Q2 2026 13F · SEC CIK 1353318

Progressive Investment Management Corp

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $454.4M
Reported positions: 56
Top holdings a year, 3 yrs: +15.3%
Assets under management: $758.3M

Progressive Investment Management Corp is a wealth manager that reported 56 positions worth $454.4M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Apple Inc (AAPL, 9.3%), Nvidia Corporation Com (NVDA, 8.9%), Alphabet Inc (GOOG, 8.3%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Progressive Investment Management Corp holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Progressive Investment Management Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	9.3%	10.0%	146,728	-1.3%	$42.5M
NVDANvidia Corporation Com	8.9%	9.5%	202,607	-1.7%	$40.5M
GOOGAlphabet Inc	8.3%	8.2%	107,153	-1.0%	$37.9M
MSFTMicrosoft Corp	6.5%	7.9%	79,247	-1.8%	$29.6M
AMZNAmazon Com Inc Com	5.7%	6.0%	108,086	-1.5%	$25.8M
KLACKla Corp	4.1%	2.4%	61,246	+884.7%	$18.5M
LRCXLam Research Corp	3.9%	2.3%	40,962	-1.4%	$17.8M
AVGOBroadcom Inc	3.9%	3.9%	46,534	-1.3%	$17.6M
COSTCostco Whsl Corp New	3.5%	4.5%	16,977	-1.8%	$15.9M
APHAmphenol Corp	3.3%	2.9%	86,304	-1.6%	$15.2M
MCOMoodys Corp	3.3%	3.9%	33,185	-1.5%	$15.0M
VVisa Inc Com Cl A	3.1%	3.4%	41,395	-1.9%	$14.2M
AMATApplied Matls Inc	2.9%	1.7%	18,317	-1.3%	$13.2M
FASTFastenal Co	2.6%	3.1%	248,271	-1.2%	$11.9M
ASMLAsml Hldg NV	2.6%	1.7%	5,903	+18.7%	$11.7M
SPGIS&P Global Inc.	2.4%	3.0%	26,782	-1.2%	$10.9M
IDXXIdexx Labs Inc	2.3%	3.0%	19,990	-1.5%	$10.5M
AMDAdvanced Micro Devices Inc	2.1%	0.8%	16,706	+15.0%	$9.7M
TTTrane Technologies PLC	2.0%	2.1%	18,817	-1.3%	$9.2M
MAMastercard Inc.	2.0%	2.4%	17,798	-1.6%	$9.1M
MSCIMSCI Inc	1.9%	2.2%	15,154	-1.4%	$8.5M
MUMicron Technology Inc	1.8%	0.6%	7,159	-1.5%	$8.3M
DHRDanaher Corporation	1.8%	2.2%	43,158	-1.5%	$8.2M
GOOGLAlphabet Inc	1.4%	1.4%	18,309	-4.1%	$6.5M
LINLinde PLC	1.2%	0.9%	10,552	+61.0%	$5.5M
CDNSCadence Design System Inc	1.2%	1.0%	13,948	-1.4%	$5.2M
GLWCorning Inc.	1.1%	0.7%	18,766	-0.9%	$4.8M
TXNTexas Instruments Inc	0.9%	0.7%	13,956	-1.3%	$4.2M
URIUnited Rentals Inc Com	0.8%	0.7%	3,375	-1.5%	$3.8M
INTCIntel Corp	0.7%	—	23,594	—	$3.3M
DEDeere & Co Com	0.6%	0.6%	4,044	-1.1%	$2.6M
JNJJohnson & Johnson	0.5%	0.6%	9,390	+0.0%	$2.4M
CIENCiena Corp	0.5%	0.5%	4,676	-1.5%	$2.3M
IVWIshares	0.4%	0.4%	14,000	+0.0%	$1.9M
CTASCintas Corp	0.3%	0.4%	8,502	-1.3%	$1.4M
TJXTjx Cos Inc New Com	0.2%	0.3%	5,975	+0.0%	$905K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,660	+0.0%	$831K
LLYLilly Eli & Co	0.2%	0.2%	628	+0.0%	$753K
VGTVanguard Info Tech	0.1%	0.1%	5,600	+700.0%	$669K
SUSAiShares MSCI USA ESG Select ETF	0.1%	0.1%	4,000	+0.0%	$617K
MMM3m Co Com	0.1%	0.2%	3,731	-25.5%	$604K
AMGNAmgen Inc Com	0.1%	0.1%	1,580	+0.0%	$572K
BABInvesco Exch Traded Fd Tr II	0.1%	0.1%	17,707	+8.9%	$475K
IBMInternational Business Machs	0.1%	0.1%	1,548	-28.0%	$435K
VTEBVanguard Tx Ex Bd	0.1%	0.1%	7,123	+9.3%	$360K
AMPAmeriprise Finl Inc	0.1%	0.1%	720	+0.0%	$330K
ADPAutomatic Data Processing Inc Com	0.1%	0.1%	1,419	+0.0%	$318K
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.1%	0.1%	416	-8.6%	$293K
VISVanguard World Fd	0.1%	—	800	—	$288K
DISDisney Walt Co	0.1%	0.1%	2,757	+0.0%	$265K

What Progressive Investment Management Corp bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.2% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$454.4M	56
Q1 2026	$378.7M	58
Q4 2025	$417.9M	55
Q3 2025	$411.6M	55
Q2 2025	$392.5M	56
Q1 2025	$357.2M	56
Q4 2024	$389.4M	57
Q3 2024	$389.8M	58
Q2 2024	$377.4M	61
Q1 2024	$364.6M	60
Q4 2023	$351.5M	57
Q3 2023	$307.9M	64

Questions about Progressive Investment Management Corp's portfolio

What stocks does Progressive Investment Management Corp own?

Progressive Investment Management Corp's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 56 positions worth $454.4M. The largest are Apple Inc (AAPL) at 9.3%, Nvidia Corporation Com (NVDA) at 8.9%, Alphabet Inc (GOOG) at 8.3%, Microsoft Corp (MSFT) at 6.5% and Amazon Com Inc Com (AMZN) at 5.7%.

What did Progressive Investment Management Corp buy last quarter?

In Q2 2026, Progressive Investment Management Corp added Kla Corp (KLAC) (+884.7% shares), Vanguard Info Tech (VGT) (+700.0% shares) and Linde PLC (LIN) (+61.0% shares), compared with its Q1 2026 filing.

What did Progressive Investment Management Corp sell last quarter?

In Q2 2026, Progressive Investment Management Corp cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Oracle Corp (ORCL), International Business Machs (IBM) (-28.0% shares), 3m Co Com (MMM) (-25.5% shares) and State Street Spdr S&p Midcap 400 ETF Tru (MDY) (-8.6% shares), compared with its Q1 2026 filing.

How has Progressive Investment Management Corp's portfolio performed?

A portfolio copying Progressive Investment Management Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.2% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Progressive Investment Management Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Progressive Investment Management Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Progressive Investment Management Corp manage?

Progressive Investment Management Corp reported $758.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $454.4M.