Institutional Manager · CIK 0001353318
Progressive Investment Management Corp
LAKE OSWEGO, OR · File #028-11731
Latest AUM
$417.9M
Positions
55
Top-10 Concentration
61.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202555 pos · $417.9M
- 13F HOLDINGS REPORTQ/E Sep 202555 pos · $411.6M
- 13F HOLDINGS REPORTQ/E Jun 202556 pos · $392.5M
- 13F HOLDINGS REPORTQ/E Mar 202556 pos · $357.2M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $389.4M
- 13F HOLDINGS REPORTQ/E Sep 202458 pos · $389.8M
- 13F HOLDINGS REPORTQ/E Jun 202461 pos · $377.4M
- 13F HOLDINGS REPORTQ/E Mar 202460 pos · $364.6M
- 13F HOLDINGS REPORTQ/E Dec 202364 pos · $307.9M
- 13F HOLDINGS REPORTQ/E Sep 202356 pos · $320.7M
- 13F HOLDINGS REPORTQ/E Jun 202361 pos · $309.8M
- 13F HOLDINGS REPORTQ/E Mar 202357 pos · $257.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 148,846 | $40.5M | 9.70% |
| 2 | MICROSOFT CORP | MSFT | 80,649 | $39.0M | 9.35% |
| 3 | NVIDIA CORPORATION | NVDA | 206,390 | $38.5M | 9.23% |
| 4 | ALPHABET INC | GOOG | 107,398 | $33.7M | 8.08% |
| 5 | AMAZON COM INC | AMZN | 109,969 | $25.4M | 6.08% |
| 6 | MOODYS CORP | MCO | 33,664 | $17.2M | 4.12% |
| 7 | BROADCOM INC | AVGO | 46,919 | $16.2M | 3.89% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 17,352 | $15.0M | 3.59% |
| 9 | VISA INC | V | 42,134 | $14.8M | 3.54% |
| 10 | S&P GLOBAL INC | SPGI | 27,218 | $14.2M | 3.41% |
| 11 | IDEXX LABS INC | 45168D104 | 20,285 | $13.7M | 3.29% |
| 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 | 1.95% |
| 18 | SERVICENOW INC | NOW | 51,603 | $7.9M | 1.89% |
| 19 | BOOKING HOLDINGS INC | BKNG | 1,446 | $7.7M | 1.86% |
| 20 | KLA CORP | KLAC | 6,237 | $7.6M | 1.82% |