Sponsored

The Analysis of SUTTON PLACE INVESTORS LLC's Holdings & P&L

Currently, SUTTON PLACE INVESTORS LLC holds 136 types of securities in its portfolio with a total value $182.8M. In the most recent quarter, they have increased their positions in CORO (+49.2K shares, valued at $1.6M), ACWX (+20.6K shares, valued at $1.4M), SPYM (+14.2K shares, valued at $1.1M); decreased their positions in XLG (-33.1K shares, valued at $1.8M), IEMG (-18.1K shares, valued at $1.3M), EFV (-7.7K shares, valued at $570.9K); initiated new positions in CORO (+49.2K shares, valued at $1.6M), ACWX (+20.6K shares, valued at $1.4M), GOVT (+35.4K shares, valued at $811.0K).

1M P&L

+8.2M+4.36%

3M P&L

-11.6M-5.55%

HY P&L

-3.0M-1.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A137.3M

78.3%

2Semiconductors5.3M

3.0%

3Consumer Electronics5.3M

3.0%

Top Industries by Stock Count

1N/A79 stocks

62.2%

2Semiconductors5 stocks

3.9%

3Drug Manufacturers - General4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST171.5K shares1.11%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST236.2K shares0.74%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST229.3K shares0.47%2026-03-312026-04-22

SPYM SPDR SERIES TRUST108.8K shares15.06%2026-03-312026-04-22

DFCF DIMENSIONAL ETF TRUST174.1K shares-6.57%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2026-03-312026-04-22

ITOT ISHARES TR42.8K shares-0.70%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST157.7K shares1.69%2026-03-312026-04-22

Sponsored

AAPL APPLE INC20.9K shares8.86%2026-03-312026-04-22

VUG VANGUARD INDEX FDS9.8K shares0.49%2026-03-312026-04-22

NVDA NVIDIA CORPORATION22.0K shares5.08%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR57.3K shares0.58%2026-03-312026-04-22

MSFT MICROSOFT CORP7.9K shares2.94%2026-03-312026-04-22

IVE ISHARES TR13.4K shares4.63%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST44.6K shares-5.67%2026-03-312026-04-22

IVW ISHARES TR21.8K shares12.25%2026-03-312026-04-22

Sponsored

IETC ISHARES U S ETF TR27.9K shares0.08%2026-03-312026-04-22

BBUS J P MORGAN EXCHANGE TRADED F19.9K shares-0.18%2026-03-312026-04-22

DFAS DIMENSIONAL ETF TRUST32.5K shares-0.61%2026-03-312026-04-22

AMZN AMAZON COM INC10.7K shares3.03%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO7.2K shares0.32%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T3.0K shares2.33%2026-03-312026-04-22

DKS DICKS SPORTING GOODS INC9.6K shares0.00%2026-03-312026-04-22

QUAL ISHARES TR9.6K shares4.75%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP10.7K shares-1.23%2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST37.7K shares-8.61%2026-03-312026-04-22

EFV ISHARES TR22.5K shares-25.45%2026-03-312026-04-22

SCHZ SCHWAB STRATEGIC TR71.4K shares4.90%2026-03-312026-04-22

ALPHABET INC ALPHABET INC5.5K shares1.25%2026-03-312026-04-22

CORO BLACKROCK ETF TRUST49.2K sharesnew addition2026-03-312026-04-22

IUSB ISHARES TR33.7K shares6.38%2026-03-312026-04-22

ACWX ISHARES TR20.6K sharesnew addition2026-03-312026-04-22

Sponsored

TSLA TESLA INC3.8K shares3.29%2026-03-312026-04-22

DFIC DIMENSIONAL ETF TRUST38.9K shares0.00%2026-03-312026-04-22

FPEI FIRST TR EXCH TRADED FD III69.4K shares1.13%2026-03-312026-04-22

META META PLATFORMS INC2.3K shares5.61%2026-03-312026-04-22

BROADCOM INC BROADCOM INC4.2K shares0.96%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares3.76%2026-03-312026-04-22

DFIV DIMENSIONAL ETF TRUST24.0K shares-2.80%2026-03-312026-04-22

BLV VANGUARD BD INDEX FDS18.2K shares0.83%2026-03-312026-04-22

Sponsored

DIHP DIMENSIONAL ETF TRUST38.6K shares1.67%2026-03-312026-04-22

XTEN BONDBLOXX ETF TRUST26.8K shares9.64%2026-03-312026-04-22

SPTM SPDR SERIES TRUST15.3K shares-6.13%2026-03-312026-04-22

BAI BLACKROCK ETF TRUST36.3K shares11.35%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS5.3K shares0.00%2026-03-312026-04-22

DFGR DIMENSIONAL ETF TRUST42.8K shares32.86%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II10.1K shares14.78%2026-03-312026-04-22

