Progressive Investment Management Corp Portfolio Holdings

Progressive Investment Management Corp

  • $386 Million
  • Q4 2024

Progressive Investment Management Corp has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $386 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.3M, Microsoft Corp with a value of $35.8M, Amazon Com Inc with a value of $25.8M, Alphabet Inc. with a value of $21.2M, and Nvidia Corp with a value of $20.6M.

Examining the 13F form we can see an decrease of $3.73M in the current position value, from $389M to 386M.

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

Portfolio value $386 Million
Technology: $159 Million
Financial Services: $68.7 Million
Consumer Cyclical: $38.2 Million
Healthcare: $36.8 Million
Industrials: $35.9 Million
Communication Services: $25.8 Million
Consumer Defensive: $16.7 Million
ETFs: $4.3 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.46 Million 0.38% of portfolio
14,400
Q2 2024 Reduced 3.36%
$0
$486,000 0.13% of portfolio
4,000
Q3 2021 New
$0
$455,000 0.12% of portfolio
799
Q4 2024 Reduced 24.41%
$0
$435,000 0.11% of portfolio
700
Q4 2023 Reduced 7.53%
$0
$318,000 0.08% of portfolio
12,181
Q4 2024 Added 46.99%
$0
$263,000 0.07% of portfolio
5,255
Q4 2024 Added 12.87%
$0
$203,000 0.05% of portfolio
800
Q4 2023 Reduced 2.68%
$0
$153,000 0.04% of portfolio
1,300
Q4 2022 New
$0
$152,000 0.04% of portfolio
600
Q4 2023 Reduced 12.15%
$0
$131,000 0.03% of portfolio
700
Q4 2022 New
$0
$114,000 0.03% of portfolio
700
Q4 2022 New
$0
$126,000 0.03% of portfolio
600
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $386 Million
  • Prior Value $389 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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