Sutton Place Investors LLC
CIK Number: 0001930301
148.69M
Market Value
127
# of Holdings
7 months
Avg. Holding Period
39.69%
Win Rate
24.41%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional U.S... | 65.40 | +0.25% | 169.49K | -0.51% | 10.81M | 50.51 | 6.26% |
| 2 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 135.76K | -1.11% | 9.36M | 54.17 | 5.42% |
| 3 | AAPL | Apple Inc. | 198.98 | +0.10% | 35.25K | +1.56% | 8.83M | 176.74 | 5.11% |
| 4 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 232.78K | -1.68% | 8.05M | 27.84 | 4.66% |
| 5 | DFCF | Dimensional Cor... | 41.98 | +0.35% | 190.72K | +0.68% | 7.87M | 41.65 | 4.56% |
| 6 | DFAI | Dimensional Int... | 34.73 | +0.83% | 256.66K | +53.97% | 7.49M | 27.68 | 4.34% |
| 7 | ITOT | iShares Core S&... | 131.83 | +0.27% | 42.91K | 0.00% | 5.52M | 107.17 | 3.20% |
| 8 | DFAE | Dimensional Eme... | 28.68 | +0.17% | 178.14K | +16.79% | 4.52M | 23.59 | 2.62% |
| 9 | VUG | Vanguard Growth... | 423.76 | +0.11% | 9.12K | -0.84% | 3.74M | 318.81 | 2.17% |
| 10 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 15.05K | +1.46% | 3.61M | 180.04 | 2.09% |
| 11 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 7.82K | +4.94% | 3.3M | 378.51 | 1.91% |
| 12 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 14.73K | +1.80% | 2.62M | 141.1 | 1.52% |
| 13 | XLE | Energy Select S... | 86.58 | +0.34% | 29.12K | 0.00% | 2.49M | 55.75 | 1.44% |
| 14 | IVW | iShares S&P 500... | 106.36 | +0.36% | 24.06K | -1.8% | 2.44M | 85.55 | 1.41% |
| 15 | IUSB | iShares Core To... | 45.79 | +0.34% | 52.84K | -19.42% | 2.39M | 47.57 | 1.38% |
| 16 | EFG | iShares MSCI EA... | 111.98 | +0.72% | 23.1K | +38.05% | 2.24M | 101.79 | 1.30% |
| 17 | PG | The Procter & G... | 163.05 | +0.58% | 12.97K | +0.93% | 2.17M | 154.09 | 1.26% |
| 18 | FPEI | First Trust Ins... | 18.89 | +0.19% | 115.98K | +0.85% | 2.17M | 17.21 | 1.26% |
| 19 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 16.03K | +9.80% | 2.15M | 109.53 | 1.25% |
| 20 | IETC | iShares Evolved... | 90.51 | +0.48% | 25.18K | +0.40% | 2.15M | 47.74 | 1.24% |
| 21 | TJX | The TJX Compani... | 124.31 | -0.18% | 17.38K | -4.26% | 2.1M | 99.79 | 1.22% |
| 22 | DFAS | Dimensional U.S... | 62.80 | -0.24% | 31.55K | +2.08% | 2.05M | 59.61 | 1.19% |
| 23 | DYNF | BlackRock U.S. ... | 52.91 | +0.18% | 39.86K | -1.74% | 2.04M | 44.98 | 1.18% |
| 24 | EFV | iShares MSCI EA... | 64.66 | +0.84% | 38.17K | +8.37% | 2M | 53.58 | 1.16% |
| 25 | BBUS | JPMorgan BetaBu... | 109.03 | +0.18% | 18.89K | +7.57% | 2M | 85.13 | 1.16% |
| 26 | SCHZ | Schwab U.S. Agg... | 23.02 | +0.33% | 88.06K | +100.76% | 2M | 23.62 | 1.16% |
| 27 | IUSV | iShares Core S&... | 93.50 | +0.38% | 20.22K | 0.00% | 1.87M | 76.51 | 1.08% |
| 28 | DFSD | Dimensional Sho... | 47.84 | +0.12% | 39.76K | -0.92% | 1.86M | 46.64 | 1.08% |
| 29 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 16.89K | +0.88% | 1.82M | 95.36 | 1.05% |
| 30 | WTM | White Mountains... | 1769.13 | +0.80% | 929 | 0.00% | 1.81M | 1770.11 | 1.05% |
