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SUTTON PLACE INVESTORS LLC
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $212,363,007
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $14,042,210
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $12,794,924
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $10,535,511
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $9,727,182
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $7,470,050
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $7,003,233
- APPLE INC · COM · 037833100 · shares: $6,999,169
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $6,936,179
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $6,127,696
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $5,280,056
Reported holdings
152 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 | — | 8,084 shares | $354,281 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | — | 7,374 shares | $352,920 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 380 shares | $345,929 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 909 shares | $340,184 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 | — | 1,300 shares | $338,754 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 840 shares | $333,740 |
| SANDISK CORP | COM | 80004C200 | — | 190 shares | $330,579 |
| NETFLIX INC. | COM | 64110L106 | — | 4,662 shares | $324,382 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 950 shares | $320,858 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | — | 7,055 shares | $302,589 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 21,826 shares | $301,854 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 2,451 shares | $293,703 |
| COCA COLA CO | COM | 191216100 | — | 3,361 shares | $289,315 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 3,504 shares | $287,959 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,084 shares | $286,989 |
| FORD MTR CO | COM | 345370860 | — | 23,738 shares | $286,282 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 6,061 shares | $285,897 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 1,864 shares | $282,545 |
| KLA CORP | COM NEW | 482480100 | — | 1,440 shares | $280,699 |
| ORACLE CORP | COM | 68389X105 | — | 2,030 shares | $278,719 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 3,704 shares | $266,470 |
| BOEING CO | COM | 097023105 | — | 1,425 shares | $265,121 |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | 46654Q732 | — | 2,509 shares | $263,934 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 2,520 shares | $262,181 |
| RTX CORPORATION | COM | 75513E101 | — | 1,410 shares | $261,767 |
| CITIGROUP INC | COM NEW | 172967424 | — | 2,008 shares | $260,020 |
| WELLS FARGO & CO | COM | 949746101 | — | 3,200 shares | $256,160 |
| TEXAS INSTRS INC | COM | 882508104 | — | 893 shares | $250,120 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 3,034 shares | $246,239 |
| DISNEY WALT CO | COM | 254687106 | — | 2,336 shares | $245,026 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 270 shares | $243,097 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,161 shares | $236,368 |
| HOME DEPOT INC | COM | 437076102 | — | 828 shares | $235,558 |
| CVS HEALTH CORP | COM | 126650100 | — | 2,736 shares | $234,448 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 656 shares | $233,871 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 4,200 shares | $230,790 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 2,605 shares | $226,948 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q290 | — | 2,649 shares | $225,139 |
| ISHARES TR | EUROPE ETF | 464287861 | — | 3,165 shares | $225,126 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 243 shares | $224,129 |
| ANALOG DEVICES INC | COM | 032654105 | — | 560 shares | $222,158 |
| QUALCOMM INC | COM | 747525103 | — | 1,207 shares | $222,136 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 825 shares | $217,973 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 4,288 shares | $217,788 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,131 shares | $212,718 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 4,636 shares | $212,675 |
| PFIZER INC | COM | 717081103 | — | 7,416 shares | $211,492 |
| LINDE PLC | SHS | G54950103 | — | 444 shares | $210,745 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 2,005 shares | $209,603 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | — | 2,897 shares | $207,136 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 380 shares | $204,452 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 112 shares | $202,907 |