Portfolio (Quarterly) Guide ↗

SUTTON PLACE INVESTORS LLC

· CIK 0001930301

13F Portfolio $207M AUM 148 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 19 New 51 Added 44 Reduced 7 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	PM	PHILIP MORRIS INTL INC	Consumer Defensive	2,811.0	$509K	0.25%	+127.0	+4.7%	$180.91	+3.4%
42	V	VISA INC	Financial Services	1,384.0	$475K	0.23%	+42.0	+3.1%	$343.09	+8.6%
43	IVV	ISHARES TR	—	632.0	$473K	0.23%	+6.0	+1.0%	$748.89	+2.2%
44	IBM	INTERNATIONAL BUSINESS MACHS	Technology	1,608.0	$452K	0.22%	+29.0	+1.8%	$281.16	-17.7%
45	CAG	CONAGRA BRANDS INC	Consumer Defensive	33,160.0	$446K	0.22%	+755.0	+2.3%	$13.46	+19.7%
46	KLAC	KLA CORP	Technology	1,417.0	$428K	0.21%	+1K	+877.2%	$301.71	-43.4%
47	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	397.0	$371K	0.18%	+6.0	+1.5%	$935.47	+0.5%
48	DISV	DIMENSIONAL ETF TRUST	—	8,995.0	$361K	0.17%	+73.0	+0.8%	$40.13	+10.2%
49	FMB	FIRST TR EXCH TRADED FD III	—	6,938.0	$356K	0.17%	+41.0	+0.6%	$51.37	-3.1%
50	PLTR	PALANTIR TECHNOLOGIES INC	Technology	2,310.0	$270K	0.13%	+78.0	+3.5%	$116.67	+54.2%
51	KO	COCA COLA CO	Consumer Defensive	3,010.0	$245K	0.12%	+18.0	+0.6%	$81.27	+8.3%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 46.4%

Financial Services 17.4%

Consumer Cyclical 10.2%

Communication Services 7.1%

Healthcare 6.9%

Consumer Defensive 4.3%

Energy 3.3%

Industrials 3.2%

Utilities 1.2%