Progressive Investment Management Corp 13F Filings Explorer (Q1 2026): Charts, AI Insights & API

Name: Progressive Investment Management Corp — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001353318

Diversified strategyMomentum followerSector-focused

Total reported value

$378.7M

Reporting period: 2026-03-31 · Number of holdings: 58

Progressive Investment Management Corp disclosed 58 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $378.7M and a quarterly turnover rate of 27.8%.

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Personality snowflake

Concentration: 20.03
Portfolio Stability: 27.76
Momentum/Contrarian: 100
Sector conviction: 84.61
Diversification: 100
Sizing Uniformity: 86.08

Progressive Investment Management Corp's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 58 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.39), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/progressive-investment-management-corp

Recent moves

View source Form 13F filing on SEC.gov

Trim MSFT
+0.0%　-$9.1M
Add COST
-0.4%　$2.3M
Add FAST
+0.3%　$1.6M
Add LRCX
-0.1%　$1.8M
Add KLAC
-0.3%　$1.6M
Add AMAT
+0.1%　$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	9.96%	+0.28%	-0.10%
2	NVDA	Nvidia CORP	Stock-Tech	9.49%	+0.28%	-0.17%
3	GOOG	Alphabet Inc-cl C	Stock-Comm Services	8.20%	+0.14%	+0.80%
4	MSFT	Microsoft CORP	Stock-Tech	7.88%	-1.45%	+0.03%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	6.03%	-0.04%	-0.24%
6	COST	Costco Wholesale CORP	Stock-Consumer Staples	4.55%	+0.97%	-0.41%
7	MCO	Moody's CORP	Stock-Financials	3.88%	-0.23%	+0.08%
8	AVGO	Broadcom INC	Stock-Tech	3.85%	-0.04%	+0.52%
9	V	Visa Inc-class A Shares	Stock-Financials	3.37%	-0.17%	+0.15%
10	FAST	Fastenal Co	Stock-Industrials	3.08%	+0.67%	+0.25%
11	SPGI	S&p Global INC	Stock-Financials	3.05%	-0.35%	-0.37%
12	IDXX	Idexx Laboratories INC	Stock-Healthcare	3.01%	-0.27%	—
13	APH	Amphenol Corp-cl A	Stock-Tech	2.92%	+0.08%	-0.10%
14	KLAC	Kla CORP	Stock-Tech	2.42%	+0.61%	-0.27%
15	MA	Mastercard INC - A	Stock-Financials	2.39%	-0.09%	-0.17%
16	LRCX	Lam Research CORP	Stock-Tech	2.34%	+0.64%	-0.06%
17	DHR	Danaher CORP	Stock-Healthcare	2.19%	-0.21%	+0.06%
18	MSCI	Msci INC	Stock-Financials	2.19%	+0.08%	+0.03%
19	TT	Trane Technologies plc	Stock-Industrials	2.10%	+0.34%	+0.59%
20	ASML	ASML Holding N.V.	Stock-Tech	1.73%	+1.73%	NEW
21	AMAT	Applied Materials INC	Stock-Tech	1.68%	+0.54%	+0.06%
22	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.45%	-0.04%	-4.14%
23	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.43%	-0.10%	-0.18%
24	CDNS	Cadence Design Sys INC	Stock-Tech	1.04%	-0.02%	-0.27%
25	LIN	Linde plc	Stock-Materials	0.86%	+0.86%	NEW
26	AMD	Advanced Micro Devices	Stock-Tech	0.78%	+0.78%	NEW
27	TXN	Texas Instruments INC	Stock-Tech	0.73%	+0.73%	NEW
28	GLW	Corning INC	Stock-Tech	0.68%	+0.46%	+76.46%
29	ORCL	Oracle CORP	Stock-Tech	0.67%	-0.14%	-0.27%
30	URI	United Rentals INC	Stock-Industrials	0.66%	+0.66%	NEW
31	MU	Micron Technology INC	Stock-Tech	0.65%	+0.65%	NEW
32	DE	Deere & Co	Stock-Industrials	0.61%	+0.46%	+213.26%
33	JNJ	Johnson & Johnson	Stock-Healthcare	0.61%	+0.15%	+1.40%
34	CIEN	Ciena CORP	Stock-Tech	0.49%	+0.49%	NEW
35	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.42%	+0.01%	—
36	CTAS	Cintas CORP	Stock-Industrials	0.38%	-0.01%	+0.34%
37	TJX	Tjx Companies INC	Stock-Consumer Disc	0.25%	—	—
38	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.21%	+0.01%	—
39	MMM	3m Co	Stock-Industrials	0.19%	-0.01%	-3.45%
40	LLY	Eli Lilly & Co	Stock-Healthcare	0.15%	-0.01%	—
41	AMGN	Amgen INC	Stock-Healthcare	0.15%	—	—
42	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.14%	—	—
43	IBM	Intl Business Machines CORP	Stock-Tech	0.14%	-0.01%	—
44	VGT	Vanguard Info Tech ETF	ETF-Tech	0.13%	—	—
45	BAB	Invesco Taxable Municipal Bo	ETF-Other	0.12%	—	+4.77%
46	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.09%	—	—
47	AMP	Ameriprise Financial INC	Stock-Financials	0.08%	—	—
48	ADP	Automatic Data Processing	Stock-Tech	0.08%	-0.01%	—
49	MDY	State Street Spdr S&p Midcap	ETF-Other	0.07%	—	-8.82%
50	DIS	Walt Disney Co/the	Stock-Comm Services	0.07%	-0.01%	—

