Quest Investment Management LLC

13F filer · CIK 0001036248

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$856MU.S. long equity reported on 13F

Positions924 new · 10 closed

Net flow last quarter-$109MBuys minus sells

Top 10 positions weight24.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202692 positions
NVDANvidia Corp	$49.9M	5.83%	0.00%	-21.5%	Q2 2020
GOOGAlphabet Inc.	$38.4M	4.49%	Not reported	+21.2%	Q3 2015
AAPLApple Inc.	$20.8M	2.43%	0.00%	-50.2%	Q2 2013
AVGOBroadcom Inc.	$20.2M	2.36%	0.00%	-21.5%	Q1 2024
MSFTMicrosoft Corp	$18M	2.10%	0.00%	-50.9%	Q3 2013
IAUIshares Gold Trust	$16.1M	1.88%	0.03%	Not reported	Q3 2014
MUMicron Technology Inc	$12.5M	1.46%	0.00%	+196.4%	Q2 2025
LLYELI LILLY & Co	$12.1M	1.41%	0.00%	-16.2%	Q2 2023
METAMeta Platforms, Inc.	$11.2M	1.31%	Not reported	-29.2%	Q2 2014
AMZNAmazon Com Inc	$11.2M	1.31%	0.00%	-52.9%	Q2 2013
GEGeneral Electric Co	$9.39M	1.10%	0.00%	-0.1%	Q2 2021
GEVGE Vernova Inc.	$9.32M	1.09%	0.00%	-24.7%	Q2 2024
AMDAdvanced Micro Devices Inc	$9.09M	1.06%	0.00%	+579.9%	Q1 2026
AMATApplied Materials Inc	$9.07M	1.06%	0.00%	-10.5%	Q1 2026
WMTWalmart Inc.	$9.03M	1.06%	0.00%	Not reported	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.82M	1.03%	Not reported	-4.3%	Q4 2016
TSLATesla, Inc.	$8.28M	0.97%	0.00%	-20.6%	Q3 2020
PANWPalo Alto Networks Inc	$7.78M	0.91%	0.00%	-48.6%	Q2 2016
LRCXLam Research Corp	$7.51M	0.88%	0.00%	New	Q2 2026
ETNEaton Corp plc	$7.46M	0.87%	0.00%	-17.2%	Q3 2013
CATCaterpillar Inc	$7.42M	0.87%	0.00%	Not reported	Q2 2013
VVisa Inc.	$7.36M	0.86%	0.00%	-17.5%	Q2 2013
