QUEST INVESTMENT MANAGEMENT LLC Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$849.1M

Holdings

91

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (91 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,177$62.0M7.30%
2
MSFTMicrosoft
202,873$52.1M6.14%
3
AAPLApple Inc
370,196$50.6M5.96%
4
AMZNAmazon.com Inc
283,974$30.2M3.55%
5
GOOGAlphabet Class C
11,911$26.1M3.07%
6
IVEiShares Tr S&P 500 Value ETF
179,915$24.7M2.91%
7
NOBLProShares S&P 500 Dividend Ari
246,719$21.1M2.48%
8
VTVVanguard Index Fds Value ETF
154,553$20.4M2.40%
9
TSLATesla Inc
22,944$15.5M1.82%
10
UNPUnion Pacific Corp
70,805$15.1M1.78%
11
EFAiShares Tr MSCI EAFE Idx ETF
225,382$14.1M1.66%
12
UNHUnitedhealth Group
27,273$14.0M1.65%
13
IAU*iShares Gold Trust ETF
396,021$13.6M1.60%
14
ACNAccenture Plc
43,646$12.1M1.43%
15
VVisa
61,484$12.1M1.43%
16
MAMastercard Inc
38,075$12.0M1.41%
17
BABoeing
87,169$11.9M1.40%
18
PEPPepsico
70,436$11.7M1.38%
19
METAMeta Platforms
72,747$11.7M1.38%
20
IQVIqvia Hldgs Inc
53,975$11.7M1.38%
21
DHRDanaher
46,151$11.7M1.38%
22
ECLEcolab Inc
75,836$11.7M1.37%
23
ZTSZoetis Inc
67,375$11.6M1.36%
24
PYPLPaypal
165,517$11.6M1.36%
25
IDXXIdexx Labs Inc Com
32,883$11.5M1.36%
26
AMGNAmgen Inc
47,165$11.5M1.35%
27
JNJJohnson & Johnson
64,206$11.4M1.34%
28
SYKStryker Corp
57,011$11.3M1.34%
29
PANWPalo Alto Networks
22,789$11.3M1.33%
30
MCDMcDonalds Corp
45,590$11.3M1.33%
31
INTUIntuit
29,120$11.2M1.32%
32
TXNTexas Instruments
72,906$11.2M1.32%
33
ADBEAdobe Inc
30,562$11.2M1.32%
34
NVDANvidia Corp
73,790$11.2M1.32%
35
VBRVanguard Index Fds Sm Cap Valu
74,298$11.1M1.31%
36
ADIAnalog Devices Inc
76,070$11.1M1.31%
37
NKENike Inc Cl B
107,402$11.0M1.29%
38
TEAMAtlassian Corporation Plc
58,391$10.9M1.29%
39
EOGEOG Resources
97,045$10.7M1.26%
40
TJXTJX Corp
191,456$10.7M1.26%
41
GOOGLAlphabet Class A
4,849$10.6M1.24%
42
APTVAptiv PLC
117,768$10.5M1.24%
43
CBChubb Corp Com
52,918$10.4M1.23%
44
VBKVanguard Index Fds Sml Cp Grw
52,660$10.4M1.22%
45
ASMLASML Hldg Nv N Y Shs
21,787$10.4M1.22%
46
SPGIS&P Global
28,002$9.4M1.11%
47
VOVanguard Index Fds Mid Cap ETF
36,303$7.2M0.84%
48
VBVanguard Index Fds Small Cp ET
36,736$6.5M0.76%
49
PFFiShares U.S. Preferred Stock
180,440$5.9M0.70%
50
VYMVanguard High Dividend Yield E
57,968$5.9M0.69%
51
OEFiShares S&P 100 ETF
33,400$5.8M0.68%
52
XLREReal Estate Select Sector SPDR
121,072$4.9M0.58%
53
HONHoneywell Int'l
24,156$4.2M0.49%
54
PGProcter & Gamble
27,896$4.0M0.47%
55
TMOThermo Fisher Scientific
6,995$3.8M0.45%
56
ABTAbbott Laboratories
34,879$3.8M0.45%
57
XLEEnergy Select Sector SPDR Fund
50,737$3.6M0.43%
58
XLFIMaterials Select Sector SPDR E
49,166$3.6M0.43%
59
NOWServicenow Inc
7,334$3.5M0.41%
60
COSTCostco Wholesale Corp
7,219$3.5M0.41%
61
HDHome Depot Inc
12,355$3.4M0.40%
62
QCOMQualcomm
26,439$3.4M0.40%
63
CRMSalesforce
20,421$3.4M0.40%
64
HUBSHubspot Inc
11,159$3.4M0.40%
65
DGDollar Gen Corp Com
13,557$3.3M0.39%
66
DISWalt Disney
34,951$3.3M0.39%
67
CMGChipotle Mexican Grill
2,503$3.3M0.39%
68
WMTWal-Mart Stores Inc
26,580$3.2M0.38%
69
CSGPCostar Group Inc
50,465$3.0M0.36%
70
XLFIConsumer Staples Select Sector
42,223$3.0M0.36%
71
XLFSelect Sector Financial Select
95,653$3.0M0.35%
72
BCMLBayCom Corp
137,040$2.8M0.33%
73
BMYBristol-Myers Squibb Co
28,175$2.2M0.26%
74
MRKMerck
18,000$1.6M0.19%
75
IBMIBM
10,684$1.5M0.18%
76
XLVHealth Care Select Sector SPDR
11,445$1.5M0.17%
77
CATCaterpillar Inc
7,588$1.4M0.16%
78
MCOMoodys Corp Com
3,885$1.1M0.12%
79
SHELShell plc
20,000$1.0M0.12%
80
XOMExxon Mobil
8,300$711K0.08%
81
BACVerizon Communications
11,869$602K0.07%
82
ICFiShares Cohen & Steers REIT ET
8,820$536K0.06%
83
TAT&T Inc
23,789$499K0.06%
84
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
321$390K0.05%
85
INTCIntel Corp
10,400$389K0.05%
86
GEGeneral Electric Co
5,925$377K0.04%
87
NDQInvesco QQQ Trust
1,088$305K0.04%
88
SPYSPDR S&P 500 ETF
666$251K0.03%
89
USBUS Bancorp
5,157$237K0.03%
90
HTGCHercules Capital Inc
15,315$207K0.02%
91
PGXInvesco Preferred ETF
14,140$174K0.02%