SP

SUTTON PLACE INVESTORS LLC

13F
SUTTON PLACE INVESTORS LLC
Last update 2025-04-29 106 Stocks (10 new)
Value $149.00 Mil Turnover 10 %
Countries:
Top Holdings: DFUS(6.92%)SPLG(5.67%)BRK.A(5.37%)DFCF(5.37%)DFAI(5.37%)
Summary Stock Picks Current Portfolio
SUTTON PLACE INVESTORS LLC Top Holdings of 2025-03-31 View Full List
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
-2.74%
+1.38%
14,546.7
 
SPLG 		SPDR Portfolio S&P 500 ETF
128,307
8,437.5
-5.49%
5.670
-0.30%
0.010
-2.22%
+1.72%
67,331.2
 
BRK.A 		Berkshire Hathaway Inc
10
7,984.4
New Holding
5.370
+5.37%
0.000
+7.16%
+13.18%
1,109,101.9
Insurance
DFCF 		Dimensional Core Fixed Income ETF
189,793
7,982.7
-0.49%
5.370
-0.02%
0.120
+0.82%
+2.02%
6,602.0
 
DFAI 		Dimensional International Core Equity Market ETF
255,600
7,982.4
-0.41%
5.370
-0.02%
0.090
+6.74%
+14.56%
9,781.6
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
231,555
7,639.0
-0.53%
5.140
-0.02%
0.020
-3.31%
+0.49%
33,188.5
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
43,152
5,265.0
+0.56%
3.540
+0.02%
0.010
-2.73%
+1.33%
67,897.6
 
DFAE 		Dimensional Emerging Core Equity Market ETF
178,229
4,614.4
+0.05%
3.100
0%
0.090
+4.47%
+8.75%
5,621.6
 
AAPL 		Apple Inc
18,640
4,140.5
-47.12%
2.780
-2.41%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
VUG 		Vanguard Growth ETF
9,764
3,620.6
+7.04%
2.430
+0.16%
0.000
-2.72%
+1.33%
155,026.4
 

SUTTON PLACE INVESTORS LLC's Historical Top Holdings Breakdowns

SUTTON PLACE INVESTORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+5.37%
●
663000 ($729331) 801950
$770,660.00
5.67%
New holding
10
10
AAPL 		Apple Inc2025-03-31Reduce
-2.41%
●
209.68 ($231.67) 247.1
$211.26
-8.81%
Reduce -47.12%
18,640
-16,611
TJX 		TJX Companies Inc2025-03-31Sold Out
-1.22%
●
112.81 ($121.39) 126.16
$133.34
9.84%
Sold Out
0
-17,382
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-1.18%
●
225.19 ($254.94) 279.95
$267.56
4.95%
Reduce -56.47%
6,550
-8,497
PG 		Procter & Gamble Co2025-03-31Reduce
-1.14%
●
158.56 ($167.49) 176.26
$163.28
-2.51%
Reduce -90.21%
1,269
-11,698
WTM 		White Mountains Insurance Group Ltd2025-03-31Sold Out
-1.05%
●
1818.58 ($1882.39) 1983.07
$1,811.50
-3.77%
Sold Out
0
-929
MRK 		Merck & Co Inc2025-03-31Sold Out
-1.01%
●
83.01 ($93.37) 101.02
$76.06
-18.54%
Sold Out
0
-17,530
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.78%
●
725.72 ($832.09) 929.72
$757.39
-8.98%
Reduce -77.14%
515
-1,738
BDX 		Becton Dickinson & Co2025-03-31Sold Out
-0.73%
●
222.79 ($232.01) 249.08
$175.41
-24.40%
Sold Out
0
-5,518
UNP 		Union Pacific Corp2025-03-31Sold Out
-0.69%
●
225.21 ($240.72) 254.42
$231.42
-3.86%
Sold Out
0
-5,245

SUTTON PLACE INVESTORS LLC Total Holding History ($B)

To

SUTTON PLACE INVESTORS LLC's Asset Allocation

To

SUTTON PLACE INVESTORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

SUTTON PLACE INVESTORS LLC's Holdings Bubble Chart

SUTTON PLACE INVESTORS LLC News

  • 1

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