SUTTON PLACE INVESTORS LLC

Q1 2026 13F-HR Holdings

Location
Armonk, NY
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$182,833
Net value change ($000)
+692 (0.4%)
New positions
11
Sold out positions
5
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 1,582 NEW
ACWX 1,412 NEW
XLE 962 37.8%
GOVT 811 NEW
BLCR 761 NEW
SPYM 743 9.8%
XOM 512 39.3%
SHLD 371 72.6%
DFAE 289 5.7%
DFGR 286 33.6%
Top Reduces (Value $000, Stocks/ETFs)
XLG -1,981 -90.5%
IEMG -1,209 -83.4%
MSFT -789 -21.2%
DFCF -581 -7.3%
EFV -482 -22.4%
VUG -478 -10.0%
DFUS -419 -3.3%
BRK-B -367 -4.9%
IETC -366 -12.9%
ITOT -312 -4.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type