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 $856.8M across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($106.4M, 12.42%), VTV ($58.3M, 6.81%), NVDA ($55.4M, 6.47%), AAPL ($36.7M, 4.28%), MSFT ($36.3M, 4.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $106.4M | 12.42% | 178,094 | Added |
| 2 | VTV | Vanguard Index Fds Value ETF | $58.3M | 6.81% | 297,204 | Added |
| 3 | NVDA | Nvidia Corp | $55.4M | 6.47% | 317,632 | Trimmed |
| 4 | AAPL | Apple Inc | $36.7M | 4.28% | 144,558 | Trimmed |
| 5 | MSFT | Microsoft | $36.3M | 4.24% | 98,072 | Trimmed |
| 6 | SPYG | SPDR Portfolio S&P 500 Growth | $26.4M | 3.09% | 270,056 | Added |
| 7 | GOOG | Alphabet Class C | $25.7M | 3.00% | 89,645 | Trimmed |
| 8 | EFA | iShares Tr MSCI EAFE Idx ETF | $23.4M | 2.73% | 240,523 | Trimmed |
| 9 | AVGO | Broadcom Inc | $21.1M | 2.47% | 68,243 | Trimmed |
| 10 | AMZN | Amazon.com Inc | $20.8M | 2.43% | 99,837 | Trimmed |
| 11 | IAU | iShares Gold Trust ETF | $18.8M | 2.19% | 212,782 | Trimmed |
| 12 | IWF | iShares TR Russell 1000 Growth | $17.6M | 2.05% | 41,173 | Added |
| 13 | RSP | Invesco S&P 500 Equal Weight E | $16.8M | 1.96% | 87,333 | Added |
| 14 | VTWV | Vanguard Russell 2000 Value Et | $16.3M | 1.91% | 97,643 | New |
| 15 | META | Meta Platforms | $16.1M | 1.88% | 28,131 | Trimmed |
| 16 | VTWG | Vanguard Russell 2000 Growth E | $15.3M | 1.79% | 66,964 | Hold |
| 17 | OEF | iShares S&P 100 ETF | $14.9M | 1.74% | 46,975 | Hold |
| 18 | GSEW | Goldman Sachs Equal Weight U.S | $12.8M | 1.50% | 151,622 | Added |
| 19 | VEU | FTSE All-World ex-US Index Fun | $12.7M | 1.49% | 169,766 | Added |
| 20 | NOBL | ProShares S&P 500 Dividend Ari | $12.8M | 1.49% | 120,387 | Trimmed |
| 21 | LLY | Lilly Eli & Co Com | $11.1M | 1.29% | 12,037 | Added |
| 22 | WMT | Wal-Mart Stores Inc | $9.9M | 1.16% | 79,740 | Hold |
| 23 | TSLA | Tesla Inc | $9.2M | 1.08% | 24,802 | Trimmed |
| 24 | GEV | GE Vernova Inc | $9.2M | 1.07% | 10,542 | Trimmed |
| 25 | VYM | Vanguard High Dividend Yield E | $8.6M | 1.01% | 58,308 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31