Long-term investor

Simon Quick Advisors, LLC @simonquickadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001692038).

Record

  • Tracked since 2025-06-30 (450 days), 54 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.0% · 1 year n/a · all -0.1%
  • Max drawdown n/a · win rate 48% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 8.4% · long · since 2025-06-30
  • 922908736 · 6.7% · long · since 2025-06-30
  • 922908744 · 6.1% · long · since 2025-06-30
  • 464287614 · 5.0% · long · since 2025-06-30
  • 922908363 · 4.5% · long · since 2025-06-30
  • 464287200 · 4.1% · long · since 2025-06-30
  • 78464A508 · 3.7% · long · since 2025-06-30
  • 921943858 · 3.3% · long · since 2025-06-30
  • AAPL · 3.1% · long · since 2025-06-30
  • 464287150 · 2.9% · long · since 2025-06-30
  • 47103U845 · 2.5% · long · since 2025-06-30
  • 922042742 · 1.5% · long · since 2025-06-30

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