Progressive Investment Management Corp Portfolio Holdings

Progressive Investment Management Corp

  • $389 Million
  • Q3 2024

Progressive Investment Management Corp has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $389 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37.6M, Apple Inc. with a value of $37.5M, Amazon Com Inc with a value of $22.5M, Nvidia Corp with a value of $19M, and Alphabet Inc. with a value of $19M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $377M to 389M.

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

Portfolio value $389 Million
Technology: $163 Million
Financial Services: $68 Million
Healthcare: $43.9 Million
Industrials: $37.3 Million
Consumer Cyclical: $33.4 Million
Communication Services: $23.2 Million
Consumer Defensive: $16.5 Million
ETFs: $4.33 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$238,000 0.06% of portfolio
4,656
Q2 2024 New
$0
$208,000 0.05% of portfolio
800
Q4 2023 Reduced 2.68%
$0
$142,000 0.04% of portfolio
1,300
Q4 2022 New
$0
$148,000 0.04% of portfolio
700
Q4 2022 New
$0
$169,000 0.04% of portfolio
600
Q4 2023 Reduced 12.15%
$0
$121,000 0.03% of portfolio
700
Q4 2022 New
$0
$131,000 0.03% of portfolio
600
Q4 2022 New
$0
$73,000 0.02% of portfolio
375
Q4 2023 Reduced 80.26%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $389 Million
  • Prior Value $377 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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