| 31 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 8.19K | +11.19% | 1.8M | 160.85 | 1.04% |
| 32 | MRK | Merck & Co., In... | 81.73 | +1.75% | 17.53K | -0.41% | 1.74M | 118.8 | 1.01% |
| 33 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 2.25K | -0.88% | 1.74M | 673.06 | 1.01% |
| 34 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 2.85K | +3.07% | 1.67M | 449.28 | 0.97% |
| 35 | BDX | Becton, Dickins... | 174.23 | +0.87% | 5.52K | +0.46% | 1.25M | 243.96 | 0.72% |
| 36 | UNP | Union Pacific C... | 225.29 | -0.19% | 5.25K | +0.27% | 1.2M | 243.29 | 0.69% |
| 37 | META | Meta Platforms,... | 693.11 | -0.15% | 2.04K | +5.43% | 1.19M | 393.43 | 0.69% |
| 38 | IVE | iShares S&P 500... | 192.83 | +0.30% | 6.22K | +3.46% | 1.19M | 186.06 | 0.69% |
| 39 | BLV | Vanguard Long-T... | 68.71 | +1.04% | 17.22K | +23.74% | 1.18M | 70.93 | 0.68% |
| 40 | GOOGL | Alphabet Inc. | 175.57 | -1% | 6.11K | +9.70% | 1.16M | 148.72 | 0.67% |
| 41 | SPTM | SPDR Portfolio ... | 73.20 | +0.33% | 15.39K | -0.14% | 1.1M | 58.39 | 0.64% |
| 42 | IBM | International B... | 280.79 | -0.26% | 4.95K | +0.79% | 1.09M | 169.56 | 0.63% |
| 43 | TRV | The Travelers C... | 265.91 | +1.78% | 4.51K | +0.16% | 1.09M | 228.16 | 0.63% |
| 44 | MBB | iShares MBS ETF | 92.98 | +0.40% | 11.67K | -1.09% | 1.07M | 96.14 | 0.62% |
| 45 | IYW | iShares U.S. Te... | 165.58 | +0.66% | 6.68K | -1.63% | 1.07M | 106.63 | 0.62% |
| 46 | VIG | Vanguard Divide... | 202.54 | +0.63% | 5.31K | 0.00% | 1.04M | 162.51 | 0.60% |
| 47 | DFIC | Dimensional Int... | 31.14 | +0.79% | 39.24K | +248.93% | 1.01M | 25.98 | 0.59% |
| 48 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 2.35K | +19.07% | 948.22K | 254.7 | 0.55% |
| 49 | EMXC | iShares MSCI Em... | 62.20 | +0.09% | 16.42K | +8.55% | 910.27K | 58.41 | 0.53% |
| 50 | IEFA | iShares Core MS... | 84.11 | +0.76% | 12.76K | +37.58% | 896.63K | 70.5 | 0.52% |
| 51 | CSL | Carlisle Compan... | 366.47 | -0.63% | 2.39K | 0.00% | 880.05K | 393.94 | 0.51% |
| 52 | OEF | iShares S&P 100... | 295.94 | +0.33% | 3.03K | 0.00% | 874.35K | 217.35 | 0.51% |
| 53 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 1.86K | +7.00% | 844.91K | 387.27 | 0.49% |
| 54 | CAG | Conagra Brands,... | 22.29 | -0.38% | 30.16K | -0.01% | 836.83K | 32.63 | 0.48% |
| 55 | JAVA | JPMorgan Active... | 64.41 | +0.19% | 13.03K | +10.74% | 824.67K | 57.17 | 0.48% |
| 56 | WBS | Webster Financi... | 53.24 | -1.22% | 14.9K | +59.01% | 822.72K | 54.46 | 0.48% |
| 57 | JGRO | Jpmorgan Active... | 82.94 | +0.23% | 10.12K | +5.01% | 819.62K | 62.53 | 0.47% |
| 58 | DIHP | Dimensional Int... | 29.73 | +0.83% | 31.91K | +131.14% | 805.12K | 25.95 | 0.47% |
| 59 | ESGU | iShares ESG Awa... | 131.95 | +0.34% | 6.02K | +0.05% | 774.98K | 107.25 | 0.45% |
| 60 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 3.78K | +12.33% | 719.86K | 161.24 | 0.42% |
| 61 | BINC | Blackrock Etf T... | 52.42 | +0.10% | 13.73K | +0.65% | 714.24K | 52.48 | 0.41% |
| 62 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 4.92K | -0.85% | 712.11K | 157.05 | 0.41% |
| 63 | VTV | Vanguard Value ... | 174.72 | +0.57% | 3.95K | +0.08% | 668.9K | 147.93 | 0.39% |