THRO BLACKROCK ETF TRUST30.5K shares14.57%2026-03-312026-04-22

Sponsored

AVEM AMERICAN CENTY ETF TR13.6K shares24.50%2026-03-312026-04-22

ALPHABET INC ALPHABET INC3.8K shares-0.87%2026-03-312026-04-22

OEF ISHARES TR3.2K shares0.00%2026-03-312026-04-22

VTV VANGUARD INDEX FDS5.0K shares0.06%2026-03-312026-04-22

JGRO J P MORGAN EXCHANGE TRADED F11.3K shares4.62%2026-03-312026-04-22

JAVA J P MORGAN EXCHANGE TRADED F12.9K shares-3.47%2026-03-312026-04-22

MBB ISHARES TR9.5K shares5.46%2026-03-312026-04-22

SHLD GLOBAL X FDS12.5K shares57.74%2026-03-312026-04-22

Sponsored

IEFA ISHARES TR9.2K shares-0.84%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP8.8K shares-2.17%2026-03-312026-04-22

GOVT ISHARES TR35.4K sharesnew addition2026-03-312026-04-22

JNJ JOHNSON & JOHNSON3.3K shares-1.32%2026-03-312026-04-22

WBS WEBSTER FINL CORP11.5K shares-3.13%2026-03-312026-04-22

ESGU ISHARES TR5.5K shares-0.05%2026-03-312026-04-22

BLCR BLACKROCK ETF TRUST18.5K sharesnew addition2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC6.1K shares1.01%2026-03-312026-04-22

Sponsored

TJX TJX COS INC NEW4.4K shares-4.00%2026-03-312026-04-22

DEHP DIMENSIONAL ETF TRUST20.1K shares-1.16%2026-03-312026-04-22

SDY SPDR SERIES TRUST4.2K shares0.00%2026-03-312026-04-22

LLY ELI LILLY & CO666 shares18.93%2026-03-312026-04-22

CSCO CISCO SYS INC7.8K shares0.95%2026-03-312026-04-22

DFIS DIMENSIONAL ETF TRUST17.5K shares0.00%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II11.3K shares-17.72%2026-03-312026-04-22

IAGG ISHARES TR11.6K shares7.03%2026-03-312026-04-22

Sponsored

NYF ISHARES TR10.9K shares56.98%2026-03-312026-04-22

WMT WALMART INC4.6K shares1.26%2026-03-312026-04-22

MUB ISHARES TR5.3K shares-5.30%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-0.67%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE1.9K shares0.32%2026-03-312026-04-22

NFLX NETFLIX INC.5.3K shares3.19%2026-03-312026-04-22

CAG CONAGRA BRANDS INC32.4K shares2.09%2026-03-312026-04-22

GEV GE VERNOVA INC530 shares-0.19%2026-03-312026-04-22

Sponsored

MU MICRON TECHNOLOGY INC1.4K shares2.87%2026-03-312026-04-22

BAC BANK AMERICA CORP9.3K shares-0.47%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC2.7K shares14.26%2026-03-312026-04-22

JBND J P MORGAN EXCHANGE TRADED F7.8K shares-0.20%2026-03-312026-04-22

BBAG J P MORGAN EXCHANGE TRADED F9.1K shares1.60%2026-03-312026-04-22

IVV ISHARES TR626 shares0.00%2026-03-312026-04-22

V VISA INC1.3K shares-0.96%2026-03-312026-04-22

CVX CHEVRON CORPORATION1.9K shares-0.86%2026-03-312026-04-22

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F8.5K shares-2.69%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS7.9K shares0.00%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION391 shares8.91%2026-03-312026-04-22

DFEV DIMENSIONAL ETF TRUST10.8K shares-0.58%2026-03-312026-04-22

IYW ISHARES TR2.1K shares-2.26%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS1.6K shares1.74%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR649 shares0.00%2026-03-312026-04-22

BBMC J P MORGAN EXCHANGE TRADED F3.3K shares-8.53%2026-03-312026-04-22

Sponsored

DISV DIMENSIONAL ETF TRUST8.9K shares-1.40%2026-03-312026-04-22

CAT CATERPILLAR INC496 shares1.43%2026-03-312026-04-22

FMB FIRST TR EXCH TRADED FD III6.9K shares0.67%2026-03-312026-04-22

GLDM WORLD GOLD TR3.6K shares-47.80%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC2.2K shares1.87%2026-03-312026-04-22

