The Analysis of SUTTON PLACE INVESTORS LLC's Holdings

Currently, SUTTON PLACE INVESTORS LLC holds 130 types of securities in its portfolio with a total value $182.1M. In the most recent quarter, they have increased their positions in DKS (+9.6K shares, valued at $1.9M), XLE (+27.7K shares, valued at $1.2M), IVE (+2.9K shares, valued at $606.1K); decreased their positions in DFAI (-36.9K shares, valued at $1.4M), QUAL (-6.0K shares, valued at $1.2M), EFV (-4.6K shares, valued at $330.8K); initiated new positions in DKS (+9.6K shares, valued at $1.9M), MU (+1.3K shares, valued at $377.6K), N/A (+2.0K shares, valued at $231.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST169.7K shares0.02%2025-12-312026-01-21

DFAC DIMENSIONAL ETF TRUST234.5K shares0.22%2025-12-312026-01-21

DFAI DIMENSIONAL ETF TRUST228.3K shares-13.90%2025-12-312026-01-21

DFCF DIMENSIONAL ETF TRUST186.3K shares3.92%2025-12-312026-01-21

SPYM SPDR SERIES TRUST94.6K shares-2.75%2025-12-312026-01-21

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-12-312026-01-21

ITOT ISHARES TR43.1K shares-0.12%2025-12-312026-01-21

AAPL APPLE INC19.2K shares5.64%2025-12-312026-01-21

Sponsored

DFAE DIMENSIONAL ETF TRUST155.1K shares-0.41%2025-12-312026-01-21

VUG VANGUARD INDEX FDS9.8K shares0.13%2025-12-312026-01-21

NVDA NVIDIA CORPORATION20.9K shares5.44%2025-12-312026-01-21

MSFT MICROSOFT CORP7.7K shares5.97%2025-12-312026-01-21

DYNF BLACKROCK ETF TRUST47.3K shares-4.10%2025-12-312026-01-21

IETC ISHARES U S ETF TR27.8K shares1.18%2025-12-312026-01-21

IVE ISHARES TR12.8K shares28.72%2025-12-312026-01-21

XLE SELECT SECTOR SPDR TR56.9K shares94.81%2025-12-312026-01-21

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F19.9K shares0.70%2025-12-312026-01-21

AMZN AMAZON COM INC10.4K shares3.70%2025-12-312026-01-21

IVW ISHARES TR19.4K shares-3.98%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.7.2K shares1.68%2025-12-312026-01-21

DFAS DIMENSIONAL ETF TRUST32.7K shares3.43%2025-12-312026-01-21

XLG INVESCO EXCHANGE TRADED FD T36.9K shares-1.48%2025-12-312026-01-21

EFV ISHARES TR30.2K shares-13.31%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR2.9K shares0.00%2025-12-312026-01-21

Sponsored

DFSD DIMENSIONAL ETF TRUST41.3K shares6.31%2025-12-312026-01-21

DKS DICKS SPORTING GOODS INC9.6K sharesnew addition2025-12-312026-01-21

QUAL ISHARES TR9.2K shares-39.46%2025-12-312026-01-21

ALPHABET INC ALPHABET INC5.5K shares2.46%2025-12-312026-01-21

TSLA TESLA INC3.6K shares4.21%2025-12-312026-01-21

SCHZ SCHWAB STRATEGIC TR68.1K shares-6.79%2025-12-312026-01-21

IUSB ISHARES TR31.7K shares-0.86%2025-12-312026-01-21

IEMG ISHARES INC21.5K shares-5.42%2025-12-312026-01-21

Sponsored

BROADCOM INC BROADCOM INC4.2K shares4.62%2025-12-312026-01-21

META META PLATFORMS INC2.2K shares1.79%2025-12-312026-01-21

SPTM SPDR SERIES TRUST16.3K shares0.00%2025-12-312026-01-21

DFIC DIMENSIONAL ETF TRUST38.9K shares0.00%2025-12-312026-01-21

FPEI FIRST TR EXCH TRADED FD III68.6K shares1.19%2025-12-312026-01-21

XOM EXXON MOBIL CORP10.8K shares1.29%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares1.86%2025-12-312026-01-21