APHAmphenol Corp	$7.32M	0.86%	0.00%	-21.9%	Q3 2013
MPWRMonolithic Power Systems, Inc.	$7.05M	0.82%	0.01%	-15.9%	Q3 2014
ANETArista Networks, Inc.	$6.89M	0.81%	0.00%	-17.5%	Q2 2023
ECLEcolab Inc.	$6.5M	0.76%	0.01%	+29.2%	Q2 2013
JPMJPMorgan Chase & Co	$6.27M	0.73%	0.00%	-27.9%	Q3 2013
DHRDanaher Corp	$6.01M	0.70%	0.00%	-7.3%	Q2 2013
TDGTransDigm Group INC	$5.94M	0.69%	0.01%	+23.5%	Q4 2015
KLACKla Corp	$5.66M	0.66%	0.00%	New	Q2 2026
PLDPrologis, Inc.	$5.59M	0.65%	0.00%	-15.1%	Q3 2017
COSTCostco Wholesale Corp	$5.52M	0.65%	0.00%	-20.2%	Q2 2013
ORLYO Reilly Automotive Inc	$5.46M	0.64%	0.01%	-29.1%	Q3 2018
VIKViking Holdings Ltd	$5.34M	0.62%	Not reported	+6.0%	Q3 2025
TJXTJX Companies Inc	$5.16M	0.60%	0.00%	+42.8%	Q2 2013
PLTRPalantir Technologies Inc.	$4.91M	0.57%	0.00%	+8.8%	Q1 2025
NFLXNetflix Inc	$4.9M	0.57%	0.00%	-20.0%	Q4 2015
ORCLOracle Corp	$4.47M	0.52%	0.00%	+3.8%	Q2 2013
UNPUnion Pacific Corp	$4.18M	0.49%	0.00%	+0.1%	Q2 2013
MAMastercard Inc	$3.86M	0.45%	0.00%	-45.2%	Q2 2013
IBMInternational Business Machines Corp	$3M	0.35%	0.00%	Not reported	Q2 2013
GWREGuidewire Software, Inc.	$2.92M	0.34%	0.03%	-21.1%	Q2 2013
SPGIS&P Global Inc.	$2.84M	0.33%	0.00%	-23.8%	Q4 2017
BKNGBooking Holdings Inc.	$2.63M	0.31%	0.00%	-20.0%	Q1 2018
SHELShell plc	$2.49M	0.29%	0.00%	-9.1%	Q4 2021
BMYBristol Myers Squibb Co	$2.43M	0.28%	0.00%	-0.2%	Q2 2013
MRKMerck & Co., Inc.	$2.31M	0.27%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$2.02M	0.24%	0.00%	-56.8%	Q2 2013
ABBVAbbVie Inc.	$1.97M	0.23%	0.00%	Not reported	Q2 2013
POWLPowell Industries Inc	$1.95M	0.23%	0.02%	-26.4%	Q2 2013