1–50 of 58

Portfolio Performance

Performance for Q3 2026

+2.6%

Performance Last 4 Quarters

+14.8%

Based on 86% of reported portfolio value with available pricing

Stdev: +15.2%
Beta: +1.1
Alpha: -5.1%
Max Drawdown: -9.8%
Annualized Perf: +15%
Batting Avg vs S&P: +36.1%
Sortino: +1.99
Stutzer: +0.3
Treynor: +0.14
Sterling: +0.78
Calmar: +1.53
Information Ratio: -0.63
Tracking Error: +5.2%
Stdev Down: +7.6%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +35.2%
Worst 12 Months: +7.2%
Efficiency Ratio: +0.43
Sharpe: +1
Stdev Sectors: +14%
Skewness: +0.61
Kurtosis: +1.16
Upside Potential: +3.63

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	58	$378.7M	28	1AAPL 2NVDA 3GOOG Top holdings2026 Q1 1.AAPL 2.NVDA 3.GOOG 4.MSFT 5.AMZN 6.COST 7.MCO 8.AVGO 9.V 10.FAST
2025 Q4	55	$417.9M	13	1AAPL 2MSFT 3NVDA Top holdings2025 Q4 1.AAPL 2.MSFT 3.NVDA 4.GOOG 5.AMZN 6.MCO 7.AVGO 8.COST 9.V 10.SPGI
2025 Q3	55	$411.6M	31	1MSFT 2NVDA 3AAPL Top holdings2025 Q3 1.MSFT 2.NVDA 3.AAPL 4.GOOG 5.AMZN 6.COST 7.MCO 8.V 9.AVGO 10.SPGI
2025 Q2	56	$392.5M	0	1MSFT 2NVDA 3AAPL Top holdings2025 Q2 1.MSFT 2.NVDA 3.AAPL 4.AMZN 5.GOOG 6.COST 7.MCO 8.V 9.SPGI 10.BKNG
2025 Q1	56	$357.2M	100	1AAPL 2MSFT 3NVDA Top holdings2025 Q1 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.GOOG 6.COST 7.MCO 8.V 9.SPGI 10.IT
2024 Q4	57	$389.4M	0	1AAPL 2MSFT 3AMZN Top holdings2024 Q4 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.NVDA 6.COST 7.MCO 8.IT 9.SPGI 10.V
2024 Q3	58	$389.8M	0	1MSFT 2AAPL 3AMZN Top holdings2024 Q3 1.MSFT 2.AAPL 3.AMZN 4.NVDA 5.GOOG 6.MCO 7.COST 8.IT 9.SPGI 10.DHR
2024 Q2	61	$377.4M	0	1MSFT 2AAPL 3AMZN Top holdings2024 Q2 1.MSFT 2.AAPL 3.AMZN 4.GOOG 5.NVDA 6.COST 7.MCO 8.IT 9.SPGI 10.V
2024 Q1	60	$364.6M	0	1MSFT 2AAPL 3AMZN Top holdings2024 Q1 1.MSFT 2.AAPL 3.AMZN 4.GOOG 5.IT 6.NVDA 7.MCO 8.COST 9.SPGI 10.V
2023 Q4	57	$351.5M	0	1AAPL 2MSFT 3AMZN Top holdings2023 Q4 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.MCO 6.IT 7.SPGI 8.IDXX 9.COST 10.V
2023 Q3	64	$307.9M	0	1AAPL 2MSFT 3AMZN Top holdings2023 Q3 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.DHR 6.MCO 7.SPGI 8.IT 9.V 10.COST
2023 Q2	56	$320.7M	0	1AAPL 2MSFT 3AMZN Top holdings2023 Q2 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.ADBE 6.MCO 7.SPGI 8.DHR 9.IDXX 10.IT
2023 Q1	61	$309.8M	0	1AAPL 2MSFT 3AMZN Top holdings2023 Q1 1.AAPL 2.MSFT 3.AMZN 4.DHR 5.GOOG 6.IDXX 7.MCO 8.ADBE 9.SPGI 10.V
