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 INSE
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,250 | 25,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $234,000 | 25,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $234,500 | 25,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $204,250 | 25,000 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $214,499 | 25,117 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $226,250 | 25,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $231,750 | 25,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $228,750 | 25,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $246,500 | 25,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $247,000 | 25,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $299,000 | 25,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $367,750 | 25,000 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $319,750 | 25,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $316,750 | 25,000 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $220,750 | 25,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $215,250 | 25,000 | Shares | Sole | 2022-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||