QUEST INVESTMENT MANAGEMENT LLC Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$800.0M

Holdings

101

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,177$47.0M5.88%
2
MSFTMicrosoft
164,220$22.8M2.85%
3
AAPLApple
101,429$22.7M2.84%
4
GOOGAlphabet Class C
17,709$21.6M2.70%
5
IVEiShares Tr S&P 500 Value ETF
179,915$21.4M2.68%
6
AMZNAmazon
12,254$21.3M2.66%
7
KOCoca-Cola
323,541$17.6M2.20%
8
METAFacebook Inc Cl A
98,892$17.6M2.20%
9
WMWaste Management
150,101$17.3M2.16%
10
GILDGilead Sciences Inc
270,248$17.1M2.14%
11
ACNAccenture Ltd
88,676$17.1M2.13%
12
TMOThermo Fisher Scientific
55,896$16.3M2.03%
13
IDXXIdexx Labs Inc Com
59,563$16.2M2.02%
14
SYKStryker Corp
74,800$16.2M2.02%
15
ORCLOracle
292,349$16.1M2.01%
16
HONHoneywell Int'l
94,279$16.0M1.99%
17
PEPPepsico
116,039$15.9M1.99%
18
MAMastercard Inc
57,153$15.5M1.94%
19
JKHYJack Henry & Assoc
106,045$15.5M1.93%
20
ADBEAdobe Inc.
56,003$15.5M1.93%
21
INTUIntuit
58,132$15.5M1.93%
22
UNHUnitedhealth Group
71,037$15.4M1.93%
23
VMWEURVMware
102,469$15.4M1.92%
24
HDHome Depot Inc
66,238$15.4M1.92%
25
TXNTexas Instruments
118,251$15.3M1.91%
26
MARMarriott Intl Inc New Cl A
122,186$15.2M1.90%
27
ECLEcolab Inc
76,694$15.2M1.90%
28
VVisa
87,869$15.1M1.89%
29
CRMSalesforce
101,314$15.0M1.88%
30
DISWalt Disney
114,944$15.0M1.87%
31
VBKVanguard Index Fds Sml Cp Grw
80,125$14.6M1.82%
32
IWDiShares Russell 1000 Value ETF
109,348$14.0M1.75%
33
IAUUSDiShares Gold Trust ETF
897,765$12.7M1.58%
34
EFAiShares Tr MSCI EAFE Idx ETF
189,043$12.3M1.54%
35
APHAmphenol
126,400$12.2M1.52%
36
UNPUnion Pacific Corp
74,569$12.1M1.51%
37
NFLXNetflix
41,906$11.2M1.40%
38
VBRVanguard Index Fds Sm Cap Valu
86,445$11.1M1.39%
39
BABoeing
28,131$10.7M1.34%
40
NKENike Inc Cl B
111,281$10.5M1.31%
41
JPMJ P Morgan Chase & Co
85,144$10.0M1.25%
42
YUMYum! Brands
80,801$9.2M1.15%
43
XLREReal Estate Select Sector SPDR
162,804$6.4M0.80%
44
VTVVanguard Index Fds Value ETF
47,828$5.3M0.67%
45
VOVanguard Index Fds Mid Cap ETF
30,120$5.0M0.63%
46
VNQVanguard Real Estate ETF
46,704$4.4M0.54%
47
SDYSPDR Series S&P Dividend ETF
39,855$4.1M0.51%
48
NOBLProShares S&P 500 Dividend Ari
56,862$4.1M0.51%
49
VYMVanguard High Dividend Yield E
44,696$4.0M0.50%
50
OEFiShares S&P 100 ETF
29,790$3.9M0.49%
51
DHRDanaher
26,775$3.9M0.48%
52
WSTWest Pharmaceutical Services I
26,346$3.7M0.47%
53
VRSKVerisk Analytics Inc Cl A
21,300$3.4M0.42%
54
AMEAmetek Inc
36,185$3.3M0.42%
55
SBUXStarbucks
37,034$3.3M0.41%
56
PLDPrologis, Inc.
37,724$3.2M0.40%
57
LMTLockheed Martin Corp Com
8,177$3.2M0.40%
58
BCMLBayCom Corp
137,040$3.1M0.39%
59
PYPLPaypal
29,947$3.1M0.39%
60
WMTWal-Mart Stores Inc
24,300$2.9M0.36%
61
WDAYWorkday Inc Class A
16,944$2.9M0.36%
62
CSGPCostar Group Inc
4,792$2.8M0.36%
63
MCDMcDonalds Corp
13,183$2.8M0.35%
64
ORLYO'Reilly Automotive
7,072$2.8M0.35%
65
TJXTJX Corp
50,245$2.8M0.35%
66
GWREGuidewire Software
25,868$2.7M0.34%
67
ADIAnalog Devices Inc
24,362$2.7M0.34%
68
BKNGBooking Holdings
1,374$2.7M0.34%
69
VBVanguard Index Fds Small Cp ET
17,184$2.6M0.33%
70
BACVerizon Communications
42,522$2.6M0.32%
71
PFFiShares U.S. Preferred Stock
52,909$2.0M0.25%
72
CMCSAComcast Corporation Class A
42,967$1.9M0.24%
73
PGProcter & Gamble
15,433$1.9M0.24%
74
MRKMerck
18,000$1.5M0.19%
75
IBMIBM
10,000$1.5M0.18%
76
BMYBristol-Myers Squibb Co
28,000$1.4M0.18%
77
TAT&T Inc
31,343$1.2M0.15%
78
RDS/ARoyal Dutch Shell PLC Spons AD
20,000$1.2M0.15%
79
CATCaterpillar Inc
7,608$961K0.12%
80
ABTAbbott Labs
10,692$895K0.11%
81
XOMExxon Mobil
8,500$600K0.07%
82
NDQInvesco QQQ Trust
2,985$564K0.07%
83
AMTAmerican Tower Corp Reit
2,510$555K0.07%
84
COSTCostco
1,865$537K0.07%
85
INTCIntel Corp
10,400$536K0.07%
86
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
347$528K0.07%
87
Wells Fargo B 5.25 Pfd
20,785$517K0.06%
88
PGXInvesco Preferred ETF
28,840$433K0.05%
89
GEGeneral Electric Co
47,400$424K0.05%
90
AMGNAmgen Inc.
2,192$424K0.05%
91
ROKRockwell Automation
2,110$348K0.04%
92
BLKCHFBlackrock Inc
715$319K0.04%
93
CICigna Corp
2,068$314K0.04%
94
JPCNuveen Preferred & Income Opp.
30,000$301K0.04%
95
XLFSelect Sector Financial Select
10,700$300K0.04%
96
USBUS Bancorp
5,157$285K0.04%
97
PG4Principal Financial
4,600$263K0.03%
98
CELGCelgene Corp
2,610$259K0.03%
99
SCHWCharles Schwab
5,750$241K0.03%
100
EBAEbay
5,990$233K0.03%
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