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Quest Investment Management Llc

Portfolio Manager
Quest Investment Management LLC
Performance
-5.91% (2026 Q1)
AUM (13F)
$856.75M
# of Holdings
122
Performance Rank
Allocation (Top 20)
63.3%

Quest Investment Management Llc Holdings Map

Top 50 Quest Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
Vanguard S&P 500 ETF
12.42%178.1K$106.4M
+2.14%(+3.74K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 174.4K shares2026-Q1: 178.1K shares
$619.60(+9.66%)
2026-03-31
VTV
Vanguard Index Fds Value ETF
6.81%297.2K$58.3M
+114.16%(+158.43K)
2025-Q1: 133.7K shares2025-Q2: 135.1K shares2025-Q3: 133.1K shares2025-Q4: 138.8K shares2026-Q1: 297.2K shares
$164.98(+25.27%)
2026-03-31
NVDA
Nvidia Corp
6.47%317.6K$55.4M
-5.61%(-18.88K)
2025-Q1: 347.0K shares2025-Q2: 356.4K shares2025-Q3: 366.1K shares2025-Q4: 336.5K shares2026-Q1: 317.6K shares
$29.89(+653.73%)
2026-03-31
AAPL
Apple Inc
4.28%144.6K$36.7M
-2.72%(-4.04K)
2025-Q1: 166.2K shares2025-Q2: 126.7K shares2025-Q3: 158.4K shares2025-Q4: 148.6K shares2026-Q1: 144.6K shares
$144.38(+107.94%)
2026-03-31
MSFT
Microsoft
4.24%98.1K$36.3M
-0.39%(-387)
2025-Q1: 98.8K shares2025-Q2: 103.9K shares2025-Q3: 102.7K shares2025-Q4: 98.5K shares2026-Q1: 98.1K shares
$213.30(+97.81%)
2026-03-31
SPYG
SPDR Portfolio S&P 500 Growth
3.09%270.1K$26.4M
+5.84%(+14.91K)
2025-Q1: 274.8K shares2025-Q2: 269.6K shares2025-Q3: 253.0K shares2025-Q4: 255.1K shares2026-Q1: 270.1K shares
$59.35(+99.46%)
2026-03-31
GOOG
Alphabet Class C
3%89.6K$25.7M
-1.83%(-1.67K)
2025-Q1: 182.3K shares2025-Q2: 133.2K shares2025-Q3: 99.7K shares2025-Q4: 91.3K shares2026-Q1: 89.6K shares
$75.28(+422.45%)
2026-03-31
EFA
iShares Tr MSCI EAFE Idx ETF
2.73%240.5K$23.4M
-0.02%(-37)
2025-Q1: 314.1K shares2025-Q2: 316.3K shares2025-Q3: 240.5K shares2025-Q4: 240.6K shares2026-Q1: 240.5K shares
$69.90(+45.52%)
2026-03-31
AMZN
Amazon.com Inc
2.43%99.8K$20.8M
-13.09%(-15.04K)
2025-Q1: 166.1K shares2025-Q2: 133.1K shares2025-Q3: 121.6K shares2025-Q4: 114.9K shares2026-Q1: 99.8K shares
$108.01(+144.55%)
2026-03-31
IAU
iShares Gold Trust ETF
2.19%212.8K$18.8M
-20.66%(-55.40K)
2025-Q1: 317.7K shares2025-Q2: 318.2K shares2025-Q3: 318.6K shares2025-Q4: 268.2K shares2026-Q1: 212.8K shares
$32.95(+159.50%)
2026-03-31

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