SEC Form 13F · Q1 2026

SIMON QUICK ADVISORS, LLC

Institutional Holdings Report

13F-HRNJ
$2.2B
Portfolio Value
378
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
SIMON QUICK ADVISORS, LLC
CIK
1692038
Accession No.
0001692038-26-000003
Location
MORRISTOWN, NJ
Form Type
13F-HR
Portfolio Value
$2.2B
Holdings Reported
378
Reporting Period
Q1 2026
Filed
May 6, 2026

About this Filing

SIMON QUICK ADVISORS, LLC is an institutional investment manager based in MORRISTOWN, NJ reporting approximately $2.2B in 13(f) securities across 378 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.