QUEST INVESTMENT MANAGEMENT LLC Q2 2018 Filing

Filed August 6, 2018

Portfolio Value

$669.8M

Holdings

107

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,177$42.1M6.28%
2
IVEiShares Tr S&P 500 Value ETF
179,915$19.8M2.96%
3
MSFTMicrosoft
198,436$19.6M2.92%
4
AAPLApple
104,504$19.3M2.89%
5
AMZNAmazon
11,093$18.9M2.82%
6
GOOGAlphabet Class C
15,388$17.2M2.56%
7
ACNAccenture Ltd
93,476$15.3M2.28%
8
METAFacebook Inc Cl A
76,768$14.9M2.23%
9
ORCLOracle
334,720$14.7M2.20%
10
VBKVanguard Index Fds Sml Cp Grw
80,125$14.1M2.10%
11
WMWaste Management
170,940$13.9M2.08%
12
SPGIS&P Global
68,043$13.9M2.07%
13
MAMastercard Inc
70,354$13.8M2.06%
14
VVisa
104,336$13.8M2.06%
15
JPMJ P Morgan Chase & Co
131,177$13.7M2.04%
16
INTUIntuit
65,781$13.4M2.01%
17
BIIBBiogen
45,899$13.3M1.99%
18
VRSKVerisk Analytics Inc Cl A
123,609$13.3M1.99%
19
BABoeing
39,564$13.3M1.98%
20
CRMSalesforce
97,080$13.2M1.98%
21
HONHoneywell Int'l
90,976$13.1M1.96%
22
TMOThermo Fisher Scientific
63,243$13.1M1.96%
23
LMTLockheed Martin Corp Com
44,310$13.1M1.95%
24
TJXTJX Corp
136,516$13.0M1.94%
25
HDHome Depot Inc
66,419$13.0M1.93%
26
TXNTexas Instruments
117,507$13.0M1.93%
27
UNHUnitedhealth Group
52,181$12.8M1.91%
28
SYKStryker Corp
75,578$12.8M1.91%
29
BKNGBooking Holdings
6,272$12.7M1.90%
30
EBAEbay
348,906$12.7M1.89%
31
APTVAptiv PLC
137,468$12.6M1.88%
32
ADIAnalog Devices Inc
130,299$12.5M1.87%
33
IWDiShares Russell 1000 Value ETF
101,975$12.4M1.85%
34
EFAiShares Tr MSCI EAFE Idx ETF
184,747$12.4M1.85%
35
VBRVanguard Index Fds Sm Cap Valu
86,445$11.7M1.75%
36
NFLXNetflix
29,794$11.7M1.74%
37
CMCSAComcast Corporation Class A
279,986$9.2M1.37%
38
IAUUSDiShares Gold Trust ETF
480,090$5.8M0.86%
39
VTVVanguard Index Fds Value ETF
47,440$4.9M0.74%
40
VOVanguard Index Fds Mid Cap ETF
30,295$4.8M0.71%
41
COMTiShares Commodities Select Str
119,320$4.7M0.70%
42
UNPUnion Pacific Corp
32,847$4.7M0.69%
43
VNQVanguard Real Estate ETF
48,385$3.9M0.59%
44
BMYBristol-Myers Squibb Co
70,851$3.9M0.59%
45
BCMLBayCom Corp
137,040$3.4M0.51%
46
BLKCHFBlackrock Inc
6,751$3.4M0.50%
47
PFFiShares U.S. Preferred Stock
89,056$3.4M0.50%
48
ECLEcolab Inc
22,918$3.2M0.48%
49
EMNEastman Chem Co
31,548$3.2M0.47%
50
DISWalt Disney
26,639$2.8M0.42%
51
SBUXStarbucks
56,087$2.7M0.41%
52
GWWWW Grainger Inc
8,645$2.7M0.40%
53
MMM3M Company
13,459$2.6M0.40%
54
ITGartner Inc
19,709$2.6M0.39%
55
ADBEAdobe Systems
10,570$2.6M0.38%
56
CSGPCostar Group Inc
6,220$2.6M0.38%
57
WSTWest Pharmaceutical Services I
25,717$2.6M0.38%
58
PANWPalo Alto Networks
12,401$2.5M0.38%
59
DHRDanaher
25,809$2.5M0.38%
60
MARMarriott Intl Inc New Cl A
19,541$2.5M0.37%
61
DALDelta Air Lines
49,762$2.5M0.37%
62
MCDMcDonalds Corp
15,659$2.5M0.37%
63
SDYSPDR Series S&P Dividend ETF
25,888$2.4M0.36%
64
IDXXIdexx Labs Inc Com
10,881$2.4M0.35%
65
VYMVanguard High Dividend Yield E
28,381$2.4M0.35%
66
ILMNIllumina Inc Com
8,416$2.4M0.35%
67
NOBLProShares S&P 500 Dividend Ari
36,558$2.3M0.34%
68
EOGEOG Resources
16,825$2.1M0.31%
69
WMTWal-Mart Stores Inc
24,300$2.1M0.31%
70
SLBSchlumberger Ltd
25,487$1.7M0.26%
71
STZConstellation Brands
7,120$1.6M0.23%
72
KOCoca-Cola
33,628$1.5M0.22%
73
VBVanguard Index Fds Small Cp ET
9,088$1.4M0.21%
74
IBMIBM
10,000$1.4M0.21%
75
GILDGilead Sciences Inc
19,677$1.4M0.21%
76
NVSNNovartis ADR
18,453$1.4M0.21%
77
RDS/ARoyal Dutch Shell PLC Spons AD
20,000$1.4M0.21%
78
CWBSPDR Barclays Convertible Secu
25,227$1.3M0.20%
79
BACVerizon Communications
26,180$1.3M0.20%
80
MRKMerck
18,000$1.1M0.16%
81
CATCaterpillar Inc
7,608$1.0M0.15%
82
TAT&T Inc
32,092$1.0M0.15%
83
ABTAbbott Labs
12,612$769K0.11%
84
AXPAmerican Express Co
7,720$757K0.11%
85
CVSCVS Health Corporation
11,694$753K0.11%
86
XOMExxon Mobil
8,500$703K0.10%
87
GEGeneral Electric Co
47,400$645K0.10%
88
NDQInvesco QQQ Trust
3,140$539K0.08%
89
INTCIntel Corp
10,559$525K0.08%
90
Wells Fargo B 5.25 Pfd
20,785$515K0.08%
91
PGXInvesco Preferred ETF
31,105$453K0.07%
92
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
347$437K0.07%
93
AMGNAmgen Inc.
2,192$405K0.06%
94
COSTCostco
1,865$390K0.06%
95
AMTAmerican Tower Corp Reit
2,680$386K0.06%
96
ROKRockwell Automation
2,190$364K0.05%
97
CICigna Corp
2,068$351K0.05%
98
SCHWCharles Schwab
5,750$294K0.04%
99
XLFSelect Sector Financial Select
10,700$285K0.04%
100
JPCNuveen Preferred & Income Opp.
30,000$280K0.04%
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