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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
Page 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 THRO BLACKROCK ETF TRUST 19,780.0 $853K 0.41% -11K -35.1% $43.11 +1.0%
62 JNJ JOHNSON & JOHNSON Healthcare 3,284.0 $834K 0.40% $253.97 +6.8%
63 LLY ELI LILLY & CO Healthcare 688.0 $825K 0.40% +22.0 +3.3% $1199.43 -3.3%
64 SCHW SCHWAB CHARLES CORP Financial Services 8,808.0 $813K 0.39% $92.27 +17.4%
65 XTEN BONDBLOXX ETF TRUST 17,502.0 $798K 0.39% -9K -34.8% $45.58 -3.4%
66 MRK MERCK & CO INC Healthcare 6,109.0 $785K 0.38% $128.50 +16.7%
67 DEHP DIMENSIONAL ETF TRUST 18,139.0 $776K 0.38% -2K -9.9% $42.77 -3.5%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,616.0 $772K 0.37% $477.57 -13.3%
69 GE GE AEROSPACE Industrials 1,860.0 $695K 0.34% -11.0 -0.6% $373.73 -11.4%
70 INTC INTEL CORP Technology 4,770.0 $666K 0.32% +199.0 +4.3% $139.63 -36.3%
71 EFV ISHARES TR 8,473.0 $649K 0.31% -14K -62.3% $76.55 +6.6%
72 SDY SPDR SERIES TRUST 4,217.0 $642K 0.31% $152.18 +2.3%
73 TJX TJX COS INC NEW Consumer Cyclical 4,213.0 $638K 0.31% -199.0 -4.5% $151.50 -12.0%
74 AMAT APPLIED MATLS INC Technology 863.0 $624K 0.30% +6.0 +0.7% $723.00 -38.9%
75 GEV GE VERNOVA INC Utilities 530.0 $623K 0.30% $1174.86 -23.5%
76 DFIS DIMENSIONAL ETF TRUST 17,462.0 $612K 0.30% $35.03 +5.9%
77 IALT BLACKROCK ETF TRUST 20,754.0 $582K 0.28% NEW $28.05 +3.4%
78 LRCX LAM RESEARCH CORP Technology 1,319.0 $572K 0.28% +26.0 +2.0% $433.33 -33.0%
79 NYF ISHARES TR 10,493.0 $566K 0.27% -398.0 -3.6% $53.91 -3.3%
80 MUB ISHARES TR 5,169.0 $556K 0.27% -82.0 -1.6% $107.62 -3.1%
Page 4 of 8  ·  148 positions

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%