Progressive Investment Management Corp
Sector Allocation
- Technology64.7%$291.9M
- Financials13.2%$59.6M
- Consumer Discretionary6.4%$29.0M
- Healthcare5.4%$24.2M
- Industrials4.0%$18.2M
- Consumer Staples3.4%$15.5M
- Materials1.7%$7.8M
- Other1.1%$4.9M
- Communication Services0.1%$289,209
AUM History
13fpro.ai/research/fund/progressive-investment-management-corp-1353318
Conviction and streaks
Concentrating · top 10 = 60.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$48.5MNVDA
$45.7MMSFT
$40.2MGOOG
$36.3MAMZN
$26.6MAVGO
$16.2MCOST
$15.3MMCO
$14.9MV
$14.7MAPH
$14.4MLRCX
$13.3MFAST
$12.2MKLAC
$11.8MASML
$10.6MSPGI
$10.5MIDXX
$10.3MAMD
$10.1MMA
$9.7MDHR
$9.4MAMAT
$9.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/progressive-investment-management-corp-1353318
Progressive Investment Management Corp 13F holdings — Q3 2026
$451.5M portfolio (-0.6% QoQ) · 56 holdings · Q3 2026 13F · top 10 are 60% of the stock portfolio
$48.5M
10.7% of stocks
-0.8%This quarter0.0%Since filed11+ qtrsHeld$45.7M
10.1% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld$40.2M
8.9% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld$36.3M
8.0% of stocks
-0.7%This quarter0.0%Since filed11+ qtrsHeld$26.6M
5.9% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$16.2M
3.6% of stocks
-1%This quarter0.0%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$15.3M
3.4% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$14.9M
3.3% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$14.7M
3.3% of stocks
-1.0%This quarter0.0%Since filed11+ qtrsHeld$14.4M
3.2% of stocks
+97%This quarter0.0%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Progressive Investment Management Corp (Q3 2026)
56 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | LAM RESEARCH CORP | Technology | $13.3M | 3.0% | 41K | -1.0% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | FASTENAL CO | Industrials | $12.2M | 2.7% | 246K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | KLA CORP | Technology | $11.8M | 2.6% | 60K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ASML HOLDING NV | Technology | $10.6M | 2.4% | 5,851 | -0.9% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | S&P Global Inc. | Financials | $10.5M | 2.3% | 27K | -0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | IDEXX LABORATORIES INC /DE | Healthcare | $10.3M | 2.3% | 20K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ADVANCED MICRO DEVICES INC | Technology | $10.1M | 2.2% | 17K | -1% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Mastercard Inc | Financials | $9.7M | 2.1% | 18K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | DANAHER CORP /DE/ | Healthcare | $9.4M | 2.1% | 43K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | APPLIED MATERIALS INC /DE | Technology | $9.3M | 2.0% | 18K | -1% | 10 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Trane Technologies plc | Technology | $8.4M | 1.9% | 19K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MSCI Inc. | Financials | $8.1M | 1.8% | 15K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICRON TECHNOLOGY INC | Technology | $7.5M | 1.7% | 7,081 | -1% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $6.1M | 1.4% | 18K | -3% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | LINDE PLC | Materials | $5.0M | 1.1% | 10K | -0.8% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $4.5M | 1.0% | 14K | -1% | |||
| 27 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.9M | 0.9% | 14K | -1% | |||
| 28 | $URI | UNITED RENTALS, INC. | Industrials | $3.3M | 0.7% | 3,341 | -1% | |||
| 29 | $GLW | CORNING INC /NY | Materials | $2.9M | 0.6% | 19K | -0.6% | |||
| 30 | $INTC | INTEL CORP | Technology | $2.8M | 0.6% | 23K | -1% | |||
| 31 | $DE | DEERE & CO | Industrials | $2.7M | 0.6% | 4,012 | -0.8% | |||
| 32 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.6% | 9,390 | — | |||
| 33 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.0M | 0.4% | 14K | — | |||
| 34 | $CTAS | CINTAS CORP | Consumer Discretionary | $1.6M | 0.4% | 8,401 | -1% | |||
| 35 | $CIEN | CIENA CORP | Technology | $1.6M | 0.4% | 4,630 | -1.0% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $827K | 0.2% | 1,660 | — | |||
| 37 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $791K | 0.2% | 5,975 | — | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $727K | 0.2% | 628 | — | |||
| 39 | — | VANGUARD WORLD FD - INF TECH ETF | — | $704K | 0.2% | 5,600 | — | |||
| 40 | $AMGN | AMGEN INC | Healthcare | $666K | 0.1% | 1,580 | — | |||
| 41 | — | ISHARES TR - ESG OPTIMIZED | — | $623K | 0.1% | 4,000 | — | |||
| 42 | $MMM | 3M CO | Healthcare | $612K | 0.1% | 3,731 | — | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $464K | 0.1% | 18K | +4% | |||
| 44 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $366K | 0.1% | 1,419 | — | |||
| 45 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $354K | 0.1% | 720 | — | |||
| 46 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $340K | 0.1% | 1,548 | — | |||
| 47 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $338K | 0.1% | 7,135 | +0.2% | |||
| 48 | $DIS | Walt Disney Co | Communication Services | $289K | 0.1% | 2,757 | — | |||
| 49 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $273K | 0.1% | 416 | — | |||
| 50 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $256K | 0.1% | 800 | — | |||
| 51 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $204K | 0.1% | 1,401 | — | |||
| 52 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $190K | 0.0% | 600 | — | |||
| 53 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $169K | 0.0% | 1,300 | — | |||
| 54 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $153K | 0.0% | 700 | — | |||
| 55 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $131K | 0.0% | 600 | — | |||
| 56 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $120K | 0.0% | 700 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 0 new, 3 added to, 32 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (3)
Trimmed (32)
now $45.7M · held 11+ qtrs, 2 trims in a row
now $40.2M · held 11+ qtrs, 2 trims in a row
now $48.5M · held 11+ qtrs
now $26.6M · held 11+ qtrs, 2 trims in a row
now $36.3M · held 11+ qtrs
now $15.3M · held 11+ qtrs, 2 trims in a row
+26 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Progressive Investment Management Corp has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Progressive Investment Management?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Progressive Investment Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 11% over the last 4
Top 10 weight
60%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Progressive Investment Management Corp disclosed 56 positions worth $451.5M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 10.7% of the equity portfolio, followed by $NVDA and $MSFT. The portfolio is most concentrated in Technology (64.7% of disclosed assets). All figures are sourced directly from Progressive Investment Management Corp’s Form 13F-HR filing with the SEC under CIK 1353318.
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AI-Powered Hedge Fund Analysis: Progressive Investment Management Corp
13F Pro is an AI hedge fund tracker and stock research platform. For Progressive Investment Management Corp (SEC CIK: 1353318), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Progressive Investment Management Corp's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.