StockDriftsStockDriftsTop 50 Quest Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 16.03% | 199.8K | $137.2M | +12.16%(+21.66K) | $621.15(+14.74%) | 2026-06-30 | |
| VTV | Vanguard Morningstar Value ETF | 7.25% | 284.6K | $62.0M | -4.23%(-12.57K) | $164.98(+37.90%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 5.83% | 249.2K | $49.9M | -21.54%(-68.41K) | $29.89(+656.23%) | 2026-06-30 | |
| GOOG | Alphabet Class C | 4.49% | 108.7K | $38.4M | +21.20%(+19.01K) | $116.74(+193.51%) | 2026-06-30 | |
| SPYG | SPDR Portfolio S&P 500 Growth | 3.43% | 246.4K | $29.3M | -8.75%(-23.63K) | $59.35(+107.05%) | 2026-06-30 | |
| EFA | iShares Tr MSCI EAFE Idx ETF | 2.97% | 244.7K | $25.4M | +1.74%(+4.19K) | $70.40(+54.35%) | 2026-06-30 | |
| AAPL | Apple Inc | 2.43% | 72.0K | $20.8M | -50.22%(-72.60K) | $144.38(+111.51%) | 2026-06-30 | |
| MSFT | Microsoft | 2.1% | 48.2K | $18.0M | -50.88%(-49.90K) | $212.93(+128.28%) | 2026-06-30 | |
| RSP | Invesco S&P 500 Equal Weight E | 2.07% | 83.4K | $17.8M | -4.46%(-3.89K) | $171.78(+29.09%) | 2026-06-30 | |
| OEF | iShares S&P 100 ETF | 1.88% | 44.0K | $16.1M | -6.30%(-2.96K) | $166.48(+129.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.75% | +80.48% | +12.60% | +81.00% |
| Top 20 Holdings Unweighted | +21.60% | +79.82% | +12.67% | +81.55% |
Quest Investment Management LLC reports $855.90M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are VOO (16.0%), VTV (7.3%) and NVDA (5.8%). The top 20 holdings account for 62.33% of reported assets. Its disclosed equity book has returned +80.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Quest Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1036248). View Quest Investment Management LLC’s 13F filings on SEC