SUTTON PLACE INVESTORS LLC
CIK: 0001930301SEC EDGAR →
Portfolio Value
$182.1M
Holdings
130
As of
Q4 2025
New Positions
130
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 169,661 | $12.6M | 6.91% |
| 2 | DIMENSIONAL ETF TRUST | 234,472 | $9.3M | 5.10% |
| 3 | DIMENSIONAL ETF TRUST | 228,265 | $8.7M | 4.78% |
| 4 | DIMENSIONAL ETF TRUST | 186,347 | $7.9M | 4.35% |
| 5 | SPDR SERIES TRUST | 94,580 | $7.6M | 4.17% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 10 | $7.5M | 4.14% |
| 7 | ISHARES TR | 43,071 | $6.4M | 3.52% |
| 8 | APPLE INC | 19,193 | $5.2M | 2.86% |
| 9 | DIMENSIONAL ETF TRUST | 155,078 | $5.0M | 2.77% |
| 10 | VANGUARD INDEX FDS | 9,754 | $4.8M | 2.61% |
Quarterly Changes
New Positions (130)
$12.6M · 170K shares
$9.3M · 234K shares
$8.7M · 228K shares
$7.9M · 186K shares
$7.6M · 95K shares
$7.5M · 10 shares
$6.4M · 43K shares
$5.2M · 19K shares
$5.0M · 155K shares
$4.8M · 10K shares
$3.9M · 21K shares
$3.7M · 8K shares
$2.9M · 47K shares
$2.8M · 28K shares
$2.7M · 13K shares
$2.5M · 57K shares
$2.5M · 20K shares
$2.4M · 10K shares
$2.4M · 19K shares
$2.3M · 7K shares
$2.3M · 33K shares
$2.2M · 37K shares
$2.2M · 30K shares
$2.0M · 3K shares
$2.0M · 41K shares
$1.9M · 10K shares
$1.8M · 9K shares
$1.7M · 5K shares
$1.6M · 4K shares
$1.6M · 68K shares
$1.5M · 32K shares
$1.4M · 22K shares
$1.4M · 4K shares
$1.4M · 2K shares
$1.3M · 16K shares
$1.3M · 39K shares
$1.3M · 69K shares
$1.3M · 11K shares
$1.3M · 3K shares
$1.3M · 18K shares
$1.2M · 25K shares
$1.2M · 38K shares
$1.2M · 4K shares
$1.2M · 5K shares
$1.1M · 24K shares
$1.1M · 3K shares
$1.1M · 33K shares
$1.0M · 9K shares
$1.0M · 27K shares
$1.0M · 11K shares
$956K · 13K shares
$949K · 5K shares
$900K · 9K shares
$854K · 9K shares
$851K · 32K shares
$839K · 11K shares
$830K · 9K shares
$818K · 5K shares
$748K · 12K shares
$725K · 14K shares
$705K · 5K shares
$689K · 3K shares
$656K · 20K shares
$637K · 6K shares
$601K · 560 shares
$596K · 8K shares
$593K · 6K shares
$588K · 7K shares
$586K · 4K shares
$575K · 17K shares
$574K · 2K shares
$549K · 32K shares
$541K · 11K shares
$513K · 9K shares
$511K · 8K shares
$503K · 5K shares
$495K · 2K shares
$485K · 5K shares
$475K · 1K shares
$459K · 2K shares
$433K · 2K shares
$428K · 626 shares
$424K · 8K shares
$414K · 9K shares
$411K · 9K shares
$398K · 8K shares
$398K · 649 shares
$389K · 2K shares
$386K · 4K shares
$379K · 664 shares
$377K · 1K shares
$376K · 2K shares
$371K · 7K shares
$368K · 11K shares
$350K · 7K shares
$347K · 531 shares
$343K · 9K shares
$326K · 2K shares
$321K · 3K shares
$314K · 24K shares
$309K · 359 shares
$306K · 1K shares
$304K · 909 shares
$299K · 2K shares
$299K · 3K shares
$286K · 948 shares
$280K · 489 shares
$276K · 803 shares
$276K · 1K shares
$273K · 1K shares
$271K · 6K shares
$268K · 7K shares
$259K · 2K shares
$251K · 2K shares
$247K · 10K shares
$231K · 2K shares
$229K · 261 shares
$225K · 3K shares
$224K · 7K shares
$217K · 3K shares
$215K · 3K shares
$213K · 1K shares
$213K · 830 shares
$208K · 1K shares
$206K · 1K shares
$204K · 704 shares
$203K · 8K shares
$203K · 3K shares
$202K · 4K shares
$201K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $131.9M | 72.5% |
| Technology | 15 | $18.4M | 10.1% |
| Unknown | 8 | $12.0M | 6.6% |
| Consumer Cyclical | 6 | $7.2M | 4.0% |
| Communication Services | 6 | $5.3M | 2.9% |
| Healthcare | 6 | $2.7M | 1.5% |
| Energy | 2 | $1.6M | 0.9% |
| Consumer Defensive | 4 | $1.6M | 0.9% |
| Industrials | 3 | $1.1M | 0.6% |
| Utilities | 1 | $347K | 0.2% |