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:

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AT&T INC.

T|00206R102

Shares:8.0K

Value:$227.6K

% of Portfolio:0.2% ($227.6K/$148.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$227.1K

% of Portfolio:0.2% ($227.1K/$148.7M)

PFIZER INC

PFE|717081103

Shares:8.8K

Value:$223.8K

% of Portfolio:0.2% ($223.8K/$148.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$216.3K

% of Portfolio:0.1% ($216.3K/$148.7M)

46435G409

Shares:7.1K

Value:$214.2K

% of Portfolio:0.1% ($214.2K/$148.7M)

464288281

Shares:2.3K

Value:$212.7K

% of Portfolio:0.1% ($212.7K/$148.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$227.6K	0.2% ($227.6K/$148.7M)	QoQ NEW(+$227.6K) YoY NEW(+$227.6K)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ -57.77% (-1.5K) YoY -55.44% (-1.3K)	All Managers (Combined)	$227.1K	0.2% ($227.1K/$148.7M)	QoQ -50.21% (-$229.0K) YoY -48.73% (-$215.9K)
PFIZER INC(PFEcusip717081103)	8.8K	QoQ +5.64% (+472) YoY -74.17% (-25.4K)	All Managers (Combined)	$223.8K	0.2% ($223.8K/$148.7M)	QoQ +0.90% (+$2.0K) YoY -76.41% (-$725.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ -90.21% (-11.7K) YoY -94.69% (-22.6K)	All Managers (Combined)	$216.3K	0.1% ($216.3K/$148.7M)	QoQ -90.05% (-$2.0M) YoY -94.42% (-$3.7M)
(cusip46435G409)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$214.2K	0.1% ($214.2K/$148.7M)	QoQ NEW(+$214.2K) YoY NEW(+$214.2K)
(cusip464288281)✕	2.3K	QoQ NEW(+2.3K) YoY -7.70% (-196)	All Managers (Combined)	$212.7K	0.1% ($212.7K/$148.7M)	QoQ NEW(+$212.7K) YoY -6.75% (-$15.4K)