Fund Universe

← Fund Universe

☆SUTTON PLACE INVESTORS LLC

CIK 0001930301 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.298
AUM ($M)
207
Positions
148
Turnover
0.08
Top-10 wt
41%
Herfindahl
0.023
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 155 positions · portfolio value $207M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 6.7% +0.1% 13.9 169,100 -2,449 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 5.9% +1.4% 12.3 139,693 +30,866 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 5.1% +0.1% 10.5 237,209 +992 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 4.7% -0.2% 9.7 235,084 +5,752 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 3.6% -0.3% 7.5 10 +0 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 3.6% -0.4% 7.4 175,236 +1,140 5 —
☆ITOT funds › ISHARES TR TRIM — 3.3% -0.0% 6.8 41,605 -1,164 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 3.0% +0.1% 6.2 155,425 -2,271 5 —
☆AAPL funds › APPLE INC TRIM — 2.9% +0.0% 6.0 20,815 -78 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 2.5% +0.1% 5.1 59,119 +49,317 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.2% +0.1% 4.5 22,543 +579 5 —
☆IVW funds › ISHARES TR ADD — 1.5% +0.2% 3.2 23,143 +1,345 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 1.5% -0.4% 3.1 57,635 +380 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.5% -0.1% 3.0 8,158 +233 5 —
☆IETC funds › ISHARES U S ETF TR ADD — 1.5% +0.1% 3.0 28,324 +458 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 1.5% +0.0% 3.0 44,451 -169 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 1.3% +0.1% 2.7 33,162 +649 5 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F ADD — 1.3% +0.0% 2.7 20,001 +115 5 —
☆IVE funds › ISHARES TR TRIM — 1.3% -0.2% 2.7 11,843 -1,560 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.3% +0.0% 2.6 10,840 +107 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.2% -0.0% 2.4 7,261 +24 5 —
☆IUSB funds › ISHARES TR ADD — 1.1% +0.3% 2.3 49,293 +15,605 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 1.1% +0.0% 2.2 2,989 +0 5 —
☆ACWX funds › ISHARES TR ADD — 1.0% +0.2% 2.1 27,092 +6,469 2 —
☆GOOGL funds › ALPHABET INC ADD — 1.0% +0.1% 2.0 5,602 +73 5 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.9% +0.1% 1.9 52,784 +3,581 2 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.9% -0.1% 1.8 38,194 +477 5 —
☆TSLA funds › TESLA INC ADD — 0.8% +0.1% 1.7 4,016 +254 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.8% -0.1% 1.7 72,046 +633 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.8% +0.5% 1.6 1,402 +41 3 —
☆AVGO funds › BROADCOM INC ADD — 0.8% +0.1% 1.6 4,263 +53 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.8% +0.1% 1.6 30,009 -6,305 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.7% -0.0% 1.5 39,933 +1,031 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.7% -0.3% 1.5 10,725 +27 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.7% -0.0% 1.4 40,642 +2,089 5 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 0.7% +0.0% 1.4 15,099 -225 5 —
☆GOOG funds › ALPHABET INC ADD — 0.7% +0.1% 1.4 3,850 +68 5 —
☆FPEI funds › FIRST TR EXCH TRADED FD III ADD — 0.7% -0.1% 1.4 70,179 +811 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.0% 1.3 46,210 +3,384 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.6% -0.1% 1.3 2,657 -18 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.6% -0.1% 1.3 24,173 +128 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.6% +0.0% 1.3 7,996 -2,089 5 —
☆META funds › META PLATFORMS INC TRIM — 0.6% -0.1% 1.3 2,271 -7 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.6% -0.0% 1.3 5,311 +0 5 —
☆OEF funds › ISHARES TR ADD — 0.6% +0.0% 1.2 3,281 +77 5 —
☆BLV funds › VANGUARD BD INDEX FDS TRIM — 0.6% -0.1% 1.2 17,278 -873 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.5% +0.0% 1.1 11,286 -21 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.5% +0.1% 1.1 21,468 +2,926 2 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.5% -0.0% 1.0 12,941 +69 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.5% -0.1% 1.0 4,479 -497 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.4% +0.1% 0.9 7,904 +80 5 —
