SIMON QUICK ADVISORS, LLC
Top Portfolio Positions
199 positions ·
$643,543,191 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
276,686 | $179,939,973 | 27.96% | |
| AAPL |
Apple Inc.
Technology
|
277,854 | $70,516,566 | 10.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
159,075 | $33,130,550 | 5.15% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
428,627 | $20,895,566 | 3.25% | |
| MSFT |
Microsoft Corp
Technology
|
40,439 | $14,969,304 | 2.33% | |
| PFS |
Provident Financial Services Inc
Financial Services
|
600,000 | $12,696,000 | 1.97% | |
| HUBB |
Hubbell Inc
Industrials
|
23,781 | $11,670,287 | 1.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
18,742 | $10,722,860 | 1.67% | |
| XOM |
Exxon Mobil Corp
Energy
|
61,565 | $10,445,117 | 1.62% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,172 | $8,708,022 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALTI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,895 | 25,938 | Shares | Sole | 2026-05-06 | |
| 2024-12-31 | $70,820 | 16,059 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $60,060 | 16,059 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $213,917 | 41,059 | Shares | Sole | 2024-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||