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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 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PANW PALO ALTO NETWORKS INC Technology 636.0 $217K 0.10% NEW $341.02 +6.2%
142 ASML ASML HLDG NV Technology 109.0 $217K 0.10% NEW $1989.44 -16.3%
143 PG PROCTER & GAMBLE CO Consumer Defensive 1,455.0 $213K 0.10% -95.0 -6.1% $146.65 -0.3%
144 CRWD CROWDSTRIKE HLDGS INC Technology 278.0 $212K 0.10% NEW $190.79 +12.7%
145 WDC WESTERN DIGITAL CORP Technology 332.0 $212K 0.10% NEW $638.72 -29.5%
146 TXN TEXAS INSTRS INC Technology 705.0 $210K 0.10% NEW $298.07 -15.0%
147 PFE PFIZER INC Healthcare 8,626.0 $208K 0.10% -419.0 -4.6% $24.08 +18.6%
148 IJH ISHARES TR 2,610.0 $201K 0.10% NEW $77.12 -3.3%
Page 8 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%