Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
QUEST INVESTMENT MANAGEMENT LLC (CIK 1036248) reported $855.9M across 115 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($137.2M, 16.03%), VTV ($62.0M, 7.25%), NVDA ($49.9M, 5.83%), GOOG ($38.4M, 4.49%), SPYG ($29.3M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $137.2M | 16.03% | 199,754 | Added |
| 2 | VTV | Vanguard Morningstar Value ETF | $62.0M | 7.25% | 284,636 | Trimmed |
| 3 | NVDA | Nvidia Corp | $49.9M | 5.83% | 249,225 | Trimmed |
| 4 | GOOG | Alphabet Class C | $38.4M | 4.49% | 108,654 | Added |
| 5 | SPYG | SPDR Portfolio S&P 500 Growth | $29.3M | 3.43% | 246,422 | Trimmed |
| 6 | EFA | iShares Tr MSCI EAFE Idx ETF | $25.4M | 2.97% | 244,709 | Added |
| 7 | AAPL | Apple Inc | $20.8M | 2.43% | 71,955 | Trimmed |
| 8 | AVGO | Broadcom Inc | $20.2M | 2.36% | 53,553 | Trimmed |
| 9 | VTWG | Vanguard Russell 2000 Growth E | $19.3M | 2.25% | 66,964 | Hold |
| 10 | VTWV | Vanguard Russell 2000 Value ET | $19.1M | 2.23% | 97,643 | Hold |
| 11 | MSFT | Microsoft | $18.0M | 2.10% | 48,173 | Trimmed |
| 12 | RSP | Invesco S&P 500 Equal Weight E | $17.8M | 2.07% | 83,440 | Trimmed |
| 13 | IAU | iShares Gold Trust ETF | $16.1M | 1.88% | 212,782 | Hold |
| 14 | OEF | iShares S&P 100 ETF | $16.1M | 1.88% | 44,014 | Trimmed |
| 15 | GSEW | Goldman Sachs Equal Weight U.S | $13.7M | 1.61% | 145,523 | Trimmed |
| 16 | MU | Micron Technology Inc Com | $12.5M | 1.46% | 10,857 | Added |
| 17 | VEU | FTSE All-World ex-US Index Fun | $12.2M | 1.42% | 145,461 | Trimmed |
| 18 | LLY | Lilly Eli & Co Com | $12.1M | 1.41% | 10,083 | Trimmed |
| 19 | META | Meta Platforms | $11.2M | 1.31% | 19,915 | Trimmed |
| 20 | AMZN | Amazon.com Inc | $11.2M | 1.31% | 47,007 | Trimmed |
| 21 | IWF | iShares TR Russell 1000 Growth | $10.8M | 1.26% | 86,659 | Added |
| 22 | GE | GE Aerospace | $9.4M | 1.10% | 25,123 | Trimmed |
| 23 | GEV | GE Vernova Inc | $9.3M | 1.09% | 7,937 | Trimmed |
| 24 | AMAT | Applied Matls Inc Com | $9.1M | 1.06% | 12,541 | Trimmed |
| 25 | WMT | Wal-Mart Stores Inc | $9.0M | 1.06% | 79,740 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30