Progressive Investment Management Corp Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Progressive Investment Management Corp disclosed 56 stock positions valued at approximately $454.36M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 56
- Portfolio Value
- $454.36M
Holdings by Sector
Progressive Investment Management Corp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 9.34% | 146,728 | -1,974 | -1.33% | $42,457,342 |
| NVIDIA CORPORATION | NVDA | Technology | 8.92% | 202,607 | -3,431 | -1.67% | $40,539,635 |
| ALPHABET INC | GOOG | Communication Services | 8.33% | 107,153 | -1,108 | -1.02% | $37,860,369 |
| MICROSOFT CORP | MSFT | Technology | 6.51% | 79,247 | -1,429 | -1.77% | $29,560,716 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.67% | 108,086 | -1,614 | -1.47% | $25,761,217 |
| KLA CORP | KLAC | Technology | 4.07% | 61,246 | +55,026 | +884.66% | $18,478,531 |
| LAM RESEARCH CORP | LRCX | Technology | 3.91% | 40,962 | -568 | -1.37% | $17,750,063 |
| BROADCOM INC | AVGO | Technology | 3.87% | 46,534 | -630 | -1.34% | $17,578,219 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.50% | 16,977 | -304 | -1.76% | $15,881,098 |
| AMPHENOL CORP | APH | Technology | 3.35% | 86,304 | -1,364 | -1.56% | $15,217,121 |
| MOODYS CORP | MCO | Financial Services | 3.31% | 33,185 | -505 | -1.50% | $15,030,150 |
| VISA INC | V | Financial Services | 3.13% | 41,395 | -804 | -1.91% | $14,202,211 |
| APPLIED MATLS INC | AMAT | Technology | 2.91% | 18,317 | -244 | -1.31% | $13,243,191 |
| FASTENAL CO | FAST | Industrials | 2.62% | 248,271 | -3,069 | -1.22% | $11,924,456 |
| ASML HLDG NV | ASML | Technology | 2.58% | 5,903 | +929 | +18.68% | $11,743,664 |
| S&P GLOBAL INC | SPGI | Financial Services | 2.40% | 26,782 | -334 | -1.23% | $10,907,237 |
| IDEXX LABS INC | IDXX | Healthcare | 2.32% | 19,990 | -295 | -1.45% | $10,523,536 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.14% | 16,706 | +2,185 | +15.05% | $9,704,682 |
| TRANE TECHNOLOGIES PLC | TT | Industrials | 2.03% | 18,817 | -239 | -1.25% | $9,242,158 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.01% | 17,798 | -293 | -1.62% | $9,141,053 |
| MSCI INC | MSCI | Financial Services | 1.87% | 15,154 | -218 | -1.42% | $8,486,846 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.82% | 7,159 | -109 | -1.50% | $8,263,562 |
| DANAHER CORP DEL | DHR | Healthcare | 1.81% | 43,158 | -659 | -1.50% | $8,220,736 |
| ALPHABET INC | GOOGL | Communication Services | 1.44% | 18,309 | -786 | -4.12% | $6,543,087 |
| LINDE PLC | LIN | Basic Materials | 1.21% | 10,552 | +3,999 | +61.03% | $5,475,855 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 1.15% | 13,948 | -202 | -1.43% | $5,234,963 |
| CORNING INC | GLW | Technology | 1.05% | 18,766 | -166 | -0.88% | $4,793,399 |
| TEXAS INSTRS INC | TXN | Technology | 0.92% | 13,956 | -190 | -1.34% | $4,159,865 |
| UNITED RENTALS INC | URI | Industrials | 0.84% | 3,375 | -52 | -1.52% | $3,823,504 |
| INTEL CORP | INTC | Technology | 0.73% | 23,594 | +23,594 | +100.00% | $3,294,430 |
Showing 30 of 56 holdings in the latest reporting period.