Progressive Investment Management Corp

13F filer · CIK 0001353318

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$454MU.S. long equity reported on 13F

Positions471 new · 3 closed

Net flow last quarter-$6.34MBuys minus sells

Top 10 positions weight57.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202647 positions
AAPLApple Inc.	$42.5M	9.34%	0.00%	-1.3%	Q2 2013
NVDANvidia Corp	$40.5M	8.92%	0.00%	-1.7%	Q3 2021
GOOGAlphabet Inc.	$37.9M	8.33%	Not reported	-1.0%	Q3 2015
MSFTMicrosoft Corp	$29.6M	6.51%	0.00%	-1.8%	Q2 2015
AMZNAmazon Com Inc	$25.8M	5.67%	0.00%	-1.5%	Q1 2016
KLACKla Corp	$18.5M	4.07%	0.00%	-1.5%	Q1 2024
LRCXLam Research Corp	$17.8M	3.91%	0.00%	-1.4%	Q2 2024
AVGOBroadcom Inc.	$17.6M	3.87%	0.00%	-1.3%	Q3 2025
COSTCostco Wholesale Corp	$15.9M	3.50%	0.00%	-1.8%	Q3 2013
APHAmphenol Corp	$15.2M	3.35%	0.01%	-1.6%	Q3 2025
MCOMoodys Corp	$15M	3.31%	0.02%	-1.5%	Q1 2017
VVisa Inc.	$14.2M	3.13%	0.00%	-1.9%	Q2 2014
AMATApplied Materials Inc	$13.2M	2.91%	0.00%	-1.3%	Q2 2024
FASTFastenal Co	$11.9M	2.62%	0.02%	-1.2%	Q2 2019
ASMLAsml Holding NV	$11.7M	2.58%	0.00%	+18.7%	Q1 2026
SPGIS&P Global Inc.	$10.9M	2.40%	0.01%	-1.2%	Q2 2016
IDXXIdexx Laboratories Inc	$10.5M	2.32%	0.03%	-1.5%	Q4 2019
AMDAdvanced Micro Devices Inc	$9.7M	2.14%	0.00%	+15.1%	Q1 2026
TTTrane Technologies plc	$9.24M	2.03%	0.01%	-1.3%	Q4 2020
MAMastercard Inc	$9.14M	2.01%	0.00%	-1.6%	Q2 2019
MSCIMSCI Inc.	$8.49M	1.87%	0.02%	-1.4%	Q1 2015
MUMicron Technology Inc	$8.26M	1.82%	0.00%	-1.5%	Q1 2026
DHRDanaher Corp	$8.22M	1.81%	0.01%	-1.5%	Q4 2016
GOOGLAlphabet Inc.	$6.54M	1.44%	0.00%	-4.1%	Q3 2015
LINLinde PLC	$5.48M	1.21%	0.00%	+61.0%	Q1 2026
CDNSCadence Design Systems Inc	$5.23M	1.15%	0.01%	-1.4%	Q1 2024
GLWCorning Inc	$4.79M	1.05%	0.00%	-0.9%	Q1 2021
TXNTexas Instruments Inc	$4.16M	0.92%	0.00%	-1.3%	Q1 2026
URIUnited Rentals, Inc.	$3.82M	0.84%	0.01%	-1.5%	Q1 2026
INTCIntel Corp	$3.29M	0.73%	0.00%	New	Q2 2026
DEDeere & Co	$2.57M	0.56%	0.00%	-1.1%	Q2 2013
JNJJohnson & Johnson	$2.38M	0.52%	0.00%	Not reported	Q2 2015
CIENCiena Corp	$2.29M	0.50%	0.00%	-1.5%	Q1 2026
CTASCintas Corp	$1.45M	0.32%	0.00%	-1.3%	Q1 2025
TJXTJX Companies Inc	$905K	0.20%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$831K	0.18%	Not reported	Not reported	Q2 2015
LLYELI LILLY & Co	$753K	0.17%	0.00%	Not reported	Q4 2025
SUSASouthern USA Resources Inc.	$617K	0.14%	Not reported	Not reported	Q3 2021
MMM3m Co	$604K	0.13%	0.00%	-25.5%	Q2 2015
AMGNAmgen Inc	$572K	0.13%	0.00%	Not reported	Q1 2021
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$475K	0.10%	Not reported	+8.9%	Q3 2021
IBMInternational Business Machines Corp	$435K	0.10%	0.00%	-28.0%	Q3 2014
AMPAmeriprise Financial Inc	$330K	0.07%	0.00%	Not reported	Q4 2021
ADPAutomatic Data Processing Inc	$318K	0.07%	0.00%	Not reported	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$293K	0.06%	Not reported	-8.6%	Q3 2021
