SIMON QUICK ADVISORS, LLC
Top Portfolio Positions
198 positions ·
$634,996,213 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
276,686 | $179,939,973 | 28.34% |
| AAPL |
Apple Inc.
Technology
|
277,854 | $70,516,566 | 11.11% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
159,075 | $33,130,550 | 5.22% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
428,627 | $20,895,566 | 3.29% |
| MSFT |
Microsoft Corp
Technology
|
40,439 | $14,969,304 | 2.36% |
| PFS |
Provident Financial Services Inc
Financial Services
|
600,000 | $12,696,000 | 2.00% |
| HUBB |
Hubbell Inc
Industrials
|
23,781 | $11,670,287 | 1.84% |
| META |
Meta Platforms, Inc.
Communication Services
|
18,742 | $10,722,860 | 1.69% |
| XOM |
Exxon Mobil Corp
Energy
|
61,565 | $10,445,117 | 1.64% |
| INSM |
INSMED Inc
Healthcare
|
50,065 | $8,186,628 | 1.29% |
Holdings in EVN
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,126 | 10,771 | Shares | Sole | 2026-05-06 | |
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