Simon Quick Advisors, LLC Purchases in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GHC
Graham Holdings CO

Consumer Defensive
61
+ 28.64%
$876.56 - $1003.53 $53.5K - $61.2K
274 $259K
MAIN
Main Street Capital Corp

Financial Services
12
+ 0.06%
$49.15 - $59.32 $590 - $712
20.9K $1.23M
FR
First Industrial Realty Trust Inc

Real Estate
1.69K
+ 35.85%
$43.07 - $54.05 $72.6K - $91.1K
6.39K $307K
ABC
Amerisourcebergen Corp

Healthcare
273
+ 21.43%
N/A
1.55K $286K
TDY
Teledyne Technologies Inc

Technology
75
+ 9.46%
$435.54 - $512.31 $32.7K - $38.4K
868 $444K
ANSS
Ansys Inc

Technology
51
+ 5.61%
$284.19 - $351.22 $14.5K - $17.9K
960 $337K
ESI
Element Solutions Inc

Basic Materials
2.18K
+ 15.12%
$17.5 - $22.96 $38.2K - $50.1K
16.6K $376K
ODFL
Old Dominion Freight Line, Inc.

Industrials
342
+ 19.37%
$146.74 - $176.07 $50.2K - $60.2K
2.11K $342K
AWK
American Water Works Company, Inc.

Utilities
429
+ 30.32%
$133.82 - $151.96 $57.4K - $65.2K
1.84K $256K
FISV
Fiserv Inc

Technology
380
+ 13.76%
N/A
3.14K $393K
TRGP
Targa Resources Corp.

Energy
562
+ 29.64%
$157.32 - $205.72 $88.4K - $116K
2.46K $427K
TYL
Tyler Technologies Inc

Technology
72
+ 17.87%
$521.68 - $592.84 $37.6K - $42.7K
475 $281K
RILY
B. Riley Financial, Inc.

Financial Services
16K
New
$2.8 - $3.89 $44.8K - $62.2K
16K $47K
UNH
Unitedhealth Group Inc

Healthcare
4.48K
+ 70.26%
$274.35 - $599.47 $1.23M - $2.69M
10.9K $3.39M
ZG
Zillow Group, Inc.

Communication Services
360
+ 2.78%
$59.44 - $70.64 $21.4K - $25.4K
13.3K $911K
PSA
Public Storage

Real Estate
178
+ 15.91%
$266.31 - $309.77 $47.4K - $55.1K
1.3K $380K
CINF
Cincinnati Financial Corp

Financial Services
294
+ 16.96%
$126.6 - $151.6 $37.2K - $44.6K
2.03K $302K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.07K
+ 7.31%
$107.83 - $119.94 $223K - $248K
30.3K $3.27M
RC
Ready Capital Corp

Real Estate
10.5K
New
$4.13 - $5.15 $43.2K - $53.9K
10.5K $45K
KMX
Carmax Inc

Consumer Cyclical
1.09K
+ 40.99%
$62.27 - $82.77 $67.7K - $90.1K
3.74K $251K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
13.3K
New
N/A
13.3K $44K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
20K
New
$1.04 - $2.19 $20.8K - $43.8K
20K $43K
BGS
B&G Foods, Inc.

Consumer Defensive
10.2K
New
$4.02 - $7.07 $40.9K - $71.9K
10.2K $43K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
372
+ 3.14%
$96.84 - $99.46 $36K - $37K
12.2K $1.21M
DVY
Ishares Tr

ETFs
306
+ 1.29%
$118.37 - $134.86 $36.2K - $41.3K
24.1K $3.2M
CL
Colgate Palmolive CO

Consumer Defensive
805
+ 7.24%
$87.57 - $96.0 $70.5K - $77.3K
11.9K $1.08M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
38
+ 0.18%
$22.92 - $28.05 $871 - $1.07K
20.7K $581K
PCAR
Paccar Inc

Industrials
517
+ 11.05%
$86.4 - $99.09 $44.7K - $51.2K
5.19K $493K
SCHV
Schwab Strategic Tr Us Large C

ETFs
128
+ 0.51%
$23.55 - $27.67 $3.01K - $3.54K
25.3K $701K
ICL
Icl Group Ltd.

Basic Materials
2.96K
+ 25.97%
$5.35 - $6.98 $15.8K - $20.6K
14.3K $98K
O
Realty Income Corp

Real Estate
603
+ 9.81%
$52.27 - $58.52 $31.5K - $35.3K
6.75K $388K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9
+ 0.08%
$24.38 - $30.18 $219 - $272
11.1K $334K
HSIC
Henry Schein Inc

Healthcare
182
+ 5.54%
$62.7 - $73.66 $11.4K - $13.4K
3.47K $253K
AON
Aon PLC

Financial Services
245
+ 17.19%
$335.85 - $398.81 $82.3K - $97.7K
1.67K $595K
NOC
Northrop Grumman Corp

Industrials
92
+ 5.67%
$456.3 - $540.39 $42K - $49.7K
1.72K $857K
ETR
Entergy Corp

Utilities
401
+ 13.65%
$79.01 - $86.61 $31.7K - $34.7K
3.34K $277K
NLOK
Norton Life Lock Inc.

Technology
1.19K
+ 8.15%
N/A
15.8K $339K
ROL
Rollins Inc

Consumer Cyclical
64
+ 0.75%
$50.65 - $58.58 $3.24K - $3.75K
8.63K $486K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.26%
$152.93 - $181.74 $918 - $1.09K
2.35K $426K
AZN
Astrazeneca PLC

Healthcare
751
+ 9.42%
$64.87 - $75.0 $48.7K - $56.3K
8.72K $609K
PRF
Invesco Exchange Traded Fd Tr

ETFs
38
+ 0.39%
$35.77 - $42.27 $1.36K - $1.61K
9.76K $412K
INFY
Infosys LTD

Technology
1.04K
+ 9.48%
$16.14 - $18.75 $16.8K - $19.5K
12K $222K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.05%
$97.68 - $121.38 $97.7 - $121
1.98K $239K
ACGL
Arch Capital Group Ltd.

Financial Services
370
+ 15.55%
$84.99 - $96.82 $31.4K - $35.8K
2.75K $250K
LYG
Lloyds Banking Group PLC

Financial Services
3.27K
+ 25.21%
$3.32 - $4.29 $10.8K - $14K
16.2K $68K
CCI
Crown Castle International Corp

Real Estate
697
+ 1.78%
$94.83 - $107.06 $66.1K - $74.6K
39.8K $4.08M
DHI
Horton D R Inc

Consumer Cyclical
55
+ 3.33%
$115.1 - $129.63 $6.33K - $7.13K
1.71K $219K
ESTC
Elastic N.V.

Technology
254
+ 9.58%
$73.36 - $94.17 $18.6K - $23.9K
2.91K $245K
DGRO
Ishares Core Dividend Growth E

ETFs
3
+ 0.09%
$55.22 - $63.94 $166 - $192
3.45K $220K
Activity Summary
Buys All Purchases 673 New Holdings 220 Increased Positions 453 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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