13F HOLDINGS REPORT
Progressive Investment Management Corp
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001398344-26-003061
Total Value
$417.9M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 148,846 | $40.5M | 9.68% |
| 2 | MICROSOFT CORP | MSFT | 80,649 | $39.0M | 9.33% |
| 3 | NVIDIA CORPORATION | NVDA | 206,390 | $38.5M | 9.21% |
| 4 | ALPHABET INC | GOOG | 107,398 | $33.7M | 8.06% |
| 5 | AMAZON COM INC | AMZN | 109,969 | $25.4M | 6.07% |
| 6 | MOODYS CORP | MCO | 33,664 | $17.2M | 4.11% |
| 7 | BROADCOM INC | AVGO | 46,919 | $16.2M | 3.89% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 17,352 | $15.0M | 3.58% |
| 9 | VISA INC | V | 42,134 | $14.8M | 3.54% |
| 10 | S&P GLOBAL INC | SPGI | 27,218 | $14.2M | 3.40% |
| 11 | IDEXX LABS INC | 45168D104 | 20,285 | $13.7M | 3.28% |
| 12 | AMPHENOL CORP NEW | 032095101 | 87,756 | $11.9M | 2.84% |
| 13 | MASTERCARD INCORPORATED | MA | 18,121 | $10.3M | 2.48% |
| 14 | FASTENAL CO | FAST | 250,708 | $10.1M | 2.41% |
| 15 | DANAHER CORPORATION | 235851102 | 43,792 | $10.0M | 2.40% |
| 16 | MSCI INC | MSCI | 15,368 | $8.8M | 2.11% |
| 17 | TYLER TECHNOLOGIES INC | TYL | 17,897 | $8.1M | 1.94% |
| 18 | SERVICENOW INC | NOW | 51,603 | $7.9M | 1.89% |
| 19 | BOOKING HOLDINGS INC | BKNG | 1,446 | $7.7M | 1.85% |
| 20 | KLA CORP | KLAC | 6,237 | $7.6M | 1.81% |
| 21 | TRANE TECHNOLOGIES PLC | TT | 18,945 | $7.4M | 1.76% |
| 22 | ROPER TECHNOLOGIES INC | ROP | 16,559 | $7.4M | 1.76% |
| 23 | LAM RESEARCH CORP | LRCX | 41,556 | $7.1M | 1.70% |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 11,020 | $6.4M | 1.53% |
| 25 | ALPHABET INC | GOOG | 19,920 | $6.2M | 1.49% |
| 26 | APPLIED MATLS INC | 038222105 | 18,549 | $4.8M | 1.14% |
| 27 | AUTODESK INC | ADSK | 15,522 | $4.6M | 1.10% |
| 28 | CADENCE DESIGN SYSTEM INC | CDNS | 14,189 | $4.4M | 1.06% |
| 29 | ORACLE CORP | ORCL-PD | 17,278 | $3.4M | 0.81% |
| 30 | JOHNSON & JOHNSON | JNJ | 9,260 | $1.9M | 0.46% |
| 31 | ISHARES TR | 464287309 | 14,000 | $1.7M | 0.41% |
| 32 | CINTAS CORP | CTAS | 8,584 | $1.6M | 0.39% |
| 33 | CORNING INC | GLW | 10,729 | $939,431 | 0.22% |
| 34 | TJX COS INC NEW | 872540109 | 5,975 | $917,820 | 0.22% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,660 | $834,399 | 0.20% |
| 36 | 3M CO | MMM | 5,187 | $830,439 | 0.20% |
| 37 | ELI LILLY & CO | LLY | 628 | $674,899 | 0.16% |
| 38 | INTERNATIONAL BUSINESS MACHS | INTR | 2,149 | $636,555 | 0.15% |
| 39 | DEERE & CO | DE | 1,305 | $607,569 | 0.15% |
| 40 | ISHARES TR | 464288802 | 4,000 | $557,380 | 0.13% |
| 41 | VANGUARD WORLD FD | 92204A702 | 700 | $527,646 | 0.13% |
| 42 | AMGEN INC | AMGN | 1,580 | $517,150 | 0.12% |
| 43 | INVESCO EXCH TRADED FD TR II | IVZ | 15,524 | $422,253 | 0.10% |
| 44 | AUTOMATIC DATA PROCESSING IN | ADP | 1,419 | $365,009 | 0.09% |
| 45 | AMERIPRISE FINL INC | 03076C106 | 720 | $353,045 | 0.08% |
| 46 | VANGUARD MUN BD FDS | 922907746 | 6,519 | $327,841 | 0.08% |
| 47 | DISNEY WALT CO | 254687106 | 2,757 | $313,664 | 0.08% |
| 48 | NIKE INC | NKE | 4,800 | $305,808 | 0.07% |
| 49 | SPDR S&P MIDCAP 400 ETF TR | MDY | 499 | $301,037 | 0.07% |
| 50 | VANGUARD WORLD FD | 92204A603 | 800 | $238,704 | 0.06% |
| 51 | VANGUARD WORLD FD | 92204A405 | 1,300 | $173,537 | 0.04% |
| 52 | VANGUARD WORLD FD | 92204A504 | 600 | $172,710 | 0.04% |
| 53 | VANGUARD WORLD FD | 92204A801 | 700 | $145,285 | 0.03% |
| 54 | VANGUARD WORLD FD | 92204A876 | 700 | $129,528 | 0.03% |
| 55 | VANGUARD WORLD FD | 92204A207 | 600 | $126,744 | 0.03% |