2022 Q4	57	$257.9M	0	1AAPL 2MSFT 3DHR Top holdings2022 Q4 1.AAPL 2.MSFT 3.DHR 4.IT 5.AMZN 6.SPGI 7.MCO 8.GOOG 9.V 10.ADBE
2022 Q3	50	$243.3M	0	1AAPL 2MSFT 3AMZN Top holdings2022 Q3 1.AAPL 2.MSFT 3.AMZN 4.DHR 5.GOOG 6.SPGI 7.MCO 8.IT 9.COST 10.V
2022 Q2	51	$256.0M	0	1AAPL 2MSFT 3AMZN Top holdings2022 Q2 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.DHR 6.SPGI 7.ADBE 8.MCO 9.V 10.COST
2022 Q1	55	$317.4M	0	1AAPL 2MSFT 3AMZN Top holdings2022 Q1 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.DHR 6.ADBE 7.SPGI 8.IDXX 9.MCO 10.COST
2021 Q4	56	$360.4M	0	1AAPL 2MSFT 3AMZN Top holdings2021 Q4 1.AAPL 2.MSFT 3.AMZN 4.GOOG 5.ADBE 6.DHR 7.IDXX 8.MCO 9.SPGI 10.CRM
2021 Q3	55	$337.1M	0	1AAPL 2MSFT 3AMZN Top holdings2021 Q3 1.AAPL 2.MSFT 3.AMZN 4.ADBE 5.GOOG 6.DHR 7.IDXX 8.MCO 9.CRM 10.PYPL
2021 Q2	43	$320.7M	100	1AAPL 2MSFT 3AMZN Top holdings2021 Q2 1.AAPL 2.MSFT 3.AMZN 4.ADBE 5.IDXX 6.GOOG 7.MCO 8.PYPL 9.DHR 10.CRM
2021 Q1	43	$283.8M	12	1AAPL 2MSFT 3AMZN Top holdings2021 Q1 1.AAPL 2.MSFT 3.AMZN 4.ADBE 5.MCO 6.IDXX 7.GOOG 8.PYPL 9.DHR 10.AKX
2020 Q4	36	$277.7M	11	1AAPL 2AMZN 3MSFT Top holdings2020 Q4 1.AAPL 2.AMZN 3.MSFT 4.ADBE 5.IDXX 6.MCO 7.AKX 8.PYPL 9.DHR 10.V
2020 Q3	35	$252.6M	15	1AAPL 2AMZN 3MSFT Top holdings2020 Q3 1.AAPL 2.AMZN 3.MSFT 4.ADBE 5.CRM 6.MCO 7.DHR 8.AKX 9.V 10.SPGI
2020 Q2	34	$229.0M	32	1AAPL 2AMZN 3MSFT Top holdings2020 Q2 1.AAPL 2.AMZN 3.MSFT 4.ADBE 5.MCO 6.V 7.AKX 8.SPGI 9.DHR 10.CRM
2020 Q1	34	$179.7M	14	1AAPL 2AMZN 3MSFT Top holdings2020 Q1 1.AAPL 2.AMZN 3.MSFT 4.ADBE 5.MCO 6.V 7.AKX 8.BAX 9.DHR 10.SPGI
2019 Q4	37	$204.9M	22	1AAPL 2MSFT 3AMZN Top holdings2019 Q4 1.AAPL 2.MSFT 3.AMZN 4.ADBE 5.V 6.MCO 7.AKX 8.DHR 9.SPGI 10.BAX
2019 Q3	37	$186.7M	8	1AAPL 2AMZN 3MSFT Top holdings2019 Q3 1.AAPL 2.AMZN 3.MSFT 4.V 5.ADBE 6.MCO 7.BAX 8.AKX 9.DHR 10.ROP
2019 Q2	37	$178.4M	21	1AMZN 2MSFT 3AAPL Top holdings2019 Q2 1.AMZN 2.MSFT 3.AAPL 4.V 5.ADBE 6.MCO 7.BAX 8.ROP 9.DHR 10.AKX
2019 Q1	35	$171.9M	17	1AMZN 2AAPL 3MSFT Top holdings2019 Q1 1.AMZN 2.AAPL 3.MSFT 4.V 5.ADBE 6.MCO 7.BAX 8.META 9.ROP 10.JNJ
2018 Q4	35	$145.6M	22	1AMZN 2AAPL 3MSFT Top holdings2018 Q4 1.AMZN 2.AAPL 3.MSFT 4.V 5.ADBE 6.BAX 7.JNJ 8.MCO 9.META 10.DE
2018 Q3	35	$167.6M	11	1AMZN 2AAPL 3MSFT Top holdings2018 Q3 1.AMZN 2.AAPL 3.MSFT 4.ADBE 5.V 6.BAX 7.META 8.MCO 9.JNJ 10.AKX
2018 Q2	36	$155.0M	9	1AMZN 2AAPL 3META Top holdings2018 Q2 1.AMZN 2.AAPL 3.META 4.MSFT 5.ADBE 6.V 7.MCO 8.BAX 9.AKX 10.JNJ
