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
FCNCA
First Citizens Bancshares Inc

Financial Services
156
+ 120.93%
$1561.69 - $1966.55 $244K - $307K
285 $557K
DT
Dynatrace, Inc.

Technology
4.95K
+ 99.0%
$41.21 - $55.9 $204K - $276K
9.94K $548K
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
CRUS
Cirrus Logic, Inc.

Technology
2.74K
+ 70.31%
$77.43 - $107.58 $212K - $295K
6.64K $692K
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
WFC
Wells Fargo & Company

Financial Services
1.76K
+ 9.53%
$60.98 - $80.12 $107K - $141K
20.2K $1.62M
TECH
Bio Techne Corp

Healthcare
6.35K
+ 134.9%
$46.66 - $58.38 $296K - $371K
11.1K $569K
MKL
Markel Corp

Financial Services
131
+ 62.09%
$1678.5 - $1997.36 $220K - $262K
342 $683K
PWR
Quanta Services, Inc.

Industrials
153
+ 8.25%
$239.47 - $381.26 $36.6K - $58.3K
2.01K $758K
RMD
Resmed Inc

Healthcare
849
+ 43.52%
$204.54 - $258.0 $174K - $219K
2.8K $722K
CTAS
Cintas Corp

Industrials
1.11K
+ 49.46%
$190.11 - $227.66 $211K - $252K
3.35K $746K
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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11
+ 0.07%
$104.23 - $134.39 $1.15K - $1.48K
15.6K $2.1M
MCK
Mckesson Corp

Healthcare
297
+ 28.72%
$652.83 - $732.78 $194K - $218K
1.33K $975K
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
NVS
Novartis Ag

Healthcare
1.82K
+ 31.77%
$101.96 - $121.01 $186K - $220K
7.55K $913K
QCOM
Qualcomm Inc

Technology
1.43K
+ 17.51%
$124.66 - $159.48 $178K - $228K
9.6K $1.53M
TTWO
Take Two Interactive Software Inc

Communication Services
875
+ 52.05%
$194.58 - $243.05 $170K - $213K
2.56K $620K
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
CME
Cme Group Inc.

Financial Services
887
+ 47.08%
$252.37 - $290.71 $224K - $258K
2.77K $763K
ABBV
Abb Vie Inc.

Healthcare
4.21K
+ 19.37%
$170.16 - $206.27 $716K - $867K
25.9K $4.81M
IDXX
Idexx Laboratories Inc

Healthcare
295
+ 34.42%
$361.04 - $536.34 $107K - $158K
1.15K $617K
MO
Altria Group, Inc.

Consumer Defensive
4.65K
+ 40.35%
$55.56 - $60.91 $259K - $283K
16.2K $948K
ECL
Ecolab Inc.

Basic Materials
866
+ 60.6%
$225.65 - $270.95 $195K - $235K
2.3K $618K
SNPS
Synopsys Inc

Technology
259
+ 18.36%
$380.9 - $517.66 $98.7K - $134K
1.67K $856K
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
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
ST
Sensata Technologies Holding PLC

Technology
5K
+ 31.39%
$17.69 - $30.11 $88.5K - $151K
20.9K $630K
CVNA
Carvana Co.

Consumer Cyclical
255
+ 20.75%
$162.57 - $345.64 $41.5K - $88.1K
1.48K $500K
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
DUK
Duke Energy Corp

Utilities
2.21K
+ 42.22%
$112.46 - $124.05 $249K - $274K
7.44K $878K
APP
App Lovin Corp

Technology
236
+ 12.73%
$219.37 - $417.89 $51.8K - $98.6K
2.09K $731K
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
YETI
Yeti Holdings, Inc.

Consumer Cyclical
8.05K
+ 74.26%
$26.94 - $34.72 $217K - $280K
18.9K $595K
ADI
Analog Devices Inc

Technology
553
+ 19.4%
$164.6 - $238.02 $91K - $132K
3.4K $810K
DE
Deere & CO

Industrials
370
+ 31.07%
$412.99 - $531.48 $153K - $197K
1.56K $793K
SBAC
Sba Communications Corp

Real Estate
900
+ 57.69%
$208.57 - $243.4 $188K - $219K
2.46K $577K
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
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email