Progressive Investment Management Corp
56 holdingsFiling period: 2026-06-30Current AUM: $442.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 146.7K | $42.5M | $48.6M | 10.98% | -1,974 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 202.6K | $40.5M | $43.0M | 9.71% | -3,431 | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 107.2K | $37.9M | $36.6M | 8.26% | -1,108 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 79.2K | $29.6M | $39.4M | 8.90% | -1,429 | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 108.1K | $25.8M | $26.9M | 6.06% | -1,614 | 2026-06-30 |
| 6 | KLAC | KLA CORP | 61.2K | $18.5M | $10.3M | 2.32% | +55.0K | 2026-06-30 |
| 7 | LRCX | LAM RESEARCH CORP | 41.0K | $17.8M | $11.1M | 2.51% | -568 | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 46.5K | $17.6M | $15.8M | 3.57% | -630 | 2026-06-30 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 17.0K | $15.9M | $15.3M | 3.46% | -304 | 2026-06-30 |
| 10 | APH | AMPHENOL CORP | 86.3K | $15.2M | $13.4M | 3.03% | -1,364 | 2026-06-30 |
| 11 | MCO | MOODYS CORP | 33.2K | $15.0M | $15.5M | 3.50% | -505 | 2026-06-30 |
| 12 | V | VISA INC | 41.4K | $14.2M | $15.5M | 3.51% | -804 | 2026-06-30 |
| 13 | AMAT | APPLIED MATLS INC | 18.3K | $13.2M | $7.7M | 1.74% | -244 | 2026-06-30 |
| 14 | FAST | FASTENAL CO | 248.3K | $11.9M | $12.3M | 2.77% | -3,069 | 2026-06-30 |
| 15 | — | ASML HLDG NV | 5.9K | $11.7M | $11.7M | 2.65% | +929 | 2026-06-30 |
| 16 | SPGI | S&P GLOBAL INC | 26.8K | $10.9M | $11.0M | 2.50% | -334 | 2026-06-30 |
| 17 | IDXX | IDEXX LABS INC | 20.0K | $10.5M | $10.2M | 2.31% | -295 | 2026-06-30 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 16.7K | $9.7M | $8.4M | 1.90% | +2.2K | 2026-06-30 |
| 19 | — | TRANE TECHNOLOGIES PLC | 18.8K | $9.2M | $9.2M | 2.09% | -239 | 2026-06-30 |
| 20 | MA | MASTERCARD INCORPORATED | 17.8K | $9.1M | $10.2M | 2.30% | -293 | 2026-06-30 |
| 21 | MSCI | MSCI INC | 15.2K | $8.5M | $8.3M | 1.86% | -218 | 2026-06-30 |
| 22 | MU | MICRON TECHNOLOGY INC | 7.2K | $8.3M | $6.6M | 1.50% | -109 | 2026-06-30 |
| 23 | DHR | DANAHER CORP DEL | 43.2K | $8.2M | $9.0M | 2.04% | -659 | 2026-06-30 |
| 24 | GOOGL | ALPHABET INC | 18.3K | $6.5M | $6.3M | 1.43% | -786 | 2026-06-30 |
| 25 | — | LINDE PLC | 10.6K | $5.5M | $5.5M | 1.24% | +4.0K | 2026-06-30 |
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