Progressive Investment Management Corp Portfolio Holdings by Sector
Progressive Investment Management Corp
- $363 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$47,225
13.0% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IDXX DHR WAT TMO 4 stocks |
$38,804
10.69% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI MSCI 3 stocks |
$36,765
10.12% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW TYL CRM ADSK CDNS 5 stocks |
$35,798
9.86% of portfolio
|
  1  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$28,353
7.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$22,504
6.2% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$22,365
6.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$21,508
5.92% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IT IBM 2 stocks |
$15,301
4.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$14,828
4.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$13,857
3.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$10,366
2.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$10,259
2.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
VRSK 1 stocks |
$9,558
2.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$8,616
2.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$4,929
1.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$4,722
1.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ALGN 1 stocks |
$3,848
1.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IVW MDY SUSA VGT VIS VHT VAW VFH 14 stocks |
$3,579
0.99% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AON 1 stocks |
$3,070
0.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ AMGN 2 stocks |
$1,811
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$698
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$650
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$634
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$617
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$451
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$450
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$360
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$354
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$337
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
AMP 1 stocks |
$315
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$221
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|