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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.67K
New
$90.85 - $102.31 $243K - $273K
2.67K $269K
CW
Curtiss Wright Corp

Industrials
551
New
$283.18 - $488.55 $156K - $269K
551 $269K
THC
Tenet Healthcare Corp

Healthcare
1.53K
New
$110.41 - $176.0 $169K - $269K
1.53K $268K
HEI
Heico Corp

Industrials
563
+ 40.65%
$236.44 - $328.0 $133K - $185K
1.95K $638K
RL
Ralph Lauren Corp

Consumer Cyclical
661
+ 41.97%
$182.34 - $286.22 $121K - $189K
2.24K $613K
CAH
Cardinal Health Inc

Healthcare
1.58K
New
$125.0 - $168.0 $198K - $266K
1.58K $266K
ARES
Ares Management Corp

Financial Services
1.53K
New
$118.04 - $175.83 $180K - $268K
1.53K $264K
MTB
M&T Bank Corp

Financial Services
1.37K
New
$156.58 - $193.99 $214K - $265K
1.37K $264K
VLO
Valero Energy Corp

Energy
1.97K
New
$104.69 - $141.77 $206K - $279K
1.97K $264K
CME
Cme Group Inc.

Financial Services
887
+ 47.08%
$252.37 - $290.71 $224K - $258K
2.77K $763K
DAL
Delta Air Lines, Inc.

Industrials
5.31K
New
$35.88 - $52.99 $191K - $281K
5.31K $261K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.05K
New
$126.62 - $154.26 $259K - $316K
2.05K $261K
KB
Kb Financial Group Inc.

Financial Services
3.13K
New
$46.88 - $82.59 $147K - $259K
3.13K $258K
IDXX
Idexx Laboratories Inc

Healthcare
295
+ 34.42%
$361.04 - $536.34 $107K - $158K
1.15K $617K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.36K
New
$60.47 - $79.12 $203K - $266K
3.36K $258K
BBY
Best Buy CO Inc

Consumer Cyclical
3.83K
New
$56.17 - $75.73 $215K - $290K
3.83K $257K
NTAP
Net App, Inc.

Technology
2.41K
New
$76.1 - $106.55 $183K - $256K
2.41K $256K
ECL
Ecolab Inc.

Basic Materials
866
+ 60.6%
$225.65 - $270.95 $195K - $235K
2.3K $618K
COLB
Columbia Banking System, Inc.

Financial Services
11K
New
$20.71 - $25.63 $227K - $281K
11K $256K
MO
Altria Group, Inc.

Consumer Defensive
4.65K
+ 40.35%
$55.56 - $60.91 $259K - $283K
16.2K $948K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.57K
New
$160.0 - $195.62 $251K - $306K
1.57K $254K
MANH
Manhattan Associates Inc

Technology
1.29K
New
$143.9 - $197.47 $186K - $255K
1.29K $254K
SNPS
Synopsys Inc

Technology
259
+ 18.36%
$380.9 - $517.66 $98.7K - $134K
1.67K $856K
NTRS
Northern Trust Corp

Financial Services
1.99K
New
$84.45 - $126.79 $168K - $252K
1.99K $251K
EVRG
Evergy, Inc.

Utilities
3.65K
New
$64.06 - $69.64 $233K - $254K
3.65K $251K
EMN
Eastman Chemical CO

Basic Materials
3.92K
+ 124.86%
$72.7 - $88.29 $285K - $346K
7.07K $527K
MU
Micron Technology Inc

Technology
62
+ 0.93%
$64.72 - $127.91 $4.01K - $7.93K
6.73K $829K
TWLO
Twilio Inc

Communication Services
2.02K
New
$81.34 - $124.36 $164K - $251K
2.02K $250K
ENOV
Enovis Corp

Industrials
8K
New
$29.65 - $37.35 $237K - $299K
8K $250K
DTE
Dte Energy CO

Utilities
1.88K
New
$127.39 - $139.49 $240K - $263K
1.88K $249K
JHG
Janus Henderson Group PLC

Financial Services
6.37K
New
$29.47 - $38.84 $188K - $247K
6.37K $247K
ESLT
Elbit Systems LTD

Industrials
462
+ 78.84%
$364.73 - $454.9 $169K - $210K
1.05K $471K
BK
Bank Of New York Mellon Corp

Financial Services
2.09K
+ 26.79%
$73.31 - $91.62 $153K - $191K
9.87K $899K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.37K
New
$99.97 - $129.69 $236K - $307K
2.37K $246K
WRB
Berkley W R Corp

Financial Services
3.35K
New
$64.28 - $75.17 $215K - $252K
3.35K $245K
CAG
Conagra Brands Inc.

Consumer Defensive
12K
New
$20.4 - $26.78 $245K - $321K
12K $245K
SNY
Sanofi

Healthcare
5.09K
New
$47.62 - $55.44 $242K - $282K
5.09K $245K
CVNA
Carvana Co.

Consumer Cyclical
255
+ 20.75%
$162.57 - $345.64 $41.5K - $88.1K
1.48K $500K
ST
Sensata Technologies Holding PLC

Technology
5K
+ 31.39%
$17.69 - $30.11 $88.5K - $151K
20.9K $630K
RSG
Republic Services, Inc.

Industrials
966
+ 86.71%
$227.2 - $258.07 $219K - $249K
2.08K $512K
ACN
Accenture PLC

Technology
1.07K
+ 17.97%
$279.23 - $323.21 $299K - $346K
7.03K $2.1M
NU
Nu Holdings Ltd.

Financial Services
17.5K
New
$9.6 - $13.72 $168K - $240K
17.5K $240K
APP
App Lovin Corp

Technology
236
+ 12.73%
$219.37 - $417.89 $51.8K - $98.6K
2.09K $731K
DUK
Duke Energy Corp

Utilities
2.21K
+ 42.22%
$112.46 - $124.05 $249K - $274K
7.44K $878K
TPR
Tapestry, Inc.

Consumer Cyclical
2.74K
New
$60.6 - $87.81 $166K - $241K
2.74K $240K
INGR
Ingredion Inc

Consumer Defensive
1.76K
+ 91.85%
$123.22 - $140.95 $217K - $248K
3.67K $497K
SHW
Sherwin Williams CO

Basic Materials
726
+ 39.91%
$313.51 - $363.51 $228K - $264K
2.55K $873K
SRE
Sempra Energy

Utilities
3.14K
New
$63.78 - $78.91 $200K - $248K
3.14K $238K
VEEV
Veeva Systems Inc

Healthcare
824
New
$209.39 - $289.94 $173K - $239K
824 $237K
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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