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

Page 2 of 6

Sort by:

25434V864

Shares:40.2K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$148.7M)

25434V500

Shares:31.9K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$148.7M)

464287663

IUSV|464287663

Shares:20.2K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$148.7M)

464288877

Shares:31.2K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$148.7M)

NVIDIA CORP

NVDA|67066G104

Shares:16.8K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$148.7M)

464287408

IVE|464287408

Shares:8.9K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$148.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.9K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$148.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.5K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$148.7M)

464288885

EFG|464288885

Shares:15.0K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.7M)

AMAZON COM INC

AMZN|023135106

Shares:7.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$148.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:10.6K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$148.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.7M)

921937793

BLV|921937793

Shares:17.2K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.7M)

25434V799

Shares:39.2K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.7M)

78464A805

Shares:15.3K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.7M)

921908844

VIG|921908844

Shares:5.3K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.7M)

Meta Platforms, Inc.

META|30303M102

Shares:1.8K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.7M)

464287721

Shares:6.7K

Value:$941.7K

% of Portfolio:0.6% ($941.7K/$148.7M)

464287101

Shares:3.4K

Value:$919.5K

% of Portfolio:0.6% ($919.5K/$148.7M)

464288588

Shares:9.7K

Value:$907.7K

% of Portfolio:0.6% ($907.7K/$148.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V864)✕	40.2K	QoQ +1.02% (+409) YoY +3.17% (+1.2K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$148.7M)	QoQ +2.40% (+$44.9K) YoY +4.22% (+$77.4K)
(cusip25434V500)✕	31.9K	QoQ +1.23% (-391) YoY +54.54% (+11.3K)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$148.7M)	QoQ -7.05% (-$144.8K) YoY +48.12% (+$620.0K)
(IUSVcusip464287663)	20.2K	QoQ 0.00% (-0) YoY +1.10% (+220)	All Managers (Combined)	$1.9M	1.3% ($1.9M/$148.7M)	QoQ -0.32% (-$6.1K) YoY +3.16% (+$57.3K)
(cusip464288877)✕	31.2K	QoQ -18.23% (-7.0K) YoY +32.52% (+7.7K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$148.7M)	QoQ -8.15% (-$163.3K) YoY +43.58% (+$558.4K)
NVIDIA CORP(NVDAcusip67066G104)	16.8K	QoQ +4.93% (-791) YoY +2249.02% (+16.1K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$148.7M)	QoQ -15.31% (-$329.6K) YoY +181.77% (+$1.2M)
(IVEcusip464287408)	8.9K	QoQ +42.20% (+2.6K) YoY +69.54% (+3.6K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$148.7M)	QoQ +41.97% (+$498.8K) YoY +72.96% (+$711.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.9K	QoQ +2.06% (-59) YoY +5.20% (+144)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$148.7M)	QoQ -2.58% (-$43.1K) YoY +12.50% (+$181.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.5K	QoQ -56.46% (-8.5K) YoY -71.17% (-16.2K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$148.7M)	QoQ -55.45% (-$2.0M) YoY -64.70% (-$2.9M)
(EFGcusip464288885)	15.0K	QoQ -34.90% (-8.1K) YoY +41.13% (+4.4K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.7M)	QoQ -32.77% (-$733.0K) YoY +35.97% (+$397.7K)
AMAZON COM INC(AMZNcusip023135106)	7.5K	QoQ -7.83% (-642) YoY -47.34% (-6.8K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$148.7M)	QoQ -20.07% (-$360.7K) YoY -44.41% (-$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	10.6K	QoQ -37.15% (-6.3K) YoY -61.99% (-17.3K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$148.7M)	QoQ -30.52% (-$554.4K) YoY -61.11% (-$2.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.3K	QoQ +23.55% (+439) YoY +29.74% (+528)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.7M)	QoQ +45.16% (+$381.6K) YoY +64.32% (+$480.1K)
(BLVcusip921937793)	17.2K	QoQ +0.16% (+29) YoY +23.48% (+3.3K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.7M)	QoQ +3.08% (+$36.3K) YoY +20.22% (+$204.3K)
(cusip25434V799)✕	39.2K	QoQ 0.00% (+0) YoY NEW(+39.2K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.7M)	QoQ +7.44% (+$75.5K) YoY NEW(+$1.1M)
(cusip78464A805)✕	15.3K	QoQ -0.37% (-58) YoY -0.34% (-53)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.7M)	QoQ -5.14% (-$56.6K) YoY +5.65% (-$55.8K)
(VIGcusip921908844)	5.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.7M)	QoQ -0.93% (-$9.8K) YoY +6.23% (+$60.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.8K	QoQ -13.98% (-285) YoY -41.99% (-1.3K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.7M)	QoQ -15.32% (-$182.9K) YoY -31.14% (-$457.1K)
(cusip464287721)✕	6.7K	QoQ +0.34% (-23) YoY +0.20% (+14)	All Managers (Combined)	$941.7K	0.6% ($941.7K/$148.7M)	QoQ -11.65% (-$124.3K) YoY +4.18% (+$37.9K)
(cusip464287101)✕	3.4K	QoQ +12.15% (+368) YoY +25.09% (+681)	All Managers (Combined)	$919.5K	0.6% ($919.5K/$148.7M)	QoQ +5.16% (+$45.1K) YoY +36.93% (+$248.0K)
(cusip464288588)✕	9.7K	QoQ -17.08% (-2.0K) YoY -22.46% (-2.8K)	All Managers (Combined)	$907.7K	0.6% ($907.7K/$148.7M)	QoQ -15.18% (-$162.5K) YoY -21.32% (-$246.1K)