StockDrifts LogoStockDrifts

Sutton Place Investors 13F Portfolio

Portfolio Manager
Sutton Place Investors LLC
Performance
+3.33% (2026 Q3)
AUM (13F)
$212.36M
# of Holdings
152
Performance Rank
Allocation (Top 20)
57.56%
Latest filing
Q3 2026

Sutton Place Investors LLC Holdings Map

Top 50 Sutton Place Investors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFUS
DIMENSIONAL ETF TRUST
6.61%169.1K$14.0M
+0.01%(+22)
2025-Q3: 169.6K shares2025-Q4: 169.7K shares2026-Q1: 171.5K shares2026-Q2: 169.1K shares2026-Q3: 169.1K shares
$50.33(+66.35%)
2026-09-30
SPYM
SPDR SERIES TRUST
6.03%142.5K$12.8M
+2.04%(+2.85K)
2025-Q3: 97.3K shares2025-Q4: 94.6K shares2026-Q1: 108.8K shares2026-Q2: 139.7K shares2026-Q3: 142.5K shares
$62.29(+45.36%)
2026-09-30
DFAC
DIMENSIONAL ETF TRUST
4.96%237.0K$10.5M
-0.08%(-190)
2025-Q3: 234.0K shares2025-Q4: 234.5K shares2026-Q1: 236.2K shares2026-Q2: 237.2K shares2026-Q3: 237.0K shares
$27.18(+66.05%)
2026-09-30
DFAI
DIMENSIONAL ETF TRUST
4.58%234.8K$9.7M
-0.13%(-298)
2025-Q3: 265.1K shares2025-Q4: 228.3K shares2026-Q1: 229.3K shares2026-Q2: 235.1K shares2026-Q3: 234.8K shares
$28.79(+44.71%)
2026-09-30
BRK.A
BERKSHIRE HATHAWAY INC DEL
3.52%10$7.5M
+0.00%(+0)
2025-Q3: 10 shares2025-Q4: 10 shares2026-Q1: 10 shares2026-Q2: 10 shares2026-Q3: 10 shares
$739681.00(+9.07%)
2026-09-30
DFCF
DIMENSIONAL ETF TRUST
3.3%174.6K$7.0M
-0.39%(-679)
2025-Q3: 179.3K shares2025-Q4: 186.3K shares2026-Q1: 174.1K shares2026-Q2: 175.2K shares2026-Q3: 174.6K shares
$42.09(-4.08%)
2026-09-30
AAPL
APPLE INC
3.3%21.0K$7.0M
+0.97%(+202)
2025-Q3: 18.2K shares2025-Q4: 19.2K shares2026-Q1: 20.9K shares2026-Q2: 20.8K shares2026-Q3: 21.0K shares
$189.97(+79.03%)
2026-09-30
ITOT
ISHARES TR
3.27%41.7K$6.9M
+0.26%(+109)
2025-Q3: 43.1K shares2025-Q4: 43.1K shares2026-Q1: 42.8K shares2026-Q2: 41.6K shares2026-Q3: 41.7K shares
$103.72(+61.48%)
2026-09-30
DFAE
DIMENSIONAL ETF TRUST
2.89%155.9K$6.1M
+0.29%(+456)
2025-Q3: 155.7K shares2025-Q4: 155.1K shares2026-Q1: 157.7K shares2026-Q2: 155.4K shares2026-Q3: 155.9K shares
$24.46(+53.55%)
2026-09-30
VUG
VANGUARD INDEX FDS
2.49%58.6K$5.3M
-0.88%(-523)
2025-Q3: 58.4K shares2025-Q4: 58.5K shares2026-Q1: 58.8K shares2026-Q2: 59.1K shares2026-Q3: 58.6K shares
$53.14(+67.04%)
2026-09-30

About Sutton Place Investors LLCโ€™s portfolio

Sutton Place Investors LLC reports $212.36M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (6.6%), SPYM (6.0%) and DFAC (5.0%). The top 20 holdings account for 57.56% of reported assets. Its disclosed equity book has returned +66.59% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
DFUS โ€” 8.3% ($14.04M)SPYM โ€” 7.6% ($12.79M)DFAC โ€” 6.3% ($10.54M)DFAI โ€” 5.8% ($9.73M)BRK.A โ€” 4.4% ($7.47M)DFCF โ€” 4.2% ($7.00M)AAPL โ€” 4.2% ($7.00M)ITOT โ€” 4.1% ($6.94M)DFAE โ€” 3.6% ($6.13M)VUG โ€” 3.1% ($5.28M)Other โ€” 48.3% ($81.31M)
52%in top 10
  • DFUS8.3%
  • SPYM7.6%
  • DFAC6.3%
  • DFAI5.8%
  • BRK.A4.4%
  • DFCF4.2%
  • AAPL4.2%
  • ITOT4.1%
  • DFAE3.6%
  • VUG3.1%
  • Other48.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
36
ACWXISHARES TR+92.4%
IUSBISHARES TR+28.6%
BLCRBLACKROCK ETF TRUST+30.8%
SPYMSPDR SERIES TRUST+2.0%
+32 more
Trimmed
10
BAIBLACKROCK ETF TRUST-8.3%
VUGVANGUARD INDEX FDS-0.9%
TSLATESLA INC-2.3%
DFCFDIMENSIONAL ETF TRUST-0.4%
+6 more

Unlock alerts, watchlists & AI chat

Sign up free to track Sutton Place Investors LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Sutton Place Investors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1930301). View Sutton Place Investors LLCโ€™s 13F filings on SEC

Other funds whose largest position is DFUS

Browse all

More 13F analyses

View all