Progressive Investment Management Corp
13F Reported Value
ⓘ$454.4M
Holdings
56
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Progressive Investment Management Corp disclosed 56 positions worth $454.4M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.3% of the equity portfolio, followed by $NVDA and $GOOGL. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $INTC and a full exit from $TMO. The portfolio is most concentrated in Technology (59.9% of disclosed assets). All figures are sourced directly from Progressive Investment Management Corp’s Form 13F-HR filing with the SEC under CIK 1353318.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$42.5M146,728 sh - 85.9#5
Quality
$40.5M202,607 sh - 78.2#57
Quality
$37.9M107,153 sh - 79.8
Quality
$29.6M79,247 sh - 68.7
Quality
$25.8M108,086 sh - 78.6
Quality
$18.5M61,246 sh - 79.4
Quality
$17.8M40,962 sh - 84.5
Quality
$17.6M46,534 sh - 66.2
Quality
$15.9M16,977 sh - 79.3
Quality
$15.2M86,304 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $42.5M | 146,728 |
 NVIDIA CORP$NVDA | 85.9#5 | $40.5M | 202,607 |
 Alphabet Inc.$GOOGL | 78.2#57 | $37.9M | 107,153 |
 MICROSOFT CORP$MSFT | 79.8 | $29.6M | 79,247 |
 AMAZON COM INC$AMZN | 68.7 | $25.8M | 108,086 |
 KLA CORP$KLAC | 78.6 | $18.5M | 61,246 |
 LAM RESEARCH CORP$LRCX | 79.4 | $17.8M | 40,962 |
 Broadcom Inc.$AVGO | 84.5 | $17.6M | 46,534 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $15.9M | 16,977 |
 AMPHENOL CORP /DE/$APH | 79.3 | $15.2M | 86,304 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Progressive Investment Management Corp's 56 positions.
Showing top 10 of 56 holdings.
Sector Allocation
Technology
$272.2M
Financials
$59.4M
Consumer Discretionary
$55.9M
Industrials
$36.3M
Healthcare
$14.8M
Materials
$10.3M
Other
$4.9M
Communication Services
$265,361
Full Holdings — Progressive Investment Management Corp (Q2 2026)
All 56 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $42.5M | 9.3% | -1% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $40.5M | 8.9% | -2% | 85.9 |
| 3 | $GOOGL | Alphabet Inc. | $37.9M | 8.3% | -1% | 78.2 |
| 4 | $MSFT | MICROSOFT CORP | $29.6M | 6.5% | -2% | 79.8 |
| 5 | $AMZN | AMAZON COM INC | $25.8M | 5.7% | -1% | 68.7 |
| 6 | $KLAC | KLA CORP | $18.5M | 4.1% | +885% | 78.6 |
| 7 | $LRCX | LAM RESEARCH CORP | $17.8M | 3.9% | -1% | 79.4 |
| 8 | $AVGO | Broadcom Inc. | $17.6M | 3.9% | -1% | 84.5 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $15.9M | 3.5% | -2% | 66.2 |
| 10 | $APH | AMPHENOL CORP /DE/ | $15.2M | 3.4% | -2% | 79.3 |
| 11 |  $MCO | MOODYS CORP /DE/ | $15.0M | 3.3% | -1% | 79.1 |
| 12 |  $V | VISA INC. | $14.2M | 3.1% | -2% | 82.9 |
| 13 |  $AMAT | APPLIED MATERIALS INC /DE | $13.2M | 2.9% | -1% | 72.3 |
| 14 |  $FAST | FASTENAL CO | $11.9M | 2.6% | -1% | 66.9 |
| 15 |  $ASML | ASML HOLDING NV | $11.7M | 2.6% | +19% | — |
| 16 |  $SPGI | S&P Global Inc. | $10.9M | 2.4% | -1% | 76.1 |
