Progressive Investment Management Corp
58 holdingsFiling period: 2026-03-31Current AUM: $439.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 148.7K | $37.7M | $45.9M | 10.46% | -144 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 206.0K | $35.9M | $41.4M | 9.42% | -352 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 108.3K | $31.1M | $38.6M | 8.79% | +863 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 80.7K | $29.9M | $37.5M | 8.54% | +27 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 109.7K | $22.8M | $29.8M | 6.78% | -269 | 2026-03-31 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 17.3K | $17.2M | $16.4M | 3.75% | -71 | 2026-03-31 |
| 7 | MCO | MOODYS CORP | 33.7K | $14.7M | $16.1M | 3.67% | +26 | 2026-03-31 |
| 8 | AVGO | BROADCOM INC | 47.2K | $14.6M | $18.4M | 4.18% | +245 | 2026-03-31 |
| 9 | V | VISA INC | 42.2K | $12.8M | $15.5M | 3.52% | +65 | 2026-03-31 |
| 10 | FAST | FASTENAL CO | 251.3K | $11.7M | $12.0M | 2.73% | +632 | 2026-03-31 |
| 11 | SPGI | S&P GLOBAL INC | 27.1K | $11.5M | $11.2M | 2.54% | -102 | 2026-03-31 |
| 12 | IDXX | IDEXX LABS INC | 20.3K | $11.4M | $11.3M | 2.58% | -- | 2026-03-31 |
| 13 | APH | AMPHENOL CORP | 87.7K | $11.1M | $14.1M | 3.21% | -88 | 2026-03-31 |
| 14 | KLAC | KLA CORP | 6.2K | $9.2M | $1.1M | 0.26% | -17 | 2026-03-31 |
| 15 | MA | MASTERCARD INCORPORATED | 18.1K | $9.0M | $10.4M | 2.36% | -30 | 2026-03-31 |
| 16 | LRCX | LAM RESEARCH CORP | 41.5K | $8.9M | $12.2M | 2.77% | -26 | 2026-03-31 |
| 17 | DHR | DANAHER CORP DEL | 43.8K | $8.3M | $8.5M | 1.95% | +25 | 2026-03-31 |
| 18 | MSCI | MSCI INC | 15.4K | $8.3M | $8.8M | 2.00% | +4 | 2026-03-31 |
| 19 | — | TRANE TECHNOLOGIES PLC | 19.1K | $7.9M | $7.9M | 1.81% | +111 | 2026-03-31 |
| 20 | — | ASML HLDG NV | 5.0K | $6.6M | $6.6M | 1.50% | -- | 2026-03-31 |
| 21 | AMAT | APPLIED MATLS INC | 18.6K | $6.3M | $9.4M | 2.15% | +12 | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 19.1K | $5.5M | $6.8M | 1.55% | -825 | 2026-03-31 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | 11.0K | $5.4M | $6.3M | 1.44% | -20 | 2026-03-31 |
| 24 | CDNS | CADENCE DESIGN SYSTEM INC | 14.2K | $3.9M | $4.8M | 1.10% | -39 | 2026-03-31 |
| 25 | — | LINDE PLC | 6.6K | $3.2M | $3.2M | 0.74% | -- | 2026-03-31 |
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