2018 Q1	37	$149.2M	27	1AMZN 2AAPL 3MSFT Top holdings2018 Q1 1.AMZN 2.AAPL 3.MSFT 4.META 5.MCO 6.ADBE 7.V 8.BAX 9.JNJ 10.DE
2017 Q4	44	$149.0M	12	1AAPL 2AMZN 3META Top holdings2017 Q4 1.AAPL 2.AMZN 3.META 4.MSFT 5.JNJ 6.MMM 7.BAX 8.DE 9.V 10.MCO
2017 Q3	44	$132.7M	10	1AAPL 2META 3AMZN Top holdings2017 Q3 1.AAPL 2.META 3.AMZN 4.JNJ 5.MSFT 6.BAX 7.MMM 8.V 9.MCO 10.SCHW
2017 Q2	46	$128.6M	18	1AAPL 2AMZN 3JNJ Top holdings2017 Q2 1.AAPL 2.AMZN 3.JNJ 4.MSFT 5.BAX 6.MMM 7.WAT 8.V 9.SCHW 10.DE
2017 Q1	49	$120.0M	33	1AAPL 2AMZN 3JNJ Top holdings2017 Q1 1.AAPL 2.AMZN 3.JNJ 4.MSFT 5.MMM 6.BAX 7.V 8.SCHW 9.MCO 10.TJX
2016 Q4	53	$109.2M	16	1AAPL 2JNJ 3MSFT Top holdings2016 Q4 1.AAPL 2.JNJ 3.MSFT 4.AMZN 5.MMM 6.SCHW 7.BAX 8.DE 9.TJX 10.CSCO
2016 Q3	56	$107.6M	16	1AAPL 2JNJ 3MMM Top holdings2016 Q3 1.AAPL 2.JNJ 3.MMM 4.MSFT 5.BAX 6.WAT 7.AMZN 8.TJX 9.CSCO 10.META
2016 Q2	59	$103.2M	14	1JNJ 2AAPL 3TJX Top holdings2016 Q2 1.JNJ 2.AAPL 3.TJX 4.BAX 5.MSFT 6.WAT 7.MMM 8.CSCO 9.AMZN 10.COST
2016 Q1	62	$98.3M	24	1AAPL 2TJX 3MSFT Top holdings2016 Q1 1.AAPL 2.TJX 3.MSFT 4.JNJ 5.BAX 6.MMM 7.WAT 8.CSCO 9.COST 10.IBM
2015 Q4	79	$93.6M	13	1AAPL 2TJX 3NVO Top holdings2015 Q4 1.AAPL 2.TJX 3.NVO 4.WAT 5.JNJ 6.MSFT 7.COST 8.SCHW 9.CSCO 10.MMM
2015 Q3	73	$86.6M	37	1AAPL 2TJX 3NVO Top holdings2015 Q3 1.AAPL 2.TJX 3.NVO 4.JNJ 5.COST 6.WAT 7.CSCO 8.IBM 9.MMM 10.JNJ
2015 Q2	70	$90.9M	100	1AAPL 2NVO 3TJX Top holdings2015 Q2 1.AAPL 2.NVO 3.TJX 4.WAT 5.JNJ 6.JNJ 7.IBM 8.CSCO 9.EBAY 10.MMM
2015 Q1	87	$29.0M	100	1TJX 2JNJ 3NKE Top holdings2015 Q1 1.TJX 2.JNJ 3.NKE 4.VZ 5.WM 6.JLL 7.AAPL 8.UPS 9.V 10.NVO
2014 Q4	97	$291.3M	22	1MET 2GOOG 3TJX Top holdings2014 Q4 1.MET 2.GOOG 3.TJX 4.NKE 5.AAPL 6.V 7.ICE 8.VZ 9.JNJ 10.EBAY
2014 Q3	98	$288.5M	41	1WM 2GOOG 3MET Top holdings2014 Q3 1.WM 2.GOOG 3.MET 4.AAPL 5.TJX 6.TD 7.VZ 8.EBAY 9.TSM 10.ICE
2014 Q2	89	$310.2M	33	1MET 2GOOG 3TD Top holdings2014 Q2 1.MET 2.GOOG 3.TD 4.AAPL 5.VZ 6.TJX 7.TSM 8.TNC 9.STKL 10.QCOM
2014 Q1	92	$311.7M	29	1GOOG 2MET 3GNRC Top holdings2014 Q1 1.GOOG 2.MET 3.GNRC 4.PWR 5.JLL 6.465685 7.TJX 8.R 9.SIVBEUR 10.G2554F
2013 Q4	94	$292.0M	27	1GOOG 2MET 3IPGP Top holdings2013 Q4 1.GOOG 2.MET 3.IPGP 4.GNRC 5.PWR 6.TJX 7.WM 8.JNJ 9.ICE 10.JLL
2013 Q3	88	$269.5M	23	1GOOG 2MET 3BBD Top holdings2013 Q3 1.GOOG 2.MET 3.BBD 4.NKE 5.AKX 6.WAT 7.465685 8.WM 9.TJX 10.PWR
2013 Q2	88	$257.8M	—	1GOOG 2TJX 3BAX Top holdings2013 Q2 1.GOOG 2.TJX 3.BAX 4.MET 5.CSCO 6.BBD 7.WAT 8.WM 9.NKE 10.PWR

