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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYW ISHARES TR 2,116.0 $534K 0.26% $252.23 -1.7%
82 BAC BANK OF AMER CORP Financial Services 9,291.0 $529K 0.26% $56.98 +8.8%
83 CAT CATERPILLAR INC Industrials 495.0 $527K 0.26% $1064.90 -26.8%
84 WMT WALMART INC Consumer Defensive 4,554.0 $516K 0.25% $113.26 -6.5%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 2,811.0 $509K 0.25% +127.0 +4.7% $180.91 +3.4%
86 QQQ INVESCO QQQ TR Financial Services 649.0 $478K 0.23% $736.40 -3.9%
87 GGOV BLACKROCK ETF TRUST II 9,474.0 $476K 0.23% NEW $50.29 -0.3%
88 V VISA INC Financial Services 1,384.0 $475K 0.23% +42.0 +3.1% $343.09 +8.6%
89 IVV ISHARES TR 632.0 $473K 0.23% +6.0 +1.0% $748.89 +2.2%
90 UNH UNITEDHEALTH GROUP INC Healthcare 1,125.0 $468K 0.23% NEW $415.63 -4.7%
91 IBM INTERNATIONAL BUSINESS MACHS Technology 1,608.0 $452K 0.22% +29.0 +1.8% $281.16 -17.7%
92 CAG CONAGRA BRANDS INC Consumer Defensive 33,160.0 $446K 0.22% +755.0 +2.3% $13.46 +19.7%
93 KLAC KLA CORP Technology 1,417.0 $428K 0.21% +1K +877.2% $301.71 -43.4%
94 SNDK SANDISK CORP Technology 186.0 $423K 0.20% NEW $2273.73 -32.4%
95 DFEV DIMENSIONAL ETF TRUST 9,695.0 $414K 0.20% -1K -10.6% $42.67 -0.1%
96 BBMC J P MORGAN EXCHANGE TRADED F 3,220.0 $409K 0.20% -94.0 -2.8% $127.15 -1.8%
97 ARTY ISHARES TR 5,350.0 $407K 0.20% $76.16 -3.9%
98 JBND J P MORGAN EXCHANGE TRADED F 7,520.0 $402K 0.20% -324.0 -4.1% $53.50 -2.3%
99 BBAG J P MORGAN EXCHANGE TRADED F 8,363.0 $384K 0.19% -714.0 -7.9% $45.95 -2.4%
100 VTWG VANGUARD SCOTTSDALE FDS 1,300.0 $374K 0.18% $287.68 -5.9%
Page 5 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%