 | 916,203 | added | 5.15 | ||