# EDGAR Filing Document

**Accession Number:** 0001036248
**File Stem:** 0001036248-25-000008
**Filing Date:** 2025-8
**Character Count:** 16286
**Document Hash:** 21825f3ac29f7c490521be86ab82dde6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001036248-25-000008.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001036248-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** QUEST INVESTMENT MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001036248

**ORGANIZATION NAME:**
- **EIN:** 930880854
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 0731

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06280
- **FILM NUMBER:** 251211382

**BUSINESS ADDRESS:**
- **STREET 1:** 5335 MEADOWS ROAD
- **STREET 2:** SUITE 400
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97035
- **BUSINESS PHONE:** 5032210158

**MAIL ADDRESS:**
- **STREET 1:** 5335 MEADOWS ROAD, SUITE 400
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97035

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** QUEST INVESTMENT MANAGEMENT INC/OR
- **DATE OF NAME CHANGE:** 19990324

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** QUEST INVESTMENT MANAGEMENT LLC<br>**Address:** 5335 MEADOWS ROAD SUITE 400<br>LAKE OSWEGO, OR 97035

**Form 13F File Number:** 028-06280

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jill Bartell<br>**Title:** Head Trader<br>**Phone:** 971-200-7515

**Signature, Place, and Date of Signing:**

Jill K. Bartell  Lake Oswego, OR  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 129

