Quest Investment Management LLC Reduced Holdings in Q3 2025

Quest Investment Management LLC

  • $813 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-21.5K
- 84.51%
$231.66 - $273.65 $4.98M - $5.88M
3.94K $933K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-75.9K
- 23.99%
$87.29 - $93.61 $6.62M - $7.1M
240K $22.5M
BSX
Boston Scientific Corp

Healthcare
-35.4K
- 29.09%
$97.03 - $108.14 $3.43M - $3.82M
86.2K $8.41M
UNP
Union Pacific Corp

Industrials
-16.1K
- 51.22%
$214.91 - $237.16 $3.46M - $3.82M
15.3K $3.62M
NOW
Service Now, Inc.

Technology
-1.55K
- 11.34%
$850.86 - $1044.69 $1.32M - $1.62M
12.1K $11.1M
LLY
Eli Lilly & CO

Healthcare
-3.19K
- 17.46%
$625.65 - $812.69 $1.99M - $2.59M
15.1K $11.5M
PANW
Palo Alto Networks Inc

Technology
-12.4K
- 18.04%
$167.06 - $208.19 $2.07M - $2.58M
56.3K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-11.5K
- 8.65%
$211.65 - $238.24 $2.44M - $2.74M
122K $26.7M
COST
Costco Wholesale Corp

Consumer Defensive
-1.75K
- 12.86%
$915.95 - $994.57 $1.6M - $1.74M
11.9K $11M
NFLX
Netflix Inc

Communication Services
-598
- 5.37%
$1147.87 - $1297.18 $686K - $776K
10.5K $12.6M
ETN
Eaton Corp PLC

Industrials
-5.07K
- 14.47%
$342.99 - $392.76 $1.74M - $1.99M
30K $11.2M
MA
Mastercard Inc

Financial Services
-1.87K
- 8.28%
$550.18 - $598.96 $1.03M - $1.12M
20.7K $11.8M
OEF
Ishares S&P 100 ETF

ETFs
-2.79K
- 5.51%
N/A
47.8K $12.7M
ABR
Arbor Realty Trust Inc

Real Estate
-65.1K
- 65.54%
$10.7 - $12.21 $697K - $795K
34.3K $418K
CTAS
Cintas Corp

Industrials
-1.93K
- 20.88%
$199.29 - $226.27 $384K - $436K
7.3K $1.5M
META
Meta Platforms, Inc.

Communication Services
-468
- 1.51%
$695.21 - $791.73 $325K - $371K
30.6K $22.5M
HUBS
Hubspot Inc

Technology
-305
- 8.85%
$420.79 - $560.9 $128K - $171K
3.14K $1.47M
DHR
Danaher Corp

Healthcare
-2.21K
- 11.8%
$181.46 - $212.2 $400K - $468K
16.5K $3.27M
SHOP
Shopify Inc.

Technology
-4.66K
- 45.72%
$112.11 - $157.12 $522K - $732K
5.53K $821K
BDX
Becton Dickinson & CO

Healthcare
-2.04K
- 49.07%
$172.41 - $199.66 $352K - $407K
2.12K $396K
CTRA
Coterra Energy Inc.

Energy
-11K
- 37.09%
$23.09 - $25.45 $253K - $279K
18.6K $439K
GWRE
Guidewire Software, Inc.

Technology
-209
- 0.45%
$207.82 - $261.88 $43.4K - $54.7K
46.5K $10.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3.6K
- 50.35%
$90.62 - $107.71 $326K - $388K
3.55K $349K
JPM
Jpmorgan Chase & CO

Financial Services
-4.17K
- 10.16%
$282.78 - $316.06 $1.18M - $1.32M
36.8K $11.6M
AFG
American Financial Group Inc

Financial Services
-2.42K
- 30.13%
$122.42 - $145.72 $296K - $352K
5.6K $816K
ET
Energy Transfer LP

Energy
-5.37K
- 10.11%
$17.11 - $18.16 $91.8K - $97.4K
47.7K $818K
VST
Vistra Corp.

Utilities
-433
- 6.55%
$182.0 - $217.92 $78.8K - $94.4K
6.18K $1.21M
DNOW
Now Inc.

Energy
-3.43K
- 13.19%
$13.65 - $16.2 $46.8K - $55.5K
22.5K $343K
SRE
Sempra Energy

Utilities
-1.67K
- 17.91%
$74.14 - $89.98 $123K - $150K
7.63K $686K
Arista Networks Inc
-44.8K
- 36.79%
N/A
77K $0
Reddit Inc Cl A
-250
- 15.87%
N/A
1.33K $0
Flagstar Financial Inc New
-16.4K
- 28.67%
N/A
40.7K $0
MOGA
Moog Inc Cla
-145
- 3.92%
N/A
3.56K $0
NEE
Nextera Energy Inc

Utilities
-601
- 4.64%
$69.77 - $77.54 $41.9K - $46.6K
12.3K $931K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 1.48%
$546.99 - $602.2 $8.2K - $9.03K
996 $597K
AES
Aes Corp

Utilities
-451
- 2.12%
$10.77 - $13.94 $4.86K - $6.29K
20.8K $273K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.14K
- 1.71%
$101.12 - $106.18 $216K - $227K
123K $12.7M
DCO
Ducommun Inc

Industrials
-325
- 2.85%
$82.72 - $96.13 $26.9K - $31.2K
11.1K $1.07M
VB
Vanguard Small Cap ETF

ETFs
-876
- 4.31%
$237.58 - $259.17 $208K - $227K
19.5K $4.95M
CW
Curtiss Wright Corp

Industrials
-5
- 0.17%
$472.43 - $542.94 $2.36K - $2.71K
3.01K $1.63M
BX
Blackstone Inc.

Financial Services
-186
- 1.85%
$152.77 - $188.68 $28.4K - $35.1K
9.86K $1.69M
VO
Vanguard Mid Cap ETF

ETFs
-428
- 1.87%
$279.83 - $293.74 $120K - $126K
22.5K $6.61M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.38K
- 2.26%
$132.9 - $142.03 $183K - $196K
59.6K $8.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.24K
- 1.53%
$181.56 - $190.33 $225K - $236K
79.9K $15.2M
GOOG
Alphabet Inc.

Communication Services
-33.5K
- 25.14%
$175.16 - $255.24 $5.87M - $8.55M
99.7K $24.3M
SPYG
Spdr Portfolio

ETFs
-16.7K
- 6.19%
$94.33 - $105.31 $1.57M - $1.76M
253K $26.4M
VTV
Vanguard Value ETF

ETFs
-1.96K
- 1.45%
$175.51 - $186.57 $343K - $365K
133K $24.8M
MPWR
Monolithic Power Systems Inc

Technology
-1.43K
- 10.82%
$711.24 - $922.81 $1.01M - $1.32M
11.7K $10.8M
MSFT
Microsoft Corp

Technology
-1.2K
- 1.15%
$491.09 - $535.64 $589K - $642K
103K $53.2M
Activity Summary
Buys All Purchases 60 New Holdings 9 Increased Positions 51 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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