SIMON QUICK ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VZ | 50K | $2.19M |
 | MDT | 48K | $4.60M |
 | DEI | 48K | $743.66K |
 | MNKD | 48K | $255.61K |
 | WMT | 47K | $4.84M |
 | XEL | 45K | $3.62M |
 | MSFT | 44K | $22.62M |
 | ARCC | 44K | $888.35K |
 | CCI | 37K | $3.54M |
 | NXGL | 36K | $87.14K |
 | CPRT | 35K | $1.59M |
 | GOOG | 34K | $8.38M |
 | MS | 34K | $5.40M |
 | EMR | 33K | $4.34M |
 | ADAP | 30K | $3.90K |
 | JPM | 30K | $9.34M |
 | BJ | 29K | $2.73M |
 | FCX | 28K | $1.11M |
 | QXO | 27K | $521.00K |
 | AVGO | 27K | $8.99M |
Verizon Communications Inc.
VZ
Shares Held
50K
Value
$2.19M
Medtronic plc
MDT
Shares Held
48K
Value
$4.60M
Douglas Emmett, Inc.
DEI
Shares Held
48K
Value
$743.66K
MannKind Corporation
MNKD
Shares Held
48K
Value
$255.61K
Walmart Inc.
WMT
Shares Held
47K
Value
$4.84M
Xcel Energy Inc.
XEL
Shares Held
45K
Value
$3.62M
Microsoft Corporation
MSFT
Shares Held
44K
Value
$22.62M
Ares Capital Corporation
ARCC
Shares Held
44K
Value
$888.35K
Crown Castle Inc.
CCI
Shares Held
37K
Value
$3.54M
NEXGEL, Inc.
NXGL
Shares Held
36K
Value
$87.14K
Copart, Inc.
CPRT
Shares Held
35K
Value
$1.59M
Alphabet Inc.
GOOG
Shares Held
34K
Value
$8.38M
Morgan Stanley
MS
Shares Held
34K
Value
$5.40M
Emerson Electric Co.
EMR
Shares Held
33K
Value
$4.34M
Adaptimmune Therapeutics plc
ADAP
Shares Held
30K
Value
$3.90K
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.34M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
29K
Value
$2.73M
Freeport-McMoRan Inc.
FCX
Shares Held
28K
Value
$1.11M
QXO Inc
QXO
Shares Held
27K
Value
$521.00K
Broadcom Inc.
AVGO
Shares Held
27K
Value
$8.99M