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
TMUS
T Mobile Us, Inc.

Communication Services
1.09K
+ 27.54%
$220.99 - $268.54 $241K - $293K
5.05K $1.2M
HDB
Hdfc Bank LTD

Financial Services
1.48K
+ 48.56%
$63.78 - $77.48 $94.6K - $115K
4.54K $347K
OHI
Omega Healthcare Investors Inc

Real Estate
4.92K
+ 19.65%
$35.55 - $39.05 $175K - $192K
30K $1.1M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
588
+ 28.89%
$162.37 - $200.76 $95.5K - $118K
2.62K $495K
DPZ
Dominos Pizza Inc

Consumer Cyclical
322
+ 73.18%
$430.72 - $497.52 $139K - $160K
762 $343K
APO
Apollo Global Management, Inc.

Financial Services
891
+ 38.79%
$108.68 - $145.07 $96.8K - $129K
3.19K $452K
VRSK
Verisk Analytics, Inc.

Industrials
408
+ 51.32%
$277.03 - $321.33 $113K - $131K
1.2K $374K
QRVO
Qorvo, Inc.

Technology
1.09K
+ 30.34%
$50.81 - $84.91 $55.6K - $92.9K
4.7K $399K
NVCR
Novo Cure LTD

Healthcare
7.62K
+ 53.24%
$15.37 - $19.4 $117K - $148K
21.9K $390K
TSCO
Tractor Supply CO

Consumer Cyclical
3.41K
+ 17.51%
$47.86 - $55.77 $163K - $190K
22.9K $1.21M
AVY
Avery Dennison Corp

Industrials
783
+ 45.13%
$159.58 - $183.97 $125K - $144K
2.52K $441K
MIDD
Middleby Corp

Industrials
1.29K
+ 19.02%
$124.01 - $154.76 $160K - $199K
8.05K $1.16M
LHX
L3 Harris Technologies, Inc.

Industrials
270
+ 17.7%
$200.21 - $256.99 $54.1K - $69.4K
1.8K $450K
UNM
Unum Group

Financial Services
1.65K
+ 66.17%
$70.48 - $82.91 $116K - $136K
4.13K $333K
COP
Conocophillips

Energy
2.6K
+ 38.43%
$82.66 - $106.1 $215K - $276K
9.36K $840K
PEG
Public Service Enterprise Group Inc

Utilities
1.48K
+ 52.58%
$77.13 - $84.18 $114K - $124K
4.29K $360K
WDAY
Workday, Inc.

Technology
469
+ 18.89%
$210.47 - $274.71 $98.7K - $129K
2.95K $708K
UBS
Ubs Group Ag

Financial Services
3.01K
+ 36.65%
$26.12 - $33.82 $78.6K - $102K
11.2K $379K
SBUX
Starbucks Corp

Consumer Cyclical
1.84K
+ 28.68%
$79.69 - $99.41 $146K - $182K
8.23K $754K
AJG
Arthur J. Gallagher & Co.

Financial Services
519
+ 32.38%
$310.86 - $348.77 $161K - $181K
2.12K $679K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
615
+ 2.16%
$121.58 - $136.74 $74.8K - $84.1K
29K $3.94M
RELX
Relx PLC

Communication Services
1.92K
+ 40.22%
$45.31 - $55.66 $87.1K - $107K
6.7K $364K
MAR
Marriott International Inc

Consumer Cyclical
307
+ 28.27%
$211.12 - $274.14 $64.8K - $84.2K
1.39K $380K
TXN
Texas Instruments Inc

Technology
617
+ 9.6%
N/A
7.05K $1.37M
PAYX
Paychex Inc

Industrials
1.26K
+ 17.39%
$137.01 - $159.78 $173K - $202K
8.53K $1.24M
TTE
Total Energies Se

Energy
1.74K
+ 51.51%
N/A
5.12K $351K
NTRA
Natera, Inc.

Healthcare
444
+ 27.73%
$132.23 - $171.87 $58.7K - $76.3K
2.05K $345K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
564
+ 12.84%
$90.58 - $109.05 $51.1K - $61.5K
4.96K $540K
CB
Chubb LTD

Financial Services
495
+ 22.07%
$274.32 - $302.46 $136K - $150K
2.74K $793K
AMP
Ameriprise Financial Inc

Financial Services
163
+ 29.69%
$422.19 - $533.73 $68.8K - $87K
712 $380K
FDX
Fedex Corp

Industrials
587
+ 53.36%
$198.07 - $245.17 $116K - $144K
1.69K $383K
TM
Toyota Motor Corp

Consumer Cyclical
719
+ 35.79%
$158.63 - $195.39 $114K - $140K
2.73K $469K
VRSN
Verisign Inc

Technology
302
+ 38.32%
$234.49 - $288.8 $70.8K - $87.2K
1.09K $314K
GRMN
Garmin LTD

Technology
599
+ 37.27%
$173.63 - $218.07 $104K - $131K
2.21K $460K
PNFP
Pinnacle Financial Partners Inc

Financial Services
14
+ 0.06%
$87.19 - $111.51 $1.22K - $1.56K
25.3K $2.79M
PFE
Pfizer Inc

Healthcare
5.73K
+ 21.17%
$21.59 - $24.84 $124K - $142K
32.8K $795K
MET
Metlife Inc

Financial Services
1.35K
+ 25.44%
$68.42 - $82.49 $92.3K - $111K
6.65K $534K
EQIX
Equinix Inc

Real Estate
145
+ 36.25%
$740.07 - $914.43 $107K - $133K
545 $433K
AZO
Autozone Inc

Consumer Cyclical
38
+ 10.76%
$3478.38 - $3880.15 $132K - $147K
391 $1.45M
XYL
Xylem Inc.

Industrials
619
+ 24.1%
$102.86 - $129.5 $63.7K - $80.2K
3.19K $412K
FICO
Fair Isaac Corp

Technology
59
+ 40.14%
$1503.62 - $2206.01 $88.7K - $130K
206 $376K
NSC
Norfolk Southern Corp

Industrials
303
+ 22.58%
$206.34 - $257.46 $62.5K - $78K
1.65K $421K
LNG
Cheniere Energy, Inc.

Energy
271
+ 9.43%
$197.25 - $244.33 $53.5K - $66.2K
3.15K $766K
AEP
American Electric Power CO Inc

Utilities
1.26K
+ 22.21%
$98.59 - $109.11 $124K - $137K
6.93K $719K
CSX
Csx Corp

Industrials
1.93K
+ 16.61%
$26.69 - $32.91 $51.6K - $63.6K
13.6K $442K
ARW
Arrow Electronics Inc

Technology
422
+ 21.54%
$90.32 - $128.28 $38.1K - $54.1K
2.38K $303K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
6.92K
+ 35.82%
$12.23 - $15.46 $84.7K - $107K
26.3K $396K
IWB
Ishares Tr Russell 1000 ETF

ETFs
43
+ 1.79%
$272.36 - $339.57 $11.7K - $14.6K
2.44K $828K
RJF
Raymond James Financial Inc

Financial Services
474
+ 28.42%
$123.65 - $153.88 $58.6K - $72.9K
2.14K $328K
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