Quest Investment Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $758 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $49.8M, Microsoft Corp with a value of $45.6M, Apple Inc. with a value of $45.2M, Amazon Com Inc with a value of $39M, and Alphabet Inc. with a value of $36.3M.

Examining the 13F form we can see an increase of $2.97M in the current position value, from $755M to 758M.

Quest Investment Management LLC is based out at Lake Oswego, OR

Below you can find more details about Quest Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $758 Million
Technology: $244 Million
ETFs: $223 Million
Consumer Cyclical: $75.2 Million
Communication Services: $71 Million
Financial Services: $45.1 Million
Healthcare: $39.4 Million
Industrials: $24.3 Million
Consumer Defensive: $20.7 Million
Other: $14.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $758 Million
  • Prior Value $755 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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