QUEST INVESTMENT MANAGEMENT LLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$796.6B

Holdings

88

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (88 positions)

#StockSharesValue% PortfolioType
1
Vanguard Inst Index Fund - Sta
510,653$79.9B10.02%
2
MSFTMicrosoft
139,288$52.4B6.58%
3
AAPLApple Inc
243,926$47.0B5.90%
4
GOOGAlphabet Class C
215,529$30.4B3.81%
5
AMZNAmazon.com Inc
187,896$28.5B3.58%
6
NOBLProShares S&P 500 Dividend Ari
248,247$23.6B2.97%
7
NVDANvidia Corp
43,286$21.4B2.69%
8
IVEiShares Tr S&P 500 Value ETF
118,032$20.5B2.58%
9
SPYGSPDR Portfolio S&P 500 Growth
315,332$20.5B2.58%
10
VTVVanguard Index Fds Value ETF
129,667$19.4B2.43%
11
UNPUnion Pacific Corp
78,607$19.3B2.42%
12
MRKMerck
155,097$16.9B2.12%
13
EFAiShares Tr MSCI EAFE Idx ETF
215,893$16.3B2.04%
14
VVisa
62,256$16.2B2.03%
15
LLYLilly Eli & Co Com
27,777$16.2B2.03%
16
HONHoneywell Int'l
75,668$15.9B1.99%
17
WDAYWorkday Inc
57,047$15.7B1.98%
18
CRMSalesforce
59,431$15.6B1.96%
19
ANETEURArista Networks Inc
66,318$15.6B1.96%
20
INTUIntuit
24,959$15.6B1.96%
21
ADIAnalog Devices Inc
77,957$15.5B1.94%
22
IAU*iShares Gold Trust ETF
396,021$15.5B1.94%
23
SPGIS&P Global
34,678$15.3B1.92%
24
ECLEcolab Inc
75,594$15.0B1.88%
25
SYKStryker Corp
49,624$14.9B1.87%
26
UNHUnitedHealth Group
28,077$14.8B1.86%
27
NFLXNetflix
29,698$14.5B1.82%
28
VBRVanguard Index Fds Sm Cap Valu
74,298$13.4B1.68%
29
VBKVanguard Index Fds Sml Cp Grw
52,660$12.7B1.60%
30
HDHome Depot Inc
36,073$12.5B1.57%
31
OEFiShares S&P 100 ETF
52,005$11.6B1.46%
32
SBUXStarbucks
102,284$9.8B1.23%
33
MAMastercard Inc
20,835$8.9B1.12%
34
AMEAmetek Inc
51,970$8.6B1.08%
35
COSTCostco Wholesale Corp
12,355$8.2B1.02%
36
TSLATesla Inc
27,069$6.7B0.84%
37
VOVanguard Index Fds Mid Cap ETF
28,736$6.7B0.84%
38
VBVanguard Index Fds Small Cp ET
28,371$6.1B0.76%
39
VYMVanguard High Dividend Yield E
53,903$6.0B0.76%
40
PFFiShares U.S. Preferred Stock
177,528$5.5B0.70%
41
WMTWal-Mart Stores Inc
26,580$4.2B0.53%
42
EOGEOG Resources
28,563$3.5B0.43%
43
METAMeta Platforms
9,280$3.3B0.41%
44
RSPInvesco S&P 500 Equal Weight E
17,413$2.7B0.34%
45
ACNAccenture Plc
7,830$2.7B0.34%
46
GWREGuidewire Software
20,676$2.3B0.28%
47
ADBEAdobe Inc
3,759$2.2B0.28%
48
EEMiShares Tr MSCI Emerg Mkt ETF
55,359$2.2B0.28%
49
EMXCiShares MSCI Emerging Markets
40,000$2.2B0.28%
50
XLEEnergy Select Sector SPDR Fund
25,264$2.1B0.27%
51
MPWRMonolithic Power Systems
3,315$2.1B0.26%
52
PANWPalo Alto Networks
7,022$2.1B0.26%
53
CATCaterpillar Inc
6,968$2.1B0.26%
54
CSGPCostar Group Inc
20,058$1.8B0.22%
55
IBMIBM
10,684$1.7B0.22%
56
TJXTJX Corp
18,268$1.7B0.22%
57
LINLinde plc
4,017$1.6B0.21%
58
LULULululemon Athletica In Com
3,183$1.6B0.20%
59
APTVAptiv PLC
17,727$1.6B0.20%
60
ORLYO'Reilly Automotive
1,673$1.6B0.20%
61
BKNGBooking Holdings
445$1.6B0.20%
62
ABTAbbott Laboratories
14,306$1.6B0.20%
63
TMOThermo Fisher Scientific
2,937$1.6B0.20%
64
MCDMcDonalds Corp
5,215$1.5B0.19%
65
IDXXIdexx Labs Inc Com
2,770$1.5B0.19%
66
ILMNIllumina Inc Com
10,725$1.5B0.19%
67
HCAHCA Healthcare
5,319$1.4B0.18%
68
BMYBristol-Myers Squibb Co
28,000$1.4B0.18%
69
PGProcter & Gamble
8,987$1.3B0.17%
70
SHELShell plc
20,000$1.3B0.17%
71
PEPPepsico
7,383$1.3B0.16%
72
XOMExxon Mobil
8,300$829.8M0.10%
73
GEGeneral Electric Co
5,925$756.2M0.09%
74
VTIVanguard Total Stock Market ET
2,323$551.1M0.07%
75
INTCIntel Corp
10,400$522.6M0.07%
76
NDQInvesco QQQ Trust
1,168$478.3M0.06%
77
WFC 7.5 PERP LWells Fargo & Co New 7.5 Perp
310$370.5M0.05%
78
TAT&T Inc
20,529$344.5M0.04%
79
BACVerizon Communications
9,000$339.3M0.04%
80
SPYSPDR S&P 500 ETF
666$316.6M0.04%
81
IVViShares Core S&P 500 ETF
573$273.7M0.03%
82
HTGCHercules Capital Inc
14,115$235.3M0.03%
83
IWBiShares TR Russell 1000 ETF
875$229.5M0.03%
84
USBUS Bancorp
5,157$223.2M0.03%
85
AMGNAmgen Inc
772$222.4M0.03%
86
DHRDanaher
933$215.8M0.03%
87
SLBSchlumberger Ltd
4,000$208.2M0.03%
88
PGXInvesco Preferred ETF
10,440$119.7M0.02%