13F HOLDINGS REPORT
Progressive Investment Management Corp
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001398344-25-020358
Total Value
$411.6M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 81,329 | $42.1M | 10.24% |
| 2 | NVIDIA CORPORATION | NVDA | 207,573 | $38.7M | 9.41% |
| 3 | APPLE INC | AAPL | 150,288 | $38.3M | 9.30% |
| 4 | ALPHABET INC | GOOG | 107,589 | $26.2M | 6.37% |
| 5 | AMAZON COM INC | AMZN | 111,112 | $24.4M | 5.93% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 17,475 | $16.2M | 3.93% |
| 7 | MOODYS CORP | MCO | 33,860 | $16.1M | 3.92% |
| 8 | VISA INC | V | 42,387 | $14.5M | 3.52% |
| 9 | BROADCOM INC | AVGO | 40,677 | $13.4M | 3.26% |
| 10 | S&P GLOBAL INC | SPGI | 27,368 | $13.3M | 3.24% |
| 11 | IDEXX LABS INC | 45168D104 | 20,460 | $13.1M | 3.18% |
| 12 | FASTENAL CO | FAST | 251,964 | $12.4M | 3.00% |
| 13 | MASTERCARD INCORPORATED | MA | 18,253 | $10.4M | 2.52% |
| 14 | SERVICENOW INC | NOW | 10,388 | $9.6M | 2.32% |
| 15 | TYLER TECHNOLOGIES INC | TYL | 17,997 | $9.4M | 2.29% |
| 16 | VERISK ANALYTICS INC | VRSK | 37,125 | $9.3M | 2.27% |
| 17 | MSCI INC | MSCI | 15,445 | $8.8M | 2.13% |
| 18 | DANAHER CORPORATION | 235851102 | 44,095 | $8.7M | 2.12% |
| 19 | AMPHENOL CORP NEW | 032095101 | 70,514 | $8.7M | 2.12% |
| 20 | ROPER TECHNOLOGIES INC | ROP | 16,670 | $8.3M | 2.02% |
| 21 | BOOKING HOLDINGS INC | BKNG | 1,454 | $7.9M | 1.91% |
| 22 | KLA CORP | KLAC | 6,271 | $6.8M | 1.64% |
| 23 | TRANE TECHNOLOGIES PLC | TT | 13,564 | $5.7M | 1.39% |
| 24 | LAM RESEARCH CORP | LRCX | 41,869 | $5.6M | 1.36% |
| 25 | THERMO FISHER SCIENTIFIC INC | TMO | 11,120 | $5.4M | 1.31% |
| 26 | ALPHABET INC | GOOG | 20,638 | $5.0M | 1.22% |
| 27 | CADENCE DESIGN SYSTEM INC | CDNS | 14,261 | $5.0M | 1.22% |
| 28 | AUTODESK INC | ADSK | 15,656 | $5.0M | 1.21% |
| 29 | ORACLE CORP | ORCL-PD | 17,380 | $4.9M | 1.19% |
| 30 | APPLIED MATLS INC | 038222105 | 18,662 | $3.8M | 0.93% |
| 31 | CINTAS CORP | CTAS | 8,646 | $1.8M | 0.43% |
| 32 | JOHNSON & JOHNSON | JNJ | 9,362 | $1.7M | 0.42% |
| 33 | ISHARES TR | 464287309 | 14,000 | $1.7M | 0.41% |
| 34 | CORNING INC | GLW | 10,937 | $897,162 | 0.22% |
| 35 | TJX COS INC NEW | 872540109 | 5,975 | $863,627 | 0.21% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,660 | $834,548 | 0.20% |
| 37 | 3M CO | MMM | 5,187 | $804,919 | 0.20% |
| 38 | INTERNATIONAL BUSINESS MACHS | INTR | 2,149 | $606,362 | 0.15% |
| 39 | DEERE & CO | DE | 1,305 | $596,724 | 0.14% |
| 40 | ISHARES TR | 464288802 | 4,000 | $542,600 | 0.13% |
| 41 | VANGUARD WORLD FD | 92204A702 | 700 | $522,641 | 0.13% |
| 42 | AUTOMATIC DATA PROCESSING IN | ADP | 1,419 | $416,477 | 0.10% |
| 43 | INVESCO EXCH TRADED FD TR II | IVZ | 14,968 | $408,477 | 0.10% |
| 44 | AMERIPRISE FINL INC | 03076C106 | 720 | $353,700 | 0.09% |
| 45 | NIKE INC | NKE | 4,800 | $334,704 | 0.08% |
| 46 | SPDR S&P MIDCAP 400 ETF TR | MDY | 555 | $330,797 | 0.08% |
| 47 | DISNEY WALT CO | 254687106 | 2,757 | $315,677 | 0.08% |
| 48 | AMGEN INC | AMGN | 1,105 | $311,831 | 0.08% |
| 49 | VANGUARD MUN BD FDS | 922907746 | 5,816 | $291,207 | 0.07% |
| 50 | VANGUARD WORLD FD | 92204A603 | 800 | $237,032 | 0.06% |
| 51 | VANGUARD WORLD FD | 92204A405 | 1,300 | $170,612 | 0.04% |
| 52 | VANGUARD WORLD FD | 92204A504 | 600 | $155,760 | 0.04% |
| 53 | VANGUARD WORLD FD | 92204A801 | 700 | $143,402 | 0.03% |
| 54 | VANGUARD WORLD FD | 92204A876 | 700 | $132,587 | 0.03% |
| 55 | VANGUARD WORLD FD | 92204A207 | 600 | $128,238 | 0.03% |