SIMON QUICK ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLMT | 18K | $329.16K |
 | VIK | 17K | $1.06M |
 | GILD | 17K | $1.85M |
 | PLUG | 17K | $38.71K |
 | LIND | 16K | $206.31K |
 | ADBE | 16K | $5.68M |
 | WELL | 15K | $2.70M |
 | ETN | 15K | $5.67M |
 | UBER | 15K | $1.46M |
 | PEP | 15K | $2.07M |
 | JNJ | 14K | $2.52M |
 | CSTL | 14K | $308.81K |
 | PSKY | 13K | $255.21K |
 | ENVX | 13K | $131.54K |
 | AMT | 13K | $2.52M |
 | CSCO | 13K | $891.86K |
 | CNM | 12K | $657.80K |
 | OSW | 12K | $258.25K |
 | GD | 12K | $4.13M |
 | ET | 12K | $206.54K |
Calumet, Inc.
CLMT
Shares Held
18K
Value
$329.16K
Viking Holdings Ltd
VIK
Shares Held
17K
Value
$1.06M
Gilead Sciences, Inc.
GILD
Shares Held
17K
Value
$1.85M
Plug Power Inc.
PLUG
Shares Held
17K
Value
$38.71K
Lindblad Expeditions Holdings, Inc.
LIND
Shares Held
16K
Value
$206.31K
Adobe Inc.
ADBE
Shares Held
16K
Value
$5.68M
Welltower Inc.
WELL
Shares Held
15K
Value
$2.70M
Eaton Corporation plc
ETN
Shares Held
15K
Value
$5.67M
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.46M
PepsiCo, Inc.
PEP
Shares Held
15K
Value
$2.07M
Johnson & Johnson
JNJ
Shares Held
14K
Value
$2.52M
Castle Biosciences, Inc.
CSTL
Shares Held
14K
Value
$308.81K
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
13K
Value
$255.21K
Enovix Corporation
ENVX
Shares Held
13K
Value
$131.54K
American Tower Corporation
AMT
Shares Held
13K
Value
$2.52M
Cisco Systems, Inc.
CSCO
Shares Held
13K
Value
$891.86K
Core & Main, Inc.
CNM
Shares Held
12K
Value
$657.80K
OneSpaWorld Holdings Limited
OSW
Shares Held
12K
Value
$258.25K
General Dynamics Corporation
GD
Shares Held
12K
Value
$4.13M
Energy Transfer LP
ET
Shares Held
12K
Value
$206.54K