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QUEST INVESTMENT MANAGEMENT LLC

Q2 2023 · 13F-HR

QUEST INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2023-08-11 · accession 0001036248-23-000004

$733.2M
Reported value
87
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
vangcasc3Vanguard Inst Index Fund - Sta$74.0M10.1%510,653CommonSOLE
594918104MSFTMicrosoft$37.0M5.04%108,517CommonNONE
037833100AAPLApple Inc$36.0M4.91%185,488CommonNONE
02079K107GOOGAlphabet Class C$25.5M3.48%210,701CommonNONE
74348A467NOBLProShares S&P 500 Dividend Ari$21.5M2.94%228,367CommonSOLE
67066G104NVDANvidia Corp$20.7M2.82%48,870CommonNONE
464287408IVEiShares Tr S&P 500 Value ETF$19.0M2.60%118,032CommonSOLE
78464A409SPYGSPDR Portfolio S&P 500 Growth$17.9M2.44%292,679CommonSOLE
922908744VTVVanguard Index Fds Value ETF$17.8M2.43%125,466CommonSOLE
023135106AMZNAmazon.com Inc$17.4M2.37%133,300CommonNONE
464287465EFAiShares Tr MSCI EAFE Idx ETF$15.6M2.12%214,777CommonSOLE
464285204IAUiShares Gold Trust ETF$14.4M1.97%396,021CommonSOLE
58933Y105MRKMerck$14.4M1.96%124,613CommonNONE
57636Q104MAMastercard Inc$13.6M1.85%34,485CommonNONE
099502106BAHBooz Allen Hamilton Hldg$13.5M1.84%120,784CommonNONE
92826C839VVisa$13.5M1.83%56,649CommonNONE
040413106ANETEURArista Networks Inc$13.2M1.80%81,606CommonNONE
438516106HONHoneywell Int'l$13.2M1.80%63,636CommonNONE
00724F101ADBEAdobe Inc$13.1M1.79%26,871CommonNONE
747525103QCOMQualcomm$13.1M1.79%110,071CommonNONE
98138H101WDAYWorkday Inc$13.1M1.78%57,865CommonNONE
461202103INTUIntuit$13.0M1.78%28,477CommonNONE
032654105ADIAnalog Devices Inc$13.0M1.78%66,952CommonNONE
697435105PANWPalo Alto Networks$13.0M1.78%51,014CommonNONE
91324P102UNHUnitedHealth Group$12.4M1.69%25,835CommonNONE
45168D104IDXXIdexx Labs Inc Com$12.4M1.69%24,716CommonNONE
872540109TJXTJX Corp$12.4M1.69%146,240CommonNONE
78409V104SPGIS&P Global$12.3M1.68%30,707CommonNONE
863667101SYKStryker Corp$12.3M1.68%40,340CommonNONE
922908611VBRVanguard Index Fds Sm Cap Valu$12.3M1.68%74,298CommonSOLE
855244109SBUXStarbucks$12.3M1.67%123,951CommonNONE
713448108PEPPepsico$12.2M1.67%66,039CommonNONE
278865100ECLEcolab Inc$12.2M1.66%65,379CommonNONE
580135101MCDMcDonalds Corp$12.2M1.66%40,853CommonNONE
256677105DGDollar Gen Corp Com$12.1M1.65%71,371CommonNONE
922908595VBKVanguard Index Fds Sml Cp Grw$12.1M1.65%52,660CommonSOLE
464287101OEFiShares S&P 100 ETF$9.7M1.33%47,035CommonSOLE
922908629VOVanguard Index Fds Mid Cap ETF$6.5M0.88%29,359CommonSOLE
922908751VBVanguard Index Fds Small Cp ET$5.9M0.80%29,440CommonSOLE
464288687PFFiShares U.S. Preferred Stock$5.5M0.75%178,658CommonSOLE
921946406VYMVanguard High Dividend Yield E$4.9M0.67%46,135CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$4.6M0.62%56,406CommonSOLE
931142103WMTWal-Mart Stores Inc$4.2M0.57%26,580CommonSOLE
81369Y308XLPConsumer Staples Select Sector$3.8M0.52%51,675CommonSOLE
235851102DHRDanaher$3.4M0.46%14,124CommonNONE
883556102TMOThermo Fisher Scientific$3.3M0.44%6,242CommonNONE
478160104JNJJohnson & Johnson$3.1M0.43%18,849CommonNONE
26875P101EOGEOG Resources$3.0M0.40%25,818CommonNONE
907818108UNPUnion Pacific Corp$2.9M0.40%14,400CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$2.9M0.40%22,168CommonSOLE
G1151C101ACNAccenture Plc$2.7M0.37%8,760CommonNONE
031100100AMEAmetek Inc$2.5M0.34%15,270CommonNONE
882508104TXNTexas Instruments$2.4M0.32%13,085CommonNONE
40171V100GWREGuidewire Software$2.3M0.32%30,650CommonNONE
464287234EEMiShares Tr MSCI Emerg Mkt ETF$2.1M0.29%52,863CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets$2.1M0.28%40,000CommonSOLE
110122108BMYBristol-Myers Squibb Co$1.8M0.25%28,175CommonSOLE
149123101CATCaterpillar Inc$1.8M0.24%7,193CommonSOLE
22160N109CSGPCostar Group Inc$1.6M0.22%17,744CommonNONE
002824100ABTAbbott Laboratories$1.5M0.21%14,124CommonNONE
031162100AMGNAmgen Inc$1.5M0.21%6,832CommonNONE
532457108LLYLilly Eli & Co Com$1.5M0.21%3,206CommonNONE
742718109PGProcter & Gamble$1.5M0.20%9,581CommonNONE
988498101YUMYum! Brands$1.4M0.20%10,425CommonNONE
22160K105COSTCostco Wholesale Corp$1.4M0.20%2,668CommonNONE
459200101IBMIBM$1.4M0.19%10,684CommonSOLE
191216100KOCoca-Cola$1.4M0.19%23,678CommonNONE
40412C101HCAHCA Healthcare$1.4M0.19%4,512CommonNONE
437076102HDHome Depot Inc$1.4M0.19%4,408CommonNONE
G6095L109Aptiv PLC$1.3M0.18%13,115CommonNONE
518439104ELEstee Lauder Cos$1.3M0.18%6,788CommonNONE
550021109LULULululemon Athletica In Com$1.3M0.18%3,519CommonNONE
780259305SHELShell plc$1.2M0.16%20,000CommonSOLE
G54950103LINLinde plc$1.2M0.16%3,122CommonNONE
723787107PXDEURPioneer Natural Res$1.2M0.16%5,666CommonNONE
30231G102XOMExxon Mobil$890,1750.12%8,300CommonSOLE
369604301GEGeneral Electric Co$650,8610.09%5,925CommonSOLE
46090E103QQQInvesco QQQ Trust$401,9290.05%1,088CommonSOLE
949746804WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp$357,1200.05%310CommonSOLE
458140100INTCIntel Corp$347,7760.05%10,400CommonSOLE
92343V104VZVerizon Communications$342,1480.05%9,200CommonSOLE
00206R102TAT&T Inc$341,9840.05%21,441CommonSOLE
922908769VTIVanguard Total Stock Market ET$322,2820.04%1,463CommonSOLE
78462F103SPYSPDR S&P 500 ETF$295,2240.04%666CommonSOLE
464287200IVViShares Core S&P 500 ETF$210,8210.03%473CommonSOLE
427096508HTGCHercules Capital Inc$208,9020.03%14,115CommonSOLE
46138E511PGXInvesco Preferred ETF$145,5930.02%12,805CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.