Sutton Place Investors LLC Portfolio Holdings

Sutton Place Investors LLC

  • $169 Million
  • Q4 2024

Sutton Place Investors LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Million distributed in 129 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 $10.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.36M, Apple Inc. with a value of $8.83M, Dimensional ETF Tr U S Core Eq with a value of $8.05M, and Dimensional ETF Tr Core Fxd In with a value of $7.89M.

Examining the 13F form we can see an increase of $8.42M in the current position value, from $160M to 169M.

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 $169 Million
ETFs: $111 Million
Technology: $16.8 Million
Financial Services: $11.6 Million
Healthcare: $7.33 Million
Consumer Cyclical: $5.6 Million
Consumer Defensive: $5.09 Million
Industrials: $4.39 Million
Communication Services: $3.68 Million
Other: $2.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Million 6.4% of portfolio
169,492
Q4 2024 Reduced 0.51%
$0
$9.36 Million 5.54% of portfolio
135,757
Q4 2024 Reduced 1.11%
$3.59T
$8.83 Million 5.23% of portfolio
35,251
Q4 2024 Added 1.56%
$0
$8.05 Million 4.77% of portfolio
232,785
Q4 2024 Reduced 1.68%
$0
$7.89 Million 4.67% of portfolio
190,724
Q4 2024 Added 0.68%
$0
$7.49 Million 4.44% of portfolio
256,663
Q4 2024 Added 53.97%
$0
$5.52 Million 3.27% of portfolio
42,911
Q3 2024 Reduced 1.32%
$0
$4.52 Million 2.68% of portfolio
178,136
Q4 2024 Added 16.79%
$0
$3.74 Million 2.22% of portfolio
9,122
Q4 2024 Reduced 0.84%
$780B
$3.61 Million 2.14% of portfolio
15,047
Q4 2024 Added 1.46%
$3.33T
$3.3 Million 1.95% of portfolio
7,822
Q4 2024 Added 4.94%
$0
$2.62 Million 1.55% of portfolio
14,730
Q4 2024 Added 1.8%
$0
$2.49 Million 1.48% of portfolio
29,122
Q3 2024 Added 0.35%
$0
$2.44 Million 1.45% of portfolio
24,058
Q4 2024 Reduced 1.8%
$0
$2.39 Million 1.41% of portfolio
52,835
Q4 2024 Reduced 19.42%
$0
$2.24 Million 1.32% of portfolio
23,097
Q4 2024 Added 38.05%
$0
$2.17 Million 1.28% of portfolio
115,978
Q4 2024 Added 0.85%
$0
$2.15 Million 1.27% of portfolio
25,181
Q4 2024 Added 0.4%
$367B
$2.15 Million 1.27% of portfolio
16,028
Q4 2024 Added 9.8%
$142B
$2.1 Million 1.24% of portfolio
17,382
Q4 2024 Reduced 4.26%
$0
$2.05 Million 1.22% of portfolio
31,550
Q4 2024 Added 2.08%
$0
$2.04 Million 1.21% of portfolio
39,863
Q4 2024 Reduced 1.74%
$0
$2 Million 1.19% of portfolio
18,892
Q4 2024 Added 7.57%
$0
$2 Million 1.19% of portfolio
38,172
Q4 2024 Added 8.37%
$0
$2 Million 1.18% of portfolio
88,065
Q4 2024 Added 100.76%
$0
$1.87 Million 1.11% of portfolio
20,220
Q3 2024 Added 0.61%
$0
$1.86 Million 1.1% of portfolio
39,758
Q4 2024 Reduced 0.92%
$459B
$1.82 Million 1.08% of portfolio
16,885
Q4 2024 Added 0.88%
$4.84B
$1.81 Million 1.07% of portfolio
929
Q1 2024 New
$2.4T
$1.8 Million 1.06% of portfolio
8,190
Q4 2024 Added 11.19%
$728B
$1.74 Million 1.03% of portfolio
2,253
Q4 2024 Reduced 0.88%
$245B
$1.74 Million 1.03% of portfolio
17,530
Q4 2024 Reduced 0.41%
$0
$1.67 Million 0.99% of portfolio
2,853
Q4 2024 Added 3.07%
$68.6B
$1.25 Million 0.74% of portfolio
5,518
Q4 2024 Added 0.46%
$1.43T
$1.2 Million 0.71% of portfolio
2,038
Q4 2024 Added 5.43%
$153B
$1.2 Million 0.71% of portfolio
5,245
Q4 2024 Added 0.27%
$0
$1.19 Million 0.7% of portfolio
6,225
Q4 2024 Added 3.46%
$0
$1.18 Million 0.7% of portfolio
17,218
Q4 2024 Added 23.74%
$1.18T
$1.16 Million 0.68% of portfolio
6,109
Q4 2024 Added 9.7%
$0
$1.1 Million 0.65% of portfolio
15,394
Q4 2024 Reduced 0.14%
$203B
$1.09 Million 0.64% of portfolio
4,947
Q4 2024 Added 0.79%
$56.6B
$1.09 Million 0.64% of portfolio
4,507
Q4 2024 Added 0.16%
$0
$1.07 Million 0.63% of portfolio
6,683
Q4 2024 Reduced 1.63%
$0
$1.07 Million 0.63% of portfolio
11,674
Q4 2024 Reduced 1.09%
$0
$1.01 Million 0.6% of portfolio
39,241
Q4 2024 Added 248.93%
$0
$967,000 0.57% of portfolio
5,311
Q4 2023 Added 1.03%
$1.3T
$948,000 0.56% of portfolio
2,348
Q4 2024 Added 19.07%
$0
$910,000 0.54% of portfolio
16,416
Q4 2024 Added 8.55%
$0
$896,000 0.53% of portfolio
12,758
Q4 2024 Added 37.58%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $169 Million
  • Prior Value $160 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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