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Progressive Investment Management Corp
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $451,500,134
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $48,476,643
- NVIDIA CORPORATION · COM · 67066G104 · shares: $45,728,984
- MICROSOFT CORP · COM · 594918104 · shares: $40,182,638
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $36,265,299
- AMAZON COM INC · COM · 023135106 · shares: $26,603,988
- BROADCOM INC · COM · 11135F101 · shares: $16,169,490
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $15,276,122
- MOODYS CORP · COM · 615369105 · shares: $14,900,914
- VISA INC · COM CL A · 92826C839 · shares: $14,731,811
- AMPHENOL CORP · CL A · 032095101 · shares: $14,362,444
Reported holdings
56 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 145,567 shares | $48,476,643 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 200,232 shares | $45,728,984 |
| MICROSOFT CORP | COM | 594918104 | — | 78,344 shares | $40,182,638 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 106,431 shares | $36,265,299 |
| AMAZON COM INC | COM | 023135106 | — | 106,779 shares | $26,603,988 |
| BROADCOM INC | COM | 11135F101 | — | 46,042 shares | $16,169,490 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 16,781 shares | $15,276,122 |
| MOODYS CORP | COM | 615369105 | — | 32,812 shares | $14,900,914 |
| VISA INC | COM CL A | 92826C839 | — | 40,998 shares | $14,731,811 |
| AMPHENOL CORP | CL A | 032095101 | — | 170,373 shares | $14,362,444 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 40,559 shares | $13,324,037 |
| FASTENAL CO | COM | 311900104 | — | 246,130 shares | $12,190,819 |
| KLA CORP | COM NEW | 482480100 | — | 60,448 shares | $11,783,129 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 5,851 shares | $10,600,081 |
| S&P GLOBAL INC | COM | 78409V104 | — | 26,597 shares | $10,491,719 |
| IDEXX LABS INC | COM | 45168D104 | — | 19,745 shares | $10,310,642 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 16,508 shares | $10,098,934 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 17,610 shares | $9,711,387 |
| DANAHER CORP DEL | COM | 235851102 | — | 42,635 shares | $9,445,784 |
| APPLIED MATLS INC | COM | 038222105 | — | 18,105 shares | $9,258,535 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 18,608 shares | $8,410,444 |
| MSCI INC | COM | 55354G100 | — | 14,990 shares | $8,074,513 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 7,081 shares | $7,542,044 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 17,829 shares | $6,134,602 |
| LINDE PLC | SHS | G54950103 | — | 10,463 shares | $4,966,263 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 13,779 shares | $4,549,620 |
| TEXAS INSTRS INC | COM | 882508104 | — | 13,809 shares | $3,867,763 |
| UNITED RENTALS INC | COM | 911363109 | — | 3,341 shares | $3,343,606 |
| CORNING INC | COM | 219350105 | — | 18,648 shares | $2,867,316 |
| INTEL CORP | COM | 458140100 | — | 23,244 shares | $2,794,626 |
| DEERE & CO | COM | 244199105 | — | 4,012 shares | $2,694,259 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 9,390 shares | $2,485,909 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 14,000 shares | $1,991,640 |
| CINTAS CORP | COM | 172908105 | — | 8,401 shares | $1,638,699 |
| CIENA CORP | COM NEW | 171779309 | — | 4,630 shares | $1,628,927 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,660 shares | $826,597 |
| TJX COS INC NEW | COM | 872540109 | — | 5,975 shares | $790,552 |
| ELI LILLY & CO | COM | 532457108 | — | 628 shares | $726,646 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 5,600 shares | $703,752 |
| AMGEN INC | COM | 031162100 | — | 1,580 shares | $665,986 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 4,000 shares | $622,720 |
| 3M CO | COM | 88579Y101 | — | 3,731 shares | $612,444 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 | — | 18,352 shares | $464,306 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,419 shares | $366,187 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 720 shares | $354,492 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,548 shares | $340,452 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 7,135 shares | $337,914 |
| DISNEY WALT CO | COM | 254687106 | — | 2,757 shares | $289,209 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 416 shares | $273,191 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | — | 800 shares | $256,408 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,401 shares | $203,537 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 600 shares | $189,648 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 1,300 shares | $169,117 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | — | 700 shares | $152,719 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 600 shares | $130,926 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 700 shares | $119,700 |