Progressive Investment Management Corp
CIK: 0001353318SEC EDGAR →
Portfolio Value
$392K
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 148,846 | $40K | 10.20% |
| 2 | MICROSOFT CORP | 80,649 | $39K | 9.95% |
| 3 | NVIDIA CORPORATION | 206,390 | $38K | 9.69% |
| 4 | ALPHABET INC | 107,398 | $33K | 8.42% |
| 5 | AMAZON COM INC | 109,969 | $25K | 6.38% |
| 6 | MOODYS CORP | 33,664 | $17K | 4.34% |
| 7 | BROADCOM INC | 46,919 | $16K | 4.08% |
| 8 | VISA INC | 42,134 | $14K | 3.57% |
| 9 | S&P GLOBAL INC | 27,218 | $14K | 3.57% |
| 10 | COSTCO WHSL CORP NEW | 17,352 | $14K | 3.57% |
Quarterly Changes
New Positions (55)
$40K · 149K shares
$39K · 81K shares
$38K · 206K shares
$33K · 107K shares
$25K · 110K shares
$17K · 34K shares
$16K · 47K shares
$14K · 42K shares
$14K · 27K shares
$14K · 17K shares
$13K · 20K shares
$11K · 88K shares
$10K · 18K shares
$10K · 44K shares
$10K · 251K shares
$8K · 15K shares
$8K · 18K shares
$7K · 19K shares
$7K · 42K shares
$7K · 1K shares
$7K · 52K shares
$7K · 17K shares
$7K · 6K shares
$6K · 20K shares
$6K · 11K shares
$4K · 16K shares
$4K · 19K shares
$4K · 14K shares
$3K · 17K shares
$1K · 14K shares
$1K · 9K shares
$1K · 9K shares
$0 · 2K shares
$0 · 800 shares
$0 · 628 shares
$0 · 4K shares
$0 · 720 shares
$0 · 11K shares
$0 · 2K shares
$0 · 600 shares
$0 · 16K shares
$0 · 1K shares
$0 · 7K shares
$0 · 2K shares
$0 · 1K shares
$0 · 499 shares
$0 · 3K shares
$0 · 5K shares
$0 · 6K shares
$0 · 700 shares
$0 · 700 shares
$0 · 1K shares
$0 · 5K shares
$0 · 600 shares
$0 · 700 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 15 | $188K | 48.0% |
| Financial Services | 17 | $64K | 16.3% |
| Communication Services | 3 | $39K | 9.9% |
| Consumer Cyclical | 4 | $32K | 8.2% |
| Healthcare | 6 | $30K | 7.7% |
| Industrials | 6 | $24K | 6.1% |
| Consumer Defensive | 1 | $14K | 3.6% |
| Unknown | 3 | $1K | 0.3% |