Progressive Investment Management Corp

Progressive Investment Management Corp reported 56 holdings worth US$454M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Progressive Investment Management Corp reported 56 holdings worth US$454M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Aug 4, 2026 (Form 13F).

Holdings
56
Value as reported
US$454M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C124KUS$44.4M9.8%
Apple Inc147KUS$42.5M9.3%
Nvidia Corporation203KUS$40.5M8.9%
Microsoft Corp.79,247US$29.6M6.5%
Amazon.com, Inc.108KUS$25.8M5.7%
Kla Corporation61,246US$18.5M4.1%
Lam Research Corporation40,962US$17.8M3.9%
Broadcom Inc.46,534US$17.6M3.9%
Costco Wholesale Corporation16,977US$15.9M3.5%
Amphenol Corporation86,304US$15.2M3.3%
Moody's Corporation33,185US$15M3.3%
Visa Inc.41,395US$14.2M3.1%
Applied Materials, Inc.18,317US$13.2M2.9%
Fastenal Company248KUS$11.9M2.6%
Asml Holding Nv5,903US$11.7M2.6%
S&p Global Inc.26,782US$10.9M2.4%
Idexx Laboratories, Inc.19,990US$10.5M2.3%
Advanced Micro Devices Inc16,706US$9.7M2.1%
Mastercard Incorporated17,798US$9.14M2.0%
Msci Inc.15,154US$8.49M1.9%
Micron Technology, Inc.7,159US$8.26M1.8%
Danaher Corporation43,158US$8.22M1.8%
Cadence Design Systems, Inc.13,948US$5.23M1.2%
Corning Incorporated18,766US$4.79M1.1%
Texas Instruments Incorporated13,956US$4.16M0.92%
United Rentals, Inc.3,375US$3.82M0.84%
Intel Corporation23,594US$3.29M0.73%
Deere & Company4,044US$2.57M0.56%
Johnson & Johnson9,390US$2.38M0.52%
Ciena Corporation4,676US$2.29M0.50%
Cintas Corporation8,502US$1.45M0.32%
Tjx Companies, Inc. (the)5,975US$905K0.20%
Berkshire Hathaway Inc.1,660US$831K0.18%
Eli Lilly And Company628US$753K0.17%
3m Company3,731US$604K0.13%
Amgen Inc.1,580US$572K0.13%
International Business Machines Corporation1,548US$435K0.10%
Ameriprise Financial, Inc.720US$330K0.07%
Automatic Data Processing, Inc.1,419US$318K0.07%
Walt Disney Company (the)2,757US$265K0.06%
Procter & Gamble Company (the)1,401US$205K0.05%
Nike, Inc.0US$00.00%
Oracle Corporation0US$00.00%
Thermo Fisher Scientific Inc0US$00.00%

Source

View original at SEC

Related