PI
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Progressive Investment Management Corp13F | |
| Progressive Investment Management Corp | |
| Last update 2025-05-13 | 56 Stocks (1 new) |
| Value $357.00 Mil | Turnover 3 % |
Progressive Investment Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 153,801 | 34,163.8 | -2.01% | 9.560 | -0.20% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 83,295 | 31,268.0 | -1.99% | 8.750 | -0.18% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
NVDA | NVIDIA Corp | 214,483 | 23,245.7 | +39.99% | 6.510 | +1.86% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AMZN | Amazon.com Inc | 114,025 | 21,694.4 | -3.13% | 6.070 | -0.21% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
GOOG | Alphabet Inc | 109,541 | 17,113.6 | -1.67% | 4.790 | -0.09% | 0.000 | +19.79% | +1.69% | 2,329,886.3 | Interactive Media | |
COST | Costco Wholesale Corp | 17,922 | 16,950.4 | -1.85% | 4.750 | -0.08% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive | |
MCO | Moodys Corp | 34,511 | 16,071.4 | -2.22% | 4.500 | -0.10% | 0.020 | +16.95% | +8.80% | 92,048.3 | Capital Markets | |
V | Visa Inc | 43,188 | 15,135.7 | -2.07% | 4.240 | -0.07% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
SPGI | S&P Global Inc | 27,896 | 14,174.0 | -1.79% | 3.970 | -0.07% | 0.010 | +10.51% | +6.98% | 162,802.6 | Capital Markets | |
IT | Gartner Inc | 29,101 | 12,214.9 | -2.20% | 3.420 | -0.08% | 0.040 | -14.77% | -26.49% | 27,411.0 | Software |
Progressive Investment Management Corp's Historical Top Holdings Breakdowns
Progressive Investment Management Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WAT | Waters Corp | 2025-03-31 | Sold Out Sold Out | -1.91% | 362.16 ($387.18) 417.28 | $298.47 | -22.91% | Sold Out | 0 | -20,076 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.86% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 39.99% | 214,483 | 61,272 | |
ALGN | Align Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.59% | 158.86 ($196.3) 234.89 | $202.18 | 3.00% | Sold Out | 0 | -10,997 | |
CTAS | Cintas Corp | 2025-03-31 | New Buy New Buy | +0.51% | 182.09 ($199.2) 208.14 | $222.88 | 11.89% | New holding | 8,939 | 8,939 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.22% | 442.66 ($486.15) 534.52 | $480.60 | -1.14% | Add 89.64% | 3,148 | 1,488 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.21% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Reduce -3.13% | 114,025 | -3,685 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.20% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Reduce -2.01% | 153,801 | -3,160 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.18% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Reduce -1.99% | 83,295 | -1,691 | |
MCO | Moodys Corp | 2025-03-31 | Reduce Reduce | -0.10% | 437.8 ($481.85) 527.48 | $513.09 | 6.48% | Reduce -2.22% | 34,511 | -782 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.09% | 156.06 ($183.12) 207.71 | $193.20 | 5.50% | Reduce -1.67% | 109,541 | -1,860 |
Progressive Investment Management Corp Total Holding History ($B)
Progressive Investment Management Corp's Asset Allocation
Progressive Investment Management Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Progressive Investment Management Corp's Hypothetical Growth since 2025-03-31
Progressive Investment Management Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Progressive Investment Management Corp's Holdings Heat Map
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Progressive Investment Management Corp's Holdings Bubble Chart
Progressive Investment Management Corp News
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