QUEST INVESTMENT MANAGEMENT LLC
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 855,899
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 115 | 855,899 | 13F-HR | QUEST INVESTMENT MANAGEMENT LLC |
| 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 | 466.1 K | 54.5% | 0 | 30.71 K | -30.71 K |
| ETFs | 389.8 K | 45.5% | 29.85 K | 0 | 29.85 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
855,899
Holdings
115
QoQ value change ($000)
-854
(-0.1%)
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.