Quest Investment Management LLC Portfolio Holdings

Quest Investment Management LLC

  • $810 Million
  • Q2 2024

Quest Investment Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $810 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.8M, Apple Inc. with a value of $65M, Nvidia Corp with a value of $61.3M, Amazon Com Inc with a value of $40.2M, and Alphabet Inc. with a value of $35.8M.

Examining the 13F form we can see an increase of $4.42M in the current position value, from $806M to 810M.

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 $810 Million
Technology: $286 Million
ETFs: $202 Million
Communication Services: $72.5 Million
Consumer Cyclical: $65.7 Million
Healthcare: $63 Million
Financial Services: $41.9 Million
Industrials: $35.6 Million
Consumer Defensive: $24.2 Million
Other: $19.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $810 Million
  • Prior Value $806 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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