QUEST INVESTMENT MANAGEMENT LLC Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$733.2B

Holdings

87

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,653$74.0B10.10%
2
MSFTMicrosoft
108,517$37.0B5.04%
3
AAPLApple Inc
185,488$36.0B4.91%
4
GOOGAlphabet Class C
210,701$25.5B3.48%
5
NOBLProShares S&P 500 Dividend Ari
228,367$21.5B2.94%
6
NVDANvidia Corp
48,870$20.7B2.82%
7
IVEiShares Tr S&P 500 Value ETF
118,032$19.0B2.60%
8
SPYGSPDR Portfolio S&P 500 Growth
292,679$17.9B2.44%
9
VTVVanguard Index Fds Value ETF
125,466$17.8B2.43%
10
AMZNAmazon.com Inc
133,300$17.4B2.37%
11
EFAiShares Tr MSCI EAFE Idx ETF
214,777$15.6B2.12%
12
IAU*iShares Gold Trust ETF
396,021$14.4B1.97%
13
MRKMerck
124,613$14.4B1.96%
14
MAMastercard Inc
34,485$13.6B1.85%
15
BAHBooz Allen Hamilton Hldg
120,784$13.5B1.84%
16
VVisa
56,649$13.5B1.83%
17
ANETEURArista Networks Inc
81,606$13.2B1.80%
18
HONHoneywell Int'l
63,636$13.2B1.80%
19
ADBEAdobe Inc
26,871$13.1B1.79%
20
QCOMQualcomm
110,071$13.1B1.79%
21
WDAYWorkday Inc
57,865$13.1B1.78%
22
INTUIntuit
28,477$13.0B1.78%
23
ADIAnalog Devices Inc
66,952$13.0B1.78%
24
PANWPalo Alto Networks
51,014$13.0B1.78%
25
UNHUnitedHealth Group
25,835$12.4B1.69%
26
IDXXIdexx Labs Inc Com
24,716$12.4B1.69%
27
TJXTJX Corp
146,240$12.4B1.69%
28
SPGIS&P Global
30,707$12.3B1.68%
29
SYKStryker Corp
40,340$12.3B1.68%
30
VBRVanguard Index Fds Sm Cap Valu
74,298$12.3B1.68%
31
SBUXStarbucks
123,951$12.3B1.67%
32
PEPPepsico
66,039$12.2B1.67%
33
ECLEcolab Inc
65,379$12.2B1.66%
34
MCDMcDonalds Corp
40,853$12.2B1.66%
35
DGDollar Gen Corp Com
71,371$12.1B1.65%
36
VBKVanguard Index Fds Sml Cp Grw
52,660$12.1B1.65%
37
OEFiShares S&P 100 ETF
47,035$9.7B1.33%
38
VOVanguard Index Fds Mid Cap ETF
29,359$6.5B0.88%
39
VBVanguard Index Fds Small Cp ET
29,440$5.9B0.80%
40
PFFiShares U.S. Preferred Stock
178,658$5.5B0.75%
41
VYMVanguard High Dividend Yield E
46,135$4.9B0.67%
42
XLEEnergy Select Sector SPDR Fund
56,406$4.6B0.62%
43
WMTWal-Mart Stores Inc
26,580$4.2B0.57%
44
XLFIConsumer Staples Select Sector
51,675$3.8B0.52%
45
DHRDanaher
14,124$3.4B0.46%
46
TMOThermo Fisher Scientific
6,242$3.3B0.44%
47
JNJJohnson & Johnson
18,849$3.1B0.43%
48
EOGEOG Resources
25,818$3.0B0.40%
49
UNPUnion Pacific Corp
14,400$2.9B0.40%
50
XLVHealth Care Select Sector SPDR
22,168$2.9B0.40%
51
ACNAccenture Plc
8,760$2.7B0.37%
52
AMEAmetek Inc
15,270$2.5B0.34%
53
TXNTexas Instruments
13,085$2.4B0.32%
54
GWREGuidewire Software
30,650$2.3B0.32%
55
EEMiShares Tr MSCI Emerg Mkt ETF
52,863$2.1B0.29%
56
EMXCiShares MSCI Emerging Markets
40,000$2.1B0.28%
57
BMYBristol-Myers Squibb Co
28,175$1.8B0.25%
58
CATCaterpillar Inc
7,193$1.8B0.24%
59
CSGPCostar Group Inc
17,744$1.6B0.22%
60
ABTAbbott Laboratories
14,124$1.5B0.21%
61
AMGNAmgen Inc
6,832$1.5B0.21%
62
LLYLilly Eli & Co Com
3,206$1.5B0.21%
63
PGProcter & Gamble
9,581$1.5B0.20%
64
YUMYum! Brands
10,425$1.4B0.20%
65
COSTCostco Wholesale Corp
2,668$1.4B0.20%
66
IBMIBM
10,684$1.4B0.19%
67
KOCoca-Cola
23,678$1.4B0.19%
68
HCAHCA Healthcare
4,512$1.4B0.19%
69
HDHome Depot Inc
4,408$1.4B0.19%
70
APTVAptiv PLC
13,115$1.3B0.18%
71
ELEstee Lauder Cos
6,788$1.3B0.18%
72
LULULululemon Athletica In Com
3,519$1.3B0.18%
73
SHELShell plc
20,000$1.2B0.16%
74
LINLinde plc
3,122$1.2B0.16%
75
PXDEURPioneer Natural Res
5,666$1.2B0.16%
76
XOMExxon Mobil
8,300$890.2M0.12%
77
GEGeneral Electric Co
5,925$650.9M0.09%
78
NDQInvesco QQQ Trust
1,088$401.9M0.05%
79
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
310$357.1M0.05%
80
INTCIntel Corp
10,400$347.8M0.05%
81
BACVerizon Communications
9,200$342.1M0.05%
82
TAT&T Inc
21,441$342.0M0.05%
83
VTIVanguard Total Stock Market ET
1,463$322.3M0.04%
84
SPYSPDR S&P 500 ETF
666$295.2M0.04%
85
IVViShares Core S&P 500 ETF
473$210.8M0.03%
86
HTGCHercules Capital Inc
14,115$208.9M0.03%
87
PGXInvesco Preferred ETF
12,805$145.6M0.02%