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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 7 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLDM WORLD GOLD TR Financial Services 3,478.0 $276K 0.13% -123.0 -3.4% $79.42 +7.8%
122 PLTR PALANTIR TECHNOLOGIES INC Technology 2,310.0 $270K 0.13% +78.0 +3.5% $116.67 +54.2%
123 GS GOLDMAN SACHS GROUP INC Financial Services 265.0 $268K 0.13% -2.0 -0.8% $1011.37 -0.9%
124 DFSV DIMENSIONAL ETF TRUST 6,870.0 $266K 0.13% $38.79 +1.9%
125 WFC WELLS FARGO & CO Financial Services 3,185.0 $263K 0.13% -53.0 -1.6% $82.64 +5.3%
126 BINC BLACKROCK ETF TRUST II 4,805.0 $251K 0.12% -7K -57.5% $52.34 -1.5%
127 SUB ISHARES TR 2,354.0 $251K 0.12% $106.47 -0.5%
128 KO COCA COLA CO Consumer Defensive 3,010.0 $245K 0.12% +18.0 +0.6% $81.27 +8.3%
129 MRVL MARVELL TECHNOLOGY INC Technology 803.0 $239K 0.12% NEW $297.89 -29.4%
130 BBSC J P MORGAN EXCHANGE TRADED F 2,552.0 $234K 0.11% -113.0 -4.2% $91.85 -3.5%
131 IEV ISHARES TR 3,165.0 $231K 0.11% $72.85 +1.8%
132 DBEF DBX ETF TR 4,200.0 $229K 0.11% $54.63 +1.5%
133 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 237.0 $229K 0.11% NEW $965.00 -15.4%
134 ORCL ORACLE CORP Technology 1,556.0 $228K 0.11% -19.0 -1.2% $146.55 -3.6%
135 TRV TRAVELERS COMPANIES INC Financial Services 670.0 $221K 0.11% NEW $330.12 +10.2%
136 DIS DISNEY WALT CO Communication Services 2,297.0 $221K 0.11% -45.0 -1.9% $96.25 +10.4%
137 CRWV COREWEAVE INC Technology 2,205.0 $219K 0.11% NEW $99.54 -17.8%
138 QCOM QUALCOMM INC Technology 1,187.0 $219K 0.11% NEW $184.79 -9.8%
139 RTX RTX CORPORATION Industrials 1,156.0 $219K 0.11% -6.0 -0.5% $189.73 +8.1%
140 JHMM JOHN HANCOCK EXCHANGE TRADED 2,897.0 $217K 0.10% NEW $74.96 -1.3%
Page 7 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%