Progressive Investment Management Corp
56 holdingsFiling period: 2026-06-30Current AUM: $452.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 146.7K | $42.5M | $50.5M | 11.16% | -1,974 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 202.6K | $40.5M | $43.8M | 9.68% | -3,431 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 107.2K | $37.9M | $33.7M | 7.45% | -1,108 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 79.2K | $29.6M | $42.2M | 9.34% | -1,429 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 108.1K | $25.8M | $26.9M | 5.96% | -1,614 | 2026-06-30 |
| 6 | KLAC | Kla Corp | 61.2K | $18.5M | $9.1M | 2.02% | +55.0K | 2026-06-30 |
| 7 | LRCX | Lam Research Corp | 41.0K | $17.8M | $9.7M | 2.15% | -568 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 46.5K | $17.6M | $15.3M | 3.39% | -630 | 2026-06-30 |
| 9 | COST | Costco Wholesale Corporation | 17.0K | $15.9M | $17.1M | 3.77% | -304 | 2026-06-30 |
| 10 | APH | Amphenol Corp | 86.3K | $15.2M | $13.0M | 2.87% | -1,364 | 2026-06-30 |
| 11 | MCO | Moodys Corp | 33.2K | $15.0M | $16.1M | 3.56% | -505 | 2026-06-30 |
| 12 | V | Visa Inc | 41.4K | $14.2M | $16.7M | 3.70% | -804 | 2026-06-30 |
| 13 | AMAT | Applied Matls Inc | 18.3K | $13.2M | $7.1M | 1.57% | -244 | 2026-06-30 |
| 14 | FAST | Fastenal Co | 248.3K | $11.9M | $13.0M | 2.88% | -3,069 | 2026-06-30 |
| 15 | — | Asml Hldg NV | 5.9K | $11.7M | $11.7M | 2.60% | +929 | 2026-06-30 |
| 16 | SPGI | S&P Global Inc | 26.8K | $10.9M | $12.1M | 2.67% | -334 | 2026-06-30 |
| 17 | IDXX | Idexx Labs Inc | 20.0K | $10.5M | $11.4M | 2.52% | -295 | 2026-06-30 |
| 18 | AMD | Advanced Micro Devices Inc | 16.7K | $9.7M | $8.9M | 1.96% | +2.2K | 2026-06-30 |
| 19 | — | Trane Technologies PLC | 18.8K | $9.2M | $9.2M | 2.04% | -239 | 2026-06-30 |
| 20 | MA | Mastercard Incorporated | 17.8K | $9.1M | $10.9M | 2.42% | -293 | 2026-06-30 |
| 21 | MSCI | Msci Inc | 15.2K | $8.5M | $9.4M | 2.07% | -218 | 2026-06-30 |
| 22 | MU | Micron Technology Inc | 7.2K | $8.3M | $6.5M | 1.43% | -109 | 2026-06-30 |
| 23 | DHR | Danaher Corp Del | 43.2K | $8.2M | $10.1M | 2.22% | -659 | 2026-06-30 |
| 24 | GOOGL | Alphabet Inc | 18.3K | $6.5M | $5.8M | 1.28% | -786 | 2026-06-30 |
| 25 | — | Linde PLC | 10.6K | $5.5M | $5.5M | 1.21% | +4.0K | 2026-06-30 |
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