☆MBB funds › ISHARES TR ADD — 0.4% -0.1% 0.9 9,602 +137 5 —
☆GOVT funds › ISHARES TR ADD — 0.4% -0.0% 0.9 39,833 +4,432 2 —
☆IEFA funds › ISHARES TR ADD — 0.4% -0.0% 0.9 9,327 +121 5 —
☆ESGU funds › ISHARES TR TRIM — 0.4% +0.0% 0.9 5,477 -17 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.4% +0.3% 0.9 1,520 +58 4 —
☆WBS funds › WEBSTER FINL CORP HOLD — 0.4% -0.0% 0.9 11,525 +0 5 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 0.4% -0.2% 0.9 9,098 -4,477 4 —
☆SHLD funds › GLOBAL X FDS ADD — 0.4% -0.1% 0.9 14,660 +2,208 4 —
☆QUAL funds › ISHARES TR TRIM — 0.4% -0.6% 0.9 3,937 -5,707 5 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.4% -0.2% 0.9 19,780 -10,687 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.4% -0.0% 0.8 3,284 -2 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.1% 0.8 688 +22 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.4% -0.1% 0.8 8,808 -10 5 —
☆XTEN funds › BONDBLOXX ETF TRUST TRIM — 0.4% -0.3% 0.8 17,502 -9,321 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.4% -0.0% 0.8 6,109 -6 5 —
☆DEHP funds › DIMENSIONAL ETF TRUST TRIM — 0.4% +0.0% 0.8 18,139 -1,984 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.4% +0.1% 0.8 1,616 -4 5 —
☆GE funds › GE AEROSPACE TRIM — 0.3% +0.0% 0.7 1,860 -11 5 —
☆INTC funds › INTEL CORP ADD — 0.3% +0.2% 0.7 4,770 +199 2 —
☆EFV funds › ISHARES TR TRIM — 0.3% -0.6% 0.6 8,473 -14,022 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.3% -0.0% 0.6 4,217 +0 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.3% -0.1% 0.6 4,213 -199 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.3% +0.1% 0.6 863 +6 3 —
☆GEV funds › GE VERNOVA INC HOLD — 0.3% +0.0% 0.6 530 +0 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST HOLD — 0.3% -0.0% 0.6 17,462 +0 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.3% +0.3% 0.6 20,754 +20,754 1 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.3% +0.1% 0.6 1,319 +26 3 —
☆NYF funds › ISHARES TR TRIM — 0.3% -0.0% 0.6 10,493 -398 5 —
☆MUB funds › ISHARES TR TRIM — 0.3% -0.0% 0.6 5,169 -82 5 —
☆IYW funds › ISHARES TR TRIM — 0.3% +0.0% 0.5 2,116 -7 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.3% +0.0% 0.5 9,291 -10 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.3% +0.1% 0.5 495 -1 4 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.1% 0.5 4,554 -20 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.2% +0.0% 0.5 2,811 +127 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.2% +0.0% 0.5 649 +0 5 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.2% +0.2% 0.5 9,474 +9,474 1 —
☆V funds › VISA INC ADD — 0.2% +0.0% 0.5 1,384 +42 5 —
☆IVV funds › ISHARES TR ADD — 0.2% +0.0% 0.5 632 +6 5 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.2% +0.2% 0.5 1,125 +1,125 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.5 1,608 +29 5 —
☆CAG funds › CONAGRA BRANDS INC ADD — 0.2% -0.1% 0.4 33,160 +755 5 —
☆KLAC funds › KLA CORP ADD — 0.2% +0.1% 0.4 1,417 +1,272 2 —
☆SNDK funds › SANDISK CORP NEW — 0.2% +0.2% 0.4 186 +186 1 —
☆DFEV funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.4 9,695 -1,152 5 —
☆BBMC funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% +0.0% 0.4 3,220 -94 5 —
☆ARTY funds › ISHARES TR HOLD — 0.2% +0.1% 0.4 5,350 +0 2 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 0.4 7,520 -324 5 —
☆BBAG funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 0.4 8,363 -714 5 —
☆CUSIP:92206C623 funds › VANGUARD SCOTTSDALE FDS HOLD — 0.2% +0.0% 0.4 1,300 +0 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 0.4 7,929 -529 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.2% -0.0% 0.4 397 +6 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 0.4 8,995 +73 5 —
☆FMB funds › FIRST TR EXCH TRADED FD III ADD — 0.2% -0.0% 0.4 6,938 +41 5 —
