Progressive Investment Management Corp Portfolio Holdings

Progressive Investment Management Corp

  • $354 Million
  • Q1 2025

Progressive Investment Management Corp has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $354 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.2M, Microsoft Corp with a value of $31.3M, Nvidia Corp with a value of $23.2M, Amazon Com Inc with a value of $21.7M, and Alphabet Inc. with a value of $17.1M.

Examining the 13F form we can see an decrease of $31.7M in the current position value, from $386M to 354M.

Below you can find more details about Progressive Investment Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $354 Million
Technology: $144 Million
Financial Services: $69.9 Million
Industrials: $39.6 Million
Consumer Cyclical: $33 Million
Healthcare: $25.6 Million
Communication Services: $20.7 Million
Consumer Defensive: $17 Million
ETFs: $4.1 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$34.2 Million 9.66% of portfolio
153,801
Q1 2025 Reduced 2.01%
$3.72T
$31.3 Million 8.84% of portfolio
83,295
Q1 2025 Reduced 1.99%
$397B
$23.2 Million 6.57% of portfolio
214,483
Q1 2025 Added 39.99%
$2.28T
$21.7 Million 6.13% of portfolio
114,025
Q1 2025 Reduced 3.13%
$1.1T
$17.1 Million 4.84% of portfolio
109,541
Q1 2025 Reduced 1.67%
$437B
$17 Million 4.79% of portfolio
17,922
Q1 2025 Reduced 1.85%
$92.5B
$16.1 Million 4.54% of portfolio
34,511
Q1 2025 Reduced 2.22%
$587B
$15.1 Million 4.28% of portfolio
43,188
Q1 2025 Reduced 2.07%
$173B
$14.2 Million 4.01% of portfolio
27,896
Q1 2025 Reduced 1.79%
$31.7B
$12.2 Million 3.45% of portfolio
29,101
Q1 2025 Reduced 2.2%
$47.7B
$11.3 Million 3.18% of portfolio
37,818
Q1 2025 Reduced 1.91%
$24.6B
$10.7 Million 3.02% of portfolio
18,392
Q1 2025 Reduced 2.08%
$227B
$10.2 Million 2.89% of portfolio
2,219
Q1 2025 Reduced 1.9%
$543B
$10.2 Million 2.88% of portfolio
18,613
Q1 2025 Reduced 2.14%
$60.7B
$10 Million 2.83% of portfolio
17,011
Q1 2025 Reduced 2.09%
$24.7B
$9.93 Million 2.81% of portfolio
128,049
Q1 2025 Reduced 1.49%
$47B
$8.9 Million 2.52% of portfolio
15,744
Q1 2025 Reduced 1.85%
$45.5B
$8.78 Million 2.48% of portfolio
20,911
Q1 2025 Reduced 1.88%
$211B
$8.44 Million 2.39% of portfolio
10,601
Q1 2025 Reduced 2.43%
$168B
$5.67 Million 1.6% of portfolio
11,403
Q1 2025 Reduced 1.73%
$101B
$4.66 Million 1.32% of portfolio
13,842
Q1 2025 Reduced 1.49%
$131B
$4.36 Million 1.23% of portfolio
6,414
Q1 2025 Reduced 2.03%
$176B
$4.12 Million 1.16% of portfolio
10,737
Q1 2025 Reduced 2.23%
$272B
$3.97 Million 1.12% of portfolio
14,776
Q1 2025 Reduced 1.66%
$53.1B
$3.94 Million 1.11% of portfolio
16,025
Q1 2025 Reduced 2.28%
$89.6B
$3.73 Million 1.05% of portfolio
14,669
Q1 2025 Reduced 2.38%
$73.4B
$3.44 Million 0.97% of portfolio
8,612
Q1 2025 Reduced 1.81%
$1.07T
$3.36 Million 0.95% of portfolio
21,726
Q1 2025 Reduced 3.16%
$164B
$2.76 Million 0.78% of portfolio
19,014
Q1 2025 Reduced 0.28%
$22.3B
$1.84 Million 0.52% of portfolio
8,939
Q1 2025 New
$631B
$1.68 Million 0.47% of portfolio
3,148
Q1 2025 Added 89.64%
$408B
$1.55 Million 0.44% of portfolio
9,372
Q1 2025 Added 0.11%
$0
$1.3 Million 0.37% of portfolio
14,000
Q1 2025 Reduced 2.78%
$84.5B
$801,000 0.23% of portfolio
5,457
Q1 2025 Reduced 6.19%
$146B
$739,000 0.21% of portfolio
6,072
Q1 2025 Reduced 3.03%
$157B
$625,000 0.18% of portfolio
1,332
Q1 2025 Reduced 3.34%
$262B
$538,000 0.15% of portfolio
2,164
Q1 2025 Added 0.7%
$44.9B
$500,000 0.14% of portfolio
10,937
Q1 2021 New
$0
$459,000 0.13% of portfolio
4,000
Q3 2021 New
$0
$426,000 0.12% of portfolio
799
Q4 2024 Reduced 24.41%
$128B
$433,000 0.12% of portfolio
1,419
Q1 2021 New
$0
$379,000 0.11% of portfolio
700
Q4 2023 Reduced 7.53%
$0
$360,000 0.1% of portfolio
13,506
Q1 2025 Added 10.88%
$58B
$348,000 0.1% of portfolio
720
Q4 2022 New
$160B
$344,000 0.1% of portfolio
1,105
Q2 2023 Reduced 8.45%
$96.2B
$304,000 0.09% of portfolio
4,800
Q2 2023 Reduced 14.61%
$226B
$272,000 0.08% of portfolio
2,757
Q4 2023 Reduced 2.27%
$0
$288,000 0.08% of portfolio
5,824
Q1 2025 Added 10.83%
$0
$198,000 0.06% of portfolio
800
Q4 2023 Reduced 2.68%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $354 Million
  • Prior Value $386 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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