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Progressive Investment Management Corp Top Holdings and 13F Report (2025)

About Progressive Investment Management Corp

Investment Activity

  • Progressive Investment Management Corp has $389.45 million in total holdings as of December 31, 2024.
  • Progressive Investment Management Corp owns shares of 57 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 0.82% of the portfolio was purchased this quarter.
  • About 3.37% of the portfolio was sold this quarter.
  • This quarter, Progressive Investment Management Corp has purchased 58 new stocks and bought additional shares in 2 stocks.
  • Progressive Investment Management Corp sold shares of 35 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$39,306,153
Microsoft
$35,821,478
Amazon.com
$25,824,397
Alphabet
$21,215,206
NVIDIA
$20,574,705

Largest New Holdings this Quarter

LAM RESEARCH CORP
$3,064,358 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP
42,425 shares (about $3.06M)
Invesco Taxable Municipal Bond ETF
3,894 shares (about $101.83K)
Vanguard Tax-Exempt Bond ETF
599 shares (about $30.03K)

Largest Sales this Quarter

Microsoft
2,374 shares (about $1.00M)
Apple
3,935 shares (about $985.40K)
Amazon.com
2,848 shares (about $624.82K)
S&P Global
991 shares (about $493.55K)
NVIDIA
3,201 shares (about $429.86K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofProgressive Investment Management Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$39,306,153$985,402 -2.4%156,96110.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$35,821,478$1,000,638 -2.7%84,9869.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,824,397$624,823 -2.4%117,7106.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$21,215,206$379,737 -1.8%111,4015.4%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$20,574,705$429,862 -2.0%153,2115.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$16,730,262$307,868 -1.8%18,2594.3%Retail/Wholesale
Moody's Co. stock logo
MCO
Moody's
$16,706,647$320,471 -1.9%35,2934.3%Finance
Gartner, Inc. stock logo
IT
Gartner
$14,415,889$379,824 -2.6%29,7563.7%Business Services
S&P Global Inc. stock logo
SPGI
S&P Global
$14,146,542$493,548 -3.4%28,4053.6%Business Services
Visa Inc. stock logo
V
Visa
$13,937,048$320,465 -2.2%44,0993.6%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$11,518,204$353,020 -3.0%10,8653.0%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$11,238,566$258,358 -2.2%2,2622.9%Retail/Wholesale
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$10,831,029$294,663 -2.6%18,7832.8%Computer and Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$10,618,653$243,480 -2.2%38,5532.7%Business Services
Danaher Co. stock logo
DHR
Danaher
$10,555,627$253,653 -2.3%45,9842.7%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$10,015,888$263,285 -2.6%19,0212.6%Business Services
MSCI Inc. stock logo
MSCI
MSCI
$9,624,760$189,603 -1.9%16,0412.5%Finance
Fastenal stock logo
FAST
Fastenal
$9,347,437$166,687 -1.8%129,9882.4%Retail/Wholesale
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$9,031,874$233,933 -2.5%17,3742.3%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$8,811,233$283,620 -3.1%21,3122.3%Medical
Waters Co. stock logo
WAT
Waters
$7,447,794$256,347 -3.3%20,0761.9%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,036,749$181,040 -2.9%11,6041.6%Medical
Trane Technologies plc stock logo
TT
Trane Technologies
$5,189,737$49,862 -1.0%14,0511.3%Construction
Salesforce, Inc. stock logo
CRM
Salesforce
$5,023,643$41,123 -0.8%15,0261.3%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$4,883,476$117,840 -2.4%10,9821.3%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$4,847,052$116,750 -2.4%16,3991.2%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$4,515,012$98,551 -2.1%15,0271.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,246,946$320,106 -7.0%22,4351.1%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$4,125,396$72,464 -1.7%6,5471.1%Computer and Technology
Aon plc stock logo
AON
AON
$3,150,192$68,959 -2.1%8,7710.8%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,100,866$82,779 -2.6%19,0670.8%Computer and Technology
LAM RESEARCH CORP
$3,064,358$3,064,358 New Holding42,4250.8%COM NEW
Align Technology, Inc. stock logo
ALGN
Align Technology
$2,292,984$97,583 -4.1%10,9970.6%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,462,0320.0%14,4000.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,353,932$14,028 -1.0%9,3620.3%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$756,5120.0%6,2620.2%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$752,4450.0%1,6600.2%Finance
3M stock logo
MMM
3M
$750,9170.0%5,8170.2%Multi-Sector Conglomerates
Deere & Company stock logo
DE
Deere & Company
$583,859$48,302 -7.6%1,3780.1%Industrial Products
Corning Incorporated stock logo
GLW
Corning
$519,7260.0%10,9370.1%Computer and Technology
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$486,3600.0%4,0000.1%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$472,4150.0%2,1490.1%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$455,094$146,952 -24.4%7990.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$435,2600.0%7000.1%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$415,3840.0%1,4190.1%Business Services
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$383,3500.0%7200.1%Finance
NIKE, Inc. stock logo
NKE
NIKE
$363,2160.0%4,8000.1%Consumer Discretionary
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$318,533$101,828 47.0%12,1810.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$306,9920.0%2,7570.1%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$288,0070.0%1,1050.1%Medical
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$263,433$30,028 12.9%5,2550.1%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$203,5120.0%8000.1%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$153,4910.0%1,3000.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$152,2140.0%6000.0%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$131,4880.0%7000.0%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$126,8280.0%6000.0%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$114,3940.0%7000.0%ETF
Lam Research Co. stock logo
LRCX
Lam Research
$0$3,569,534 -100.0%00.0%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$73,939 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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