BLV VANGUARD BD INDEX FDS18.0K shares2.41%2025-12-312026-01-21

Sponsored

DFIV DIMENSIONAL ETF TRUST24.7K shares-0.82%2025-12-312026-01-21

DIHP DIMENSIONAL ETF TRUST37.9K shares2.73%2025-12-312026-01-21

ALPHABET INC ALPHABET INC3.8K shares5.21%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS5.3K shares0.00%2025-12-312026-01-21

XTEN BONDBLOXX ETF TRUST24.5K shares-13.32%2025-12-312026-01-21

OEF ISHARES TR3.2K shares-0.84%2025-12-312026-01-21

BAI BLACKROCK ETF TRUST32.6K shares7.42%2025-12-312026-01-21

SPMO INVESCO EXCH TRADED FD TR II8.8K shares50.91%2025-12-312026-01-21

Sponsored

THRO BLACKROCK ETF TRUST26.6K shares-3.94%2025-12-312026-01-21

JGRO J P MORGAN EXCHANGE TRADED F10.8K shares0.59%2025-12-312026-01-21

JAVA J P MORGAN EXCHANGE TRADED F13.3K shares0.37%2025-12-312026-01-21

VTV VANGUARD INDEX FDS5.0K shares0.10%2025-12-312026-01-21

SCHW SCHWAB CHARLES CORP9.0K shares1.08%2025-12-312026-01-21

MBB ISHARES TR9.0K shares-1.55%2025-12-312026-01-21

DFGR DIMENSIONAL ETF TRUST32.2K shares11.07%2025-12-312026-01-21

AVEM AMERICAN CENTY ETF TR10.9K shares93.88%2025-12-312026-01-21

Sponsored

IEFA ISHARES TR9.3K shares1.53%2025-12-312026-01-21

ESGU ISHARES TR5.5K shares-4.55%2025-12-312026-01-21

WBS WEBSTER FINL CORP11.9K shares-0.82%2025-12-312026-01-21

BINC BLACKROCK ETF TRUST II13.8K shares2.12%2025-12-312026-01-21

TJX TJX COS INC NEW4.6K shares-2.54%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON3.3K shares3.03%2025-12-312026-01-21

DEHP DIMENSIONAL ETF TRUST20.4K shares4.55%2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC6.1K shares13.67%2025-12-312026-01-21

Sponsored

LLY ELI LILLY & CO560 shares15.94%2025-12-312026-01-21

CSCO CISCO SYS INC7.8K shares2.20%2025-12-312026-01-21

MUB ISHARES TR5.5K shares-5.60%2025-12-312026-01-21

GLDM WORLD GOLD TR6.9K shares-8.01%2025-12-312026-01-21

SDY SPDR SERIES TRUST4.2K shares0.00%2025-12-312026-01-21

DFIS DIMENSIONAL ETF TRUST17.5K shares1.41%2025-12-312026-01-21

GE AEROSPACE GE AEROSPACE1.9K shares4.02%2025-12-312026-01-21

CAG CONAGRA BRANDS INC31.7K shares1.75%2025-12-312026-01-21

Sponsored

IAGG ISHARES TR10.8K shares-3.10%2025-12-312026-01-21

BAC BANK AMERICA CORP9.3K shares2.46%2025-12-312026-01-21

SHLD GLOBAL X FDS7.9K shares5.44%2025-12-312026-01-21

WMT WALMART INC4.5K shares3.15%2025-12-312026-01-21

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares2.90%2025-12-312026-01-21

NFLX NETFLIX INC5.2K shares854.43%2025-12-312026-01-21

V VISA INC1.4K shares3.28%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS1.6K shares2.92%2025-12-312026-01-21

Sponsored

IYW ISHARES TR2.2K shares-9.50%2025-12-312026-01-21

IVV ISHARES TR626 shares-8.88%2025-12-312026-01-21

JBND J P MORGAN EXCHANGE TRADED F7.9K shares0.04%2025-12-312026-01-21

BBAG J P MORGAN EXCHANGE TRADED F8.9K shares0.06%2025-12-312026-01-21

JCPB J P MORGAN EXCHANGE TRADED F8.7K shares2.21%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR649 shares0.00%2025-12-312026-01-21

