QUEST INVESTMENT MANAGEMENT LLC

CIK: 0001036248SEC EDGAR →

Portfolio Value

$927K

Holdings

129

As of

Q4 2025

New Positions

133

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Nvidia Corp

336,513$62.0M
6688.24%
2

Microsoft

98,459$47.0M
5070.12%
3

Apple Inc

148,600$40.0M
4314.99%
4

iShares Tr S&P 500 Value ETF

150,813$31.0M
3344.12%
5

Alphabet Class C

91,319$28.0M
3020.50%
6

SPDR Portfolio S&P 500 Growth

255,149$27.0M
2912.62%
7

Amazon.com Inc

114,873$26.0M
2804.75%
8

Vanguard Index Fds Value ETF

138,777$26.0M
2804.75%
9

Broadcom Inc

74,619$25.0M
2696.87%
10

iShares Tr MSCI EAFE Idx ETF

240,560$23.0M
2481.12%

Quarterly Changes

Top Buys

SPYG↑ Increased
$27.0M
VTV↑ Increased
$26.0M
EFA↑ Increased
$23.0M
IWF↑ Increased
$19.0M
RSP↑ Increased
$16.0M

Top Sells

NVDA↓ Decreased
$61.9M
MSFT↓ Decreased
$47.0M
AAPL↓ Decreased
$40.0M
GOOG↓ Decreased
$28.0M
AMZN↓ Decreased
$26.0M

New Positions (5)

$15.0M · 67K shares
$4.0M · 35K shares
$109K · 174K shares
$0 · 6K shares
$0 · 12K shares

Closed Positions (10)

Vanguard Inst Index Fund - Sta
$114K · 511K shares
$16K · 53K shares
$1K · 7K shares
$1K · 3K shares
$933 · 4K shares
$576 · 9K shares
$418 · 34K shares
$210 · 2K shares
$205 · 875 shares
$202 · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services36$275.1M40.3%
Technology20$231.0M33.9%
Consumer Cyclical7$49.0M7.2%
Communication Services8$37.0M5.4%
Industrials13$22.0M3.2%
Unknown12$21.0M3.1%
Healthcare11$19.0M2.8%
Basic Materials2$13.0M1.9%
Consumer Defensive2$8.0M1.2%
Real Estate2$4.0M0.6%
Energy9$3.0M0.4%
Utilities7$7K0.0%