Sutton-Place-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "T",
  null,
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "MUB",
  "META",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  null,
  "BBUS",
  "MA",
  "MSFT",
  "GE",
  null,
  "EFG",
  null,
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  null,
  "PG",
  null,
  null,
  "IEFA",
  null,
  null,
  "SPLG",
  "IBM",
  "SCHW",
  null,
  null,
  null,
  "VIG",
  null,
  "TSM",
  "SDY",
  "F",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VUG",
  "BLV",
  null,
  "VBK",
  "VTEB",
  "VTV",
  "V",
  "WMT",
  "WBS",
  null,
  null,
  null,
  "IUSV",
  null,
  "ESGU",
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "CVX",
  "CSCO",
  "CAG",
  "COST",
  null,
  null,
  null,
  "DFAC",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 106
Total Value: 148693787
Accession Number: 0001951757-25-000473
Form Type: 13F-HR
CIK: sutton-place-investors
Manager Name: Sutton-Place-Investors

Data Enrichment

59% identified

63 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

106 positions • $148.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V401

Shares:170.1K

Value:$10.3M

% of Portfolio:6.9% ($10.3M/$148.7M)

78464A854

SPLG|78464A854

Shares:128.3K

Value:$8.4M

% of Portfolio:5.7% ($8.4M/$148.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:10

Value:$8.0M

% of Portfolio:5.4% ($8.0M/$148.7M)

25434V872

Shares:189.8K

Value:$8.0M

% of Portfolio:5.4% ($8.0M/$148.7M)

25434V203

Shares:255.6K

Value:$8.0M

% of Portfolio:5.4% ($8.0M/$148.7M)

25434V708

DFAC|25434V708

Shares:231.6K

Value:$7.6M

% of Portfolio:5.1% ($7.6M/$148.7M)

464287150

ITOT|464287150

Shares:43.2K

Value:$5.3M

% of Portfolio:3.5% ($5.3M/$148.7M)

25434V302

Shares:178.2K

Value:$4.6M

% of Portfolio:3.1% ($4.6M/$148.7M)

Apple Inc.

AAPL|037833100

Shares:18.6K

Value:$4.1M

% of Portfolio:2.8% ($4.1M/$148.7M)

922908736

VUG|922908736

Shares:9.8K

Value:$3.6M

% of Portfolio:2.4% ($3.6M/$148.7M)

46432F339

QUAL|46432F339

Shares:16.8K

Value:$2.9M

% of Portfolio:1.9% ($2.9M/$148.7M)

81369Y506

Shares:29.1K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$148.7M)

MICROSOFT CORP

MSFT|594918104

Shares:6.7K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$148.7M)

46434V613

Shares:49.8K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$148.7M)

464287309

IVW|464287309

Shares:24.6K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$148.7M)

33739P855

Shares:116.0K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$148.7M)

46431W648

Shares:27.4K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$148.7M)

46641Q399

BBUS|46641Q399

Shares:20.0K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$148.7M)

09290C103

Shares:40.9K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$148.7M)

