Simon Quick Advisors, LLC Incresed Positions in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
1.73K
+ 87.03%
$267.12 - $336.65 $462K - $583K
3.72K $1.22M
DASH
Door Dash, Inc.

Communication Services
1.57K
+ 48.13%
$163.16 - $246.51 $256K - $387K
4.83K $1.19M
SPOT
Spotify Technology S.A.

Communication Services
393
+ 30.56%
$503.3 - $775.9 $198K - $305K
1.68K $1.29M
IWM
Ishares Russell 2000 ETF

ETFs
1.53K
+ 12.76%
$174.82 - $215.79 $267K - $330K
13.5K $2.92M
MAS
Masco Corp

Industrials
8.26K
+ 222.11%
$58.73 - $71.06 $485K - $587K
12K $770K
VEU
Vanguard Ftse All World Ex Us

ETFs
33
+ 0.04%
$54.19 - $67.22 $1.79K - $2.22K
82.1K $5.52M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
830
+ 36.29%
$177.93 - $313.14 $148K - $260K
3.12K $976K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
914
+ 120.9%
$328.01 - $475.68 $300K - $435K
1.67K $781K
BSX
Boston Scientific Corp

Healthcare
3.92K
+ 38.78%
$89.7 - $107.41 $352K - $421K
14K $1.51M
HWM
Howmet Aerospace Inc.

Industrials
1.47K
+ 39.63%
$112.33 - $186.13 $165K - $273K
5.18K $963K
MP
Mp Materials Corp.

Basic Materials
138
+ 0.26%
$18.77 - $37.74 $2.59K - $5.21K
52.9K $1.76M
MPC
Marathon Petroleum Corp

Energy
2.32K
+ 60.33%
$118.55 - $170.08 $275K - $395K
6.17K $1.02M
MSM
Msc Industrial Direct CO Inc

Industrials
5.08K
+ 153.35%
$70.15 - $85.48 $356K - $434K
8.39K $712K
JCI
Johnson Controls International PLC

Industrials
2.66K
+ 39.79%
$71.14 - $105.62 $189K - $281K
9.35K $987K
UPS
United Parcel Service Inc

Industrials
4.81K
+ 106.55%
$91.92 - $110.2 $442K - $530K
9.33K $941K
ETSY
Etsy Inc

Consumer Cyclical
8.57K
+ 191.51%
$40.8 - $63.88 $350K - $547K
13K $654K
PANW
Palo Alto Networks Inc

Technology
910
+ 12.16%
$152.44 - $204.64 $139K - $186K
8.39K $1.72M
CI
Cigna Corp

Healthcare
1.29K
+ 41.09%
$301.89 - $340.04 $391K - $440K
4.44K $1.47M
MLM
Martin Marietta Materials Inc

Basic Materials
213
+ 4.91%
$452.51 - $568.19 $96.4K - $121K
4.55K $2.5M
NNN
National Retail Properties, Inc.

Real Estate
9.74K
+ 203.45%
$37.56 - $43.42 $366K - $423K
14.5K $627K
KO
Coca Cola CO

Consumer Defensive
6.06K
+ 24.74%
$68.37 - $73.9 $414K - $448K
30.5K $2.16M
IGM
Ishares Expanded Tech Sector E

ETFs
67
+ 0.36%
$79.8 - $112.34 $5.35K - $7.53K
18.6K $2.09M
LMT
Lockheed Martin Corp

Industrials
828
+ 66.4%
$430.82 - $486.45 $357K - $403K
2.08K $961K
ZBRA
Zebra Technologies Corp

Technology
1.18K
+ 101.72%
$213.54 - $309.26 $252K - $365K
2.34K $722K
ZM
Zoom Video Communications, Inc.

Technology
4.78K
+ 129.07%
$66.7 - $84.62 $319K - $404K
8.48K $661K
CEG
Constellation Energy Corp

Utilities
566
+ 33.35%
$170.96 - $322.76 $96.8K - $183K
2.26K $730K
VMI
Valmont Industries Inc

Industrials
1.08K
+ 132.44%
$263.86 - $333.86 $285K - $361K
1.9K $620K
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
VST
Vistra Corp.

Utilities
457
+ 12.14%
$98.07 - $195.04 $44.8K - $89.1K
4.22K $818K
ASML
Asml Holding Nv

Technology
105
+ 5.01%
$595.37 - $815.24 $62.5K - $85.6K
2.2K $1.76M
CCK
Crown Holdings Inc

Consumer Cyclical
3.07K
+ 72.49%
$78.47 - $104.45 $241K - $321K
7.31K $752K
CRWD
Crowd Strike Holdings, Inc.

Technology
223
+ 13.68%
$321.63 - $509.31 $71.7K - $114K
1.85K $943K
FFIV
F5, Inc.

Technology
996
+ 38.18%
$239.25 - $295.9 $238K - $295K
3.61K $1.06M
ADBE
Adobe Inc.

Technology
783
+ 4.13%
$340.0 - $420.68 $266K - $329K
19.7K $7.64M
SCHW
Schwab Charles Corp

Financial Services
2.48K
+ 23.98%
$69.06 - $91.24 $171K - $226K
12.8K $1.17M
AXP
American Express CO

Financial Services
632
+ 19.91%
$231.39 - $318.98 $146K - $202K
3.81K $1.21M
CDNS
Cadence Design Systems Inc

Technology
828
+ 43.33%
$231.64 - $323.08 $192K - $268K
2.74K $844K
CTSH
Cognizant Technology Solutions Corp

Technology
4.32K
+ 147.02%
$66.47 - $81.81 $287K - $354K
7.26K $566K
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
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
SO
Southern CO

Utilities
3.64K
+ 54.49%
$84.91 - $92.56 $309K - $337K
10.3K $947K
CAT
Caterpillar Inc

Industrials
523
+ 23.43%
$273.94 - $388.21 $143K - $203K
2.76K $1.07M
MSTR
Microstrategy Inc

Technology
482
+ 40.68%
$237.95 - $421.61 $115K - $203K
1.67K $673K
BYD
Boyd Gaming Corp

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

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