QUEST INVESTMENT MANAGEMENT LLC
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 856,753
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 122 | 856,753 | 13F-HR | QUEST INVESTMENT MANAGEMENT LLC |
| Q4 2025 | 2/17/2026 | 129 | 927,738 | 13F-HR | QUEST INVESTMENT MANAGEMENT LLC |
| Q3 2025 | 11/14/2025 | 134 | 952,759 | 13F-HR | QUEST INVESTMENT MANAGEMENT LLC |
| Q2 2025 | 8/13/2025 | 129 | 910,401 | 13F-HR | QUEST INVESTMENT MANAGEMENT LLC |
| Q2 2014 | 8/11/2014 | 216 | 1,017,687 | 13F-HR | QUEST INVESTMENT MANAGEMENT INC/OR |
| Q1 2014 | 5/12/2014 | 222 | 1,065,945 | 13F-HR | QUEST INVESTMENT MANAGEMENT INC/OR |
| Q4 2013 | 2/10/2014 | 230 | 1,157,272 | 13F-HR | QUEST INVESTMENT MANAGEMENT INC/OR |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 496.8 K | 58.0% | 0 | 430.9 K | -430.9 K |
| ETFs | 359.9 K | 42.0% | 359.9 K | 0 | 359.9 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
856,753
Holdings
122
QoQ value change ($000)
-70,985
(-7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.