QUEST INVESTMENT MANAGEMENT LLC Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$645.4M

Holdings

101

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,177$39.1M6.06%
2
MSFTMicrosoft
185,616$18.9M2.92%
3
AMZNAmazon
12,390$18.6M2.88%
4
AAPLApple
116,387$18.4M2.84%
5
IVEiShares Tr S&P 500 Value ETF
179,915$18.2M2.82%
6
GOOGAlphabet Class C
16,871$17.5M2.71%
7
WMWaste Management
175,359$15.6M2.42%
8
UNPUnion Pacific Corp
112,786$15.6M2.42%
9
MMM3M Company
79,753$15.2M2.35%
10
METAFacebook Inc Cl A
112,690$14.8M2.29%
11
ACNAccenture Ltd
104,030$14.7M2.27%
12
JPMJ P Morgan Chase & Co
145,230$14.2M2.20%
13
ORCLOracle
311,470$14.1M2.18%
14
VVisa
106,525$14.1M2.18%
15
MAMastercard Inc
73,829$13.9M2.16%
16
INTUIntuit
70,036$13.8M2.14%
17
BABoeing
42,616$13.7M2.13%
18
HONHoneywell Int'l
102,687$13.6M2.10%
19
CRMSalesforce
99,035$13.6M2.10%
20
SYKStryker Corp
86,006$13.5M2.09%
21
WDAYWorkday Inc Class A
84,076$13.4M2.08%
22
UNHUnitedhealth Group
53,800$13.4M2.08%
23
BIIBBiogen
44,322$13.3M2.07%
24
TMOThermo Fisher Scientific
59,503$13.3M2.06%
25
TJXTJX Corp
297,163$13.3M2.06%
26
TXNTexas Instruments
139,116$13.1M2.04%
27
ECLEcolab Inc
89,182$13.1M2.04%
28
ADBEAdobe Inc.
57,713$13.1M2.02%
29
HDHome Depot Inc
75,900$13.0M2.02%
30
BKNGBooking Holdings
7,407$12.8M1.98%
31
PEPPepsico
114,992$12.7M1.97%
32
VBKVanguard Index Fds Sml Cp Grw
80,125$12.1M1.87%
33
IWDiShares Russell 1000 Value ETF
103,970$11.5M1.79%
34
IAUUSDiShares Gold Trust ETF
895,030$11.0M1.70%
35
EFAiShares Tr MSCI EAFE Idx ETF
186,737$11.0M1.70%
36
VBRVanguard Index Fds Sm Cap Valu
86,445$9.9M1.53%
37
NKENike Inc Cl B
109,360$8.1M1.26%
38
NFLXNetflix
20,589$5.5M0.85%
39
VTVVanguard Index Fds Value ETF
47,440$4.6M0.72%
40
VOVanguard Index Fds Mid Cap ETF
30,302$4.2M0.65%
41
BMYBristol-Myers Squibb Co
74,489$3.9M0.60%
42
VNQVanguard Real Estate ETF
49,921$3.7M0.58%
43
BLKCHFBlackrock Inc
9,111$3.6M0.55%
44
KOCoca-Cola
74,799$3.5M0.55%
45
BCMLBayCom Corp
137,040$3.2M0.49%
46
VRSKVerisk Analytics Inc Cl A
25,757$2.8M0.44%
47
LMTLockheed Martin Corp Com
10,665$2.8M0.43%
48
DHRDanaher
25,461$2.6M0.41%
49
SBUXStarbucks
40,305$2.6M0.40%
50
SDYSPDR Series S&P Dividend ETF
28,322$2.5M0.39%
51
DISWalt Disney
22,844$2.5M0.39%
52
WSTWest Pharmaceutical Services I
24,818$2.4M0.38%
53
NOBLProShares S&P 500 Dividend Ari
40,122$2.4M0.38%
54
VYMVanguard High Dividend Yield E
30,522$2.4M0.37%
55
IDXXIdexx Labs Inc Com
12,687$2.4M0.37%
56
ITGartner Inc
18,197$2.3M0.36%
57
ADIAnalog Devices Inc
26,736$2.3M0.36%
58
CSGPCostar Group Inc
6,743$2.3M0.35%
59
WMTWal-Mart Stores Inc
24,300$2.3M0.35%
60
BACVerizon Communications
40,143$2.3M0.35%
61
YUMYum! Brands
24,268$2.2M0.35%
62
PFFiShares U.S. Preferred Stock
64,309$2.2M0.34%
63
MARMarriott Intl Inc New Cl A
20,171$2.2M0.34%
64
EOGEOG Resources
24,267$2.1M0.33%
65
ORLYO'Reilly Automotive
6,042$2.1M0.32%
66
PGProcter & Gamble
19,304$1.8M0.27%
67
STZConstellation Brands
10,780$1.7M0.27%
68
NVSNNovartis ADR
18,524$1.6M0.25%
69
CMCSAComcast Corporation Class A
44,611$1.5M0.24%
70
PLDPrologis, Inc.
25,717$1.5M0.23%
71
MRKMerck
18,000$1.4M0.21%
72
OEFiShares S&P 100 ETF
10,737$1.2M0.19%
73
RDS/ARoyal Dutch Shell PLC Spons AD
20,000$1.2M0.18%
74
IBMIBM
10,000$1.1M0.18%
75
SPOTSpotify Technology
8,978$1.0M0.16%
76
VBVanguard Index Fds Small Cp ET
7,590$1.0M0.16%
77
CATCaterpillar Inc
7,608$967K0.15%
78
TAT&T Inc
31,197$890K0.14%
79
ABTAbbott Labs
11,620$840K0.13%
80
AXPAmerican Express Co
7,433$709K0.11%
81
CVSCVS Health Corporation
10,484$687K0.11%
82
GILDGilead Sciences Inc
10,681$668K0.10%
83
XOMExxon Mobil
8,500$580K0.09%
84
INTCIntel Corp
10,559$496K0.08%
85
NDQInvesco QQQ Trust
3,035$468K0.07%
86
Wells Fargo B 5.25 Pfd
20,785$459K0.07%
87
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
347$438K0.07%
88
AMGNAmgen Inc.
2,192$427K0.07%
89
AMTAmerican Tower Corp Reit
2,610$413K0.06%
90
CICigna Corp
2,131$405K0.06%
91
PGXInvesco Preferred ETF
28,840$388K0.06%
92
COSTCostco
1,865$380K0.06%
93
GEGeneral Electric Co
47,400$359K0.06%
94
ROKRockwell Automation
2,190$330K0.05%
95
XLFSelect Sector Financial Select
10,700$255K0.04%
96
JPCNuveen Preferred & Income Opp.
30,000$250K0.04%
97
SCHWCharles Schwab
5,750$239K0.04%
98
USBUS Bancorp
5,157$236K0.04%
99
HSICSchein Henry Inc
2,940$231K0.04%
100
PG4Principal Financial
4,600$203K0.03%
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