# Progressive Investment Management Corp

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1353318. Source: https://holderbook.com/funds/1353318-progressive-investment-management-corp/

- Reported value: $454.4M
- Positions: 56
- Weight of the ten largest: 57.5%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $42.5M | 146,728 | 9.3% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $40.5M | 202,607 | 8.9% | 14 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $37.9M | 107,153 | 8.3% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $29.6M | 79,247 | 6.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $25.8M | 108,086 | 5.7% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $18.5M | 61,246 | 4.1% | 10 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $17.8M | 40,962 | 3.9% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $17.6M | 46,534 | 3.9% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $15.9M | 16,977 | 3.5% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $15.2M | 86,304 | 3.3% | 4 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $15.0M | 33,185 | 3.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $14.2M | 41,395 | 3.1% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $13.2M | 18,317 | 2.9% | 9 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $11.9M | 248,271 | 2.6% | 29 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $11.7M | 5,903 | 2.6% | 2 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $10.9M | 26,782 | 2.4% | 31 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $10.5M | 19,990 | 2.3% | 27 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $9.7M | 16,706 | 2.1% | 2 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $9.2M | 18,817 | 2.0% | 16 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $9.1M | 17,798 | 2.0% | 29 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $8.5M | 15,154 | 1.9% | 24 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $8.3M | 7,159 | 1.8% | 2 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $8.2M | 43,158 | 1.8% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.5M | 18,309 | 1.4% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $5.5M | 10,552 | 1.2% | 2 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $5.2M | 13,948 | 1.2% | 10 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $4.8M | 18,766 | 1.1% | 22 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $4.2M | 13,956 | 0.9% | 2 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $3.8M | 3,375 | 0.8% | 2 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.3M | 23,594 | 0.7% | 1 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.6M | 4,044 | 0.6% | 22 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.4M | 9,390 | 0.5% | 31 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $2.3M | 4,676 | 0.5% | 2 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.9M | 14,000 | 0.4% | 20 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $1.4M | 8,502 | 0.3% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $905.2K | 5,975 | 0.2% | 22 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $830.6K | 1,660 | 0.2% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $753.2K | 628 | 0.2% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $669.3K | 5,600 | 0.1% | 15 |
| ISHARES TR | [SUSA](https://holderbook.com/stocks/SUSA/) | $617.2K | 4,000 | 0.1% | 20 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $604.1K | 3,731 | 0.1% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $572.1K | 1,580 | 0.1% | 22 |
| INVESCO EXCH TRADED FD TR II | [BAB](https://holderbook.com/stocks/BAB/) | $475.3K | 17,707 | 0.1% | 9 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $435.3K | 1,548 | 0.1% | 22 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $360.3K | 7,123 | 0.1% | 9 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $330.3K | 720 | 0.1% | 15 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $317.8K | 1,419 | 0.1% | 22 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $292.6K | 416 | 0.1% | 20 |
| VANGUARD WORLD FD | [VIS](https://holderbook.com/stocks/VIS/) | $288.3K | 800 | 0.1% | 15 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $265.4K | 2,757 | 0.1% | 22 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $205.4K | 1,401 | 0.0% | 2 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $179.4K | 600 | 0.0% | 15 |
| VANGUARD WORLD FD | [VFH](https://holderbook.com/stocks/VFH/) | $171.1K | 1,300 | 0.0% | 15 |
| VANGUARD WORLD FD | [VAW](https://holderbook.com/stocks/VAW/) | $160.2K | 700 | 0.0% | 15 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $137.0K | 700 | 0.0% | 15 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $135.3K | 600 | 0.0% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +21.6% | +14.8% | +6.8% | 100% |
| Q1 2026 | -8.9% | -4.6% | -4.2% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.1% | 100% |
| Q3 2025 | +4.5% | +7.8% | -3.3% | 100% |
| Q2 2025 | +11.4% | +10.5% | +1.0% | 100% |
| Q1 2025 | -6.6% | -4.6% | -2.1% | 100% |
| Q4 2024 | +2.3% | +2.1% | +0.2% | 100% |
| Q3 2024 | +4.5% | +5.4% | -0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $454.4M | 56 |
| Q1 2026 | $378.7M | 58 |
| Q4 2025 | $417.9M | 55 |
| Q3 2025 | $411.6M | 55 |
| Q2 2025 | $392.5M | 56 |
| Q1 2025 | $357.2M | 56 |
| Q4 2024 | $389.4M | 57 |
| Q3 2024 | $389.8M | 58 |
| Q2 2024 | $377.4M | 61 |
| Q1 2024 | $364.6M | 60 |
| Q4 2023 | $351.5M | 57 |
| Q3 2023 | $307.9M | 64 |