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 301–350 of 390
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CLIR | CLEARSIGN TECHNOLOGIES CORP | 603K | $100K–$500K | SH |
| CSTL | CASTLE BIOSCIENCES INC | 9K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC | 615 | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 404 | $100K–$500K | SH |
| VST | VISTRA CORP | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 10K | $100K–$500K | SH |
| CSX | CSX CORP | 8K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 12K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 502 | $100K–$500K | SH |
| AM | ANTERO MIDSTREAM CORP | 16K | $100K–$500K | SH |
| ROL | ROLLINS INC | 5K | $100K–$500K | SH |
| IMSR | TERRESTRIAL ENERGY INC | 45K | $100K–$500K | SH |
| MNKD | MANNKIND CORP | 48K | $100K–$500K | SH |
| CWEN | CLEARWAY ENERGY INC | 8K | $100K–$500K | SH |
| DBEF | DBX ETF TR | 6K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 303 | $100K–$500K | SH |
| PINS | PINTEREST INC | 10K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| EMXC | ISHARES INC | 4K | $100K–$500K | SH |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| OSW | ONESPAWORLD HOLDINGS LIMITED | 12K | $100K–$500K | SH |
| EUAD | SPINNAKER ETF SERIES | 6K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 10K | $100K–$500K | SH |
| GTLS | CHART INDS INC | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 4K | $100K–$500K | SH |
| WCC | WESCO INTL INC | 996 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| HEI | HEICO CORP NEW | 731 | $100K–$500K | SH |
| MPLX | MPLX LP | 4K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 424 | $100K–$500K | SH |
| INSE | INSPIRED ENTMT INC | 25K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |