Top 50 Sutton Place Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 6.71% | 169.1K | $13.9M | -1.43%(-2.45K) | $50.32(+68.66%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.94% | 139.7K | $12.3M | +28.36%(+30.87K) | $61.75(+47.79%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.1% | 237.2K | $10.5M | +0.42%(+992) | $27.18(+69.44%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.7% | 235.1K | $9.7M | +2.51%(+5.75K) | $28.79(+50.58%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.63% | 10 | $7.5M | +0.00%(+0) | $739681.00(+1.04%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.58% | 175.2K | $7.4M | +0.65%(+1.14K) | $42.09(-1.56%) | 2026-06-30 | |
| ITOT | ISHARES TR | 3.31% | 41.6K | $6.8M | -2.72%(-1.16K) | $103.56(+64.00%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.03% | 155.4K | $6.2M | -1.44%(-2.27K) | $24.42(+61.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.92% | 20.8K | $6.0M | -0.37%(-78) | $188.80(+61.75%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.47% | 59.1K | $5.1M | +0.52%(+307) | $52.17(+70.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.43% | +57.81% | โ | โ | +49.18% |
| Top 20 Holdings Unweighted | +15.91% | +55.72% | โ | โ | +45.57% |
Sutton Place Investors LLC reports $206.52M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (6.7%), SPYM (5.9%) and DFAC (5.1%). The top 20 holdings account for 56.16% of reported assets. Its disclosed equity book has returned +57.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sutton Place Investors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1930301). View Sutton Place Investors LLCโs 13F filings on SEC