Sutton Place Investors LLC Portfolio Holdings

Sutton Place Investors LLC

  • $145 Million
  • Q1 2025

Sutton Place Investors LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $10.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.44M, Berkshire Hathaway Inc with a value of $7.98M, Dimensional ETF Tr Core Fxd In with a value of $7.98M, and Dimensional ETF Tr with a value of $7.98M.

Examining the 13F form we can see an decrease of $24.1M in the current position value, from $169M to 145M.

Sutton Place Investors LLC is based out at Katonah, NY

Below you can find more details about Sutton Place Investors LLC portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
ETFs: $110 Million
Financial Services: $13.3 Million
Technology: $10.1 Million
Communication Services: $2.82 Million
Consumer Cyclical: $2.7 Million
Consumer Defensive: $1.95 Million
Healthcare: $1.92 Million
Energy: $1.54 Million
Other: $333,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.3 Million 7.11% of portfolio
170,098
Q1 2025 Added 0.36%
$0
$8.44 Million 5.83% of portfolio
128,307
Q1 2025 Reduced 5.49%
$462B
$7.98 Million 5.52% of portfolio
10
Q1 2025 New
$0
$7.98 Million 5.51% of portfolio
189,793
Q1 2025 Reduced 0.49%
$0
$7.98 Million 5.51% of portfolio
255,600
Q1 2025 Reduced 0.41%
$0
$7.64 Million 5.28% of portfolio
231,555
Q1 2025 Reduced 0.53%
$0
$5.26 Million 3.64% of portfolio
43,152
Q1 2025 Added 0.56%
$0
$4.61 Million 3.19% of portfolio
178,229
Q1 2025 Added 0.05%
$3.39T
$4.14 Million 2.86% of portfolio
18,640
Q1 2025 Reduced 47.12%
$0
$3.62 Million 2.5% of portfolio
9,764
Q1 2025 Added 7.04%
$0
$2.87 Million 1.98% of portfolio
16,789
Q1 2025 Added 13.98%
$0
$2.72 Million 1.88% of portfolio
29,122
Q3 2024 Added 0.35%
$3.39T
$2.5 Million 1.73% of portfolio
6,669
Q1 2025 Reduced 14.74%
$0
$2.3 Million 1.59% of portfolio
49,840
Q1 2025 Reduced 5.67%
$0
$2.29 Million 1.58% of portfolio
24,641
Q1 2025 Added 2.42%
$0
$2.17 Million 1.5% of portfolio
115,978
Q4 2024 Added 0.85%
$0
$2.02 Million 1.39% of portfolio
19,988
Q1 2025 Added 5.8%
$0
$1.99 Million 1.38% of portfolio
40,884
Q1 2025 Added 2.56%
$0
$1.99 Million 1.37% of portfolio
85,850
Q1 2025 Reduced 2.52%
$0
$1.91 Million 1.32% of portfolio
31,941
Q1 2025 Added 1.24%
$0
$1.91 Million 1.32% of portfolio
40,167
Q1 2025 Added 1.03%
$0
$1.87 Million 1.29% of portfolio
20,220
Q3 2024 Added 0.61%
$0
$1.84 Million 1.27% of portfolio
31,212
Q1 2025 Reduced 18.23%
$337B
$1.82 Million 1.26% of portfolio
16,819
Q1 2025 Added 4.94%
$0
$1.69 Million 1.17% of portfolio
8,852
Q1 2025 Added 42.2%
$0
$1.63 Million 1.12% of portfolio
2,912
Q1 2025 Added 2.07%
$785B
$1.61 Million 1.11% of portfolio
6,550
Q1 2025 Reduced 56.47%
$0
$1.5 Million 1.04% of portfolio
15,035
Q1 2025 Reduced 34.9%
$2.09T
$1.44 Million 0.99% of portfolio
7,548
Q1 2025 Reduced 7.84%
$451B
$1.26 Million 0.87% of portfolio
10,611
Q1 2025 Reduced 37.16%
$694B
$1.23 Million 0.85% of portfolio
2,303
Q1 2025 Added 23.55%
$0
$1.21 Million 0.84% of portfolio
17,247
Q1 2025 Added 0.17%
$0
$1.09 Million 0.75% of portfolio
39,241
Q4 2024 Added 248.93%
$0
$1.04 Million 0.72% of portfolio
15,336
Q1 2025 Reduced 0.38%
$1.44T
$1.01 Million 0.7% of portfolio
1,753
Q1 2025 Reduced 13.98%
$0
$967,000 0.67% of portfolio
5,311
Q4 2023 Added 1.03%
$0
$941,000 0.65% of portfolio
6,706
Q1 2025 Added 0.34%
$0
$907,000 0.63% of portfolio
9,679
Q1 2025 Reduced 17.09%
$0
$903,000 0.62% of portfolio
3,395
Q1 2025 Added 12.16%
$0
$859,000 0.59% of portfolio
31,902
Q1 2025 Reduced 0.03%
$0
$857,000 0.59% of portfolio
4,965
Q1 2025 Added 25.66%
$0
$836,000 0.58% of portfolio
13,172
Q1 2025 Added 1.11%
$11B
$804,000 0.56% of portfolio
30,165
Q1 2025 Added 0.03%
$0
$756,000 0.52% of portfolio
13,723
Q1 2025 Reduced 16.4%
$1.11T
$743,000 0.51% of portfolio
2,867
Q1 2025 Added 22.1%
$0
$723,000 0.5% of portfolio
13,479
Q1 2025 Added 71.44%
$0
$722,000 0.5% of portfolio
18,350
Q1 2025 Added 10.47%
$0
$703,000 0.49% of portfolio
5,771
Q1 2025 Reduced 4.07%
$0
$705,000 0.49% of portfolio
9,322
Q1 2025 Reduced 26.93%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $145 Million
  • Prior Value $169 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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