SP
| |
SUTTON PLACE INVESTORS LLC13F | |
| SUTTON PLACE INVESTORS LLC | |
| Last update 2025-04-29 | 106 Stocks (10 new) |
| Value $149.00 Mil | Turnover 10 % |
SUTTON PLACE INVESTORS LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 170,098 | 10,287.5 | +0.36% | 6.920 | +0.02% | 0.080 | +11.12% | +5.65% | 15,246.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 128,307 | 8,437.5 | -5.49% | 5.670 | -0.30% | 0.010 | +10.87% | +6.10% | 72,421.0 | ||
BRK.A | Berkshire Hathaway Inc | 10 | 7,984.4 | New Holding | 5.370 | +5.37% | 0.000 | -8.72% | +7.03% | 1,046,017.2 | Insurance | |
DFCF | Dimensional Core Fixed Income ETF | 189,793 | 7,982.7 | -0.49% | 5.370 | -0.02% | 0.120 | +1.68% | +4.38% | 7,061.7 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 255,600 | 7,982.4 | -0.41% | 5.370 | -0.02% | 0.090 | +12.15% | +20.31% | 10,443.6 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 231,555 | 7,639.0 | -0.53% | 5.140 | -0.02% | 0.020 | +8.97% | +4.18% | 34,682.0 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 43,152 | 5,265.0 | +0.56% | 3.540 | +0.02% | 0.010 | +11.01% | +5.61% | 70,239.1 | ||
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 178,229 | 4,614.4 | +0.05% | 3.100 | 0% | 0.090 | +12.72% | +15.28% | 6,117.2 | ||
AAPL | Apple Inc | 18,640 | 4,140.5 | -47.12% | 2.780 | -2.41% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
VUG | Vanguard Growth ETF | 9,764 | 3,620.6 | +7.04% | 2.430 | +0.16% | 0.000 | +18.36% | +7.08% | 158,013.4 |
SUTTON PLACE INVESTORS LLC's Historical Top Holdings Breakdowns
SUTTON PLACE INVESTORS LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +5.37% | 663000 ($729331) 801950 | $728,800.00 | -0.07% | New holding | 10 | 10 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.41% | 209.68 ($231.67) 247.1 | $205.17 | -11.44% | Reduce -47.12% | 18,640 | -16,611 | |
TJX | TJX Companies Inc | 2025-03-31 | Sold Out Sold Out | -1.22% | 112.81 ($121.39) 126.16 | $123.49 | 1.73% | Sold Out | 0 | -17,382 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -1.18% | 225.19 ($254.94) 279.95 | $289.91 | 13.72% | Reduce -56.47% | 6,550 | -8,497 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -1.14% | 158.56 ($167.49) 176.26 | $159.32 | -4.88% | Reduce -90.21% | 1,269 | -11,698 | |
WTM | White Mountains Insurance Group Ltd | 2025-03-31 | Sold Out Sold Out | -1.05% | 1818.58 ($1882.39) 1983.07 | $1,795.72 | -4.60% | Sold Out | 0 | -929 | |
MRK | Merck & Co Inc | 2025-03-31 | Sold Out Sold Out | -1.01% | 83.01 ($93.37) 101.02 | $79.16 | -15.22% | Sold Out | 0 | -17,530 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.78% | 725.72 ($832.09) 929.72 | $779.53 | -6.32% | Reduce -77.14% | 515 | -1,738 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Sold Out Sold Out | -0.73% | 222.79 ($232.01) 249.08 | $172.25 | -25.76% | Sold Out | 0 | -5,518 | |
UNP | Union Pacific Corp | 2025-03-31 | Sold Out Sold Out | -0.69% | 225.21 ($240.72) 254.42 | $230.08 | -4.42% | Sold Out | 0 | -5,245 |
SUTTON PLACE INVESTORS LLC Total Holding History ($B)
SUTTON PLACE INVESTORS LLC's Asset Allocation
SUTTON PLACE INVESTORS LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SUTTON PLACE INVESTORS LLC's Hypothetical Growth since 2025-03-31
SUTTON PLACE INVESTORS LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SUTTON PLACE INVESTORS LLC's Holdings Heat Map
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SUTTON PLACE INVESTORS LLC's Holdings Bubble Chart
SUTTON PLACE INVESTORS LLC News
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