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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IALT BLACKROCK ETF TRUST 20,754.0 $582K 0.28% NEW $28.05 +3.4%
2 GGOV BLACKROCK ETF TRUST II 9,474.0 $476K 0.23% NEW $50.29 -0.3%
3 UNH UNITEDHEALTH GROUP INC Healthcare 1,125.0 $468K 0.23% NEW $415.63 -4.7%
4 SNDK SANDISK CORP Technology 186.0 $423K 0.20% NEW $2273.73 -32.4%
5 BA BOEING CO Industrials 1,384.0 $300K 0.14% NEW $216.47 -5.0%
6 CVS CVS HEALTH CORP Healthcare 2,736.0 $283K 0.14% NEW $103.45 -5.7%
7 JTEK J P MORGAN EXCHANGE TRADED F 2,509.0 $280K 0.14% NEW $111.55 -11.8%
8 MRVL MARVELL TECHNOLOGY INC Technology 803.0 $239K 0.12% NEW $297.89 -29.4%
9 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 237.0 $229K 0.11% NEW $965.00 -15.4%
10 TRV TRAVELERS COMPANIES INC Financial Services 670.0 $221K 0.11% NEW $330.12 +10.2%
11 CRWV COREWEAVE INC Technology 2,205.0 $219K 0.11% NEW $99.54 -17.8%
12 QCOM QUALCOMM INC Technology 1,187.0 $219K 0.11% NEW $184.79 -9.8%
13 JHMM JOHN HANCOCK EXCHANGE TRADED 2,897.0 $217K 0.10% NEW $74.96 -1.3%
14 PANW PALO ALTO NETWORKS INC Technology 636.0 $217K 0.10% NEW $341.02 +6.2%
15 ASML ASML HLDG NV Technology 109.0 $217K 0.10% NEW $1989.44 -16.3%
16 CRWD CROWDSTRIKE HLDGS INC Technology 278.0 $212K 0.10% NEW $190.79 +12.7%
17 WDC WESTERN DIGITAL CORP Technology 332.0 $212K 0.10% NEW $638.72 -29.5%
18 TXN TEXAS INSTRS INC Technology 705.0 $210K 0.10% NEW $298.07 -15.0%
19 IJH ISHARES TR 2,610.0 $201K 0.10% NEW $77.12 -3.3%

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%