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Latest SUTTON PLACE INVESTORS LLC Stock Portfolio

$182Million | No. of Holdings #135

SUTTON PLACE INVESTORS LLC Performance

2026 Q1-2.17%
YTD-2.17%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 22 Apr, 2026
$182Million
  as of Apr 22, 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 -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 trust1,582,020
ishares tr1,412,060
ishares tr811,037
blackrock etf trust761,335
ishares tr248,936
verizon communications inc236,867
procter & gamble co223,891
kla corp213,499
New stocks bought by SUTTON PLACE INVESTORS LLC

Additions

Ticker% Inc.
global x fds57.74
ishares tr56.98
dimensional etf trust32.86
american centy etf tr24.5
eli lilly & co18.93
spdr series trust15.06
invesco exch traded fd tr ii14.78
blackrock etf trust14.57
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.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Others75.9
Technology9.2
Consumer Cyclical3.9
Financial Services3.1
Communication Services2.9
Healthcare1.5
Consumer Defensive1.3
Energy1.2

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED75.9
MEGA-CAP20.5
LARGE-CAP2.9

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.

  • Others
  • S&P 500
Index%
Others77.6
S&P 50021.9
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.

$182.83MTotal Value
141Positions
22 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of SUTTON PLACE INVESTORS LLC, last reported on 22 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.92%22,495
$1.67M
0.92%
decreased 25.45 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.77%20,623
$1.41M
0.77%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.49%9,465
$898.7K
0.49%
increased 5.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.32%10,891
$578.5K
0.32%
increased 56.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.3%5,251
$557.4K
0.3%
decreased 5.3 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.16%2,677
$298.1K
0.16%
decreased 5.1 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.14%2,354
$250.7K
0.14%
unchanged 0 percentunchanged
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
$207.5K
0.11%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.85%33,688
$1.56M
0.85%
increased 6.38 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SUTTON PLACE INVESTORS LLC's holding in American Centy Etf Tr over time
0.6%13,575
$1.09M
0.6%
increased 24.5 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.42%5,494
$777.0K
0.42%
decreased 0.05 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.32%11,586
$579.8K
0.32%
increased 7.03 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
SUTTON PLACE INVESTORS LLC's holding in Ishares Tr over time
0.15%7,055
$279.9K
0.15%
unchanged 0 percentunchanged