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.3 949 +0 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.2% -0.1% 0.3 4,834 -504 5 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.2% -0.0% 0.3 6,797 -1,122 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.3 909 +0 5 —
☆F funds › FORD MTR CO TRIM — 0.2% +0.0% 0.3 23,655 -333 5 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.2% -0.1% 0.3 1,949 +0 5 —
☆EFG funds › ISHARES TR TRIM — 0.2% -0.0% 0.3 2,568 -109 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.0% 0.3 610 -39 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.1% +0.0% 0.3 1,191 -11 4 —
☆BA funds › BOEING CO NEW — 0.1% +0.1% 0.3 1,384 +1,384 1 —
☆IVLU funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 7,055 +0 5 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.3 6,202 -89 5 —
☆CVS funds › CVS HEALTH CORP NEW — 0.1% +0.1% 0.3 2,736 +2,736 1 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 0.3 796 -21 5 —
☆JTEK funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.3 2,509 +2,509 1 —
☆C funds › CITIGROUP INC TRIM — 0.1% +0.0% 0.3 1,986 -10 3 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.1% -0.0% 0.3 3,478 -123 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.1% -0.0% 0.3 2,310 +78 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% +0.0% 0.3 265 -2 4 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.3 6,870 +24 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 0.3 3,185 -53 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.2% 0.3 4,805 -6,509 5 —
☆SUB funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,354 +0 5 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 0.2 3,010 +18 3 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.2 803 +803 1 —
☆BBSC funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% +0.0% 0.2 2,552 -113 2 —
☆IEV funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 3,165 +0 5 —
☆DBEF funds › DBX ETF TR HOLD — 0.1% -0.0% 0.2 4,200 +0 3 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.1% +0.1% 0.2 237 +237 1 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 0.2 1,556 -19 5 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.1% +0.1% 0.2 670 +670 1 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.2 2,297 -45 5 —
☆CRWV funds › COREWEAVE INC NEW — 0.1% +0.1% 0.2 2,205 +2,205 1 —
☆QCOM funds › QUALCOMM INC NEW — 0.1% +0.1% 0.2 1,187 +1,187 1 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% -0.0% 0.2 1,156 -6 3 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED NEW — 0.1% +0.1% 0.2 2,897 +2,897 1 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.2 636 +636 1 —
☆ASML funds › ASML HLDG NV NEW — 0.1% +0.1% 0.2 109 +109 1 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 0.2 1,455 -95 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.1% +0.1% 0.2 278 +278 1 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.1% +0.1% 0.2 332 +332 1 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.1% +0.1% 0.2 705 +705 1 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.0% 0.2 8,626 -419 5 —
☆IJH funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,610 +2,610 1 —
☆T funds › AT&T INC EXIT — 0.0% -0.1% 0.0 0 -8,622 0 —
☆IAGG funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -11,586 0 —
☆DKS funds › DICKS SPORTING GOODS INC EXIT — 0.0% -1.0% 0.0 0 -9,631 0 —
☆IEMG funds › ISHARES INC EXIT — 0.0% -0.1% 0.0 0 -3,436 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.1% 0.0 0 -4,718 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.1% 0.0 0 -653 0 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.1% 0.0 0 -3,818 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 207 148 0.08 41% 0.023 0.297 — in
2026Q1 183 136 0.07 41% 0.023 0.311 — in
2025Q4 182 130 0.04 41% 0.024 0.314 — in
2025Q3 175 122 0.05 42% 0.025 0.308 — in
2025Q2 166 118 0.09 42% 0.025 0.278 — entered
2025Q1 149 106 0.00 46% 0.028 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status