QUEST INVESTMENT MANAGEMENT LLC
CIK: 0001036248SEC EDGAR →
Portfolio Value
$927.0M
Holdings
129
As of
Q4 2025
New Positions
133
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | 174,358 | $109.0M | 11.76% |
| 2 | Nvidia Corp | 336,513 | $62.0M | 6.69% |
| 3 | Microsoft | 98,459 | $47.0M | 5.07% |
| 4 | Apple Inc | 148,600 | $40.0M | 4.31% |
| 5 | iShares Tr S&P 500 Value ETF | 150,813 | $31.0M | 3.34% |
| 6 | Alphabet Class C | 91,319 | $28.0M | 3.02% |
| 7 | SPDR Portfolio S&P 500 Growth | 255,149 | $27.0M | 2.91% |
| 8 | Amazon.com Inc | 114,873 | $26.0M | 2.80% |
| 9 | Vanguard Index Fds Value ETF | 138,777 | $26.0M | 2.80% |
| 10 | Broadcom Inc | 74,619 | $25.0M | 2.70% |
Quarterly Changes
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $392.0M | 45.4% |
| Technology | 20 | $238.0M | 27.5% |
| Communication Services | 8 | $55.0M | 6.4% |
| Consumer Cyclical | 7 | $55.0M | 6.4% |
| Healthcare | 11 | $30.0M | 3.5% |
| Unknown | 12 | $29.0M | 3.4% |
| Industrials | 13 | $22.0M | 2.5% |
| Consumer Defensive | 2 | $16.0M | 1.9% |
| Basic Materials | 2 | $13.0M | 1.5% |
| Utilities | 7 | $7.0M | 0.8% |
| Real Estate | 2 | $4.0M | 0.5% |
| Energy | 9 | $3.0M | 0.3% |