VTEB VANGUARD MUN BD FDS7.9K shares-2.17%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC2.2K shares5.90%2025-12-312026-01-21

Sponsored

BBMC J P MORGAN EXCHANGE TRADED F3.6K shares0.50%2025-12-312026-01-21

MA MASTERCARD INCORPORATED664 shares2.79%2025-12-312026-01-21

MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-12-312026-01-21

PM PHILIP MORRIS INTL INC2.3K shares-2.41%2025-12-312026-01-21

NYF ISHARES TR6.9K shares-9.92%2025-12-312026-01-21

DFEV DIMENSIONAL ETF TRUST10.9K shares5.64%2025-12-312026-01-21

FMB FIRST TR EXCH TRADED FD III6.9K shares-10.08%2025-12-312026-01-21

GEV GE VERNOVA INC531 shares3.11%2025-12-312026-01-21

Sponsored

DISV DIMENSIONAL ETF TRUST9.0K shares4.96%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC1.5K shares20.35%2025-12-312026-01-21

EFG ISHARES TR2.8K shares-40.27%2025-12-312026-01-21

F FORD MTR CO23.9K shares0.95%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW359 shares-2.71%2025-12-312026-01-21

VTWG VANGUARD SCOTTSDALE FDS1.3K shares0.00%2025-12-312026-01-21

VTI VANGUARD INDEX FDS909 shares0.00%2025-12-312026-01-21

WFC WELLS FARGO CO NEW3.2K shares-0.95%2025-12-312026-01-21

Sponsored

CVX CHEVRON CORP NEW2.0K shares2.88%2025-12-312026-01-21

VBK VANGUARD INDEX FDS948 shares0.11%2025-12-312026-01-21

CAT CATERPILLAR INC489 shares2.95%2025-12-312026-01-21

HD HOME DEPOT INC803 shares-3.60%2025-12-312026-01-21

ABBV ABBVIE INC1.2K shares5.31%2025-12-312026-01-21

ORCL ORACLE CORP1.4K shares1.44%2025-12-312026-01-21

DFSU DIMENSIONAL ETF TRUST6.2K shares-1.56%2025-12-312026-01-21

IVLU ISHARES TR7.1K shares-0.54%2025-12-312026-01-21

Sponsored

DIS DISNEY WALT CO2.3K shares-0.35%2025-12-312026-01-21

SUB ISHARES TR2.4K shares-8.01%2025-12-312026-01-21

PFE PFIZER INC10.0K shares4.55%2025-12-312026-01-21

CITIGROUP INC CITIGROUP INC2.0K sharesnew addition2025-12-312026-01-21

GS GOLDMAN SACHS GROUP INC261 shares3.57%2025-12-312026-01-21

JTEK J P MORGAN EXCHANGE TRADED F2.5K shares0.00%2025-12-312026-01-21

DFSV DIMENSIONAL ETF TRUST6.8K shares-1.74%2025-12-312026-01-21

IEV ISHARES TR3.2K shares0.00%2025-12-312026-01-21

Sponsored

CVS CVS HEALTH CORP2.7K shares2.34%2025-12-312026-01-21

AMAT APPLIED MATLS INC830 sharesnew addition2025-12-312026-01-21

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2025-12-312026-01-21

QCOM QUALCOMM INC1.2K sharesnew addition2025-12-312026-01-21

RTX RTX CORPORATION1.1K sharesnew addition2025-12-312026-01-21

TRV TRAVELERS COMPANIES INC704 sharesnew addition2025-12-312026-01-21

T AT&T INC8.2K shares-6.46%2025-12-312026-01-21

KO COCA COLA CO2.9K sharesnew addition2025-12-312026-01-21

Sponsored

DBEF DBX ETF TR4.2K sharesnew addition2025-12-312026-01-21

EMB ISHARES TR2.1K shares-1.27%2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available