| 64 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 2.87K | -3.2% | 666.08K | 142.39 | 0.39% |
| 65 | MUB | iShares Nationa... | 104.10 | +0.45% | 6.05K | +6.52% | 644.52K | 104.7 | 0.37% |
| 66 | CVX | Chevron Corpora... | 144.84 | +0.04% | 4.43K | +2.45% | 641.75K | 151.21 | 0.37% |
| 67 | SCHW | The Charles Sch... | 88.46 | +0.07% | 8.54K | +3.25% | 631.81K | 79.89 | 0.37% |
| 68 | AXP | American Expres... | 298.02 | -0.36% | 2.1K | +1.30% | 622.32K | 229.44 | 0.36% |
| 69 | DFIV | Dimensional Int... | 43.23 | +0.90% | 16.61K | 0.00% | 589.36K | 29 | 0.34% |
| 70 | DFGR | Dimensional Glo... | 27.14 | +0.46% | 23.02K | +134.51% | 588.03K | 25.23 | 0.34% |
| 71 | SPMO | Invesco S&P 500... | 107.13 | +0.01% | 5.99K | +100.00% | 568.63K | 95.01 | 0.33% |
| 72 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 4.22K | 0.00% | 557.97K | 122.59 | 0.32% |
| 73 | HD | The Home Depot,... | 362.78 | +0.64% | 1.3K | +5.01% | 505.3K | 370.97 | 0.29% |
| 74 | NYF | iShares New Yor... | 52.06 | +0.29% | 9.23K | +0.53% | 491.38K | 53.83 | 0.28% |
| 75 | VTEB | Vanguard Tax-Ex... | 48.94 | +0.36% | 9.78K | +1.69% | 490.32K | 50.6 | 0.28% |
| 76 | EMR | Emerson Electri... | 126.72 | +0.18% | 3.87K | +1.04% | 479.98K | 102.44 | 0.28% |
| 77 | COF | Capital One Fin... | 197.69 | -1.42% | 2.68K | +0.79% | 477.72K | 145.57 | 0.28% |
| 78 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 5.47K | +4.67% | 477.44K | 90.22 | 0.28% |
| 79 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 939 | +5.15% | 475K | 523.77 | 0.28% |
| 80 | KO | The Coca-Cola C... | 72.20 | +0.18% | 7.53K | +2.13% | 468.82K | 60.11 | 0.27% |
| 81 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 2.57K | +1.06% | 456.16K | 181.63 | 0.26% |
| 82 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 7.65K | +2.84% | 452.82K | 51.58 | 0.26% |
| 83 | FMB | First Trust Man... | 49.82 | +0.26% | 8.87K | -58.5% | 452.31K | 55.21 | 0.26% |
| 84 | MMM | 3M Company | 144.60 | -1.75% | 3.5K | +1.51% | 451.81K | 101.51 | 0.26% |
| 85 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 7.92K | +3.57% | 447.73K | 51.98 | 0.26% |
| 86 | WMT | Walmart Inc. | 94.83 | -1.01% | 4.91K | +24.26% | 443.8K | 62.27 | 0.26% |
| 87 | JBND | JP Morgan Activ... | 53.09 | +0.37% | 8.22K | +100.00% | 429.65K | 52.25 | 0.25% |
| 88 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 1.18K | +1.99% | 428.42K | 364.33 | 0.25% |
| 89 | JAGG | JPMorgan U.S. A... | 47.25 | +0.32% | 9.28K | -43.17% | 419.05K | 44.79 | 0.24% |
| 90 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 2.74K | -3.45% | 417.16K | 170.85 | 0.24% |
| 91 | DFIS | Dimensional Int... | 29.64 | +0.76% | 16.94K | +100.00% | 415.91K | 24.56 | 0.24% |
| 92 | IVV | iShares Core S&... | 606.23 | +0.32% | 700 | -0.99% | 412.08K | 463.99 | 0.24% |
| 93 | IEMG | iShares Core MS... | 59.64 | +0.05% | 7.86K | +2.56% | 410.57K | 51.59 | 0.24% |
| 94 | GE | General Electri... | 239.60 | -2.41% | 2.46K | +76.82% | 409.64K | 163.5 | 0.24% |