DISWalt Disney Co	$265K	0.06%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$205K	0.05%	0.00%	Not reported	Q1 2015
Q1 2026Reported May 5, 202649 positions
AAPLApple Inc.	$37.7M	9.96%	0.00%	-0.1%	Q2 2013
NVDANvidia Corp	$35.9M	9.49%	0.00%	-0.2%	Q3 2021
GOOGAlphabet Inc.	$31.1M	8.20%	Not reported	+0.8%	Q3 2015
MSFTMicrosoft Corp	$29.9M	7.88%	0.00%	0.0%	Q2 2015
AMZNAmazon Com Inc	$22.8M	6.03%	0.00%	-0.2%	Q1 2016
COSTCostco Wholesale Corp	$17.2M	4.55%	0.00%	-0.4%	Q3 2013
MCOMoodys Corp	$14.7M	3.88%	0.02%	+0.1%	Q1 2017
AVGOBroadcom Inc.	$14.6M	3.85%	0.00%	+0.5%	Q3 2025
VVisa Inc.	$12.8M	3.37%	0.00%	+0.2%	Q2 2014
FASTFastenal Co	$11.7M	3.08%	0.02%	+0.3%	Q2 2019
SPGIS&P Global Inc.	$11.5M	3.05%	0.01%	-0.4%	Q2 2016
IDXXIdexx Laboratories Inc	$11.4M	3.01%	0.03%	Not reported	Q4 2019
APHAmphenol Corp	$11.1M	2.92%	0.01%	-0.1%	Q3 2025
KLACKla Corp	$9.16M	2.42%	0.00%	-0.3%	Q1 2024
MAMastercard Inc	$9.04M	2.39%	0.00%	-0.2%	Q2 2019
LRCXLam Research Corp	$8.87M	2.34%	0.00%	-0.1%	Q2 2024
DHRDanaher Corp	$8.31M	2.19%	0.01%	+0.1%	Q4 2016
MSCIMSCI Inc.	$8.29M	2.19%	0.02%	0.0%	Q1 2015
TTTrane Technologies plc	$7.94M	2.10%	0.01%	+0.6%	Q4 2020
ASMLAsml Holding NV	$6.57M	1.73%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$6.34M	1.68%	0.00%	+0.1%	Q2 2024
GOOGLAlphabet Inc.	$5.49M	1.45%	0.00%	-4.1%	Q3 2015
TMOThermo Fisher Scientific Inc.	$5.41M	1.43%	0.00%	-0.2%	Q1 2023
CDNSCadence Design Systems Inc	$3.93M	1.04%	0.01%	-0.3%	Q1 2024
LINLinde PLC	$3.25M	0.86%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$2.95M	0.78%	0.00%	New	Q1 2026
TXNTexas Instruments Inc	$2.75M	0.73%	0.00%	New	Q1 2026
GLWCorning Inc	$2.57M	0.68%	0.00%	+76.5%	Q1 2021
ORCLOracle Corp	$2.54M	0.67%	0.00%	-0.3%	Q3 2025
URIUnited Rentals, Inc.	$2.5M	0.66%	0.01%	New	Q1 2026
MUMicron Technology Inc	$2.46M	0.65%	0.00%	New	Q1 2026
DEDeere & Co	$2.3M	0.61%	0.00%	+213.3%	Q2 2013
JNJJohnson & Johnson	$2.3M	0.61%	0.00%	+1.4%	Q2 2015
CIENCiena Corp	$1.84M	0.49%	0.00%	New	Q1 2026
CTASCintas Corp	$1.46M	0.38%	0.00%	+0.3%	Q1 2025
TJXTJX Companies Inc	$954K	0.25%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$795K	0.21%	Not reported	Not reported	Q2 2015
MMM3m Co	$727K	0.19%	0.00%	-3.5%	Q2 2015
LLYELI LILLY & Co	$578K	0.15%	0.00%	Not reported	Q4 2025
AMGNAmgen Inc	$556K	0.15%	0.00%	Not reported	Q1 2021
SUSASouthern USA Resources Inc.	$528K	0.14%	Not reported	Not reported	Q3 2021
IBMInternational Business Machines Corp	$521K	0.14%	0.00%	Not reported	Q3 2014
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$439K	0.12%	Not reported	+4.8%	Q3 2021
AMPAmeriprise Financial Inc	$320K	0.08%	0.00%	Not reported	Q4 2021
ADPAutomatic Data Processing Inc	$288K	0.08%	0.00%	Not reported	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$281K	0.07%	Not reported	-8.8%	Q3 2021
