$66 Million is the total value of SUTTON PLACE INVESTORS LLC's 60 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,065,000 | -0.6% | 10 | 0.0% | 6.16% | +3.6% | |
| IUSV | ISHARES TRcore s&p us vlu | $1,565,000 | -6.4% | 25,000 | 0.0% | 2.37% | -2.5% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $962,000 | -12.0% | 12,000 | 0.0% | 1.46% | -8.3% | |
| JMST | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $553,000 | -0.7% | 11,000 | 0.0% | 0.84% | +3.5% | |
| IJH | ISHARES TRcore s&p mcp etf | $333,000 | -3.2% | 1,521 | 0.0% | 0.50% | +1.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 10.2% |
| SPDR SER TR | 11 | Q2 2024 | 8.8% |
| ISHARES TR | 11 | Q2 2024 | 9.3% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 5.4% |
| SELECT SECTOR SPDR TR | 11 | Q2 2024 | 3.7% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.0% |
| ISHARES TR | 11 | Q2 2024 | 3.5% |
| ISHARES TR | 11 | Q2 2024 | 2.4% |
| FIRST TR EXCH TRADED FD III | 11 | Q2 2024 | 3.0% |
| ISHARES TR | 11 | Q2 2024 | 2.3% |
View SUTTON PLACE INVESTORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-18 |
| 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 |
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.