Q1 2026Reported May 15, 202698 positions
NVDANvidia Corp	$55.4M	6.47%	0.00%	-5.6%	Q2 2020
AAPLApple Inc.	$36.7M	4.28%	0.00%	-2.7%	Q2 2013
MSFTMicrosoft Corp	$36.3M	4.24%	0.00%	-0.4%	Q3 2013
GOOGAlphabet Inc.	$25.7M	3.00%	Not reported	-1.8%	Q3 2015
AVGOBroadcom Inc.	$21.1M	2.47%	0.00%	-8.5%	Q1 2024
AMZNAmazon Com Inc	$20.8M	2.43%	0.00%	-13.1%	Q2 2013
IAUIshares Gold Trust	$18.8M	2.19%	0.03%	-20.7%	Q3 2014
METAMeta Platforms, Inc.	$16.1M	1.88%	Not reported	-0.5%	Q2 2014
NOBLNoble International, Ltd.	$12.8M	1.49%	Not reported	-7.6%	Q2 2017
LLYELI LILLY & Co	$11.1M	1.29%	0.00%	+8.0%	Q2 2023
WMTWalmart Inc.	$9.91M	1.16%	0.00%	Not reported	Q2 2013
TSLATesla, Inc.	$9.22M	1.08%	0.00%	-2.8%	Q3 2020
GEVGE Vernova Inc.	$9.2M	1.07%	0.00%	-3.3%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.64M	1.01%	Not reported	-3.0%	Q4 2016
NFLXNetflix Inc	$8.25M	0.96%	0.00%	-6.1%	Q4 2015
VVisa Inc.	$7.87M	0.92%	0.00%	-8.9%	Q2 2013
JPMJPMorgan Chase & Co	$7.82M	0.91%	0.00%	+6.0%	Q3 2013
ORLYO Reilly Automotive Inc	$7.72M	0.90%	0.01%	-2.2%	Q3 2018
ETNEaton Corp plc	$7.56M	0.88%	0.01%	-9.2%	Q3 2013
COSTCostco Wholesale Corp	$7.37M	0.86%	0.00%	-25.3%	Q2 2013
GEGeneral Electric Co	$7.13M	0.83%	0.00%	+53.8%	Q2 2021
PANWPalo Alto Networks Inc	$7.12M	0.83%	0.01%	+0.5%	Q2 2016
MAMastercard Inc	$6.84M	0.80%	0.00%	-9.0%	Q2 2013
APHAmphenol Corp	$6.72M	0.78%	0.00%	+48.7%	Q3 2013
MPWRMonolithic Power Systems, Inc.	$6.63M	0.77%	0.01%	-28.8%	Q3 2014
DHRDanaher Corp	$6.45M	0.75%	0.00%	+8.4%	Q2 2013
PLDPrologis, Inc.	$6.42M	0.75%	0.01%	+37.2%	Q3 2017
ANETArista Networks, Inc.	$6.04M	0.71%	0.00%	-21.7%	Q2 2023
PLTRPalantir Technologies Inc.	$5.66M	0.66%	0.00%	-11.0%	Q1 2025
NOWServiceNow, Inc.	$5.33M	0.62%	0.00%	-2.1%	Q3 2020
CATCaterpillar Inc	$4.94M	0.58%	0.00%	Not reported	Q2 2013
UBERUber Technologies, Inc	$4.85M	0.57%	0.00%	-5.4%	Q1 2024
ECLEcolab Inc.	$4.81M	0.56%	0.01%	-41.3%	Q2 2013
AMATApplied Materials Inc	$4.79M	0.56%	0.00%	New	Q1 2026
GWREGuidewire Software, Inc.	$4.5M	0.53%	0.04%	-26.7%	Q2 2013
LINLinde PLC	$4.39M	0.51%	0.00%	-26.7%	Q1 2023
HDHome Depot, Inc.	$4.36M	0.51%	0.00%	-5.7%	Q2 2013
ORCLOracle Corp	$4.32M	0.50%	0.00%	+7.6%	Q2 2013
TDGTransDigm Group INC	$4.19M	0.49%	0.01%	-45.2%	Q4 2015
BSXBoston Scientific Corp	$4.17M	0.49%	0.00%	-23.9%	Q3 2024
SPGIS&P Global Inc.	$3.89M	0.45%	0.00%	-39.9%	Q4 2017
TJXTJX Companies Inc	$3.81M	0.44%	0.00%	+171.0%	Q2 2013
UNPUnion Pacific Corp	$3.72M	0.43%	0.00%	Not reported	Q2 2013
VIKViking Holdings Ltd	$3.54M	0.41%	Not reported	Not reported	Q3 2025
SHELShell plc	$3.28M	0.38%	0.00%	-2.2%	Q4 2021
BKNGBooking Holdings Inc.	$3.1M	0.36%	0.00%	-40.8%	Q1 2018
IBMInternational Business Machines Corp	$2.59M	0.30%	0.00%	Not reported	Q2 2013
BMYBristol Myers Squibb Co	$2.57M	0.30%	0.00%	-0.3%	Q2 2013
MRKMerck & Co., Inc.	$2.17M	0.25%	0.00%	Not reported	Q2 2013
WMWaste Management Inc	$1.9M	0.22%	0.00%	+127.5%	Q4 2016