| 95 | JCPB | JPMorgan Core P... | 46.61 | +0.37% | 8.66K | +8.67% | 398.83K | 46.56 | 0.23% |
| 96 | DEHP | Dimensional Eme... | 27.73 | +0.05% | 14.41K | +100.00% | 356.6K | 24.74 | 0.21% |
| 97 | BBMC | JPMorgan BetaBu... | 95.62 | -0.03% | 3.5K | +7.19% | 337.19K | 91.94 | 0.20% |
| 98 | BAC | Bank of America... | 44.56 | -0.37% | 7.66K | +6.55% | 336.75K | 35.01 | 0.20% |
| 99 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 376 | +10.91% | 335.14K | 698.54 | 0.19% |
| 100 | V | Visa Inc. | 371.03 | -0.61% | 1.02K | +10.04% | 322.05K | 269.33 | 0.19% |
| 101 | MS | Morgan Stanley | 131.82 | +0.01% | 2.32K | +4.59% | 292.17K | 100.52 | 0.17% |
| 102 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 1.47K | +1.03% | 290.31K | 172.81 | 0.17% |
| 103 | MA | Mastercard Inco... | 588.62 | -0.36% | 548 | +8.09% | 288.56K | 496.25 | 0.17% |
| 104 | SUB | iShares Short-T... | 106.00 | +0.05% | 2.73K | -5.12% | 287.43K | 103.16 | 0.17% |
| 105 | ABT | Abbott Laborato... | 136.36 | +0.80% | 2.49K | +3.32% | 281.42K | 110.87 | 0.16% |
| 106 | VTWG | Vanguard Russel... | 204.76 | -0.51% | 1.3K | 0.00% | 273.18K | 163.1 | 0.16% |
| 107 | ETN | Eaton Corporati... | 329.93 | +1.30% | 822 | +2.11% | 272.8K | 313.19 | 0.16% |
| 108 | GATX | GATX Corporatio... | 156.06 | +0.24% | 1.76K | -0.11% | 272.26K | 131.45 | 0.16% |
| 109 | COST | Costco Wholesal... | 1002.64 | +0.59% | 296 | +13.41% | 271.22K | 890.03 | 0.16% |
| 110 | VZ | Verizon Communi... | 43.13 | -1.38% | 6.72K | +11.75% | 268.8K | 38.46 | 0.16% |
| 111 | ECL | Ecolab Inc. | 271.11 | +1.18% | 1.13K | +1.25% | 265.72K | 228.66 | 0.15% |
| 112 | KR | The Kroger Co. | 65.10 | +0.74% | 4.34K | +0.23% | 265.21K | 57 | 0.15% |
| 113 | VBK | Vanguard Small ... | 271.60 | -0.18% | 947 | 0.00% | 265.14K | 212.05 | 0.15% |
| 114 | IFRA | iShares U.S. In... | 48.67 | +0.03% | 5.51K | +0.44% | 255.02K | 43.14 | 0.15% |
| 115 | KKR | KKR & Co. Inc. | 125.25 | -0.6% | 1.68K | +1.27% | 248.34K | 130.8 | 0.14% |
| 116 | F | Ford Motor Comp... | 10.54 | -1.08% | 24.96K | -11.11% | 247.15K | 12.54 | 0.14% |
| 117 | DFSU | Dimensional US ... | 38.36 | +0.21% | 6.38K | -7.74% | 241.61K | 34.23 | 0.14% |
| 118 | CR | Crane Company | 186.61 | +0.02% | 1.54K | +0.13% | 233.54K | 135.11 | 0.14% |
| 119 | BX | Blackstone Inc. | 140.69 | -0.49% | 1.35K | +100.00% | 232.25K | 172.42 | 0.13% |
| 120 | DFEV | Dimensional Eme... | 29.73 | +0.25% | 8.66K | +100.00% | 226.87K | 26.21 | 0.13% |
| 121 | PSX | Phillips 66 | 121.48 | +0.44% | 1.98K | -0.55% | 225.81K | 142.03 | 0.13% |
| 122 | PFE | Pfizer Inc. | 24.83 | +1.44% | 8.36K | -37.9% | 221.82K | 28.61 | 0.13% |
| 123 | CL | Colgate-Palmoli... | 93.09 | +1.07% | 2.42K | +1.00% | 219.73K | 89.7 | 0.13% |
| 124 | DFSV | Dimensional US ... | 29.11 | -0.36% | 7.1K | 0.00% | 218.41K | 29.12 | 0.13% |
| 125 | GLDM | SPDR Gold MiniS... | 67.09 | +1.24% | 4.14K | +100.00% | 215.45K | 51.99 | 0.12% |
| 126 | GEV | GE Vernova Inc. | 486.50 | +0.63% | 644 | +100.00% | 211.83K | 328.93 | 0.12% |
| 127 | DISV | Dimensional Int... | 32.90 | +0.69% | 7.87K | +100.00% | 209.08K | 26.57 | 0.12% |