$83.7 Million is the total value of SUTTON PLACE INVESTORS LLC's 73 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $5,054,000 | +12.1% | 10 | 0.0% | 6.04% | +16.6% | |
| IUSV | ISHARES TRcore s&p us vlu | $1,859,000 | -2.6% | 25,000 | 0.0% | 2.22% | +1.2% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $954,000 | -1.9% | 25,000 | 0.0% | 1.14% | +2.0% | |
| JMST | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $555,000 | -1.2% | 11,000 | 0.0% | 0.66% | +2.6% | |
| IETC | ISHARES U S ETF TRtechnology | $537,000 | -20.2% | 11,005 | 0.0% | 0.64% | -17.1% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $217,000 | -18.7% | 947 | 0.0% | 0.26% | -15.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 10.2% |
| ISHARES TR | 8 | Q3 2023 | 9.3% |
| SPDR SER TR | 8 | Q3 2023 | 8.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.4% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 3.7% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.0% |
| ISHARES TR | 8 | Q3 2023 | 3.5% |
| FIRST TR EXCH TRADED FD III | 8 | Q3 2023 | 3.0% |
| ISHARES TR | 8 | Q3 2023 | 2.4% |
| ISHARES TR | 8 | Q3 2023 | 2.3% |
View SUTTON PLACE INVESTORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-26 |
| 13F-HR | 2022-05-25 |
View SUTTON PLACE INVESTORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.