Holding changes this quarter

View source Form 13F filing on SEC.gov

Progressive Investment Management Corp's most significant position changes for 2026-03-31: Sold out: Tyler Technologies INC (TYL); Sold out: Servicenow INC (NOW); Sold out: Booking Holdings INC (BKNG); Sold out: Roper Technologies INC (ROP); New buy: ASML Holding N.V. (ASML).

Position changes disclosed by Progressive Investment Management Corp for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	COST	Costco Wholesale CORP	+1%	-0.41%	Trim
2	FAST	Fastenal Co	+0.7%	+0.25%	Add
3	LRCX	Lam Research CORP	+0.6%	-0.06%	Trim
4	KLAC	Kla CORP	+0.6%	-0.27%	Trim
5	AMAT	Applied Materials INC	+0.5%	+0.06%	Add
6	DE	Deere & Co	+0.5%	+213.26%	Add
7	GLW	Corning INC	+0.5%	+76.46%	Add
8	TT	Trane Technologies plc	+0.3%	+0.59%	Add
9	AAPL	Apple INC	+0.3%	-0.10%	Trim
10	NVDA	Nvidia CORP	+0.3%	-0.17%	Trim
11	JNJ	Johnson & Johnson	+0.2%	+1.40%	Add
12	GOOG	Alphabet Inc-cl C	+0.1%	+0.80%	Add
13	APH	Amphenol Corp-cl A	+0.1%	-0.10%	Trim
14	MSCI	Msci INC	+0.1%	+0.03%	Add
15	IVW	Ishares S&p 500 Growth ETF	0%	—	Unchanged
16	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
17	NKE	Nike INC -cl B	—	—	Unchanged
18	VGT	Vanguard Info Tech ETF	—	—	Unchanged
19	CTAS	Cintas CORP	0%	+0.34%	Add
20	IBM	Intl Business Machines CORP	0%	—	Unchanged
21	MMM	3m Co	0%	-3.45%	Trim
22	LLY	Eli Lilly & Co	0%	—	Unchanged
23	ADP	Automatic Data Processing	0%	—	Unchanged
24	DIS	Walt Disney Co/the	0%	—	Unchanged
25	CDNS	Cadence Design Sys INC	0%	-0.27%	Trim
26	AMZN	Amazon.com INC	0%	-0.24%	Trim
27	AVGO	Broadcom INC	0%	+0.52%	Add
28	GOOGL	Alphabet Inc-cl A	0%	-4.14%	Trim
29	MA	Mastercard INC - A	-0.1%	-0.17%	Trim
30	TMO	Thermo Fisher Scientific INC	-0.1%	-0.18%	Trim
31	ORCL	Oracle CORP	-0.1%	-0.27%	Trim
32	V	Visa Inc-class A Shares	-0.2%	+0.15%	Add
33	DHR	Danaher CORP	-0.2%	+0.06%	Add
34	MCO	Moody's CORP	-0.2%	+0.08%	Add
35	IDXX	Idexx Laboratories INC	-0.3%	—	Unchanged
36	SPGI	S&p Global INC	-0.4%	-0.37%	Trim
37	MSFT	Microsoft CORP	-1.5%	+0.03%	Add
38	TYL	Tyler Technologies INC	—	EXIT	Sold out
39	NOW	Servicenow INC	—	EXIT	Sold out
40	BKNG	Booking Holdings INC	—	EXIT	Sold out
41	ROP	Roper Technologies INC	—	EXIT	Sold out
42	ASML	ASML Holding N.V.	—	NEW	New buy
43	ADSK	Autodesk INC	—	EXIT	Sold out
44	LIN	Linde plc	—	NEW	New buy
45	AMD	Advanced Micro Devices	—	NEW	New buy
46	TXN	Texas Instruments INC	—	NEW	New buy
