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QUEST INVESTMENT MANAGEMENT LLC

Q4 2023 · 13F-HR

QUEST INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-02-13 · accession 0001036248-24-000004

$796.6M
Reported value
88
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
vangcasc3Vanguard Inst Index Fund - Sta$79.9M10.0%510,653CommonSOLE
594918104MSFTMicrosoft$52.4M6.58%139,288CommonNONE
037833100AAPLApple Inc$47.0M5.90%243,926CommonNONE
02079K107GOOGAlphabet Class C$30.4M3.81%215,529CommonNONE
023135106AMZNAmazon.com Inc$28.5M3.58%187,896CommonNONE
74348A467NOBLProShares S&P 500 Dividend Ari$23.6M2.97%248,247CommonSOLE
67066G104NVDANvidia Corp$21.4M2.69%43,286CommonNONE
464287408IVEiShares Tr S&P 500 Value ETF$20.5M2.58%118,032CommonSOLE
78464A409SPYGSPDR Portfolio S&P 500 Growth$20.5M2.58%315,332CommonSOLE
922908744VTVVanguard Index Fds Value ETF$19.4M2.43%129,667CommonSOLE
907818108UNPUnion Pacific Corp$19.3M2.42%78,607CommonNONE
58933Y105MRKMerck$16.9M2.12%155,097CommonNONE
464287465EFAiShares Tr MSCI EAFE Idx ETF$16.3M2.04%215,893CommonSOLE
92826C839VVisa$16.2M2.03%62,256CommonNONE
532457108LLYLilly Eli & Co Com$16.2M2.03%27,777CommonNONE
438516106HONHoneywell Int'l$15.9M1.99%75,668CommonNONE
98138H101WDAYWorkday Inc$15.7M1.98%57,047CommonNONE
79466L302CRMSalesforce$15.6M1.96%59,431CommonNONE
040413106ANETEURArista Networks Inc$15.6M1.96%66,318CommonNONE
461202103INTUIntuit$15.6M1.96%24,959CommonNONE
032654105ADIAnalog Devices Inc$15.5M1.94%77,957CommonNONE
464285204IAUiShares Gold Trust ETF$15.5M1.94%396,021CommonSOLE
78409V104SPGIS&P Global$15.3M1.92%34,678CommonNONE
278865100ECLEcolab Inc$15.0M1.88%75,594CommonNONE
863667101SYKStryker Corp$14.9M1.87%49,624CommonNONE
91324P102UNHUnitedHealth Group$14.8M1.86%28,077CommonNONE
64110L106NFLXNetflix$14.5M1.82%29,698CommonNONE
922908611VBRVanguard Index Fds Sm Cap Valu$13.4M1.68%74,298CommonSOLE
922908595VBKVanguard Index Fds Sml Cp Grw$12.7M1.60%52,660CommonSOLE
437076102HDHome Depot Inc$12.5M1.57%36,073CommonNONE
464287101OEFiShares S&P 100 ETF$11.6M1.46%52,005CommonSOLE
855244109SBUXStarbucks$9.8M1.23%102,284CommonNONE
57636Q104MAMastercard Inc$8.9M1.12%20,835CommonNONE
031100100AMEAmetek Inc$8.6M1.08%51,970CommonNONE
22160K105COSTCostco Wholesale Corp$8.2M1.02%12,355CommonNONE
88160R101TSLATesla Inc$6.7M0.84%27,069CommonNONE
922908629VOVanguard Index Fds Mid Cap ETF$6.7M0.84%28,736CommonSOLE
922908751VBVanguard Index Fds Small Cp ET$6.1M0.76%28,371CommonSOLE
921946406VYMVanguard High Dividend Yield E$6.0M0.76%53,903CommonSOLE
464288687PFFiShares U.S. Preferred Stock$5.5M0.70%177,528CommonSOLE
931142103WMTWal-Mart Stores Inc$4.2M0.53%26,580CommonSOLE
26875P101EOGEOG Resources$3.5M0.43%28,563CommonNONE
