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 251–300 of 390
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHC | SCHWAB STRATEGIC TR | 12K | $500K+ | SH |
| BX | BLACKSTONE INC | 3K | $500K+ | SH |
| INTU | INTUIT | 775 | $500K+ | SH |
| TLT | ISHARES TR | 6K | $500K+ | SH |
| IWP | ISHARES TR | 4K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 4K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| PRIM | PRIMORIS SVCS CORP | 4K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| VSAT | VIASAT INC | 12K | $100K–$500K | SH |
| AR | ANTERO RESOURCES CORP | 12K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 894 | $100K–$500K | SH |
| PLNT | PLANET FITNESS INC | 4K | $100K–$500K | SH |
| IBDV | ISHARES TR | 19K | $100K–$500K | SH |
| IBDT | ISHARES TR | 16K | $100K–$500K | SH |
| IBDS | ISHARES TR | 17K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 995 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| SHE | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 2K | $100K–$500K | SH |
| IBDU | ISHARES TR | 17K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| IGM | ISHARES TR | 3K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| IBDW | ISHARES TR | 17K | $100K–$500K | SH |
| KLAC | KLA CORP | 298 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| CLMT | CALUMET INC | 18K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 956 | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 7K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 5K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 663 | $100K–$500K | SH |
| SRE | SEMPRA | 4K | $100K–$500K | SH |
| DE | DEERE & CO | 732 | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 1K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |