SUTTON PLACE INVESTORS LLC
Long book
$182.8M
Q1 2026
Positions
136
Top-10 weight
41%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsSUTTON PLACE INVESTORS LLC is a wealth-management firm allocating client money, running a $182.8M US long book across 136 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US EQ MKT ETF, DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL INTERNATIONAL CO, STE STR SPDR PT S&P 500 ETF, DIMENSIONAL CORE FIXED INC.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.0%
Q2 2024
+5.6%
Q3 2024
+0.6%
Q4 2024
-1.7%
Q1 2025
+8.3%
Q2 2025
+7.5%
Q3 2025
+2.8%
Q4 2025
-2.0%
Q1 2026
+12.2%
Sector allocation
Technology 39%
Financials 26%
Consumer discretionary 12%
Industrials 7%
Healthcare 5%
Energy 4%
Services media 3%
Consumer staples 2%
Long book by quarter
What does SUTTON PLACE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 10 | $7.2M | 3.9% | Held |
| AAPL APPLE INC | Technology | 20.9K | $5.3M | 2.9% | +8.9% |
| NVDA NVIDIA CORP | Technology | 22.0K | $3.8M | 2.1% | +5.1% |
| MSFT MICROSOFT CORP | Technology | 7.9K | $2.9M | 1.6% | +2.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 10.7K | $2.2M | 1.2% | +3.0% |
| JPM JPMORGAN CHASE & CO | Financials | 7.2K | $2.1M | 1.2% | +0.3% |
| DKS DICK'S SPORTING GOODS INC | Consumer discretionary | 9.6K | $1.9M | 1.0% | Held |
| XOM EXXON MOBIL CORP | Energy | 10.7K | $1.8M | 1.0% | -1.2% |
| GOOGL ALPHABET INC-CL A | Technology | 5.5K | $1.6M | 0.9% | +1.2% |
| TSLA TESLA INC | Industrials | 3.8K | $1.4M | 0.8% | +3.3% |
| META META PLATFORMS INC-CLASS A | Technology | 2.3K | $1.3M | 0.7% | +5.6% |
| AVGO BROADCOM INC | Technology | 4.2K | $1.3M | 0.7% | +1.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.7K | $1.3M | 0.7% | +3.8% |
| GOOG ALPHABET INC-CL C | Technology | 3.8K | $1.1M | 0.6% | -0.9% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 8.8K | $829K | 0.5% | -2.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.3K | $803K | 0.4% | -1.3% |
| WBS WEBSTER FINANCIAL CORP | Financials | 11.5K | $800K | 0.4% | -3.1% |
| MRK MERCK & CO. INC. | Healthcare | 6.1K | $736K | 0.4% | +1.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 4.4K | $705K | 0.4% | -4.0% |
| LLY ELI LILLY & CO | Healthcare | 666 | $613K | 0.3% | +18.9% |
| CSCO CISCO SYSTEMS INC | Technology | 7.8K | $607K | 0.3% | +1.0% |
| WMT WALMART INC | Consumer discretionary | 4.6K | $568K | 0.3% | +1.3% |
| GE GENERAL ELECTRIC | Industrials | 1.9K | $531K | 0.3% | +0.3% |
| NFLX NETFLIX INC | Services media | 5.3K | $513K | 0.3% | +3.2% |
| CAG CONAGRA BRANDS INC | Consumer staples | 32.4K | $509K | 0.3% | +2.1% |
| GEV GE VERNOVA INC | Industrials | 530 | $463K | 0.3% | -0.2% |
| MU MICRON TECHNOLOGY INC | Technology | 1.4K | $460K | 0.3% | +2.9% |
| BAC BANK OF AMERICA CORP | Financials | 9.3K | $453K | 0.2% | -0.5% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 2.7K | $444K | 0.2% | +14.3% |
| V VISA INC-CLASS A SHARES | Services media | 1.3K | $406K | 0.2% | -1.0% |
| CVX CHEVRON CORP | Energy | 1.9K | $403K | 0.2% | -0.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 391 | $390K | 0.2% | +8.9% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.6K | $383K | 0.2% | +1.7% |
| CAT CATERPILLAR INC | Industrials | 496 | $351K | 0.2% | +1.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 136 | $182.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 130 | $182.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 122 | $175.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 118 | $166.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 106 | $148.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 129 | $172.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 123 | $163.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 117 | $150.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 22, 2024 | 150 | $202.1M | canonical | SEC ↗ |