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
YETI
Yeti Holdings, Inc.

Consumer Cyclical
8.05K
+ 74.26%
$26.94 - $34.72 $217K - $280K
18.9K $595K
PKG
Packaging Corp Of America

Consumer Cyclical
1.26K
New
$175.97 - $201.36 $221K - $253K
1.26K $236K
ADI
Analog Devices Inc

Technology
553
+ 19.4%
$164.6 - $238.02 $91K - $132K
3.4K $810K
K
Kellogg CO

Consumer Defensive
2.97K
New
$77.85 - $82.88 $231K - $246K
2.97K $235K
DE
Deere & CO

Industrials
370
+ 31.07%
$412.99 - $531.48 $153K - $197K
1.56K $793K
FOX
Fox Corp Cl B (De)

Communication Services
4.54K
New
$43.81 - $53.0 $199K - $241K
4.54K $234K
SBAC
Sba Communications Corp

Real Estate
900
+ 57.69%
$208.57 - $243.4 $188K - $219K
2.46K $577K
PTC
Ptc Inc.

Technology
1.36K
New
$136.74 - $173.24 $186K - $236K
1.36K $234K
AZEK
Azek CO Inc.

Industrials
4.3K
New
$43.39 - $54.86 $187K - $236K
4.3K $233K
PUK
Prudential PLC

Financial Services
9.34K
New
$18.03 - $25.49 $168K - $238K
9.34K $233K
SNDR
Schneider National, Inc.

Industrials
9.61K
New
$21.06 - $24.75 $202K - $238K
9.61K $232K
NDAQ
Nasdaq, Inc.

Financial Services
2.6K
New
$66.4 - $89.42 $173K - $232K
2.6K $232K
CRS
Carpenter Technology Corp

Industrials
114
+ 5.44%
$151.3 - $276.38 $17.2K - $31.5K
2.21K $610K
ZS
Zscaler, Inc.

Technology
733
New
$174.67 - $315.32 $128K - $231K
733 $230K
MTN
Vail Resorts Inc

Consumer Cyclical
1.44K
New
$131.42 - $164.64 $189K - $237K
1.44K $225K
KKR
Kkr & Co. Inc.

Financial Services
872
+ 13.84%
$92.79 - $134.29 $80.9K - $117K
7.17K $953K
WMS
Advanced Drainage Systems, Inc.

Industrials
1.96K
New
$96.79 - $123.55 $190K - $242K
1.96K $224K
AMH
American Homes 4 Rent

Real Estate
6.21K
New
$32.8 - $39.31 $204K - $244K
6.21K $223K
PRU
Prudential Financial Inc

Financial Services
2.08K
New
$95.12 - $112.71 $198K - $235K
2.08K $223K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
682
New
$224.32 - $326.09 $153K - $222K
682 $222K
WEC
Wec Energy Group, Inc.

Utilities
2.14K
New
$102.24 - $109.76 $218K - $235K
2.14K $222K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.29K
New
$140.37 - $177.56 $181K - $229K
1.29K $221K
EA
Electronic Arts Inc.

Communication Services
969
+ 22.43%
$132.53 - $159.7 $128K - $155K
5.29K $844K
URI
United Rentals, Inc.

Industrials
234
+ 69.85%
$551.94 - $753.4 $129K - $176K
569 $428K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.34K
+ 6.23%
$48.13 - $49.85 $257K - $266K
91.1K $4.47M
CRI
Carters Inc

Consumer Cyclical
7.22K
New
$29.83 - $42.12 $215K - $304K
7.22K $217K
THG
Hanover Insurance Group, Inc.

Financial Services
1.28K
New
$150.66 - $178.04 $192K - $227K
1.28K $216K
PHM
Pultegroup Inc

Consumer Cyclical
1.94K
+ 49.04%
$92.02 - $106.54 $179K - $207K
5.91K $623K
TXT
Textron Inc

Industrials
2.66K
New
$60.72 - $80.34 $162K - $214K
2.66K $213K
IRM
Iron Mountain Inc

Real Estate
2.09K
New
$76.93 - $105.25 $160K - $220K
2.09K $213K
PRGO
Perrigo CO PLC

Healthcare
7.98K
New
$24.36 - $27.91 $194K - $223K
7.98K $213K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
13.3K
+ 120.76%
$13.71 - $15.46 $182K - $205K
24.3K $375K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
7.09K
New
$25.21 - $34.03 $179K - $241K
7.09K $212K
MORN
Morningstar, Inc.

Financial Services
517
+ 14.54%
$255.31 - $313.93 $132K - $162K
4.07K $1.28M
L
Loews Corp

Financial Services
2.28K
New
$80.89 - $92.09 $185K - $210K
2.28K $209K
E
Eni Spa

Energy
6.45K
New
$25.19 - $32.93 $163K - $212K
6.45K $209K
CPNG
Coupang, Inc.

Consumer Cyclical
7K
New
$19.76 - $30.81 $138K - $216K
7K $209K
CNM
Core & Main, Inc.

Industrials
272
+ 1.71%
$44.53 - $60.36 $12.1K - $16.4K
16.2K $976K
GIS
General Mills Inc

Consumer Defensive
4.02K
New
$50.37 - $60.97 $202K - $245K
4.02K $208K
GTES
Gates Industrial Corp PLC

Industrials
6.55K
+ 52.8%
$15.56 - $23.13 $102K - $152K
19K $436K
TDG
Trans Digm Group Inc

Industrials
91
+ 18.24%
$1231.75 - $1520.64 $112K - $138K
590 $897K
PGR
Progressive Corp

Financial Services
1.12K
+ 19.68%
$255.27 - $288.74 $285K - $322K
6.79K $1.81M
DCI
Donaldson CO Inc

Industrials
2.96K
New
$59.18 - $71.02 $175K - $210K
2.96K $205K
RS
Reliance Steel & Aluminum CO

Basic Materials
647
New
$262.08 - $316.81 $170K - $205K
647 $203K
RGLD
Royal Gold Inc

Basic Materials
1.14K
New
$155.48 - $186.71 $178K - $213K
1.14K $203K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.6K
+ 55.37%
$10.79 - $14.14 $157K - $206K
41K $561K
VMC
Vulcan Materials CO

Basic Materials
778
New
$226.49 - $276.01 $176K - $215K
778 $202K
CUBE
Cube Smart

Real Estate
4.73K
New
$35.88 - $43.68 $170K - $207K
4.73K $201K
HMC
Honda Motor CO LTD

Consumer Cyclical
6.99K
New
$25.0 - $30.93 $175K - $216K
6.99K $201K
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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