Q4 2025Reported Feb 17, 2026102 positions
NVDANvidia Corp	$62.8M	6.76%	0.00%	-8.1%	Q2 2020
MSFTMicrosoft Corp	$47.6M	5.13%	0.00%	-4.2%	Q3 2013
AAPLApple Inc.	$40.4M	4.35%	0.00%	-6.2%	Q2 2013
GOOGAlphabet Inc.	$28.7M	3.09%	Not reported	-8.4%	Q3 2015
AMZNAmazon Com Inc	$26.5M	2.86%	0.00%	-5.5%	Q2 2013
AVGOBroadcom Inc.	$25.8M	2.78%	0.00%	-8.7%	Q1 2024
IAUIshares Gold Trust	$21.8M	2.35%	0.03%	-15.8%	Q3 2014
METAMeta Platforms, Inc.	$18.7M	2.01%	Not reported	-7.5%	Q2 2014
NOBLNoble International, Ltd.	$13.6M	1.46%	Not reported	+6.1%	Q2 2017
LLYELI LILLY & Co	$12M	1.29%	0.00%	-26.0%	Q2 2023
TSLATesla, Inc.	$11.5M	1.24%	0.00%	-2.4%	Q3 2020
VVisa Inc.	$10M	1.08%	0.00%	-25.3%	Q2 2013
WMTWalmart Inc.	$8.88M	0.96%	0.00%	Not reported	Q2 2013
TDGTransDigm Group INC	$8.77M	0.95%	0.01%	-6.7%	Q4 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.62M	0.93%	Not reported	+0.9%	Q4 2016
MAMastercard Inc	$8.59M	0.93%	0.00%	-27.1%	Q2 2013
NFLXNetflix Inc	$8.57M	0.92%	0.00%	-13.3%	Q4 2015
COSTCostco Wholesale Corp	$8.55M	0.92%	0.00%	-16.5%	Q2 2013
BSXBoston Scientific Corp	$8.33M	0.90%	0.01%	+1.3%	Q3 2024
GWREGuidewire Software, Inc.	$8.26M	0.89%	0.05%	-11.6%	Q2 2013
ANETArista Networks, Inc.	$8.23M	0.89%	0.01%	-18.4%	Q2 2023
PANWPalo Alto Networks Inc	$8.14M	0.88%	0.01%	-21.5%	Q2 2016
JPMJPMorgan Chase & Co	$8.08M	0.87%	0.00%	-31.9%	Q3 2013
ECLEcolab Inc.	$8.07M	0.87%	0.01%	-8.7%	Q2 2013
NOWServiceNow, Inc.	$7.97M	0.86%	0.01%	-14.1%	Q3 2020
SPGIS&P Global Inc.	$7.96M	0.86%	0.01%	-25.4%	Q4 2017
ORLYO Reilly Automotive Inc	$7.79M	0.84%	0.01%	-11.0%	Q3 2018
PLTRPalantir Technologies Inc.	$7.72M	0.83%	0.00%	+50.5%	Q1 2025
MPWRMonolithic Power Systems, Inc.	$7.72M	0.83%	0.02%	-27.5%	Q3 2014
ETNEaton Corp plc	$7.42M	0.80%	0.01%	-22.2%	Q3 2013
DHRDanaher Corp	$7.19M	0.77%	0.00%	+90.5%	Q2 2013
GEVGE Vernova Inc.	$7.12M	0.77%	0.00%	+11.4%	Q2 2024
BKNGBooking Holdings Inc.	$6.66M	0.72%	0.00%	-27.7%	Q1 2018
UBERUber Technologies, Inc	$5.82M	0.63%	0.00%	+112.2%	Q1 2024
ORCLOracle Corp	$5.32M	0.57%	0.00%	+147.9%	Q2 2013
LINLinde PLC	$5.16M	0.56%	0.00%	+333.0%	Q1 2023
GEGeneral Electric Co	$5.03M	0.54%	0.00%	+32.7%	Q2 2021
HDHome Depot, Inc.	$4.84M	0.52%	0.00%	-22.0%	Q2 2013
APHAmphenol Corp	$4.83M	0.52%	0.00%	+321.6%	Q3 2013
PLDPrologis, Inc.	$4.52M	0.49%	0.00%	Not reported	Q3 2017
CATCaterpillar Inc	$3.99M	0.43%	0.00%	Not reported	Q2 2013
UNPUnion Pacific Corp	$3.55M	0.38%	0.00%	0.0%	Q2 2013
IBMInternational Business Machines Corp	$3.16M	0.34%	0.00%	Not reported	Q2 2013
SHELShell plc	$2.65M	0.29%	0.00%	-1.1%	Q4 2021
BMYBristol Myers Squibb Co	$2.29M	0.25%	0.00%	-0.3%	Q2 2013
MRKMerck & Co., Inc.	$1.89M	0.20%	0.00%	Not reported	Q2 2013
CWCurtiss Wright Corp	$1.61M	0.17%	0.01%	-3.2%	Q2 2025
POWLPowell Industries Inc	$1.56M	0.17%	0.04%	-2.3%	Q2 2013
BXBlackstone Inc.	$1.5M	0.16%	0.00%	-1.4%	Q3 2024
KMIKinder Morgan, Inc.	$1.43M	0.15%	0.00%	-1.8%	Q2 2025