MA MASTERCARD INCORPORATED649 shares-2.26%2026-03-312026-04-22

EFG ISHARES TR2.7K shares-5.10%2026-03-312026-04-22

VTWG VANGUARD SCOTTSDALE FDS1.3K shares0.00%2026-03-312026-04-22

Sponsored

AMD ADVANCED MICRO DEVICES INC1.5K shares-4.19%2026-03-312026-04-22

AMAT APPLIED MATLS INC857 shares3.25%2026-03-312026-04-22

VTI VANGUARD INDEX FDS909 shares0.00%2026-03-312026-04-22

VBK VANGUARD INDEX FDS949 shares0.11%2026-03-312026-04-22

IVLU ISHARES TR7.1K shares0.00%2026-03-312026-04-22

F FORD MTR CO24.0K shares0.22%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares3.86%2026-03-312026-04-22

HD HOME DEPOT INC817 shares1.74%2026-03-312026-04-22

Sponsored

ABBV ABBVIE INC1.2K shares-0.58%2026-03-312026-04-22

DFSU DIMENSIONAL ETF TRUST6.3K shares0.69%2026-03-312026-04-22

WFC WELLS FARGO & CO3.2K shares0.65%2026-03-312026-04-22

PFE PFIZER INC9.0K shares-9.14%2026-03-312026-04-22

SUB ISHARES TR2.4K shares0.00%2026-03-312026-04-22

T AT&T INC8.6K shares5.27%2026-03-312026-04-22

ARTY ISHARES TR5.3K sharesnew addition2026-03-312026-04-22

DFSV DIMENSIONAL ETF TRUST6.8K shares0.32%2026-03-312026-04-22

Sponsored

IEMG ISHARES INC3.4K shares-84.05%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC4.7K sharesnew addition2026-03-312026-04-22

ORCL ORACLE CORP1.6K shares12.10%2026-03-312026-04-22

KO COCA COLA CO3.0K shares3.03%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC2.0K shares0.45%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC267 shares2.30%2026-03-312026-04-22

DIS DISNEY WALT CO2.3K shares2.63%2026-03-312026-04-22

RTX RTX CORPORATION1.2K shares3.01%2026-03-312026-04-22

Sponsored

PG PROCTER & GAMBLE CO1.6K sharesnew addition2026-03-312026-04-22

IEV ISHARES TR3.2K shares0.00%2026-03-312026-04-22

KLAC KLA CORP145 sharesnew addition2026-03-312026-04-22

XLG INVESCO EXCHANGE TRADED FD T3.8K shares-89.66%2026-03-312026-04-22

DBEF DBX ETF TR4.2K shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP653 sharesnew addition2026-03-312026-04-22

INTC INTEL CORP4.6K sharesnew addition2026-03-312026-04-22

BBSC J P MORGAN EXCHANGE TRADED F2.7K sharesnew addition2026-03-312026-04-22

Sponsored

DFUS

DIMENSIONAL ETF TRUST

1.11%

Shares171.5K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

0.74%

Shares236.2K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

0.47%

Shares229.3K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

15.06%

Shares108.8K

Event2026-03-31

Filed2026-04-22

DFCF

DIMENSIONAL ETF TRUST

-6.57%

Shares174.1K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares10

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-0.70%

Shares42.8K

Event2026-03-31

Filed2026-04-22

DFAE

DIMENSIONAL ETF TRUST

1.69%

Shares157.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

8.86%

Shares20.9K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

0.49%

Shares9.8K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

5.08%

Shares22.0K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

0.58%

Shares57.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

2.94%

Shares7.9K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

4.63%

Shares13.4K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

-5.67%

Shares44.6K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

12.25%

Shares21.8K

Event2026-03-31

Filed2026-04-22

IETC

ISHARES U S ETF TR

0.08%

Shares27.9K

Event2026-03-31

Filed2026-04-22

BBUS

J P MORGAN EXCHANGE TRADED F

-0.18%

Shares19.9K

Event2026-03-31

Filed2026-04-22

DFAS

DIMENSIONAL ETF TRUST

-0.61%

Shares32.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

3.03%

Shares10.7K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

0.32%

Shares7.2K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

2.33%

Shares3.0K

Event2026-03-31

Filed2026-04-22

DKS

DICKS SPORTING GOODS INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

4.75%

Shares9.6K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-1.23%

Shares10.7K

Event2026-03-31

Filed2026-04-22

DFSD

DIMENSIONAL ETF TRUST

-8.61%

Shares37.7K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

-25.45%

Shares22.5K

Event2026-03-31

Filed2026-04-22

SCHZ

SCHWAB STRATEGIC TR

4.90%

Shares71.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

1.25%

Shares5.5K

Event2026-03-31

Filed2026-04-22

CORO

BLACKROCK ETF TRUST

New

Shares49.2K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

6.38%

Shares33.7K

Event2026-03-31

Filed2026-04-22

ACWX

ISHARES TR

New

Shares20.6K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

3.29%

Shares3.8K

Event2026-03-31

Filed2026-04-22

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares38.9K

Event2026-03-31

Filed2026-04-22

FPEI

FIRST TR EXCH TRADED FD III

1.13%

Shares69.4K

Event2026-03-31

Filed2026-04-22