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Steven Pisano

@Simon Quick Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.67BTotal holdings492
Assets growth rate5.49%Assets growth rate (2-Q avg)8.64%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Simon Quick Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 492 positions.

Assets under management

The assets under management (AUM) of Simon Quick Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.67B in assets, with a quarterly growth rate of 5.49% and a 2-quarter average growth rate of 8.64%. The portfolio is managed by Steven Pisano, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CVXChevron Corp New
Recent Activity
Increased 20.23%
0.07%
$1.116M
7,703 shares@ $144.85 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 8.12%
0.07%
$1.113M
2,132 shares@ $521.97 avg price
BDXBecton Dickinson & Co
Recent Activity
Increased 3%
0.07%
$1.108M
4,883 shares@ $226.87 avg price
AZOAutozone Inc
Recent Activity
Increased 1.86%
0.07%
$1.057M
330 shares@ $3202.0 avg price
SPGIS&p Global Inc
Recent Activity
Increased 6.77%
0.07%
$1.014M
2,036 shares@ $498.04 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 1.82%
0.06%
$991,452
5,287 shares@ $187.53 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 12.27%
0.06%
$988,068
4,374 shares@ $225.9 avg price
GEGe Aerospace
Recent Activity
Increased 1.42%
0.06%
$968,388
5,806 shares@ $166.8 avg price
WFCWells Fargo Co New
Recent Activity
Increased 18.39%
0.06%
$966,881
13,765 shares@ $70.25 avg price
TRMBTrimble Inc
Recent Activity
Increased 34.08%
0.06%
$963,378
13,634 shares@ $70.66 avg price