Progressive Investment Management Corp Portfolio Holdings by Sector
Progressive Investment Management Corp
- $387 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$45,078
11.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI MSCI 3 stocks |
$40,675
10.5% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW TYL CDNS CRM ADSK 5 stocks |
$33,908
8.75% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$33,227
8.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$31,109
8.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$25,514
6.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$24,683
6.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX DHR TMO 3 stocks |
$24,461
6.31% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$22,985
5.93% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$17,452
4.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$12,718
3.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IT IBM 2 stocks |
$12,268
3.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$11,662
3.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$10,660
2.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$9,537
2.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$9,131
2.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$5,999
1.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IVW SUSA VGT MDY BAB VTEB VIS VFH 12 stocks |
$4,479
1.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$3,036
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$1,954
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AMGN 2 stocks |
$1,738
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$806
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$793
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$741
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$670
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Electronic Components | Technology
GLW 1 stocks |
$575
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$437
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP 1 stocks |
$384
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$341
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$340
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|