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Jill Bartell

Quest Investment Management Llc

Assets Managed
$856.753M
Holdings
122
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-7.65%(2Q avg: -5.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Quest Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Quest Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 856.753M in assets, with a quarterly growth rate of -7.65% and a 2-quarter average growth rate of -5.13%. The portfolio is managed by Jill Bartell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.15%
12.43%
$106.42M
178,094 shares@ $597.56 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 114.16%
6.81%
$58.311M
297,204 shares@ $196.21 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.61%
6.47%
$55.395M
317,632 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.72%
4.29%
$36.687M
144,558 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.39%
4.24%
$36.303M
98,072 shares@ $370.17 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 5.85%
3.09%
$26.441M
270,056 shares@ $97.92 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.83%
3.01%
$25.716M
89,645 shares@ $286.87 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.01%
2.73%
$23.362M
240,523 shares@ $97.14 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -8.54%
2.47%
$21.122M
68,243 shares@ $309.52 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -13.08%
2.43%
$20.793M
99,837 shares@ $208.28 avg price

1-10 of 122