47	URI	United Rentals INC	—	NEW	New buy
48	MU	Micron Technology INC	—	NEW	New buy
49	CIEN	Ciena CORP	—	NEW	New buy
50	PG	Procter & Gamble Co/the	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-05	13F-HR	View on EDGAR
2025 Q4	2026-02-13	13F-HR	View on EDGAR
2025 Q3	2025-11-05	13F-HR	View on EDGAR
2025 Q2	2025-07-29	13F-HR	View on EDGAR
2025 Q1	2025-05-13	13F-HR	View on EDGAR
2024 Q4	2025-02-12	13F-HR	View on EDGAR
2024 Q3	2024-11-08	13F-HR	View on EDGAR
2024 Q2	2024-08-13	13F-HR	View on EDGAR
2024 Q1	2024-04-22	13F-HR	View on EDGAR
2023 Q4	2024-01-24	13F-HR	View on EDGAR
2023 Q3	2023-10-19	13F-HR	View on EDGAR
2023 Q2	2023-07-25	13F-HR	View on EDGAR
2023 Q1	2023-05-02	13F-HR	View on EDGAR
2022 Q4	2023-01-30	13F-HR	View on EDGAR
2022 Q3	2022-10-19	13F-HR	View on EDGAR
2022 Q2	2022-07-27	13F-HR	View on EDGAR
2022 Q1	2022-05-09	13F-HR	View on EDGAR
2021 Q4	2022-02-03	13F-HR	View on EDGAR
2021 Q3	2021-11-09	13F-HR	View on EDGAR
2021 Q2	2021-08-10	13F-HR	View on EDGAR
2021 Q1	2021-05-11	13F-HR	View on EDGAR
2020 Q4	2021-02-04	13F-HR	View on EDGAR
2020 Q3	2020-10-29	13F-HR	View on EDGAR
2020 Q2	2020-08-10	13F-HR	View on EDGAR
2020 Q1	2020-05-05	13F-HR	View on EDGAR
2019 Q4	2020-02-10	13F-HR	View on EDGAR
2019 Q3	2019-11-07	13F-HR	View on EDGAR
2019 Q2	2019-08-12	13F-HR	View on EDGAR
2019 Q1	2019-05-07	13F-HR	View on EDGAR
2018 Q4	2019-02-06	13F-HR	View on EDGAR
2018 Q3	2018-11-06	13F-HR	View on EDGAR
2018 Q2	2018-08-06	13F-HR	View on EDGAR
2018 Q1	2018-05-02	13F-HR	View on EDGAR
2017 Q4	2018-01-09	13F-HR	View on EDGAR
2017 Q3	2017-11-02	13F-HR	View on EDGAR
2017 Q2	2017-08-04	13F-HR	View on EDGAR
2017 Q1	2017-04-25	13F-HR	View on EDGAR
2016 Q4	2017-02-15	Amendment	View on EDGAR
2016 Q4	2017-02-14	13F-HR	View on EDGAR
2016 Q3	2016-11-07	13F-HR	View on EDGAR
2016 Q2	2016-08-10	13F-HR	View on EDGAR
2016 Q1	2016-05-13	13F-HR	View on EDGAR
2015 Q4	2016-02-12	13F-HR	View on EDGAR
2015 Q3	2015-11-12	13F-HR	View on EDGAR
2015 Q2	2015-08-12	13F-HR	View on EDGAR
2015 Q1	2015-04-23	13F-HR	View on EDGAR
2014 Q4	2015-01-28	13F-HR	View on EDGAR
2014 Q3	2014-10-17	13F-HR	View on EDGAR
2014 Q2	2014-08-04	13F-HR	View on EDGAR
2014 Q1	2014-04-07	13F-HR	View on EDGAR
2013 Q4	2014-01-31	13F-HR	View on EDGAR
2013 Q3	2013-10-16	Amendment	View on EDGAR
2013 Q3	2013-10-15	13F-HR	View on EDGAR
2013 Q2	2013-07-10	13F-HR	View on EDGAR

