Quest Investment Management LLC Purchases in Q2 2025

Quest Investment Management LLC

  • $785 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.41K
+ 2.71%
$94.31 - $157.99 $887K - $1.49M
356K $56.3M
MSFT
Microsoft Corp

Technology
5.11K
+ 5.17%
$354.56 - $497.45 $1.81M - $2.54M
104K $51.7M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
120K
New
$67.22 - $81.54 $8.05M - $9.76M
120K $9.76M
TDG
Trans Digm Group Inc

Industrials
3.46K
+ 159.53%
$1231.75 - $1520.64 $4.26M - $5.26M
5.62K $8.55M
ETN
Eaton Corp PLC

Industrials
5.89K
+ 20.22%
$246.52 - $356.99 $1.45M - $2.1M
35K $12.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
63.1K
+ 7428.27%
$87.84 - $1441.89 $5.54M - $90.9M
63.9K $5.76M
MA
Mastercard Inc

Financial Services
6.22K
+ 38.13%
$479.92 - $590.74 $2.98M - $3.67M
22.5K $12.7M
DHR
Danaher Corp

Healthcare
18.7K
New
$174.64 - $205.16 $3.26M - $3.83M
18.7K $3.69M
VEU
Vanguard Ftse All World Ex Us

ETFs
32.5K
+ 26.93%
$54.19 - $67.22 $1.76M - $2.18M
153K $10.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.23K
+ 0.71%
$72.96 - $90.39 $163K - $202K
316K $28.3M
PLTR
Palantir Technologies Inc.

Technology
13.7K
+ 268.32%
$74.01 - $144.25 $1.01M - $1.97M
18.8K $2.56M
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 2.76%
$210.28 - $289.91 $232K - $319K
41K $11.9M
KMI
Kinder Morgan, Inc.

Energy
52.5K
New
$25.21 - $29.4 $1.32M - $1.54M
52.5K $1.54M
BRO
Brown & Brown, Inc.

Financial Services
13.3K
New
$104.48 - $124.43 $1.39M - $1.66M
13.3K $1.48M
CW
Curtiss Wright Corp

Industrials
3.02K
New
$283.18 - $488.55 $854K - $1.47M
3.02K $1.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
50
+ 0.24%
$320.42 - $424.58 $16K - $21.2K
20.5K $8.72M
V
Visa Inc.

Financial Services
3.19K
+ 7.98%
$308.27 - $373.31 $983K - $1.19M
43.1K $15.3M
VST
Vistra Corp.

Utilities
6.61K
New
$98.07 - $195.04 $648K - $1.29M
6.61K $1.28M
ORI
Old Republic International Corp

Financial Services
31.8K
New
$35.25 - $39.79 $1.12M - $1.26M
31.8K $1.22M
BKNG
Booking Holdings Inc.

Consumer Cyclical
209
New
$4164.15 - $5789.24 $870K - $1.21M
209 $1.21M
ISRG
Intuitive Surgical Inc

Healthcare
2.12K
New
$451.58 - $565.94 $958K - $1.2M
2.12K $1.15M
IAU
Ishares Gold Trust

ETFs
516
+ 0.16%
$56.1 - $64.74 $28.9K - $33.4K
318K $19.8M
SHEL
Shell PLC

Energy
16.3K
+ 81.56%
$59.75 - $73.05 $975K - $1.19M
36.3K $2.56M
ABR
Arbor Realty Trust Inc

Real Estate
99.4K
New
$8.92 - $11.89 $887K - $1.18M
99.4K $1.06M
WWD
Woodward, Inc.

Industrials
4.26K
New
$157.29 - $247.55 $671K - $1.06M
4.26K $1.04M
POWL
Powell Industries Inc

Industrials
4.96K
New
$159.38 - $211.34 $790K - $1.05M
4.96K $1.04M
AFG
American Financial Group Inc

Financial Services
8.02K
New
$116.9 - $132.12 $937K - $1.06M
8.02K $1.01M
XYL
Xylem Inc.

Industrials
7.51K
New
$102.86 - $129.5 $773K - $973K
7.51K $971K
ABT
Abbott Laboratories

Healthcare
7.1K
New
$123.95 - $138.08 $880K - $980K
7.1K $965K
ET
Energy Transfer LP

Energy
53.1K
New
$15.65 - $18.93 $831K - $1M
53.1K $962K
DCO
Ducommun Inc

Industrials
11.4K
New
$53.5 - $86.27 $610K - $984K
11.4K $942K
NEE
Nextera Energy Inc

Utilities
12.9K
New
$64.11 - $75.0 $830K - $971K
12.9K $898K
WM
Waste Management Inc

Industrials
3.58K
New
$216.47 - $242.1 $775K - $867K
3.58K $819K
CTAS
Cintas Corp

Industrials
3.06K
+ 49.65%
$190.11 - $227.66 $582K - $697K
9.22K $2.06M
VTV
Vanguard Value ETF

ETFs
1.42K
+ 1.06%
$153.67 - $176.74 $218K - $251K
135K $23.9M
OEF
Ishares S&P 100 ETF

ETFs
2.89K
+ 6.06%
N/A
50.6K $13.5M
HUBB
Hubbell Inc

Industrials
1.87K
New
$315.94 - $408.41 $591K - $764K
1.87K $763K
PFE
Pfizer Inc

Healthcare
31.4K
New
$21.59 - $24.84 $677K - $779K
31.4K $760K
WMB
Williams Companies, Inc.

Energy
12K
New
$54.33 - $62.87 $651K - $753K
12K $752K
CTRA
Coterra Energy Inc.

Energy
29.5K
New
$22.6 - $29.07 $668K - $859K
29.5K $749K
BDX
Becton Dickinson & CO

Healthcare
4.16K
New
$165.15 - $226.42 $687K - $941K
4.16K $716K
SRE
Sempra Energy

Utilities
9.3K
New
$63.78 - $78.91 $593K - $734K
9.3K $704K
BA
Boeing CO

Industrials
3.32K
New
$136.59 - $217.51 $453K - $722K
3.32K $695K
CVX
Chevron Corp

Energy
4.65K
New
$133.73 - $168.51 $622K - $783K
4.65K $665K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
7.15K
New
$90.21 - $112.66 $645K - $806K
7.15K $652K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.5K
+ 2.53%
$114.78 - $133.31 $173K - $200K
61K $8.13M
IRM
Iron Mountain Inc

Real Estate
4.41K
New
$76.93 - $105.25 $340K - $465K
4.41K $452K
LLY
Eli Lilly & CO

Healthcare
1.51K
+ 8.99%
$713.71 - $898.95 $1.07M - $1.35M
18.3K $14.2M
DNOW
Now Inc.

Energy
26K
New
$14.18 - $17.31 $368K - $449K
26K $385K
Activity Summary
Buys All Purchases 84 New Holdings 53 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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