**Form 13F Information Table Value Total:** $910401483

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Abbott Laboratories | COM | 002824100 |  | 965368 | 7098 | SH |  | SOLE |  | 6358 | 0 | 740 |
| AES Corp Com | COM | 00130H105 |  | 223655 | 21260 | SH |  | SOLE |  | 21260 | 0 | 0 |
| Alphabet Class C | COM | 02079K107 |  | 23632382 | 133223 | SH |  | SOLE |  | 34705 | 0 | 98518 |
| Amazon.com Inc | COM | 023135106 |  | 29195324 | 133075 | SH |  | SOLE |  | 38648 | 0 | 94427 |
| American Elec Pwr Inc Com | COM | 025537101 |  | 254459 | 2452 | SH |  | SOLE |  | 2452 | 0 | 0 |
| American Financial Group | COM | 025932104 |  | 1011698 | 8016 | SH |  | SOLE |  | 8016 | 0 | 0 |
| Amgen Inc | COM | 031162100 |  | 387264 | 1387 | SH |  | SOLE |  | 857 | 0 | 530 |
| Apple Inc | COM | 037833100 |  | 26000083 | 126725 | SH |  | SOLE |  | 40234 | 0 | 86491 |
| Arbor Realty Trust Inc | COM | 038923108 |  | 1063584 | 99400 | SH |  | SOLE |  | 99400 | 0 | 0 |
| Arista Networks Inc | COM | 040413205 |  | 12466883 | 121854 | SH |  | SOLE |  | 33407 | 0 | 88447 |
| AT Inc | COM | 00206R102 |  | 603225 | 20844 | SH |  | SOLE |  | 20844 | 0 | 0 |
| Becton Dickinson  Co Com | COM | 075887109 |  | 716070 | 4157 | SH |  | SOLE |  | 4157 | 0 | 0 |
| Blackrock Inc | COM | 09290D101 |  | 232933 | 222 | SH |  | SOLE |  | 222 | 0 | 0 |
| Blackstone Inc | COM | 09260d107 |  | 1503285 | 10050 | SH |  | SOLE |  | 10050 | 0 | 0 |
| Boeing | COM | 097023105 |  | 695486 | 3319 | SH |  | SOLE |  | 3319 | 0 | 0 |
| Booking Holdings | COM | 09857L108 |  | 1209951 | 209 | SH |  | SOLE |  | 32 | 0 | 177 |
| Boston Scientific Corp Com | COM | 101137107 |  | 13055471 | 121548 | SH |  | SOLE |  | 36114 | 0 | 85434 |
| Bristol-Myers Squibb Co | COM | 110122108 |  | 1964110 | 42431 | SH |  | SOLE |  | 42431 | 0 | 0 |
| Broadcom Inc | COM | 11135f101 |  | 23592057 | 85587 | SH |  | SOLE |  | 23970 | 0 | 61617 |
| Brown  Brown Inc Com | COM | 115236101 |  | 1478895 | 13339 | SH |  | SOLE |  | 2261 | 0 | 11078 |
| Caterpillar Inc | COM | 149123101 |  | 2705047 | 6968 | SH |  | SOLE |  | 6968 | 0 | 0 |
| Cheniere Energy Inc | COM | 16411R208 |  | 200904 | 825 | SH |  | SOLE |  | 825 | 0 | 0 |
| Cheniere Energy Partners Lp Un | COM | 16411Q101 |  | 324486 | 5789 | SH |  | SOLE |  | 5789 | 0 | 0 |
| Chevron Corp | COM | 166764100 |  | 665705 | 4649 | SH |  | SOLE |  | 4649 | 0 | 0 |
| Cintas Corp Com | COM | 172908105 |  | 2055530 | 9223 | SH |  | SOLE |  | 1529 | 0 | 7694 |
| Costco Wholesale Corp | COM | 22160K105 |  | 13487669 | 13625 | SH |  | SOLE |  | 4194 | 0 | 9431 |
| Coterra Energy Inc | COM | 127097103 |  | 749774 | 29542 | SH |  | SOLE |  | 29542 | 0 | 0 |
| Curtiss Wright Corp | COM | 231561101 |  | 1473240 | 3016 | SH |  | SOLE |  | 3016 | 0 | 0 |
| Danaher | COM | 235851102 |  | 3691035 | 18685 | SH |  | SOLE |  | 6722 | 0 | 11963 |
| Dnow Inc Com | COM | 67011P100 |  | 385061 | 25965 | SH |  | SOLE |  | 25965 | 0 | 0 |
| Ducommun Inc | COM | 264147109 |  | 942726 | 11409 | SH |  | SOLE |  | 11409 | 0 | 0 |
| Duke Energy Corp Com | COM | 26441C204 |  | 314247 | 2663 | SH |  | SOLE |  | 2663 | 0 | 0 |