DISWalt Disney Co	$266K	0.07%	0.00%	Not reported	Q1 2021
NKENIKE, Inc.	$254K	0.07%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$202K	0.05%	0.00%	Not reported	Q1 2015
Q4 2025Reported Feb 13, 202646 positions
AAPLApple Inc.	$40.5M	9.68%	0.00%	-1.0%	Q2 2013
MSFTMicrosoft Corp	$39M	9.33%	0.00%	-0.8%	Q2 2015
NVDANvidia Corp	$38.5M	9.21%	0.00%	-0.6%	Q3 2021
GOOGAlphabet Inc.	$33.7M	8.06%	Not reported	-0.2%	Q3 2015
AMZNAmazon Com Inc	$25.4M	6.07%	0.00%	-1.0%	Q1 2016
MCOMoodys Corp	$17.2M	4.11%	0.02%	-0.6%	Q1 2017
AVGOBroadcom Inc.	$16.2M	3.89%	0.00%	+15.4%	Q3 2025
COSTCostco Wholesale Corp	$15M	3.58%	0.00%	-0.7%	Q3 2013
VVisa Inc.	$14.8M	3.54%	0.00%	-0.6%	Q2 2014
SPGIS&P Global Inc.	$14.2M	3.40%	0.01%	-0.6%	Q2 2016
IDXXIdexx Laboratories Inc	$13.7M	3.28%	0.03%	-0.9%	Q4 2019
APHAmphenol Corp	$11.9M	2.84%	0.01%	+24.5%	Q3 2025
MAMastercard Inc	$10.3M	2.48%	0.00%	-0.7%	Q2 2019
FASTFastenal Co	$10.1M	2.41%	0.02%	-0.5%	Q2 2019
DHRDanaher Corp	$10M	2.40%	0.01%	-0.7%	Q4 2016
MSCIMSCI Inc.	$8.82M	2.11%	0.02%	-0.5%	Q1 2015
TYLTyler Technologies Inc	$8.12M	1.94%	0.04%	-0.6%	Q4 2018
NOWServiceNow, Inc.	$7.91M	1.89%	0.00%	-0.7%	Q2 2020
BKNGBooking Holdings Inc.	$7.74M	1.85%	0.00%	-0.6%	Q1 2018
KLACKla Corp	$7.58M	1.81%	0.00%	-0.5%	Q1 2024
TTTrane Technologies plc	$7.37M	1.76%	0.01%	+39.7%	Q4 2020
ROPRoper Technologies Inc	$7.37M	1.76%	0.02%	-0.7%	Q4 2016
LRCXLam Research Corp	$7.11M	1.70%	0.00%	-0.8%	Q2 2024
TMOThermo Fisher Scientific Inc.	$6.39M	1.53%	0.00%	-0.9%	Q1 2023
GOOGLAlphabet Inc.	$6.23M	1.49%	0.00%	-3.5%	Q3 2015
AMATApplied Materials Inc	$4.77M	1.14%	0.00%	-0.6%	Q2 2024
ADSKAutodesk, Inc.	$4.59M	1.10%	0.01%	-0.9%	Q4 2021
CDNSCadence Design Systems Inc	$4.44M	1.06%	0.01%	-0.5%	Q1 2024
ORCLOracle Corp	$3.37M	0.81%	0.00%	-0.6%	Q3 2025
JNJJohnson & Johnson	$1.92M	0.46%	0.00%	-1.1%	Q2 2015
CTASCintas Corp	$1.61M	0.39%	0.00%	-0.7%	Q1 2025
GLWCorning Inc	$939K	0.22%	0.00%	-1.9%	Q1 2021
TJXTJX Companies Inc	$918K	0.22%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$834K	0.20%	Not reported	Not reported	Q2 2015
MMM3m Co	$830K	0.20%	0.00%	Not reported	Q2 2015
LLYELI LILLY & Co	$675K	0.16%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$637K	0.15%	0.00%	Not reported	Q3 2014
DEDeere & Co	$608K	0.15%	0.00%	Not reported	Q2 2013
SUSASouthern USA Resources Inc.	$557K	0.13%	Not reported	Not reported	Q3 2021
AMGNAmgen Inc	$517K	0.12%	0.00%	+43.0%	Q1 2021
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$422K	0.10%	Not reported	+3.7%	Q3 2021
ADPAutomatic Data Processing Inc	$365K	0.09%	0.00%	Not reported	Q1 2021
AMPAmeriprise Financial Inc	$353K	0.08%	0.00%	Not reported	Q4 2021
DISWalt Disney Co	$314K	0.08%	0.00%	Not reported	Q1 2021
