QUEST INVESTMENT MANAGEMENT LLC Q1 2019 Filing

Filed May 14, 2019

Portfolio Value

$760.7M

Holdings

101

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,177$44.4M5.84%
2
AAPLApple
120,358$22.9M3.01%
3
MSFTMicrosoft
193,083$22.8M2.99%
4
AMZNAmazon
12,389$22.1M2.90%
5
GOOGAlphabet Class C
17,720$20.8M2.73%
6
IVEiShares Tr S&P 500 Value ETF
179,915$20.3M2.67%
7
UNPUnion Pacific Corp
115,320$19.3M2.53%
8
METAFacebook Inc Cl A
113,588$18.9M2.49%
9
ACNAccenture Ltd
105,823$18.6M2.45%
10
WMWaste Management
178,347$18.5M2.44%
11
MMM3M Company
84,087$17.5M2.30%
12
TMOThermo Fisher Scientific
62,371$17.1M2.24%
13
JPMJ P Morgan Chase & Co
167,722$17.0M2.23%
14
MAMastercard Inc
71,372$16.8M2.21%
15
UNHUnitedhealth Group
67,793$16.8M2.20%
16
IDXXIdexx Labs Inc Com
74,831$16.7M2.20%
17
VVisa
106,446$16.6M2.19%
18
SYKStryker Corp
84,071$16.6M2.18%
19
HONHoneywell Int'l
104,297$16.6M2.18%
20
INTUIntuit
62,507$16.3M2.15%
21
TJXTJX Corp
304,353$16.2M2.13%
22
ORCLOracle
301,520$16.2M2.13%
23
ADBEAdobe Inc.
60,703$16.2M2.13%
24
HDHome Depot Inc
83,649$16.1M2.11%
25
NKENike Inc Cl B
189,444$16.0M2.10%
26
WDAYWorkday Inc Class A
82,720$16.0M2.10%
27
CRMSalesforce
100,324$15.9M2.09%
28
ECLEcolab Inc
89,444$15.8M2.08%
29
PEPPepsico
127,798$15.7M2.06%
30
TXNTexas Instruments
147,118$15.6M2.05%
31
VBKVanguard Index Fds Sml Cp Grw
80,125$14.4M1.89%
32
IWDiShares Russell 1000 Value ETF
103,970$12.8M1.69%
33
EFAiShares Tr MSCI EAFE Idx ETF
186,737$12.1M1.59%
34
VBRVanguard Index Fds Sm Cap Valu
86,445$11.1M1.46%
35
IAUUSDiShares Gold Trust ETF
897,765$11.1M1.46%
36
NFLXNetflix
30,994$11.1M1.45%
37
BABoeing
23,504$9.0M1.18%
38
VTVVanguard Index Fds Value ETF
47,440$5.1M0.67%
39
VOVanguard Index Fds Mid Cap ETF
30,302$4.9M0.64%
40
BMYBristol-Myers Squibb Co
92,324$4.4M0.58%
41
VNQVanguard Real Estate ETF
49,901$4.3M0.57%
42
SDYSPDR Series S&P Dividend ETF
40,716$4.0M0.53%
43
KOCoca-Cola
86,060$4.0M0.53%
44
NOBLProShares S&P 500 Dividend Ari
59,100$4.0M0.53%
45
OEFiShares S&P 100 ETF
31,523$3.9M0.52%
46
VYMVanguard High Dividend Yield E
45,681$3.9M0.51%
47
BLKCHFBlackrock Inc
8,424$3.6M0.47%
48
JKHYJack Henry & Assoc
24,617$3.4M0.45%
49
DHRDanaher
25,554$3.4M0.44%
50
VRSKVerisk Analytics Inc Cl A
25,274$3.4M0.44%
51
WSTWest Pharmaceutical Services I
29,975$3.3M0.43%
52
LMTLockheed Martin Corp Com
10,715$3.2M0.42%
53
BCMLBayCom Corp
137,040$3.1M0.41%
54
SBUXStarbucks
40,978$3.0M0.40%
55
DISWalt Disney
25,132$2.8M0.37%
56
GWREGuidewire Software
27,830$2.7M0.36%
57
ITGartner Inc
17,467$2.6M0.35%
58
YUMYum! Brands
25,882$2.6M0.34%
59
CSGPCostar Group Inc
5,443$2.5M0.33%
60
ORLYO'Reilly Automotive
6,497$2.5M0.33%
61
MARMarriott Intl Inc New Cl A
20,148$2.5M0.33%
62
ADIAnalog Devices Inc
23,438$2.5M0.32%
63
BACVerizon Communications
40,418$2.4M0.31%
64
WMTWal-Mart Stores Inc
24,300$2.4M0.31%
65
PFFiShares U.S. Preferred Stock
63,937$2.3M0.31%
66
BKNGBooking Holdings
1,242$2.2M0.28%
67
STZConstellation Brands
12,352$2.2M0.28%
68
EOGEOG Resources
22,285$2.1M0.28%
69
PLDPrologis, Inc.
25,380$1.8M0.24%
70
CMCSAComcast Corporation Class A
45,660$1.8M0.24%
71
PGProcter & Gamble
17,358$1.8M0.24%
72
MRKMerck
18,000$1.5M0.20%
73
IBMIBM
10,000$1.4M0.19%
74
VBVanguard Index Fds Small Cp ET
8,705$1.3M0.17%
75
RDS/ARoyal Dutch Shell PLC Spons AD
20,000$1.3M0.16%
76
SPOTSpotify Technology
8,568$1.2M0.16%
77
CATCaterpillar Inc
7,608$1.0M0.14%
78
TAT&T Inc
31,197$978K0.13%
79
ABTAbbott Labs
11,282$902K0.12%
80
GILDGilead Sciences Inc
11,123$723K0.10%
81
XOMExxon Mobil
8,500$687K0.09%
82
INTCIntel Corp
10,559$567K0.07%
83
NDQInvesco QQQ Trust
2,985$536K0.07%
84
AMTAmerican Tower Corp Reit
2,610$514K0.07%
85
Wells Fargo B 5.25 Pfd
20,785$509K0.07%
86
GEGeneral Electric Co
47,400$474K0.06%
87
COSTCostco
1,865$452K0.06%
88
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
347$448K0.06%
89
PGXInvesco Preferred ETF
28,840$418K0.05%
90
AMGNAmgen Inc.
2,192$416K0.05%
91
ROKRockwell Automation
2,110$370K0.05%
92
CICigna Corp
2,131$343K0.05%
93
JPCNuveen Preferred & Income Opp.
30,000$286K0.04%
94
XLFSelect Sector Financial Select
10,700$275K0.04%
95
CELGCelgene Corp
2,880$272K0.04%
96
USBUS Bancorp
5,157$249K0.03%
97
SCHWCharles Schwab
5,750$246K0.03%
98
PG4Principal Financial
4,600$231K0.03%
99
EBAEbay
5,790$215K0.03%
100
HTGCHercules Capital Inc
15,900$201K0.03%
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