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
CRS
Carpenter Technology Corp

Industrials
114
+ 5.44%
$151.3 - $276.38 $17.2K - $31.5K
2.21K $610K
KKR
Kkr & Co. Inc.

Financial Services
872
+ 13.84%
$92.79 - $134.29 $80.9K - $117K
7.17K $953K
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
PHM
Pultegroup Inc

Consumer Cyclical
1.94K
+ 49.04%
$92.02 - $106.54 $179K - $207K
5.91K $623K
MORN
Morningstar, Inc.

Financial Services
517
+ 14.54%
$255.31 - $313.93 $132K - $162K
4.07K $1.28M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
13.3K
+ 120.76%
$13.71 - $15.46 $182K - $205K
24.3K $375K
GTES
Gates Industrial Corp PLC

Industrials
6.55K
+ 52.8%
$15.56 - $23.13 $102K - $152K
19K $436K
CNM
Core & Main, Inc.

Industrials
272
+ 1.71%
$44.53 - $60.36 $12.1K - $16.4K
16.2K $976K
PGR
Progressive Corp

Financial Services
1.12K
+ 19.68%
$255.27 - $288.74 $285K - $322K
6.79K $1.81M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.6K
+ 55.37%
$10.79 - $14.14 $157K - $206K
41K $561K
MMM
3 M CO

Industrials
1.16K
+ 29.57%
$126.09 - $154.15 $146K - $178K
5.07K $771K
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
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
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
SAN
Banco Santander, S.A.

Financial Services
16.7K
+ 55.77%
$5.72 - $8.32 $95.6K - $139K
46.7K $387K
EXPD
Expeditors International Of Washington Inc

Industrials
1.77K
+ 64.7%
$102.84 - $122.24 $182K - $217K
4.52K $515K
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
HSBC
Hsbc Holdings PLC

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

Industrials
32
+ 0.5%
$112.67 - $157.95 $3.61K - $5.05K
6.47K $1.02M
ORI
Old Republic International Corp

Financial Services
4.84K
+ 62.81%
$35.25 - $39.79 $170K - $192K
12.5K $481K
SHOP
Shopify Inc.

Technology
957
+ 27.36%
$76.89 - $115.35 $73.6K - $110K
4.46K $513K
WSM
Williams Sonoma Inc

Consumer Cyclical
1K
+ 47.81%
$137.62 - $174.44 $138K - $175K
3.1K $506K
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
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
ELV
Elevance Health, Inc.

Healthcare
523
+ 67.66%
$372.27 - $452.69 $195K - $237K
1.3K $504K
ICE
Intercontinental Exchange, Inc.

Financial Services
647
+ 15.64%
$151.62 - $183.47 $98.1K - $119K
4.78K $877K
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
ING
Ing Groep Nv

Financial Services
6.24K
+ 61.67%
$16.62 - $21.98 $104K - $137K
16.4K $357K
BLD
Top Build Corp

Industrials
443
+ 51.93%
$275.93 - $326.59 $122K - $145K
1.3K $419K
SONY
Sony Group Corp

Technology
5.67K
+ 32.63%
$21.24 - $26.88 $120K - $152K
23K $599K
EBAY
Ebay Inc

Consumer Cyclical
1.84K
+ 62.2%
$59.52 - $79.36 $110K - $146K
4.8K $357K
RDY
Dr Reddys Laboratories LTD

Healthcare
9.01K
+ 88.35%
$12.36 - $16.17 $111K - $146K
19.2K $288K
ADSK
Autodesk, Inc.

Technology
625
+ 79.42%
N/A
1.41K $347K
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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
7.97K
+ 54.41%
$11.9 - $15.57 $94.8K - $124K
22.6K $347K
SIG
Signet Jewelers LTD

Consumer Cyclical
252
+ 4.24%
$50.77 - $82.74 $12.8K - $20.9K
6.19K $492K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.74K
+ 20.99%
$45.98 - $56.15 $80.1K - $97.8K
10K $563K
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