13F HOLDINGS REPORT
Progressive Investment Management Corp
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001398344-25-014014
Total Value
$392.5M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 82,357 | $41.0M | 10.44% |
| 2 | NVIDIA CORPORATION | NVDA | 210,313 | $33.2M | 8.47% |
| 3 | APPLE INC | AAPL | 151,626 | $31.1M | 7.93% |
| 4 | AMAZON COM INC | AMZN | 112,509 | $24.7M | 6.29% |
| 5 | ALPHABET INC | GOOG | 108,481 | $19.2M | 4.90% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 17,630 | $17.5M | 4.45% |
| 7 | MOODYS CORP | MCO | 34,143 | $17.1M | 4.36% |
| 8 | VISA INC | V | 42,734 | $15.2M | 3.87% |
| 9 | S&P GLOBAL INC | SPGI | 27,609 | $14.6M | 3.71% |
| 10 | BOOKING HOLDINGS INC | BKNG | 2,197 | $12.7M | 3.24% |
| 11 | VERISK ANALYTICS INC | VRSK | 37,440 | $11.7M | 2.97% |
| 12 | GARTNER INC | IT | 28,786 | $11.6M | 2.96% |
| 13 | IDEXX LABS INC | 45168D104 | 20,668 | $11.1M | 2.82% |
| 14 | SERVICENOW INC | NOW | 10,491 | $10.8M | 2.75% |
| 15 | TYLER TECHNOLOGIES INC | TYL | 18,179 | $10.8M | 2.75% |
| 16 | FASTENAL CO | FAST | 253,816 | $10.7M | 2.72% |
| 17 | MASTERCARD INCORPORATED | MA | 18,405 | $10.3M | 2.64% |
| 18 | ROPER TECHNOLOGIES INC | ROP | 16,825 | $9.5M | 2.43% |
| 19 | MSCI INC | MSCI | 15,593 | $9.0M | 2.29% |
| 20 | DANAHER CORPORATION | 235851102 | 44,587 | $8.8M | 2.24% |
| 21 | TRANE TECHNOLOGIES PLC | TT | 13,716 | $6.0M | 1.53% |
| 22 | KLA CORP | KLAC | 6,348 | $5.7M | 1.45% |
| 23 | AUTODESK INC | ADSK | 15,823 | $4.9M | 1.25% |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 11,269 | $4.6M | 1.16% |
| 25 | CADENCE DESIGN SYSTEM INC | CDNS | 14,483 | $4.5M | 1.14% |
| 26 | ADOBE INC | ADBE | 10,632 | $4.1M | 1.05% |
| 27 | LAM RESEARCH CORP | LRCX | 42,213 | $4.1M | 1.05% |
| 28 | SALESFORCE INC | CRM | 14,654 | $4.0M | 1.02% |
| 29 | ALPHABET INC | GOOG | 21,234 | $3.7M | 0.95% |
| 30 | APPLIED MATLS INC | 038222105 | 18,821 | $3.4M | 0.88% |
| 31 | AON PLC | AON | 8,511 | $3.0M | 0.77% |
| 32 | CINTAS CORP | CTAS | 8,768 | $2.0M | 0.50% |
| 33 | ISHARES TR | 464287309 | 14,000 | $1.5M | 0.39% |
| 34 | JOHNSON & JOHNSON | JNJ | 9,362 | $1.4M | 0.36% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,660 | $806,378 | 0.21% |
| 36 | 3M CO | MMM | 5,211 | $793,323 | 0.20% |
| 37 | TJX COS INC NEW | 872540109 | 6,002 | $741,187 | 0.19% |
| 38 | DEERE & CO | DE | 1,319 | $670,698 | 0.17% |
| 39 | INTERNATIONAL BUSINESS MACHS | INTR | 2,149 | $633,482 | 0.16% |
| 40 | CORNING INC | GLW | 10,937 | $575,177 | 0.15% |
| 41 | ISHARES TR | 464288802 | 4,000 | $507,000 | 0.13% |
| 42 | VANGUARD WORLD FD | 92204A702 | 700 | $464,296 | 0.12% |
| 43 | AUTOMATIC DATA PROCESSING IN | ADP | 1,419 | $437,620 | 0.11% |
| 44 | SPDR S&P MIDCAP 400 ETF TR | MDY | 685 | $388,039 | 0.10% |
| 45 | AMERIPRISE FINL INC | 03076C106 | 720 | $384,286 | 0.10% |
| 46 | INVESCO EXCH TRADED FD TR II | IVZ | 13,796 | $366,008 | 0.09% |
| 47 | DISNEY WALT CO | 254687106 | 2,757 | $341,896 | 0.09% |
| 48 | NIKE INC | NKE | 4,800 | $340,992 | 0.09% |
| 49 | AMGEN INC | AMGN | 1,105 | $308,527 | 0.08% |
| 50 | VANGUARD MUN BD FDS | 922907746 | 5,816 | $285,158 | 0.07% |
| 51 | VANGUARD WORLD FD | 92204A603 | 800 | $224,056 | 0.06% |
| 52 | VANGUARD WORLD FD | 92204A405 | 1,300 | $165,490 | 0.04% |
| 53 | VANGUARD WORLD FD | 92204A504 | 600 | $149,004 | 0.04% |
| 54 | VANGUARD WORLD FD | 92204A801 | 700 | $136,381 | 0.03% |
| 55 | VANGUARD WORLD FD | 92204A207 | 600 | $131,400 | 0.03% |
| 56 | VANGUARD WORLD FD | 92204A876 | 700 | $123,557 | 0.03% |