SIMON QUICK ADVISORS, LLC Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$2.5T

Holdings

813

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (813 positions)

#StockSharesValue% PortfolioType
101
VIGVANGUARD SPECIALIZED FUNDS
16,314$3.3B0.13%
102
IWOISHARES TR
11,664$3.3B0.13%
103
SCHDSCHWAB STRATEGIC TR
125,617$3.3B0.13%
104
4I1PHILIP MORRIS INTL INC
18,256$3.3B0.13%
105
BJBJS WHSL CLUB HLDGS INC
30,335$3.3B0.13%
106
XELXCEL ENERGY INC
47,892$3.3B0.13%
107
BACVERIZON COMMUNICATIONS INC
74,549$3.2B0.13%
108
AQLTISHARES TR
24,075$3.2B0.13%
109
COMPCOMPASS INC
499,608$3.1B0.13%
110
INTUINTUIT
3,929$3.1B0.12%
111
COFCAPITAL ONE FINL CORP
14,469$3.1B0.12%
112
GILDGILEAD SCIENCES INC
27,392$3.0B0.12%
113
SPDWSPDR INDEX SHS FDS
74,891$3.0B0.12%
114
GDGENERAL DYNAMICS CORP
10,007$2.9B0.12%
115
IWMISHARES TR
13,523$2.9B0.12%
116
ACWXISHARES TR
47,332$2.9B0.12%
117
RTXRTX CORPORATION
19,702$2.9B0.12%
118
GQ9SPDR GOLD TR
9,371$2.9B0.11%
119
LINLINDE PLC
6,066$2.8B0.11%
120
BKNGBOOKING HOLDINGS INC
491$2.8B0.11%
121
WELLWELLTOWER INC
18,341$2.8B0.11%
122
PNFPPINNACLE FINL PARTNERS INC
25,309$2.8B0.11%
123
VTWOVANGUARD SCOTTSDALE FDS
31,982$2.8B0.11%
124
HCAHCA HEALTHCARE INC
7,147$2.7B0.11%
125
VICIVICI PPTYS INC
83,988$2.7B0.11%
126
VCITVANGUARD SCOTTSDALE FDS
32,423$2.7B0.11%
127
PLTRPALANTIR TECHNOLOGIES INC
19,691$2.7B0.11%
128
FUTYFIDELITY COVINGTON TRUST
50,219$2.6B0.11%
129
UBERUBER TECHNOLOGIES INC
28,289$2.6B0.11%
130
GSGOLDMAN SACHS GROUP INC
3,626$2.6B0.10%
131
CSCOCISCO SYS INC
36,832$2.6B0.10%
132
VCSHVANGUARD SCOTTSDALE FDS
31,635$2.5B0.10%
133
MLMMARTIN MARIETTA MATLS INC
4,552$2.5B0.10%
134
PEPPEPSICO INC
18,831$2.5B0.10%
135
GEGE AEROSPACE
9,598$2.5B0.10%
136
ISRGINTUITIVE SURGICAL INC
4,546$2.5B0.10%
137
SPEMSPDR INDEX SHS FDS
57,481$2.5B0.10%
138
TSMTAIWAN SEMICONDUCTOR MFG LTD
10,812$2.4B0.10%
139
ORCLORACLE CORP
11,189$2.4B0.10%
140
VONGVANGUARD SCOTTSDALE FDS
22,016$2.4B0.10%
141
EDCONSOLIDATED EDISON INC
22,903$2.3B0.09%
142
CPRTCOPART INC
45,071$2.2B0.09%
143
SUBISHARES TR
20,732$2.2B0.09%
144
KOCOCA COLA CO
30,540$2.2B0.09%
145
PG4PRINCIPAL FINANCIAL GROUP IN
27,134$2.2B0.09%
146
IVEISHARES TR
10,948$2.1B0.09%
147
SCHXSCHWAB STRATEGIC TR
86,938$2.1B0.09%
148
ACNACCENTURE PLC IRELAND