Q3 2025Reported Nov 14, 2025106 positions
NVDANvidia Corp	$68.3M	7.17%	0.00%	+2.7%	Q2 2020
MSFTMicrosoft Corp	$53.2M	5.58%	0.00%	-1.2%	Q3 2013
AAPLApple Inc.	$40.3M	4.23%	0.00%	+25.0%	Q2 2013
AVGOBroadcom Inc.	$27M	2.83%	0.00%	-4.5%	Q1 2024
AMZNAmazon Com Inc	$26.7M	2.80%	0.00%	-8.7%	Q2 2013
GOOGAlphabet Inc.	$24.3M	2.55%	Not reported	-25.1%	Q3 2015
IAUIshares Gold Trust	$23.2M	2.43%	0.04%	+0.1%	Q3 2014
METAMeta Platforms, Inc.	$22.5M	2.36%	Not reported	-1.5%	Q2 2014
VVisa Inc.	$13.1M	1.37%	0.00%	-11.3%	Q2 2013
NOBLNoble International, Ltd.	$12.7M	1.33%	Not reported	-1.7%	Q2 2017
NFLXNetflix Inc	$12.6M	1.33%	0.00%	-5.4%	Q4 2015
MAMastercard Inc	$11.8M	1.23%	0.00%	-8.3%	Q2 2013
TSLATesla, Inc.	$11.6M	1.22%	0.00%	+7.9%	Q3 2020
JPMJPMorgan Chase & Co	$11.6M	1.22%	0.00%	-10.2%	Q3 2013
LLYELI LILLY & Co	$11.5M	1.21%	0.00%	-17.5%	Q2 2023
PANWPalo Alto Networks Inc	$11.5M	1.20%	0.01%	-18.0%	Q2 2016
ANETArista Networks, Inc.	$11.2M	1.18%	0.01%	-36.8%	Q2 2023
ETNEaton Corp plc	$11.2M	1.18%	0.01%	-14.5%	Q3 2013
NOWServiceNow, Inc.	$11.1M	1.17%	0.01%	-11.3%	Q3 2020
COSTCostco Wholesale Corp	$11M	1.15%	0.00%	-12.9%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$10.8M	1.13%	0.02%	-10.8%	Q3 2014
GWREGuidewire Software, Inc.	$10.7M	1.12%	0.06%	-0.5%	Q2 2013
ORLYO Reilly Automotive Inc	$10.4M	1.09%	0.01%	+50.3%	Q3 2018
SPGIS&P Global Inc.	$9.93M	1.04%	0.01%	+3.0%	Q4 2017
TDGTransDigm Group INC	$9.31M	0.98%	0.01%	+25.6%	Q4 2015
BKNGBooking Holdings Inc.	$9.29M	0.97%	0.01%	+723.0%	Q1 2018
ECLEcolab Inc.	$9.22M	0.97%	0.01%	+7.7%	Q2 2013
BSXBoston Scientific Corp	$8.41M	0.88%	0.01%	-29.1%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.4M	0.88%	Not reported	-2.3%	Q4 2016
WMTWalmart Inc.	$8.22M	0.86%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$7.31M	0.77%	0.00%	+32.7%	Q2 2013
GEVGE Vernova Inc.	$6.01M	0.63%	0.00%	+560.3%	Q2 2024
PLTRPalantir Technologies Inc.	$5.27M	0.55%	0.00%	+53.8%	Q1 2025
GEGeneral Electric Co	$3.7M	0.39%	0.00%	+107.8%	Q2 2021
UNPUnion Pacific Corp	$3.62M	0.38%	0.00%	-51.2%	Q2 2013
CATCaterpillar Inc	$3.32M	0.35%	0.00%	Not reported	Q2 2013
UBERUber Technologies, Inc	$3.29M	0.35%	0.00%	+36.9%	Q1 2024
DHRDanaher Corp	$3.27M	0.34%	0.00%	-11.8%	Q2 2013
ORCLOracle Corp	$3.1M	0.33%	0.00%	Not reported	Q2 2013
IBMInternational Business Machines Corp	$3.01M	0.32%	0.00%	Not reported	Q2 2013
SHELShell plc	$2.61M	0.27%	0.00%	+0.6%	Q4 2021
BMYBristol Myers Squibb Co	$1.92M	0.20%	0.00%	+0.4%	Q2 2013
SPOTSpotify Technology S.A.	$1.89M	0.20%	0.00%	+74.3%	Q3 2018
ZSZscaler, Inc.	$1.72M	0.18%	0.00%	+18.6%	Q3 2024
BXBlackstone Inc.	$1.69M	0.18%	0.00%	-1.9%	Q3 2024
SNOWSnowflake Inc.	$1.65M	0.17%	0.00%	New	Q3 2025
CWCurtiss Wright Corp	$1.63M	0.17%	0.01%	-0.2%	Q2 2025
TJXTJX Companies Inc	$1.53M	0.16%	0.00%	+1.7%	Q2 2013
POWLPowell Industries Inc	$1.52M	0.16%	0.01%	+0.9%	Q2 2013
MRKMerck & Co., Inc.	$1.51M	0.16%	0.00%	Not reported	Q2 2013

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