NKENIKE, Inc.	$306K	0.07%	0.00%	Not reported	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$301K	0.07%	Not reported	-10.1%	Q3 2021
Q3 2025Reported Nov 5, 202546 positions
MSFTMicrosoft Corp	$42.1M	10.24%	0.00%	-1.3%	Q2 2015
NVDANvidia Corp	$38.7M	9.41%	0.00%	-1.3%	Q3 2021
AAPLApple Inc.	$38.3M	9.30%	0.00%	-0.9%	Q2 2013
GOOGAlphabet Inc.	$26.2M	6.37%	Not reported	-0.8%	Q3 2015
AMZNAmazon Com Inc	$24.4M	5.93%	0.00%	-1.2%	Q1 2016
COSTCostco Wholesale Corp	$16.2M	3.93%	0.00%	-0.9%	Q3 2013
MCOMoodys Corp	$16.1M	3.92%	0.02%	-0.8%	Q1 2017
VVisa Inc.	$14.5M	3.52%	0.00%	-0.8%	Q2 2014
AVGOBroadcom Inc.	$13.4M	3.26%	0.00%	New	Q3 2025
SPGIS&P Global Inc.	$13.3M	3.24%	0.01%	-0.9%	Q2 2016
IDXXIdexx Laboratories Inc	$13.1M	3.18%	0.03%	-1.0%	Q4 2019
FASTFastenal Co	$12.4M	3.00%	0.02%	-0.7%	Q2 2019
MAMastercard Inc	$10.4M	2.52%	0.00%	-0.8%	Q2 2019
NOWServiceNow, Inc.	$9.56M	2.32%	0.01%	-1.0%	Q2 2020
TYLTyler Technologies Inc	$9.42M	2.29%	0.04%	-1.0%	Q4 2018
VRSKVerisk Analytics, Inc.	$9.34M	2.27%	0.03%	-0.8%	Q3 2015
MSCIMSCI Inc.	$8.76M	2.13%	0.02%	-1.0%	Q1 2015
DHRDanaher Corp	$8.74M	2.12%	0.01%	-1.1%	Q4 2016
APHAmphenol Corp	$8.73M	2.12%	0.01%	New	Q3 2025
ROPRoper Technologies Inc	$8.31M	2.02%	0.02%	-0.9%	Q4 2016
BKNGBooking Holdings Inc.	$7.85M	1.91%	0.00%	-33.8%	Q1 2018
KLACKla Corp	$6.76M	1.64%	0.00%	-1.2%	Q1 2024
TTTrane Technologies plc	$5.72M	1.39%	0.01%	-1.1%	Q4 2020
LRCXLam Research Corp	$5.61M	1.36%	0.00%	-0.8%	Q2 2024
TMOThermo Fisher Scientific Inc.	$5.39M	1.31%	0.00%	-1.3%	Q1 2023
GOOGLAlphabet Inc.	$5.02M	1.22%	0.00%	-2.8%	Q3 2015
CDNSCadence Design Systems Inc	$5.01M	1.22%	0.01%	-1.5%	Q1 2024
ADSKAutodesk, Inc.	$4.97M	1.21%	0.01%	-1.1%	Q4 2021
ORCLOracle Corp	$4.89M	1.19%	0.00%	New	Q3 2025
AMATApplied Materials Inc	$3.82M	0.93%	0.00%	-0.8%	Q2 2024
CTASCintas Corp	$1.77M	0.43%	0.00%	-1.4%	Q1 2025
JNJJohnson & Johnson	$1.74M	0.42%	0.00%	Not reported	Q2 2015
GLWCorning Inc	$897K	0.22%	0.00%	Not reported	Q1 2021
TJXTJX Companies Inc	$864K	0.21%	0.00%	-0.5%	Q2 2013
BRK.BBerkshire Hathaway Inc	$835K	0.20%	Not reported	Not reported	Q2 2015
MMM3m Co	$805K	0.20%	0.00%	-0.5%	Q2 2015
IBMInternational Business Machines Corp	$606K	0.15%	0.00%	Not reported	Q3 2014
DEDeere & Co	$597K	0.14%	0.00%	-1.1%	Q2 2013
SUSASouthern USA Resources Inc.	$543K	0.13%	Not reported	Not reported	Q3 2021
ADPAutomatic Data Processing Inc	$416K	0.10%	0.00%	Not reported	Q1 2021
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$408K	0.10%	Not reported	+8.5%	Q3 2021
AMPAmeriprise Financial Inc	$354K	0.09%	0.00%	Not reported	Q4 2021
NKENIKE, Inc.	$335K	0.08%	0.00%	Not reported	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$331K	0.08%	Not reported	-19.0%	Q3 2021
DISWalt Disney Co	$316K	0.08%	0.00%	Not reported	Q1 2021
AMGNAmgen Inc	$312K	0.08%	0.00%	Not reported	Q1 2021

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