30303M102METAMeta Platforms$3.3M0.41%9,280CommonNONE
46137V357RSPInvesco S&P 500 Equal Weight E$2.7M0.34%17,413CommonSOLE
G1151C101ACNAccenture Plc$2.7M0.34%7,830CommonNONE
40171V100GWREGuidewire Software$2.3M0.28%20,676CommonNONE
00724F101ADBEAdobe Inc$2.2M0.28%3,759CommonNONE
464287234EEMiShares Tr MSCI Emerg Mkt ETF$2.2M0.28%55,359CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets$2.2M0.28%40,000CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$2.1M0.27%25,264CommonSOLE
609839105MPWRMonolithic Power Systems$2.1M0.26%3,315CommonNONE
697435105PANWPalo Alto Networks$2.1M0.26%7,022CommonNONE
149123101CATCaterpillar Inc$2.1M0.26%6,968CommonSOLE
22160N109CSGPCostar Group Inc$1.8M0.22%20,058CommonNONE
459200101IBMIBM$1.7M0.22%10,684CommonSOLE
872540109TJXTJX Corp$1.7M0.22%18,268CommonNONE
G54950103LINLinde plc$1.6M0.21%4,017CommonNONE
550021109LULULululemon Athletica In Com$1.6M0.20%3,183CommonNONE
G6095L109Aptiv PLC$1.6M0.20%17,727CommonNONE
67103H107ORLYO'Reilly Automotive$1.6M0.20%1,673CommonNONE
09857L108BKNGBooking Holdings$1.6M0.20%445CommonNONE
002824100ABTAbbott Laboratories$1.6M0.20%14,306CommonNONE
883556102TMOThermo Fisher Scientific$1.6M0.20%2,937CommonNONE
580135101MCDMcDonalds Corp$1.5M0.19%5,215CommonNONE
45168D104IDXXIdexx Labs Inc Com$1.5M0.19%2,770CommonNONE
452327109ILMNIllumina Inc Com$1.5M0.19%10,725CommonNONE
40412C101HCAHCA Healthcare$1.4M0.18%5,319CommonNONE
110122108BMYBristol-Myers Squibb Co$1.4M0.18%28,000CommonSOLE
742718109PGProcter & Gamble$1.3M0.17%8,987CommonNONE
780259305SHELShell plc$1.3M0.17%20,000CommonSOLE
713448108PEPPepsico$1.3M0.16%7,383CommonNONE
30231G102XOMExxon Mobil$829,8340.10%8,300CommonSOLE
369604301GEGeneral Electric Co$756,2080.09%5,925CommonSOLE
922908769VTIVanguard Total Stock Market ET$551,0750.07%2,323CommonSOLE
458140100INTCIntel Corp$522,6000.07%10,400CommonSOLE
46090E103QQQInvesco QQQ Trust$478,3190.06%1,168CommonSOLE
949746804WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp$370,5300.05%310CommonSOLE
00206R102TAT&T Inc$344,4770.04%20,529CommonSOLE
92343V104VZVerizon Communications$339,3000.04%9,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF$316,5560.04%666CommonSOLE
464287200IVViShares Core S&P 500 ETF$273,6820.03%573CommonSOLE
427096508HTGCHercules Capital Inc$235,2970.03%14,115CommonSOLE
464287622IWBiShares TR Russell 1000 ETF$229,4770.03%875CommonSOLE
902973304USBUS Bancorp$223,1950.03%5,157CommonSOLE
031162100AMGNAmgen Inc$222,3510.03%772CommonSOLE
235851102DHRDanaher$215,8400.03%933CommonSOLE
806857108SLBSchlumberger Ltd$208,1600.03%4,000CommonSOLE
46138E511PGXInvesco Preferred ETF$119,7470.02%10,440CommonSOLE

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.