FAQ

What is Progressive Investment Management Corp and what type of investor is it?

Progressive Investment Management Corp is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $378.7M, spread across 58 disclosed positions.

What are Progressive Investment Management Corp's largest equity positions?

Based on the latest 13F filing, Progressive Investment Management Corp's top holdings by market value are: 1. Apple INC (AAPL) — $37.7M (10.0%) 2. Nvidia CORP (NVDA) — $35.9M (9.5%) 3. Alphabet Inc-cl C (GOOG) — $31.1M (8.2%) 4. Microsoft CORP (MSFT) — $29.9M (7.9%) 5. Amazon.com INC (AMZN) — $22.8M (6.0%)

What changes did Progressive Investment Management Corp make in its most recent portfolio filing?

In the latest reported quarter, Progressive Investment Management Corp made 41 notable position adjustments: 8 new positions were initiated, 14 existing holdings were added to, 14 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Tyler Technologies INC (TYL); Sold out: Servicenow INC (NOW); Sold out: Booking Holdings INC (BKNG); Sold out: Roper Technologies INC (ROP); New buy: ASML Holding N.V. (ASML)

What sectors does Progressive Investment Management Corp focus on?

Progressive Investment Management Corp is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.1% • Financials: 15.3% • Communication Services: 9.8% • Health Care: 7.6% • Industrials: 7.1% • Consumer Discretionary: 6.4%

Peer Institutions

Institutions with a similar AUM

Fairway Wealth LLC

CIK 0002019393

Total reported value

$378.9M

192 stks

2026-03-31

Concentration19.1

Portfolio Stability6.1

Sector conviction57.9

AUM within 0.1% of this institution

View detail

MPS Loria Financial Planners, LLC

CIK 0001716180

Total reported value

$379.0M

94 stks

2026-03-31

Concentration66.5

Portfolio Stability6.6

Sector conviction100.0

AUM within 0.1% of this institution

View detail

Carr Financial Group Corp

CIK 0001931232

Total reported value

$379.1M

174 stks

2026-03-31

Concentration13.6

Portfolio Stability18.3

Sector conviction56.1

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Fred Alger Management, LLC

CIK 0000003520

Total reported value

$22.8B

525 stks

2026-03-31

Concentration16.8

Portfolio Stability32.2

Sector conviction81.0

Also holds Nvidia CORP as its largest position

View detail

Jpmorgan Chase & Co

CIK 0000019617

Total reported value

$1.6T

33,063 stks

2026-03-31

Concentration3.5

Portfolio Stability25.6

Sector conviction47.2

Also holds Nvidia CORP as its largest position

View detail

Thrivent Financial for Lutherans

CIK 0000314984

Total reported value

$52.5B

4,385 stks

2026-03-31

Concentration2.4

Portfolio Stability30.8

Sector conviction41.3

Also holds Nvidia CORP as its largest position

View detail

Developer Access

Access Progressive Investment Management Corp's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/progressive-investment-management-corp

CLI

npx alphasmo institutions get progressive-investment-management-corp

Full API & MCP documentation →