| Eaton Corp Com | COM | G29183103 |  | 12504289 | 35027 | SH |  | SOLE |  | 9726 | 0 | 25301 |
| Ecolab Inc | COM | 278865100 |  | 8427275 | 31277 | SH |  | SOLE |  | 7105 | 0 | 24172 |
| Energy Transfer Lp  Ut Ltd Ptn | COM | 29273V100 |  | 962277 | 53077 | SH |  | SOLE |  | 53077 | 0 | 0 |
| Exxon Mobil | COM | 30231G102 |  | 862400 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| Flagstar Financial Inc New | COM | 649445400 |  | 604486 | 57027 | SH |  | SOLE |  | 57027 | 0 | 0 |
| GE Aerospace | COM | 369604301 |  | 1525036 | 5925 | SH |  | SOLE |  | 5925 | 0 | 0 |
| GE Vernova Inc | COM | 36828A101 |  | 783671 | 1481 | SH |  | SOLE |  | 1481 | 0 | 0 |
| Guidewire Software | COM | 40171V100 |  | 10992690 | 46688 | SH |  | SOLE |  | 11952 | 0 | 34736 |
| Home Depot Inc | COM | 437076102 |  | 4988791 | 13607 | SH |  | SOLE |  | 4326 | 0 | 9281 |
| Hubbell Inc | COM | 443510607 |  | 763764 | 1870 | SH |  | SOLE |  | 1870 | 0 | 0 |
| Hubspot Inc | COM | 443573100 |  | 1917590 | 3445 | SH |  | SOLE |  | 532 | 0 | 2913 |
| IBM | COM | 459200101 |  | 3149430 | 10684 | SH |  | SOLE |  | 10684 | 0 | 0 |
| Intuitive Surgical Inc Com New | COM | 46120E602 |  | 1153116 | 2122 | SH |  | SOLE |  | 328 | 0 | 1794 |
| Iron Mtn Inc Pa Com | COM | 46284V101 |  | 452788 | 4414 | SH |  | SOLE |  | 4414 | 0 | 0 |
| J P Morgan Chase  Co | COM | 46625H100 |  | 11885440 | 40997 | SH |  | SOLE |  | 11719 | 0 | 29278 |
| Kinder Morgan Inc | COM | 49456B101 |  | 1542056 | 52451 | SH |  | SOLE |  | 52451 | 0 | 0 |
| Lilly Eli  Co Com | COM | 532457108 |  | 14228839 | 18253 | SH |  | SOLE |  | 5529 | 0 | 12724 |
| Linde plc | COM | G54950103 |  | 1234413 | 2631 | SH |  | SOLE |  | 415 | 0 | 2216 |
| Marriott Intl Inc New Cl A | COM | 571903202 |  | 2770349 | 10140 | SH |  | SOLE |  | 315 | 0 | 9825 |
| Mastercard Inc | COM | 57636Q104 |  | 12657698 | 22525 | SH |  | SOLE |  | 6184 | 0 | 16341 |
| Merck | COM | 58933Y105 |  | 1424880 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| Meta Platforms | COM | 30303M102 |  | 22915480 | 31047 | SH |  | SOLE |  | 8561 | 0 | 22486 |
| Micron Technology Inc Com | COM | 595112103 |  | 293581 | 2382 | SH |  | SOLE |  | 2382 | 0 | 0 |
| Microsoft | COM | 594918104 |  | 51692120 | 103923 | SH |  | SOLE |  | 31752 | 0 | 72171 |
| Monolithic Power Systems | COM | 609839105 |  | 9632275 | 13170 | SH |  | SOLE |  | 3757 | 0 | 9413 |
| Moog Inc | COM | 615394202 |  | 669770 | 3701 | SH |  | SOLE |  | 3701 | 0 | 0 |
| Netflix | COM | 64110L106 |  | 14912552 | 11136 | SH |  | SOLE |  | 3236 | 0 | 7900 |
| Nextera Energy | COM | 65339F101 |  | 898486 | 12943 | SH |  | SOLE |  | 12943 | 0 | 0 |
| Nvidia Corp | COM | 67066G104 |  | 56314441 | 356443 | SH |  | SOLE |  | 97474 | 0 | 258969 |
| O'Reilly Automotive | COM | 67103H107 |  | 5760659 | 63915 | SH |  | SOLE |  | 17430 | 0 | 46485 |
| Old Republic Intl Corp | COM | 680223104 |  | 1221926 | 31788 | SH |  | SOLE |  | 31788 | 0 | 0 |
| Palantir Technologies Inc Cl A | COM | 69608A108 |  | 2557636 | 18762 | SH |  | SOLE |  | 4999 | 0 | 13763 |
| Palo Alto Networks | COM | 697435105 |  | 14056312 | 68688 | SH |  | SOLE |  | 20868 | 0 | 47820 |
