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
$0
$132,000 0.04% of portfolio
700
Q4 2022 New
$0
$158,000 0.04% of portfolio
600
Q4 2023 Reduced 12.15%
$0
$131,000 0.04% of portfolio
600
Q4 2022 New
$0
$155,000 0.04% of portfolio
1,300
Q4 2022 New
$0
$119,000 0.03% of portfolio
700
Q4 2022 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.37%

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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