Simon Quick Advisors, LLC New Holdings in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPR
Tapestry, Inc.

Consumer Cyclical
2.74K
New
$60.6 - $87.81 $166K - $241K
2.74K $240K
NU
Nu Holdings Ltd.

Financial Services
17.5K
New
$9.6 - $13.72 $168K - $240K
17.5K $240K
SRE
Sempra Energy

Utilities
3.14K
New
$63.78 - $78.91 $200K - $248K
3.14K $238K
VEEV
Veeva Systems Inc

Healthcare
824
New
$209.39 - $289.94 $173K - $239K
824 $237K
PKG
Packaging Corp Of America

Consumer Cyclical
1.26K
New
$175.97 - $201.36 $221K - $253K
1.26K $236K
K
Kellogg CO

Consumer Defensive
2.97K
New
$77.85 - $82.88 $231K - $246K
2.97K $235K
PTC
Ptc Inc.

Technology
1.36K
New
$136.74 - $173.24 $186K - $236K
1.36K $234K
FOX
Fox Corp Cl B (De)

Communication Services
4.54K
New
$43.81 - $53.0 $199K - $241K
4.54K $234K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.22K
New
$50.53 - $212.53 $213K - $897K
4.22K $233K
PUK
Prudential PLC

Financial Services
9.34K
New
$18.03 - $25.49 $168K - $238K
9.34K $233K
SNDR
Schneider National, Inc.

Industrials
9.61K
New
$21.06 - $24.75 $202K - $238K
9.61K $232K
NDAQ
Nasdaq, Inc.

Financial Services
2.6K
New
$66.4 - $89.42 $173K - $232K
2.6K $232K
ZS
Zscaler, Inc.

Technology
733
New
$174.67 - $315.32 $128K - $231K
733 $230K
MTN
Vail Resorts Inc

Consumer Cyclical
1.44K
New
$131.42 - $164.64 $189K - $237K
1.44K $225K
WMS
Advanced Drainage Systems, Inc.

Industrials
1.96K
New
$96.79 - $123.55 $190K - $242K
1.96K $224K
PRU
Prudential Financial Inc

Financial Services
2.08K
New
$95.12 - $112.71 $198K - $235K
2.08K $223K
AMH
American Homes 4 Rent

Real Estate
6.21K
New
$32.8 - $39.31 $204K - $244K
6.21K $223K
WEC
Wec Energy Group, Inc.

Utilities
2.14K
New
$102.24 - $109.76 $218K - $235K
2.14K $222K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
682
New
$224.32 - $326.09 $153K - $222K
682 $222K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.29K
New
$140.37 - $177.56 $181K - $229K
1.29K $221K
CRI
Carters Inc

Consumer Cyclical
7.22K
New
$29.83 - $42.12 $215K - $304K
7.22K $217K
THG
Hanover Insurance Group, Inc.

Financial Services
1.28K
New
$150.66 - $178.04 $192K - $227K
1.28K $216K
TXT
Textron Inc

Industrials
2.66K
New
$60.72 - $80.34 $162K - $214K
2.66K $213K
IRM
Iron Mountain Inc

Real Estate
2.09K
New
$76.93 - $105.25 $160K - $220K
2.09K $213K
PRGO
Perrigo CO PLC

Healthcare
7.98K
New
$24.36 - $27.91 $194K - $223K
7.98K $213K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
7.09K
New
$25.21 - $34.03 $179K - $241K
7.09K $212K
E
Eni Spa

Energy
6.45K
New
$25.19 - $32.93 $163K - $212K
6.45K $209K
L
Loews Corp

Financial Services
2.28K
New
$80.89 - $92.09 $185K - $210K
2.28K $209K
CPNG
Coupang, Inc.

Consumer Cyclical
7K
New
$19.76 - $30.81 $138K - $216K
7K $209K
GIS
General Mills Inc

Consumer Defensive
4.02K
New
$50.37 - $60.97 $202K - $245K
4.02K $208K
DCI
Donaldson CO Inc

Industrials
2.96K
New
$59.18 - $71.02 $175K - $210K
2.96K $205K
RGLD
Royal Gold Inc

Basic Materials
1.14K
New
$155.48 - $186.71 $178K - $213K
1.14K $203K
RS
Reliance Steel & Aluminum CO

Basic Materials
647
New
$262.08 - $316.81 $170K - $205K
647 $203K
VMC
Vulcan Materials CO

Basic Materials
778
New
$226.49 - $276.01 $176K - $215K
778 $202K
CUBE
Cube Smart

Real Estate
4.73K
New
$35.88 - $43.68 $170K - $207K
4.73K $201K
HMC
Honda Motor CO LTD

Consumer Cyclical
6.99K
New
$25.0 - $30.93 $175K - $216K
6.99K $201K
FLO
Flowers Foods Inc

Consumer Defensive
12K
New
$15.86 - $19.21 $191K - $231K
12K $192K
F
Ford Motor CO

Consumer Cyclical
17.3K
New
$8.69 - $10.85 $150K - $188K
17.3K $187K
HBAN
Huntington Bancshares Inc

Financial Services
11K
New
$12.49 - $16.76 $137K - $184K
11K $184K
MNKD
Mannkind Corp

Healthcare
48.2K
New
$3.71 - $5.04 $179K - $243K
48.2K $180K
SHG
Shinhan Financial Group CO LTD

Financial Services
5.08K
New
N/A
5.08K $175K
IVZ
Invesco Ltd.

Financial Services
10.8K
New
$12.14 - $15.77 $131K - $171K
10.8K $170K
AMCR
Amcor PLC

Consumer Cyclical
18.1K
New
$8.57 - $9.81 $155K - $177K
18.1K $166K
LEG
Leggett & Platt Inc

Consumer Cyclical
18.5K
New
$6.56 - $9.72 $121K - $180K
18.5K $164K
HE
Hawaiian Electric Industries Inc

Utilities
14.8K
New
$9.36 - $10.96 $139K - $162K
14.8K $157K
HLN
Haleon PLC

Healthcare
14.3K
New
$9.27 - $11.41 $133K - $163K
14.3K $148K
KEP
Korea Electric Power Corp

Utilities
10.3K
New
$7.24 - $14.63 $74.6K - $151K
10.3K $146K
VTRS
Viatris Inc

Healthcare
15.6K
New
$7.26 - $9.12 $114K - $143K
15.6K $139K
ASX
Ase Technology Holding Co., Ltd.

Technology
13.3K
New
$7.42 - $10.65 $98.8K - $142K
13.3K $137K
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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