| Pfizer Incorporated | COM | 717081103 |  | 760251 | 31363 | SH |  | SOLE |  | 31363 | 0 | 0 |
| Powell Industries | COM | 739128106 |  | 1043129 | 4957 | SH |  | SOLE |  | 4957 | 0 | 0 |
| QXO Inc New | COM | 82846H405 |  | 738047 | 34264 | SH |  | SOLE |  | 34264 | 0 | 0 |
| Reddit Inc Cl A | COM | 75734B100 |  | 237148 | 1575 | SH |  | SOLE |  | 1575 | 0 | 0 |
| S Global | COM | 78409V104 |  | 10449833 | 19818 | SH |  | SOLE |  | 5091 | 0 | 14727 |
| Salesforce | COM | 79466L302 |  | 6933961 | 25428 | SH |  | SOLE |  | 6653 | 0 | 18775 |
| Sempra Energy Com | COM | 816851109 |  | 704327 | 9296 | SH |  | SOLE |  | 9296 | 0 | 0 |
| Servicenow Inc | COM | 81762P102 |  | 14040489 | 13657 | SH |  | SOLE |  | 4005 | 0 | 9652 |
| Shopify Inc | COM | 82509L107 |  | 1174840 | 10185 | SH |  | SOLE |  | 1573 | 0 | 8612 |
| Southern Co Com | COM | 842587107 |  | 203863 | 2220 | SH |  | SOLE |  | 2220 | 0 | 0 |
| Spotify Technology | COM | L8681T102 |  | 1192446 | 1554 | SH |  | SOLE |  | 240 | 0 | 1314 |
| Stryker Corp | COM | 863667101 |  | 1236739 | 3126 | SH |  | SOLE |  | 711 | 0 | 2415 |
| Tesla Inc | COM | 88160R101 |  | 7697855 | 24233 | SH |  | SOLE |  | 9064 | 0 | 15169 |
| The Trade Desk Inc | COM | 88339J105 |  | 609755 | 8470 | SH |  | SOLE |  | 1450 | 0 | 7020 |
| TJX Corp | COM | 872540109 |  | 1281209 | 10375 | SH |  | SOLE |  | 2001 | 0 | 8374 |
| Transdigm Group Inc Com | COM | 893641100 |  | 8552079 | 5624 | SH |  | SOLE |  | 1090 | 0 | 4534 |
| Tuktu Resources Ltd | COM | 899050108 |  | 381 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| Uber Technologies Inc | COM | 90353T100 |  | 2287623 | 24519 | SH |  | SOLE |  | 1942 | 0 | 22577 |
| Union Pacific Corp | COM | 907818108 |  | 7232145 | 31433 | SH |  | SOLE |  | 20358 | 0 | 11075 |
| US Bancorp | COM | 902973304 |  | 233354 | 5157 | SH |  | SOLE |  | 5157 | 0 | 0 |
| Ventas Inc | COM | 92276F100 |  | 228168 | 3613 | SH |  | SOLE |  | 3613 | 0 | 0 |
| Verizon Communications | COM | 92343V104 |  | 231062 | 5340 | SH |  | SOLE |  | 5340 | 0 | 0 |
| Visa | COM | 92826C839 |  | 15319133 | 43146 | SH |  | SOLE |  | 14627 | 0 | 28519 |
| Vistra Corp | COM | 92840M102 |  | 1281433 | 6612 | SH |  | SOLE |  | 6612 | 0 | 0 |
| Wal-Mart Stores Inc | COM | 931142103 |  | 7796977 | 79740 | SH |  | SOLE |  | 79740 | 0 | 0 |
| Walt Disney | COM | 254687106 |  | 317471 | 2560 | SH |  | SOLE |  | 2560 | 0 | 0 |
| Waste Management | COM | 94106L109 |  | 819187 | 3580 | SH |  | SOLE |  | 3580 | 0 | 0 |
| Williams Companies | COM | 969457100 |  | 752174 | 11975 | SH |  | SOLE |  | 11975 | 0 | 0 |
| Woodward Inc | COM | 980745103 |  | 1044876 | 4263 | SH |  | SOLE |  | 4263 | 0 | 0 |
| Xylem Inc | COM | 98419M100 |  | 971632 | 7511 | SH |  | SOLE |  | 7511 | 0 | 0 |
| Zimmer Biomet Holdings | COM | 98956P102 |  | 652379 | 7152 | SH |  | SOLE |  | 7152 | 0 | 0 |
| Zscaler Inc Com | COM | 98980G102 |  | 1516330 | 4830 | SH |  | SOLE |  | 746 | 0 | 4084 |
| FTSE All-World ex-US Index Fun | ETFS | 922042775 |  | 10292794 | 153121 | SH |  | SOLE |  | 151509 | 0 | 1612 |
| Goldman Sachs Equal Weight U.S | ETFS | 381430438 |  | 9762376 | 119725 | SH |  | SOLE |  | 119725 | 0 | 0 |
