QUEST INVESTMENT MANAGEMENT LLC
CIK: 1036248SEC EDGAR →
Portfolio Value
$147.6B
Holdings
122
As of
Q1 2026
New Positions
121
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR Portfolio S&P 500 Growth | 270,056 | $26.4B | 17.92% |
| 2 | iShares Tr MSCI EAFE Idx ETF | 240,523 | $23.4B | 15.83% |
| 3 | iShares Gold Trust ETF | 212,782 | $18.8B | 12.71% |
| 4 | Goldman Sachs Equal Weight U.S | 151,622 | $12.8B | 8.70% |
| 5 | FTSE All-World ex-US Index Fun | 169,766 | $12.7B | 8.64% |
| 6 | Netflix | 85,826 | $8.3B | 5.59% |
| 7 | O'Reilly Automotive | 83,582 | $7.7B | 5.23% |
| 8 | iShares U.S. Preferred Stock | 177,000 | $5.4B | 3.64% |
| 9 | Uber Technologies Inc | 67,372 | $4.8B | 3.28% |
| 10 | Boston Scientific Corp Com | 66,454 | $4.2B | 2.83% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $83.8B | 56.8% |
| Unknown | 9 | $19.7B | 13.3% |
| Consumer Cyclical | 7 | $11.3B | 7.7% |
| Communication Services | 6 | $9.1B | 6.2% |
| Healthcare | 11 | $7.6B | 5.2% |
| Energy | 10 | $6.9B | 4.7% |
| Technology | 17 | $5.1B | 3.4% |
| Utilities | 7 | $1.8B | 1.3% |
| Industrials | 14 | $1.1B | 0.8% |
| Consumer Defensive | 3 | $1.1B | 0.7% |
| Basic Materials | 2 | $9.2M | 0.0% |
| Real Estate | 2 | $6.9M | 0.0% |