| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Inst Index Fund - Sta | 42 | Q3 2023 | 10.1% |
| Apple Inc | 42 | Q3 2023 | 7.9% |
| Amazon Com Inc | 42 | Q3 2023 | 5.2% |
| iShares Tr S&P 500 Value ETF | 42 | Q3 2023 | 3.2% |
| Visa | 42 | Q3 2023 | 2.5% |
| Accenture Plc | 42 | Q3 2023 | 2.8% |
| Texas Instruments | 42 | Q3 2023 | 2.5% |
| Vanguard Index Fds Sml Cp Grw | 42 | Q3 2023 | 2.1% |
| iShares Tr MSCI EAFE Idx ETF | 42 | Q3 2023 | 2.1% |
| Union Pacific Corp | 42 | Q3 2023 | 2.5% |
View QUEST INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View QUEST INVESTMENT MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.