Quest Investment Management LLC Portfolio Holdings

Quest Investment Management LLC

  • $703 Million
  • Q1 2025

Quest Investment Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $703 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $37.6M, Microsoft Corp with a value of $37.1M, Apple Inc. with a value of $36.9M, Amazon Com Inc with a value of $31.6M, and Ishares S&P 500 Value ETF with a value of $28.7M.

Examining the 13F form we can see an decrease of $55M in the current position value, from $758M to 703M.

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 $703 Million
ETFs: $240 Million
Technology: $200 Million
Communication Services: $61 Million
Consumer Cyclical: $56 Million
Financial Services: $47.4 Million
Healthcare: $35.2 Million
Industrials: $27.9 Million
Consumer Defensive: $21 Million
Other: $13.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $703 Million
  • Prior Value $758 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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