13F
中
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SIMON QUICK ADVISORS, LLC

13F equity value
$2.2B
Positions
378
Top 10 concentration
46.7%
Quarters / total new picks
28 / 1,358
13F equity value over time
$0M$1B$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +5.0% per quarter — versus +3.6% per quarter from simply owning every 13F stock. It beat that baseline in only 60.7% of quarters (excess t = 1.24, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+5.3%
t-stat
1.24
Quarterly win rate
61%
Annualized excess
+6.0%
$1 → follow vs universe
$3.48 vs $2.43
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920181231: universe 0.94920190331: universe 0.93220190630: universe 1.00220190930: universe 1.07720191231: universe 0.86920200331: universe 1.04820200630: universe 1.15820200930: universe 1.42020201231: universe 1.48420210331: universe 1.49820210630: universe 1.61820220630: universe 1.49820220930: universe 1.61020221231: universe 1.49520230331: universe 1.57520230630: universe 1.51920230930: universe 1.72420231231: universe 1.80120240331: universe 1.84220240630: universe 2.00920240930: universe 1.99120241231: universe 1.85920250331: universe 2.02620250630: universe 2.09020250930: universe 2.35020251231: universe 2.431 20180331: follow 1.04620180630: follow 1.00420181231: follow 0.98020190331: follow 0.98520190630: follow 1.08120190930: follow 1.17420191231: follow 0.97420200331: follow 1.09620200630: follow 1.25720200930: follow 1.42620201231: follow 1.46120210331: follow 1.48920210630: follow 1.72520220630: follow 1.50020220930: follow 1.57720221231: follow 1.57120230331: follow 1.62720230630: follow 1.64120230930: follow 1.86220231231: follow 1.90320240331: follow 1.97720240630: follow 2.14320240930: follow 2.14320241231: follow 2.09720250331: follow 2.18020250630: follow 2.24920250930: follow 3.09120251231: follow 3.480 0.80 2.28 3.76 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 378 · 2026 Q1

Ticker Value Weight QoQ
SPY $180M
8.2%
TRIM
VUG $137M
6.3%
TRIM
VTV $130M
5.9%
ADD
IWF $106M
4.8%
HOLD
VOO $90M
4.1%
HOLD
SPYV $87M
4.0%
HOLD
IVV $86M
3.9%
HOLD
AAPL $71M
3.2%
TRIM
VEA $70M
3.2%
ADD
JAAA $65M
3.0%
HOLD
ITOT $63M
2.9%
HOLD
VWO $36M
1.6%
ADD
VT $34M
1.6%
TRIM
AMZN $33M
1.5%
TRIM
IEFA $32M
1.5%
TRIM
IEMG $31M
1.4%
TRIM
IWD $30M
1.4%
HOLD
VTI $24M
1.1%
HOLD
VB $23M
1.0%
ADD
BAC $21M
1.0%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AIRRALBALTIARKQBNDWBOXXBXSLCALFCMECNQCVSDRIEEEFVEVFFLRFPEIGSBINSMJEPQLAMRLMTMRVLNUVORIPAYXPEGPJPPYLDRSP

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.