Progressive Investment Management Corp
CIK: 0001353318SEC EDGAR →
Portfolio Value
$417.0M
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 148,846 | $40.0M | 9.59% |
| 2 | MICROSOFT CORP | 80,649 | $39.0M | 9.35% |
| 3 | NVIDIA CORPORATION | 206,390 | $38.0M | 9.11% |
| 4 | ALPHABET INC | 107,398 | $33.0M | 7.91% |
| 5 | AMAZON COM INC | 109,969 | $25.0M | 6.00% |
| 6 | MOODYS CORP | 33,664 | $17.0M | 4.08% |
| 7 | BROADCOM INC | 46,919 | $16.0M | 3.84% |
| 8 | VISA INC | 42,134 | $14.0M | 3.36% |
| 9 | S&P GLOBAL INC | 27,218 | $14.0M | 3.36% |
| 10 | COSTCO WHSL CORP NEW | 17,352 | $14.0M | 3.36% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (55)
$40.0M · 149K shares
$39.0M · 81K shares
$38.0M · 206K shares
$33.0M · 107K shares
$25.0M · 110K shares
$17.0M · 34K shares
$16.0M · 47K shares
$14.0M · 42K shares
$14.0M · 27K shares
$14.0M · 17K shares
$13.0M · 20K shares
$11.0M · 88K shares
$10.0M · 18K shares
$10.0M · 44K shares
$10.0M · 251K shares
$8.0M · 15K shares
$8.0M · 18K shares
$7.0M · 19K shares
$7.0M · 42K shares
$7.0M · 1K shares
$7.0M · 52K shares
$7.0M · 17K shares
$7.0M · 6K shares
$6.0M · 20K shares
$6.0M · 11K shares
$4.0M · 16K shares
$4.0M · 19K shares
$4.0M · 14K shares
$3.0M · 17K shares
$1.0M · 14K shares
$1.0M · 9K shares
$1.0M · 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 | $188.0M | 48.0% |
| Financial Services | 17 | $64.0M | 16.3% |
| Communication Services | 3 | $39.0M | 9.9% |
| Consumer Cyclical | 4 | $32.0M | 8.2% |
| Healthcare | 6 | $30.0M | 7.7% |
| Industrials | 6 | $24.0M | 6.1% |
| Consumer Defensive | 1 | $14.0M | 3.6% |
| Unknown | 3 | $1.0M | 0.3% |