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CIK: 0001353318
Total reported value
$454.4M
$454.4M
58 檔
29.8%
During the Q3 2024 filing period, Progressive Investment Management Corp (CIK: 0001353318) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $454.4M across 58 reported positions.
During Q3 2024, Progressive Investment Management Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.64% | -1.37% | -0.88% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.62% | -0.62% | -1.14% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.76% | -0.36% | -0.94% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.87% | -0.57% | -3.66% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.86% | +0.13% | -0.79% | |
| 6 | MCO | Moody's CORP | Stock-Financials | 4.38% | -0.57% | -1.03% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.23% | -1.05% | -0.87% | |
| 8 | IT | Gartner Inc | Stock-Tech | 3.97% | — | -1.07% | |
| 9 | SPGI | S&p Global Inc | Stock-Financials | 3.90% | -0.65% | -1.73% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.36% | -0.38% | -0.80% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.18% | -0.24% | -0.90% | |
| 12 | TYL | Tyler Technologies Inc | Stock-Tech | 2.89% | — | -1.23% | |
| 13 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.85% | -0.69% | -1.27% | |
| 14 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.71% | — | -1.10% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 2.57% | — | -1.03% | |
| 16 | ROP | Roper Technologies Inc | Stock-Tech | 2.54% | — | -0.94% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.50% | — | -1.41% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 2.47% | -0.38% | -1.01% | |
| 19 | MSCI | Msci Inc | Stock-Financials | 2.45% | -0.32% | -1.24% | |
| 20 | FAST | Fastenal Co | Stock-Industrials | 2.42% | -0.46% | -0.77% | |
| 21 | WAT | Waters CORP | Stock-Healthcare | 1.92% | — | -1.69% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.90% | -1.43% | EXIT | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.49% | — | -1.38% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 1.41% | -0.07% | -0.92% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 1.32% | +1.65% | -0.69% | |
| 26 | ADSK | Autodesk Inc | Stock-Tech | 1.19% | — | -0.72% | |
| 27 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.07% | +0.11% | -1.47% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.06% | — | -0.77% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | -0.01% | -3.69% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 1.01% | +1.23% | -0.33% | |
| 31 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.92% | — | -0.18% | |
| 32 | AON | Aon plc | Stock-Financials | 0.80% | — | -0.96% | |
| 33 | ALGN | Align Technology Inc | Stock-Healthcare | 0.75% | — | -0.84% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.09% | -0.11% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | — | — | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.20% | -0.06% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.03% | — | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.19% | -0.05% | -2.42% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.16% | -0.05% | -2.74% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.15% | -0.01% | — | |
| 41 | GLW | Corning Inc | Stock-Tech | 0.13% | +0.38% | — | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.12% | — | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | -0.04% | — | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.11% | -0.07% | EXIT | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.02% | — | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | -0.01% | — | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.09% | -0.02% | — | |
| 48 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.09% | -0.01% | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.07% | -0.01% | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.06% | -0.01% | — |
According to official SEC Form 13F filings, Progressive Investment Management Corp reported a total U.S. public equity portfolio value of $454.4M across 58 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 29.8% of total reported equity market value during Q3 2024.
During Q3 2024, Progressive Investment Management Corp's top holdings by market value included MSFT (9.6%)、AAPL (9.6%)、AMZN (5.8%). The largest single position, MSFT, represented 9.6% of total portfolio value.
In Q3 2024, Progressive Investment Management Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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