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
A
Agilent Technologies, Inc.

Healthcare
3.26K
New
$99.29 - $120.52 $323K - $393K
3.26K $384K
PODD
Insulet Corp

Healthcare
1.22K
New
$238.57 - $327.47 $292K - $401K
1.22K $384K
AMED
Amedisys Inc

Healthcare
3.9K
New
$91.31 - $98.39 $356K - $383K
3.9K $383K
MASI
Masimo Corp

Healthcare
2.27K
New
$144.4 - $171.97 $327K - $390K
2.27K $381K
SAP
Sap Se

Technology
914
+ 31.8%
$237.53 - $309.8 $217K - $283K
3.79K $1.15M
SYK
Stryker Corp

Healthcare
778
+ 25.61%
$337.37 - $395.63 $262K - $308K
3.82K $1.51M
EW
Edwards Lifesciences Corp

Healthcare
4.83K
New
$67.07 - $78.22 $324K - $377K
4.83K $377K
VST
Vistra Corp.

Utilities
457
+ 12.14%
$98.07 - $195.04 $44.8K - $89.1K
4.22K $818K
GGG
Graco Inc

Industrials
4.38K
New
$74.02 - $87.26 $324K - $382K
4.38K $376K
ASML
Asml Holding Nv

Technology
105
+ 5.01%
$595.37 - $815.24 $62.5K - $85.6K
2.2K $1.76M
KEYS
Keysight Technologies, Inc.

Technology
2.28K
New
$127.02 - $165.4 $289K - $377K
2.28K $373K
JBL
Jabil Inc

Technology
1.71K
New
$116.88 - $218.1 $200K - $374K
1.71K $373K
CRWD
Crowd Strike Holdings, Inc.

Technology
223
+ 13.68%
$321.63 - $509.31 $71.7K - $114K
1.85K $943K
GPS
Gap Inc

Consumer Cyclical
18.3K
New
N/A
18.3K $369K
FFIV
F5, Inc.

Technology
996
+ 38.18%
$239.25 - $295.9 $238K - $295K
3.61K $1.06M
BHP
Bhp Group LTD

Basic Materials
7.63K
New
$40.22 - $50.88 $307K - $388K
7.63K $366K
ADBE
Adobe Inc.

Technology
783
+ 4.13%
$340.0 - $420.68 $266K - $329K
19.7K $7.64M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
17.4K
New
$20.23 - $21.04 $352K - $366K
17.4K $365K
IBDV
Ishares Tr

Technology
16.6K
New
$21.28 - $21.98 $354K - $365K
16.6K $365K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.6K
New
$22.7 - $23.33 $354K - $364K
15.6K $364K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.3K
New
$24.94 - $25.42 $357K - $363K
14.3K $363K
NEM
Newmont Corp

Basic Materials
6.24K
New
$44.18 - $59.46 $276K - $371K
6.24K $363K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.9K
New
$23.96 - $24.27 $358K - $363K
14.9K $362K
AXON
Axon Enterprise, Inc.

Industrials
438
New
$497.13 - $827.94 $218K - $363K
438 $362K
CHT
Chunghwa Telecom CO LTD

Communication Services
7.74K
New
$37.72 - $46.87 $292K - $363K
7.74K $360K
AXP
American Express CO

Financial Services
632
+ 19.91%
$231.39 - $318.98 $146K - $202K
3.81K $1.21M
SCHW
Schwab Charles Corp

Financial Services
2.48K
+ 23.98%
$69.06 - $91.24 $171K - $226K
12.8K $1.17M
CDNS
Cadence Design Systems Inc

Technology
828
+ 43.33%
$231.64 - $323.08 $192K - $268K
2.74K $844K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.86K
New
$68.47 - $102.48 $264K - $395K
3.86K $355K
SPYG
Spdr Portfolio

ETFs
3.67K
New
$71.83 - $95.32 $263K - $350K
3.67K $349K
CTSH
Cognizant Technology Solutions Corp

Technology
4.32K
+ 147.02%
$66.47 - $81.81 $287K - $354K
7.26K $566K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.59K
New
$84.41 - $106.28 $303K - $381K
3.59K $340K
AN
Autonation, Inc.

Consumer Cyclical
1.71K
New
$155.71 - $201.03 $267K - $344K
1.71K $340K
MNST
Monster Beverage Corp

Consumer Defensive
4.72K
+ 44.25%
$55.01 - $64.24 $259K - $303K
15.4K $963K
CRM
Salesforce, Inc.

Technology
1.16K
+ 23.46%
$236.26 - $291.15 $274K - $337K
6.1K $1.66M
IX
Orix Corp

Financial Services
15K
New
$18.25 - $22.52 $274K - $338K
15K $337K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.94K
+ 22.87%
$57.41 - $74.81 $169K - $220K
15.8K $1.17M
HIW
Highwoods Properties, Inc.

Real Estate
10.4K
+ 131.65%
$25.31 - $31.85 $263K - $331K
18.3K $567K
CAT
Caterpillar Inc

Industrials
523
+ 23.43%
$273.94 - $388.21 $143K - $203K
2.76K $1.07M
SO
Southern CO

Utilities
3.64K
+ 54.49%
$84.91 - $92.56 $309K - $337K
10.3K $947K
MSTR
Microstrategy Inc

Technology
482
+ 40.68%
$237.95 - $421.61 $115K - $203K
1.67K $673K
ZION
Zions Bancorporation, National Association

Financial Services
6.4K
New
$41.39 - $51.94 $265K - $333K
6.4K $332K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.4K
+ 68.39%
$60.8 - $79.02 $206K - $268K
8.36K $654K
HES
Hess Corp

Energy
2.36K
New
$126.32 - $161.29 $298K - $381K
2.36K $327K
SNOW
Snowflake Inc.

Technology
1.47K
New
$130.53 - $223.77 $191K - $328K
1.47K $327K
RBLX
Roblox Corp

Communication Services
521
+ 9.01%
$51.22 - $105.59 $26.7K - $55K
6.3K $663K
CNXC
Concentrix Corp

Technology
6.16K
New
$45.73 - $57.88 $282K - $357K
6.16K $325K
CNC
Centene Corp

Healthcare
5.99K
New
$53.4 - $64.29 $320K - $385K
5.99K $325K
LDOS
Leidos Holdings, Inc.

Technology
1.81K
+ 108.99%
$132.9 - $160.3 $240K - $290K
3.47K $546K
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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