QUEST INVESTMENT MANAGEMENT LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$707.2B

Holdings

87

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,653$71.5B10.12%
2
AAPLApple Inc
244,746$41.9B5.92%
3
MSFTMicrosoft
124,294$39.2B5.55%
4
GOOGAlphabet Class C
213,851$28.2B3.99%
5
NOBLProShares S&P 500 Dividend Ari
242,948$21.5B3.04%
6
AMZNAmazon.com Inc
163,155$20.7B2.93%
7
SPYGSPDR Portfolio S&P 500 Growth
316,746$18.8B2.65%
8
IVEiShares Tr S&P 500 Value ETF
118,032$18.2B2.57%
9
NVDANvidia Corp
41,708$18.1B2.57%
10
VTVVanguard Index Fds Value ETF
130,494$18.0B2.54%
11
EFAiShares Tr MSCI EAFE Idx ETF
215,493$14.9B2.10%
12
MRKMerck
136,409$14.0B1.99%
13
IAU*iShares Gold Trust ETF
396,021$13.9B1.96%
14
MAMastercard Inc
32,981$13.1B1.85%
15
VVisa
56,191$12.9B1.83%
16
WDAYWorkday Inc
60,120$12.9B1.83%
17
HONHoneywell Int'l
69,906$12.9B1.83%
18
ADIAnalog Devices Inc
72,945$12.8B1.81%
19
INTUIntuit
24,980$12.8B1.80%
20
CRMSalesforce
62,776$12.7B1.80%
21
PANWPalo Alto Networks
54,191$12.7B1.80%
22
UNHUnitedHealth Group
25,173$12.7B1.79%
23
ANETEURArista Networks Inc
68,881$12.7B1.79%
24
IDXXIdexx Labs Inc Com
28,470$12.4B1.76%
25
SYKStryker Corp
45,470$12.4B1.76%
26
CSGPCostar Group Inc
161,373$12.4B1.75%
27
COSTCostco Wholesale Corp
21,860$12.4B1.75%
28
PEPPepsico
71,188$12.1B1.71%
29
SPGIS&P Global
32,901$12.0B1.70%
30
ECLEcolab Inc
70,698$12.0B1.69%
31
VBRVanguard Index Fds Sm Cap Valu
74,298$11.8B1.68%
32
VBKVanguard Index Fds Sml Cp Grw
52,660$11.3B1.59%
33
OEFiShares S&P 100 ETF
52,115$10.5B1.48%
34
UNPUnion Pacific Corp
48,291$9.8B1.39%
35
TJXTJX Corp
93,473$8.3B1.17%
36
NFLXNetflix
18,889$7.1B1.01%
37
SBUXStarbucks
72,711$6.6B0.94%
38
VOVanguard Index Fds Mid Cap ETF
29,359$6.1B0.86%
39
LLYLilly Eli & Co Com
10,461$5.6B0.79%
40
VBVanguard Index Fds Small Cp ET
29,440$5.6B0.79%
41
VYMVanguard High Dividend Yield E
53,767$5.6B0.79%
42
PFFiShares U.S. Preferred Stock
177,528$5.4B0.76%
43
WMTWal-Mart Stores Inc
26,580$4.3B0.60%
44
TMOThermo Fisher Scientific
7,043$3.6B0.50%
45
EOGEOG Resources
24,857$3.2B0.45%
46
ACNAccenture Plc
8,142$2.5B0.35%
47
AMEAmetek Inc
15,043$2.2B0.31%
48
ADBEAdobe Inc
4,092$2.1B0.30%
49
EEMiShares Tr MSCI Emerg Mkt ETF
54,609$2.1B0.29%
50
GWREGuidewire Software
22,874$2.1B0.29%
51
TXNTexas Instruments
12,837$2.0B0.29%
52
EMXCiShares MSCI Emerging Markets
40,000$2.0B0.28%
53
XLEEnergy Select Sector SPDR Fund
21,817$2.0B0.28%
54
CATCaterpillar Inc
7,193$2.0B0.28%
55
METAMeta Platforms
6,436$1.9B0.27%
56
JNJJohnson & Johnson
11,254$1.8B0.25%
57
ABTAbbott Laboratories
17,687$1.7B0.24%
58
BMYBristol-Myers Squibb Co
28,175$1.6B0.23%
59
TSLATesla Inc
6,459$1.6B0.23%
60
HCAHCA Healthcare
6,228$1.5B0.22%
61
IBMIBM
10,684$1.5B0.21%
62
HDHome Depot Inc
4,771$1.4B0.20%
63
PXDEURPioneer Natural Res
6,271$1.4B0.20%
64
LULULululemon Athletica In Com
3,695$1.4B0.20%
65
APTVAptiv PLC
14,225$1.4B0.20%
66
PGProcter & Gamble
9,373$1.4B0.19%
67
BKNGBooking Holdings
432$1.3B0.19%
68
MCDMcDonalds Corp
5,034$1.3B0.19%
69
KOCoca-Cola
23,008$1.3B0.18%
70
SHELShell plc
20,000$1.3B0.18%
71
LINLinde plc
3,191$1.2B0.17%
72
XOMExxon Mobil
8,300$975.9M0.14%
73
GEGeneral Electric Co
5,925$655.0M0.09%
74
VTIVanguard Total Stock Market ET
2,550$541.7M0.08%
75
NDQInvesco QQQ Trust
1,168$418.5M0.06%
76
INTCIntel Corp
10,400$369.7M0.05%
77
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
310$345.6M0.05%
78
TAT&T Inc
21,441$322.0M0.05%
79
BACVerizon Communications
9,200$298.2M0.04%
80
SPYSPDR S&P 500 ETF
666$284.7M0.04%
81
IVViShares Core S&P 500 ETF
573$246.1M0.03%
82
SLBSchlumberger Ltd
4,000$233.2M0.03%
83
HTGCHercules Capital Inc
14,115$231.8M0.03%
84
DHRDanaher
933$231.5M0.03%
85
AMGNAmgen Inc
772$207.5M0.03%
86
IWBiShares TR Russell 1000 ETF
875$205.5M0.03%
87
PGXInvesco Preferred ETF
10,440$114.3M0.02%