Progressive Investment Management Corp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$378.7M
Q ending 2026-03-31
Prior quarter
$417.9M
Q ending 2025-12-31
Change
-9.4% QoQ · +6.0% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $37.7M | 149K |
| Nvidia Corporation | NVDA | Shares | $35.9M | 206K |
| Alphabet Inc | GOOG | Shares | $31.1M | 108K |
| Microsoft Corp | MSFT | Shares | $29.9M | 81K |
| Amazon Com Inc | AMZN | Shares | $22.8M | 110K |
| Costco Wholesale Corporation | COST | Shares | $17.2M | 17K |
| Moodys Corp | MCO | Shares | $14.7M | 34K |
| Broadcom Inc | AVGO | Shares | $14.6M | 47K |
| Visa Inc | V | Shares | $12.8M | 42K |
| Fastenal Co | FAST | Shares | $11.7M | 251K |
| S&P Global Inc | SPGI | Shares | $11.5M | 27K |
| Idexx Labs Inc | IDXX | Shares | $11.4M | 20K |
| Amphenol Corp | APH | Shares | $11.1M | 88K |
| Kla Corp | KLAC | Shares | $9.2M | 6K |
| Mastercard Incorporated | MA | Shares | $9.0M | 18K |
| Lam Research Corp | LRCX | Shares | $8.9M | 42K |
| Danaher Corp Del | DHR | Shares | $8.3M | 44K |
| Msci Inc | MSCI | Shares | $8.3M | 15K |
| Trane Technologies Plc | Shares | $7.9M | 19K | |
| Asml Hldg Nv | Shares | $6.6M | 5K | |
| Applied Matls Inc | AMAT | Shares | $6.3M | 19K |
| Alphabet Inc | GOOGL | Shares | $5.5M | 19K |
| Thermo Fisher Scientific Inc | TMO | Shares | $5.4M | 11K |
| Cadence Design System Inc | CDNS | Shares | $3.9M | 14K |
| Linde Plc | Shares | $3.2M | 7K | |
| Advanced Micro Devices Inc | AMD | Shares | $3.0M | 15K |
| Texas Instrs Inc | TXN | Shares | $2.7M | 14K |
| Corning Inc | GLW | Shares | $2.6M | 19K |
| Oracle Corp | ORCL | Shares | $2.5M | 17K |
| United Rentals Inc | URI | Shares | $2.5M | 3K |
| Micron Technology Inc | MU | Shares | $2.5M | 7K |
| Deere & Co | DE | Shares | $2.3M | 4K |
| Johnson & Johnson | JNJ | Shares | $2.3M | 9K |
| Ciena Corp | CIEN | Shares | $1.8M | 5K |
| Ishares Tr | IVW | Shares | $1.6M | 14K |
| Cintas Corp | CTAS | Shares | $1.5M | 9K |
| Tjx Cos Inc New | TJX | Shares | $954K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $795K | 2K |
| 3M Co | MMM | Shares | $727K | 5K |
| Eli Lilly & Co | LLY | Shares | $578K | 628 |
| Amgen Inc | AMGN | Shares | $556K | 2K |
| Ishares Tr | SUSA | Shares | $528K | 4K |
| International Business Machs | IBM | Shares | $521K | 2K |
| Vanguard World Fd | VGT | Shares | $488K | 700 |
| Invesco Exch Traded Fd Tr Ii | BAB | Shares | $439K | 16K |
| Vanguard Mun Bd Fds | VTEB | Shares | $325K | 7K |
| Ameriprise Finl Inc | AMP | Shares | $320K | 720 |
| Automatic Data Processing In | ADP | Shares | $288K | 1K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $281K | 455 |
| Disney Walt Co | DIS | Shares | $266K | 3K |
| Nike Inc | NKE | Shares | $254K | 5K |
| Vanguard World Fd | VIS | Shares | $250K | 800 |
| Procter & Gamble Co | PG | Shares | $202K | 1K |
| Vanguard World Fd | VHT | Shares | $163K | 600 |
| Vanguard World Fd | VAW | Shares | $158K | 700 |
| Vanguard World Fd | VFH | Shares | $157K | 1K |
| Vanguard World Fd | VPU | Shares | $139K | 700 |
| Vanguard World Fd | VDC | Shares | $135K | 600 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.