Universe · entity
QUEST INVESTMENT MANAGEMENT LLC
Institutional manager (13F) · CIK 1036248
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $771M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | $106M | 178,094 |
| 2 | Vanguard Index Fds Value ETF | $58M | 297,204 |
| 3 | Nvidia Corp | $55M | 317,632 |
| 4 | Apple Inc | $37M | 144,558 |
| 5 | Microsoft | $36M | 98,072 |
| 6 | SPDR Portfolio S&P 500 Growth | $26M | 270,056 |
| 7 | Alphabet Class C | $26M | 89,645 |
| 8 | iShares Tr MSCI EAFE Idx ETF | $23M | 240,523 |
| 9 | Broadcom Inc | $21M | 68,243 |
| 10 | Amazon.com Inc | $21M | 99,837 |
| 11 | iShares Gold Trust ETF | $19M | 212,782 |
| 12 | iShares TR Russell 1000 Growth | $18M | 41,173 |
| 13 | Invesco S&P 500 Equal Weight E | $17M | 87,333 |
| 14 | Vanguard Russell 2000 Value Et | $16M | 97,643 |
| 15 | Meta Platforms | $16M | 28,131 |
| 16 | Vanguard Russell 2000 Growth E | $15M | 66,964 |
| 17 | iShares S&P 100 ETF | $15M | 46,975 |
| 18 | Goldman Sachs Equal Weight U.S | $13M | 151,622 |
| 19 | ProShares S&P 500 Dividend Ari | $13M | 120,387 |
| 20 | FTSE All-World ex-US Index Fun | $13M | 169,766 |
| 21 | Lilly Eli & Co Com | $11M | 12,037 |
| 22 | Wal-Mart Stores Inc | $10M | 79,740 |
| 23 | Tesla Inc | $9M | 24,802 |
| 24 | GE Vernova Inc | $9M | 10,542 |
| 25 | Vanguard High Dividend Yield E | $9M | 58,308 |
| 26 | Netflix | $8M | 85,826 |
| 27 | Visa | $8M | 26,031 |
| 28 | J P Morgan Chase & Co | $8M | 26,587 |
| 29 | O'Reilly Automotive | $8M | 83,582 |
| 30 | Eaton Corp Com | $8M | 21,149 |
| 31 | Costco Wholesale Corp | $7M | 7,400 |
| 32 | GE Aerospace | $7M | 25,136 |
| 33 | Vanguard Index Fds Mid Cap ETF | $7M | 24,820 |
| 34 | Palo Alto Networks | $7M | 44,434 |
| 35 | Mastercard Inc | $7M | 13,697 |
| 36 | Amphenol Corp | $7M | 53,167 |
| 37 | Monolithic Power Systems | $7M | 6,061 |
| 38 | Vanguard Index Fds Small Cp ET | $6M | 24,735 |
| 39 | Danaher | $6M | 34,025 |
| 40 | Prologis Inc | $6M | 48,590 |
| 41 | Arista Networks Inc | $6M | 49,219 |
| 42 | Palantir Technologies Inc Cl A | $6M | 38,666 |
| 43 | iShares U.S. Preferred Stock | $5M | 177,000 |
| 44 | ServiceNow Inc | $5M | 50,933 |
| 45 | Caterpillar Inc | $5M | 6,968 |
| 46 | Uber Technologies Inc | $5M | 67,372 |
| 47 | Ecolab Inc | $5M | 18,064 |
| 48 | Applied Matls Inc Com | $5M | 14,012 |
| 49 | Guidewire Software | $5M | 30,117 |
| 50 | Linde plc | $4M | 8,860 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.