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Manager record

Simon Quick Advisors, Llc

Morristown, NJ · CIK 1692038 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.48BReported 13F valueQ2 2026 · as filed
421Holdings listed
+13.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $2.0B$2.0BQ2 2025360 holdingsQ3 2025: $2.2B$2.2BQ3 2025397 holdingsQ4 2025: $2.3B$2.3BQ4 2025390 holdingsQ1 2026: $2.2B$2.2BQ1 2026378 holdingsQ2 2026: $2.5B$2.5BQ2 2026421 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$2.48B · 421 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$2.19B · 378 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$2.29B · 390 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$2.21B · 397 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR/A · period Q2 2025

$1.98B · 360 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$2.48B · 813 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology