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
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
402
+ 17.49%
$201.28 - $266.34 $80.9K - $107K
2.7K $719K
PH
Parker Hannifin Corp

Industrials
182
+ 23.7%
$517.23 - $700.54 $94.1K - $127K
950 $663K
MMM
3 M CO

Industrials
1.16K
+ 29.57%
$126.09 - $154.15 $146K - $178K
5.07K $771K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.95K
+ 29.5%
$63.54 - $68.5 $188K - $202K
13K $873K
FOXA
Fox Corp

Communication Services
3.54K
+ 46.28%
$47.21 - $57.04 $167K - $202K
11.2K $626K
FLO
Flowers Foods Inc

Consumer Defensive
12K
New
$15.86 - $19.21 $191K - $231K
12K $192K
SHEL
Shell PLC

Energy
3.2K
+ 26.76%
$59.75 - $73.05 $191K - $234K
15.2K $1.07M
EME
Emcor Group, Inc.

Industrials
22
+ 2.06%
$342.02 - $534.89 $7.52K - $11.8K
1.09K $584K
F
Ford Motor CO

Consumer Cyclical
17.3K
New
$8.69 - $10.85 $150K - $188K
17.3K $187K
SAN
Banco Santander, S.A.

Financial Services
16.7K
+ 55.77%
$5.72 - $8.32 $95.6K - $139K
46.7K $387K
MIR
Mirion Technologies, Inc.

Industrials
595
+ 2.41%
$12.7 - $21.71 $7.56K - $12.9K
25.3K $544K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.2K
+ 59.02%
$99.75 - $151.89 $120K - $183K
3.24K $492K
ITT
Itt Inc.

Industrials
32
+ 0.5%
$112.67 - $157.95 $3.61K - $5.05K
6.47K $1.02M
HBAN
Huntington Bancshares Inc

Financial Services
11K
New
$12.49 - $16.76 $137K - $184K
11K $184K
HSBC
Hsbc Holdings PLC

Financial Services
2.73K
+ 50.73%
$46.68 - $61.09 $127K - $167K
8.11K $493K
SHOP
Shopify Inc.

Technology
957
+ 27.36%
$76.89 - $115.35 $73.6K - $110K
4.46K $513K
ORI
Old Republic International Corp

Financial Services
4.84K
+ 62.81%
$35.25 - $39.79 $170K - $192K
12.5K $481K
MNKD
Mannkind Corp

Healthcare
48.2K
New
$3.71 - $5.04 $179K - $243K
48.2K $180K
WSM
Williams Sonoma Inc

Consumer Cyclical
1K
+ 47.81%
$137.62 - $174.44 $138K - $175K
3.1K $506K
SHG
Shinhan Financial Group CO LTD

Financial Services
5.08K
New
N/A
5.08K $175K
UL
Unilever PLC

Consumer Defensive
2.62K
+ 31.67%
$57.9 - $65.43 $151K - $171K
10.9K $665K
DOX
Amdocs LTD

Technology
1.91K
+ 44.86%
$80.46 - $94.08 $153K - $179K
6.16K $561K
IVZ
Invesco Ltd.

Financial Services
10.8K
New
$12.14 - $15.77 $131K - $171K
10.8K $170K
ELV
Elevance Health, Inc.

Healthcare
523
+ 67.66%
$372.27 - $452.69 $195K - $237K
1.3K $504K
YUM
Yum Brands Inc

Consumer Cyclical
1.29K
+ 51.27%
$138.36 - $161.45 $178K - $208K
3.81K $563K
AIG
American International Group, Inc.

Financial Services
1.99K
+ 85.07%
$77.56 - $87.72 $155K - $175K
4.34K $371K
AMCR
Amcor PLC

Consumer Cyclical
18.1K
New
$8.57 - $9.81 $155K - $177K
18.1K $166K
ICE
Intercontinental Exchange, Inc.

Financial Services
647
+ 15.64%
$151.62 - $183.47 $98.1K - $119K
4.78K $877K
LEG
Leggett & Platt Inc

Consumer Cyclical
18.5K
New
$6.56 - $9.72 $121K - $180K
18.5K $164K
AMGN
Amgen Inc

Healthcare
1.05K
+ 26.13%
$262.28 - $309.85 $276K - $326K
5.07K $1.42M
TRV
Travelers Companies, Inc.

Financial Services
577
+ 22.45%
$233.83 - $276.34 $135K - $159K
3.15K $841K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.9K
+ 9.13%
$483.48 - $539.8 $1.4M - $1.57M
34.7K $16.8M
CTVA
Corteva, Inc.

Basic Materials
791
+ 9.05%
$55.52 - $74.53 $43.9K - $59K
9.54K $710K
BLD
Top Build Corp

Industrials
443
+ 51.93%
$275.93 - $326.59 $122K - $145K
1.3K $419K
ING
Ing Groep Nv

Financial Services
6.24K
+ 61.67%
$16.62 - $21.98 $104K - $137K
16.4K $357K
SONY
Sony Group Corp

Technology
5.67K
+ 32.63%
$21.24 - $26.88 $120K - $152K
23K $599K
HE
Hawaiian Electric Industries Inc

Utilities
14.8K
New
$9.36 - $10.96 $139K - $162K
14.8K $157K
EBAY
Ebay Inc

Consumer Cyclical
1.84K
+ 62.2%
$59.52 - $79.36 $110K - $146K
4.8K $357K
ADSK
Autodesk, Inc.

Technology
625
+ 79.42%
N/A
1.41K $347K
RDY
Dr Reddys Laboratories LTD

Healthcare
9.01K
+ 88.35%
$12.36 - $16.17 $111K - $146K
19.2K $288K
TJX
Tjx Companies Inc

Consumer Cyclical
1.07K
+ 9.55%
$119.13 - $135.03 $127K - $144K
12.2K $1.51M
ALLE
Allegion PLC

Industrials
835
+ 39.18%
$118.52 - $145.64 $99K - $122K
2.97K $427K
SIG
Signet Jewelers LTD

Consumer Cyclical
252
+ 4.24%
$50.77 - $82.74 $12.8K - $20.9K
6.19K $492K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
7.97K
+ 54.41%
$11.9 - $15.57 $94.8K - $124K
22.6K $347K
HLN
Haleon PLC

Healthcare
14.3K
New
$9.27 - $11.41 $133K - $163K
14.3K $148K
TMUS
T Mobile Us, Inc.

Communication Services
1.09K
+ 27.54%
$220.99 - $268.54 $241K - $293K
5.05K $1.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.74K
+ 20.99%
$45.98 - $56.15 $80.1K - $97.8K
10K $563K
KEP
Korea Electric Power Corp

Utilities
10.3K
New
$7.24 - $14.63 $74.6K - $151K
10.3K $146K
HDB
Hdfc Bank LTD

Financial Services
1.48K
+ 48.56%
$63.78 - $77.48 $94.6K - $115K
4.54K $347K
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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