Portfolio (Quarterly)
Guide ↗
SUTTON PLACE INVESTORS LLC
· CIK 0001930301| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,232.0 | $326K | 0.18% | +41.0 | +1.9% | $146.28 | -7.6% |
| 102 | MA | MASTERCARD INCORPORATED | Financial Services | 649.0 | $324K | 0.18% | -15.0 | -2.3% | $499.66 | -0.2% |
| 103 | EFG | ISHARES TR | — | 2,677.0 | $298K | 0.16% | -144.0 | -5.1% | $111.37 | +10.2% |
| 104 | VTWG | VANGUARD SCOTTSDALE FDS | — | 1,300.0 | $298K | 0.16% | — | — | $229.04 | +20.8% |
| 105 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,462.0 | $297K | 0.16% | -64.0 | -4.2% | $203.43 | +140.2% |
| 106 | AMAT | APPLIED MATLS INC | Technology | 857.0 | $293K | 0.16% | +27.0 | +3.2% | $341.79 | +29.4% |
| 107 | VTI | VANGUARD INDEX FDS | — | 909.0 | $292K | 0.16% | — | — | $320.81 | +15.1% |
| 108 | VBK | VANGUARD INDEX FDS | — | 949.0 | $287K | 0.16% | — | — | $302.15 | +16.4% |
| 109 | IVLU | ISHARES TR | — | 7,055.0 | $280K | 0.15% | — | — | $39.68 | +8.5% |
| 110 | F | FORD MTR CO | Consumer Cyclical | 23,988.0 | $277K | 0.15% | — | — | $11.54 | +37.5% |
| 111 | LRCX | LAM RESEARCH CORP | Technology | 1,293.0 | $276K | 0.15% | +48.0 | +3.9% | $213.66 | +48.0% |
| 112 | HD | HOME DEPOT INC | Consumer Cyclical | 817.0 | $269K | 0.15% | +14.0 | +1.7% | $328.89 | -2.8% |
| 113 | ABBV | ABBVIE INC | Healthcare | 1,202.0 | $261K | 0.14% | -7.0 | -0.6% | $217.49 | -1.3% |
| 114 | DFSU | DIMENSIONAL ETF TRUST | — | 6,291.0 | $258K | 0.14% | +43.0 | +0.7% | $41.09 | +13.1% |
| 115 | WFC | WELLS FARGO & CO | Financial Services | 3,238.0 | $258K | 0.14% | +21.0 | +0.7% | $79.61 | -3.7% |
| 116 | PFE | PFIZER INC | Healthcare | 9,045.0 | $254K | 0.14% | -910.0 | -9.1% | $28.08 | -6.0% |
| 117 | SUB | ISHARES TR | — | 2,354.0 | $251K | 0.14% | — | — | $106.50 | -0.1% |
| 118 | T | AT&T INC | Communication Services | 8,622.0 | $250K | 0.14% | +432.0 | +5.3% | $28.99 | -13.4% |
| 119 | ARTY | ISHARES TR | — | 5,350.0 | $249K | 0.14% | NEW | — | $46.53 | +51.4% |
| 120 | DFSV | DIMENSIONAL ETF TRUST | — | 6,846.0 | $240K | 0.13% | — | — | $35.04 | +8.5% |
① 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
37.0%
Financial Services
17.8%
Consumer Cyclical
15.0%
Communication Services
11.2%
Healthcare
5.7%
Consumer Defensive
5.1%
Energy
4.8%
Industrials
2.4%
Utilities
1.0%