CIK 1692038
SIMON QUICK ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
390
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 390
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | 27K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 10K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| QDEF | FLEXSHARES TR | 10K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 4K | $500K+ | SH |
| BHVN | BIOHAVEN LTD | 70K | $500K+ | SH |
| ZG | ZILLOW GROUP INC | 11K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| AGG | ISHARES TR | 8K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| TDTT | FLEXSHARES TR | 30K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 814 | $500K+ | SH |
| RWR | SPDR SERIES TRUST | 7K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 14K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 8K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| ABT | ABBOTT LABS | 6K | $500K+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 17K | $500K+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 6K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| DGS | WISDOMTREE TR | 12K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 3K | $500K+ | SH |
| DTM | DT MIDSTREAM INC | 6K | $500K+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 2K | $500K+ | SH |
| GBDC | GOLUB CAP BDC INC | 47K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| EEMS | ISHARES INC | 9K | $500K+ | SH |
| GEV | GE VERNOVA INC | 922 | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 4K | $500K+ | SH |
| EWD | ISHARES INC | 12K | $500K+ | SH |
| SHEL | SHELL PLC | 8K | $500K+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 50K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| MIR | MIRION TECHNOLOGIES INC | 24K | $500K+ | SH |
| ASML | ASML HOLDING N V | 518 | $500K+ | SH |
| IWB | ISHARES TR | 1K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $500K+ | SH |
| QXO | QXO INC | 28K | $500K+ | SH |
| DEI | DOUGLAS EMMETT INC | 48K | $500K+ | SH |
| DKS | DICKS SPORTING GOODS INC | 3K | $500K+ | SH |