| Invesco QQQ Trust | ETFS | 46090E103 |  | 557735 | 1011 | SH |  | SOLE |  | 893 | 0 | 118 |
| Invesco S 500 Equal Weight E | ETFS | 46137V357 |  | 14749473 | 81157 | SH |  | SOLE |  | 80336 | 0 | 821 |
| iShares Core S 500 ETF | ETFS | 464287200 |  | 453878 | 731 | SH |  | SOLE |  | 731 | 0 | 0 |
| iShares Gold Trust ETF | ETFS | 464285204 |  | 19842765 | 318197 | SH |  | SOLE |  | 318197 | 0 | 0 |
| iShares S 100 ETF | ETFS | 464287101 |  | 15387684 | 50559 | SH |  | SOLE |  | 50559 | 0 | 0 |
| iShares Tr MSCI EAFE Idx ETF | ETFS | 464287465 |  | 28277454 | 316338 | SH |  | SOLE |  | 316338 | 0 | 0 |
| iShares TR Russell 1000 ETF | ETFS | 464287622 |  | 246188 | 725 | SH |  | SOLE |  | 725 | 0 | 0 |
| iShares TR Russell 1000 Growth | ETFS | 464287614 |  | 8719599 | 20537 | SH |  | SOLE |  | 20537 | 0 | 0 |
| iShares Tr S 500 Value ETF | ETFS | 464287408 |  | 29471876 | 150813 | SH |  | SOLE |  | 150813 | 0 | 0 |
| ProShares S 500 Dividend Ari | ETFS | 74348A467 |  | 12579523 | 124921 | SH |  | SOLE |  | 124175 | 0 | 746 |
| SPDR Portfolio S 500 Growth | ETFS | 78464A409 |  | 25701799 | 269637 | SH |  | SOLE |  | 268587 | 0 | 1050 |
| SPDR S 500 ETF | ETFS | 78462F103 |  | 552972 | 895 | SH |  | SOLE |  | 895 | 0 | 0 |
| Vanguard High Dividend Yield E | ETFS | 921946406 |  | 8125442 | 60951 | SH |  | SOLE |  | 60951 | 0 | 0 |
| Vanguard Index Fds Mid Cap ETF | ETFS | 922908629 |  | 6417621 | 22934 | SH |  | SOLE |  | 22711 | 0 | 223 |
| Vanguard Index Fds Sm Cap Valu | ETFS | 922908611 |  | 14488853 | 74298 | SH |  | SOLE |  | 74298 | 0 | 0 |
| Vanguard Index Fds Small Cp ET | ETFS | 922908751 |  | 4817329 | 20328 | SH |  | SOLE |  | 20066 | 0 | 262 |
| Vanguard Index Fds Sml Cp Grw | ETFS | 922908595 |  | 14583660 | 52660 | SH |  | SOLE |  | 52660 | 0 | 0 |
| Vanguard Index Fds Value ETF | ETFS | 922908744 |  | 23878458 | 135105 | SH |  | SOLE |  | 134154 | 0 | 951 |
| Vanguard Intl Eqty Idx FTSE Eu | ETFS | 922042874 |  | 368900 | 4760 | SH |  | SOLE |  | 4760 | 0 | 0 |
| Vanguard Total Stock Market ET | ETFS | 922908769 |  | 702399 | 2311 | SH |  | SOLE |  | 2311 | 0 | 0 |
| iShares U.S. Preferred  Stock | ETFS | 464288687 |  | 5430360 | 177000 | SH |  | SOLE |  | 177000 | 0 | 0 |
| Allstate Corp Sub Deb 53 | PFD | 020002309 |  | 242895 | 9380 | SH |  | SOLE |  | 9380 | 0 | 0 |
| Goldman Sachs Group Inc Pfd A | PFD | 38143y665 |  | 213674 | 10060 | SH |  | SOLE |  | 10060 | 0 | 0 |
| Huntington Bancshares Inc 4.50 | PFD | 446150823 |  | 374268 | 21314 | SH |  | SOLE |  | 21314 | 0 | 0 |
| Pacific Gas  Elec Co Pfd 1St | PFD | 694308503 |  | 257509 | 14698 | SH |  | SOLE |  | 14698 | 0 | 0 |
| Us Bancorp Del Pfd B 1/1000Dp | PFD | 902973155 |  | 259594 | 12993 | SH |  | SOLE |  | 12993 | 0 | 0 |
| Wells Fargo Co Dp Pf Cl A Sr Z | PFD | 94988u151 |  | 229525 | 12017 | SH |  | SOLE |  | 12017 | 0 | 0 |
| ASML Hldg Nv N Y Shs | ADR | N07059210 |  | 4745832 | 5922 | SH |  | SOLE |  | 2021 | 0 | 3901 |
| Shell plc | ADR | 780259305 |  | 2556710 | 36312 | SH |  | SOLE |  | 36312 | 0 | 0 |
| Vanguard Inst Index Fund - Sta | COM | vangcasc3 |  | 105567919 | 510653 | SH |  | SOLE |  | 510653 | 0 | 0 |

---