| 17 |  $IDXX | IDEXX LABORATORIES INC /DE | $10.5M | 2.3% | -1% | 73.8 |
| 18 |  $AMD | ADVANCED MICRO DEVICES INC | $9.7M | 2.1% | +15% | 79.8 |
| 19 |  $TT | Trane Technologies plc | $9.2M | 2.0% | -1% | — |
| 20 |  $MA | Mastercard Inc | $9.1M | 2.0% | -2% | 85.1 |
| 21 |  $MSCI | MSCI Inc. | $8.5M | 1.9% | -1% | 75.7 |
| 22 |  $MU | MICRON TECHNOLOGY INC | $8.3M | 1.8% | -1% | 86.2 |
| 23 |  $DHR | DANAHER CORP /DE/ | $8.2M | 1.8% | -2% | 64.8 |
| 24 |  $GOOG | Alphabet Inc. | $6.5M | 1.4% | -4% | 78.2 |
| 25 |  $LIN | LINDE PLC | $5.5M | 1.2% | +61% | — |
| 26 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $5.2M | 1.1% | -1% | 72.6 |
| 27 |  $GLW | CORNING INC /NY | $4.8M | 1.1% | -1% | 73.7 |
| 28 |  $TXN | TEXAS INSTRUMENTS INC | $4.2M | 0.9% | -1% | 73.4 |
| 29 |  $URI | UNITED RENTALS, INC. | $3.8M | 0.8% | -2% | 63.9 |
| 30 |  $INTC | INTEL CORP | $3.3M | 0.7% | NEW | 45.6 |
| 31 |  $DE | DEERE & CO | $2.6M | 0.6% | -1% | 55.4 |
| 32 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 0.5% | +0% | 69 |
| 33 |  $CIEN | CIENA CORP | $2.3M | 0.5% | -2% | 72.9 |
| 34 | — | ISHARES TR - S&P 500 GRWT ETF | $1.9M | 0.4% | +0% | — |
| 35 |  $CTAS | CINTAS CORP | $1.4M | 0.3% | -1% | 68.7 |
| 36 |  $TJX | TJX COMPANIES INC /DE/ | $905,213 | 0.2% | +0% | 68.7 |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $830,647 | 0.2% | +0% | 73.8 |
| 38 |  $LLY | ELI LILLY & Co | $753,242 | 0.2% | +0% | 87.5 |
| 39 | — | VANGUARD WORLD FD - INF TECH ETF | $669,312 | 0.1% | +700% | — |
| 40 | — | ISHARES TR - ESG OPTIMIZED | $617,200 | 0.1% | +0% | — |
| 41 |  $MMM | 3M CO | $604,086 | 0.1% | -25% | 64.9 |
| 42 |  $AMGN | AMGEN INC | $572,150 | 0.1% | +0% | 79.2 |
| 43 |  $IVZ | Invesco Ltd. | $475,256 | 0.1% | +9% | — |
| 44 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $435,313 | 0.1% | -28% | 70 |
| 45 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $360,281 | 0.1% | +9% | — |
| 46 |  $AMP | AMERIPRISE FINANCIAL INC | $330,307 | 0.1% | +0% | 68.7 |
| 47 |  $ADP | AUTOMATIC DATA PROCESSING INC | $317,785 | 0.1% | +0% | 69.8 |
| 48 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $292,589 | 0.1% | -9% | — |
| 49 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $288,304 | 0.1% | +0% | — |
| 50 |  $DIS | Walt Disney Co | $265,361 | 0.1% | +0% | 60.1 |
| 51 |  $PG | PROCTER & GAMBLE Co | $205,443 | 0.1% | +0% | 64.6 |
| 52 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $179,406 | 0.0% | +0% | — |
| 53 | — | VANGUARD WORLD FD - FINANCIALS ETF | $171,080 | 0.0% | +0% | — |
| 54 | — | VANGUARD WORLD FD - MATERIALS ETF | $160,153 | 0.0% | +0% | — |
| 55 | — | VANGUARD WORLD FD - UTILITIES ETF | $137,011 | 0.0% | +0% | — |
| 56 | — | VANGUARD WORLD FD - CONSUM STP ETF | $135,294 | 0.0% | +0% | — |
New Positions (1)
$INTC INTEL CORP$3.3M
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