808524839

Shares:85.8K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$148.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V401)✕	170.1K	QoQ +0.35% (-606) YoY +2.64% (+4.4K)	All Managers (Combined)	$10.3M	6.9% ($10.3M/$148.7M)	QoQ -4.79% (-$517.6K) YoY +8.95% (+$845.4K)
(SPLGcusip78464A854)	128.3K	QoQ -5.48% (-7.5K) YoY -13.32% (-19.7K)	All Managers (Combined)	$8.4M	5.7% ($8.4M/$148.7M)	QoQ -9.84% (-$921.6K) YoY -7.36% (-$670.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	10	QoQ NEW(+10) YoY NEW(+10)	All Managers (Combined)	$8.0M	5.4% ($8.0M/$148.7M)	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)
(cusip25434V872)✕	189.8K	QoQ -0.48% (-931) YoY +1.53% (+2.9K)	All Managers (Combined)	$8.0M	5.4% ($8.0M/$148.7M)	QoQ +1.41% (-$111.5K) YoY +1.80% (+$141.2K)
(cusip25434V203)✕	255.6K	QoQ -0.41% (-1.1K) YoY +62.41% (+98.2K)	All Managers (Combined)	$8.0M	5.4% ($8.0M/$148.7M)	QoQ +6.50% (-$487.8K) YoY +67.84% (+$3.2M)
(DFACcusip25434V708)	231.6K	QoQ -0.52% (-1.2K) YoY -3.54% (-8.5K)	All Managers (Combined)	$7.6M	5.1% ($7.6M/$148.7M)	QoQ -5.12% (-$413.0K) YoY -0.40% (-$30.8K)
(ITOTcusip464287150)	43.2K	QoQ +0.56% (-241) YoY +6.87% (+2.8K)	All Managers (Combined)	$5.3M	3.5% ($5.3M/$148.7M)	QoQ -4.60% (-$254.2K) YoY +13.08% (+$609.4K)
(cusip25434V302)✕	178.2K	QoQ +0.05% (+93) YoY +20.37% (+30.2K)	All Managers (Combined)	$4.6M	3.1% ($4.6M/$148.7M)	QoQ +2.10% (+$95.0K) YoY +26.07% (+$954.3K)
Apple Inc.(AAPLcusip037833100)	18.6K	QoQ -47.12% (-16.6K) YoY -53.69% (-21.6K)	All Managers (Combined)	$4.1M	2.8% ($4.1M/$148.7M)	QoQ -53.09% (-$4.7M) YoY -40.01% (-$2.8M)
(VUGcusip922908736)	9.8K	QoQ +7.03% (-642) YoY -1.25% (-124)	All Managers (Combined)	$3.6M	2.4% ($3.6M/$148.7M)	QoQ -3.29% (-$123.5K) YoY +6.38% (-$217.3K)
(QUALcusip46432F339)	16.8K	QoQ +13.97% (+2.1K) YoY +29.80% (+3.9K)	All Managers (Combined)	$2.9M	1.9% ($2.9M/$148.7M)	QoQ +9.37% (+$245.9K) YoY +34.97% (+$743.4K)
(cusip81369Y506)✕	29.1K	QoQ 0.00% (+0) YoY +0.74% (-215)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$148.7M)	QoQ +9.09% (+$226.9K) YoY -0.28% (-$7.7K)
MICROSOFT CORP(MSFTcusip594918104)	6.7K	QoQ -14.74% (-1.2K) YoY -50.26% (-6.7K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$148.7M)	QoQ -24.07% (-$793.6K) YoY -55.62% (-$3.1M)
(cusip46434V613)✕	49.8K	QoQ -5.66% (-3.0K) YoY -15.78% (-9.3K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$148.7M)	QoQ -3.83% (-$91.5K) YoY -14.87% (-$401.4K)
(IVWcusip464287309)	24.6K	QoQ +2.42% (-583) YoY +72.64% (+10.4K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$148.7M)	QoQ -6.35% (-$155.2K) YoY +89.79% (+$1.1M)
(cusip33739P855)✕	116.0K	QoQ 0.00% (+0) YoY +3.45% (+3.9K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$148.7M)	QoQ 0.00% (+$0) YoY +6.17% (+$126.1K)
(cusip46431W648)✕	27.4K	QoQ +8.71% (-2.2K) YoY +9.50% (+2.4K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$148.7M)	QoQ -4.51% (-$97.0K) YoY +15.90% (+$281.5K)
(BBUScusip46641Q399)	20.0K	QoQ +5.80% (+1.1K) YoY +89.63% (+9.4K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$148.7M)	QoQ +0.77% (+$15.5K) YoY +102.61% (+$1.0M)
(cusip09290C103)✕	40.9K	QoQ +2.56% (-1.0K) YoY +20.03% (+6.8K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$148.7M)	QoQ -2.42% (-$49.5K) YoY +31.82% (+$481.3K)
(cusip808524839)✕	85.8K	QoQ -2.51% (-2.2K) YoY +76.53% (-37.2K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$148.7M)	QoQ -0.54% (-$10.8K) YoY -11.11% (-$248.7K)