7,031$2.1B0.08%
149
VSSVANGUARD INTL EQUITY INDEX F
15,602$2.1B0.08%
150
IGMISHARES TR
18,562$2.1B0.08%
151
SESEA LTD
12,707$2.0B0.08%
152
MGVVANGUARD WORLD FD
15,479$2.0B0.08%
153
DISDISNEY WALT CO
16,272$2.0B0.08%
154
VXUSVANGUARD STAR FDS
29,128$2.0B0.08%
155
VAWVANGUARD WORLD FD
10,131$2.0B0.08%
156
NOWSERVICENOW INC
1,885$1.9B0.08%
157
FDNFIRST TR EXCHANGE-TRADED FD
7,156$1.9B0.08%
158
ADPAUTOMATIC DATA PROCESSING IN
6,076$1.9B0.08%
159
VLUEISHARES TR
16,494$1.9B0.08%
160
TIPISHARES TR
16,852$1.9B0.07%
161
PGRPROGRESSIVE CORP
6,788$1.8B0.07%
162
FLLAFRANKLIN TEMPLETON ETF TR
81,998$1.8B0.07%
163
ASMLASML HOLDING N V
2,201$1.8B0.07%
164
MPMP MATERIALS CORP
52,901$1.8B0.07%
165
PANWPALO ALTO NETWORKS INC
8,393$1.7B0.07%
166
SLYVSPDR SERIES TRUST
21,509$1.7B0.07%
167
IBITISHARES BITCOIN TRUST ETF
28,019$1.7B0.07%
168
FCXFREEPORT-MCMORAN INC
38,795$1.7B0.07%
169
EFAISHARES TR
18,803$1.7B0.07%
170
BALLBALL CORP
29,807$1.7B0.07%
171
CRMSALESFORCE INC
6,100$1.7B0.07%
172
EWLISHARES INC
29,964$1.6B0.07%
173
SHMSPDR SERIES TRUST
33,999$1.6B0.07%
174
WFCWELLS FARGO CO NEW
20,246$1.6B0.07%
175
XLKSELECT SECTOR SPDR TR
6,401$1.6B0.07%
176
VOOGVANGUARD ADMIRAL FDS INC
4,084$1.6B0.07%
177
VBKVANGUARD INDEX FDS
5,813$1.6B0.06%
178
FIWFIRST TR EXCHANGE-TRADED FD
14,838$1.6B0.06%
179
IFRAISHARES TR
32,561$1.6B0.06%
180
BABOEING CO
7,581$1.6B0.06%
181
SCHGSCHWAB STRATEGIC TR
54,336$1.6B0.06%
182
AMDADVANCED MICRO DEVICES INC
11,067$1.6B0.06%
183
SKYYFIRST TR EXCHANGE TRADED FD
12,845$1.6B0.06%
184
PCYINVESCO EXCH TRADED FD TR II
76,125$1.6B0.06%
185
LRCXLAM RESEARCH CORP
15,730$1.5B0.06%
186
QCOMQUALCOMM INC
9,599$1.5B0.06%
187
SCZISHARES TR
20,980$1.5B0.06%
188
TJXTJX COS INC NEW
12,245$1.5B0.06%
189
SYKSTRYKER CORPORATION
3,816$1.5B0.06%
190
BSXBOSTON SCIENTIFIC CORP
14,032$1.5B0.06%
191
MGCVANGUARD WORLD FD
6,652$1.5B0.06%
192
CITHE CIGNA GROUP
4,443$1.5B0.06%
193
TXNTEXAS INSTRS INC
7,045$1.5B0.06%
194
KLACKLA CORP
1,629$1.5B0.06%
195
AZOAUTOZONE INC
391$1.5B0.06%
196
VBRVANGUARD INDEX FDS
7,351$1.4B0.06%
197
AMATAPPLIED MATLS INC
7,769$1.4B0.06%
198
SPTLSPDR SERIES TRUST
53,484$1.4B0.06%
199
AMGNAMGEN INC
5,073$1.4B0.06%
200
WABWABTEC
6,687$1.4B0.06%
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