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
CUZ
Cousins Properties Inc

Real Estate
10.7K
New
$25.15 - $30.53 $270K - $328K
10.7K $322K
ON
On Semiconductor Corp

Technology
6.15K
New
$31.95 - $54.21 $196K - $333K
6.15K $322K
AFRM
Affirm Holdings, Inc.

Technology
4.63K
New
$35.75 - $69.14 $166K - $320K
4.63K $320K
FCNCA
First Citizens Bancshares Inc

Financial Services
156
+ 120.93%
$1561.69 - $1966.55 $244K - $307K
285 $557K
WF
Woori Financial Group Inc.

Financial Services
6.36K
New
$30.46 - $49.73 $194K - $316K
6.36K $316K
DT
Dynatrace, Inc.

Technology
4.95K
+ 99.0%
$41.21 - $55.9 $204K - $276K
9.94K $548K
ENB
Enbridge Inc

Energy
6.85K
New
$41.09 - $47.16 $281K - $323K
6.85K $310K
LEN
Lennar Corp

Consumer Cyclical
2.94K
+ 79.54%
$102.76 - $115.66 $302K - $339K
6.63K $732K
NTNX
Nutanix, Inc.

Technology
3.42K
+ 49.17%
$58.17 - $83.07 $199K - $284K
10.4K $793K
ESS
Essex Property Trust, Inc.

Real Estate
1.12K
+ 118.68%
N/A
2.06K $562K
CCJ
Cameco Corp

Energy
4.09K
New
$36.68 - $74.46 $150K - $304K
4.09K $303K
FIS
Fidelity National Information Services, Inc.

Technology
3.71K
New
$68.14 - $82.13 $253K - $305K
3.71K $302K
AVTR
Avantor, Inc.

Basic Materials
22.4K
New
$11.94 - $16.29 $267K - $364K
22.4K $301K
RY
Royal Bank Of Canada

Financial Services
2.29K
New
$108.36 - $131.55 $248K - $301K
2.29K $300K
MTG
Mgic Investment Corp

Financial Services
10.7K
New
$22.43 - $28.1 $240K - $301K
10.7K $298K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
613
+ 10.09%
$160.22 - $209.35 $98.2K - $128K
6.69K $1.4M
CDW
Cdw Corp

Technology
1.2K
+ 26.84%
$144.49 - $190.68 $174K - $229K
5.69K $1.02M
LSTR
Landstar System Inc

Industrials
2.14K
New
$131.55 - $151.93 $281K - $325K
2.14K $297K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.36K
New
$186.58 - $225.78 $254K - $308K
1.36K $296K
WFC
Wells Fargo & Company

Financial Services
1.76K
+ 9.53%
$60.98 - $80.12 $107K - $141K
20.2K $1.62M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.22K
New
$39.43 - $49.34 $245K - $307K
6.22K $294K
TECH
Bio Techne Corp

Healthcare
6.35K
+ 134.9%
$46.66 - $58.38 $296K - $371K
11.1K $569K
DOCU
Docusign, Inc.

Technology
3.77K
New
$70.35 - $93.84 $265K - $353K
3.77K $293K
MELI
Mercadolibre Inc

Consumer Cyclical
112
New
$1794.73 - $2613.63 $201K - $293K
112 $292K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.91K
+ 65.04%
$55.13 - $75.25 $271K - $369K
12.5K $854K
MKL
Markel Corp

Financial Services
131
+ 62.09%
$1678.5 - $1997.36 $220K - $262K
342 $683K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
9.9K
New
$19.5 - $30.4 $193K - $301K
9.9K $289K
PWR
Quanta Services, Inc.

Industrials
153
+ 8.25%
$239.47 - $381.26 $36.6K - $58.3K
2.01K $758K
CTAS
Cintas Corp

Industrials
1.11K
+ 49.46%
$190.11 - $227.66 $211K - $252K
3.35K $746K
RMD
Resmed Inc

Healthcare
849
+ 43.52%
$204.54 - $258.0 $174K - $219K
2.8K $722K
DELL
Dell Technologies Inc.

Technology
1.66K
+ 66.4%
$71.63 - $125.98 $119K - $210K
4.17K $511K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
875
+ 3.05%
$114.78 - $133.31 $100K - $117K
29.5K $3.94M
ADP
Automatic Data Processing Inc

Industrials
865
+ 16.6%
$276.76 - $326.81 $239K - $283K
6.08K $1.87M
NVR
Nvr Inc

Consumer Cyclical
38
New
$6700.0 - $7410.93 $255K - $282K
38 $280K
MCK
Mckesson Corp

Healthcare
297
+ 28.72%
$652.83 - $732.78 $194K - $218K
1.33K $975K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11
+ 0.07%
$104.23 - $134.39 $1.15K - $1.48K
15.6K $2.1M
MPWR
Monolithic Power Systems Inc

Technology
268
+ 50.09%
$455.19 - $737.73 $122K - $198K
803 $587K
TT
Trane Technologies PLC

Industrials
355
+ 29.61%
$315.21 - $437.41 $112K - $155K
1.55K $679K
NWSA
News Corp

Communication Services
8.49K
+ 90.29%
$23.97 - $29.72 $204K - $252K
17.9K $532K
IBN
Icici Bank LTD

Financial Services
8.23K
New
$30.16 - $34.39 $248K - $283K
8.23K $276K
NGG
National Grid PLC

Utilities
3.71K
New
$62.74 - $74.79 $233K - $277K
3.71K $275K
SEIC
Sei Investments CO

Financial Services
3.05K
New
$66.45 - $89.86 $203K - $274K
3.05K $274K
DVN
Devon Energy Corp

Energy
8.63K
New
$26.8 - $37.92 $231K - $327K
8.63K $274K
QCOM
Qualcomm Inc

Technology
1.43K
+ 17.51%
$124.66 - $159.48 $178K - $228K
9.6K $1.53M
NVS
Novartis Ag

Healthcare
1.82K
+ 31.77%
$101.96 - $121.01 $186K - $220K
7.55K $913K
ICUI
Icu Medical Inc

Healthcare
2.08K
New
$127.74 - $151.04 $266K - $314K
2.08K $274K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4K
New
$58.52 - $71.7 $234K - $286K
4K $274K
NXST
Nexstar Media Group, Inc.

Communication Services
1.58K
New
$144.68 - $181.86 $229K - $288K
1.58K $273K
TTWO
Take Two Interactive Software Inc

Communication Services
875
+ 52.05%
$194.58 - $243.05 $170K - $213K
2.56K $620K
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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