Simon Quick Advisors, LLC has filed its Form 13F-HR, disclosing the equity securities held by the firm as of the close of business on September 30, 2026. The filing lists a total of 455 positions held by the firm, managed out of its office in Morristown, New Jersey.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The firm holds significant stakes in companies such as Apple Inc., with 88,625,332 shares; Microsoft Corporation, with 76,386,600 shares; and Amazon.com Inc., with 38,419,927 shares. The firm also holds substantial positions in NVIDIA Corporation, Broadcom Inc., and Eli Lilly & Co.
A significant portion of the portfolio is allocated to ETFs, including the iShares Core S&P Total U.S. Stock Market ETF, the iShares Core S&P 500 ETF, and the Invesco QQQ Trust. The filing also includes positions in various sectors, including financial services (e.g., JPMorgan Chase & Co., Bank of America Corp.), energy (e.g., Exxon Mobil Corporation, Chevron Corporation), and healthcare (e.g., UnitedHealth Group, Eli Lilly & Co.).
The filing was signed by Steven Pisano, the Chief Compliance Officer of Simon Quick Advisors, LLC.
