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PIM

Progressive Investment Management Portfolio holdings

AUM $379M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
-4.17%
1 Year Est. Return
+24.17%
3 Year Est. Return
+86.35%
5 Year Est. Return
+103.21%
10 Year Est. Return
+529.45%
AUM
$379M
AUM Growth
-$39.2M
Cap. Flow
-$10.1M
Cap. Flow %
-2.66%
Top 10 Hldgs %
60.3%
Holding
63
New
8
Increased
15
Reduced
15
Closed
5

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$6.82M
2
AMD icon
Advanced Micro Devices
AMD
+$3.1M
3
LIN icon
Linde
LIN
+$3.09M
4
URI icon
United Rentals
URI
+$2.88M
5
TXN icon
Texas Instruments
TXN
+$2.86M

Top Sells

Rank Stock Value
1
TYL icon
Tyler Technologies
TYL
+$8.12M
2
NOW icon
ServiceNow
NOW
+$7.91M
3
BKNG icon
Booking.com
BKNG
+$7.74M
4
ROP icon
Roper Technologies
ROP
+$7.37M
5
ADSK icon
Autodesk
ADSK
+$4.59M

Sector Composition

Rank Sector Weight
1 Technology 47.53%
2 Financials 15.16%
3 Communication Services 9.72%
4 Healthcare 7.54%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$700B
$2.95M 0.78%
+14,521
New +$3.1M
TXN icon
27
Texas Instruments
TXN
$248B
$2.75M 0.73%
+14,146
New +$2.86M
GLW icon
28
Corning
GLW
$107B
$2.57M 0.68%
18,932
+8,203
+76% +$989K
ORCL icon
29
Oracle
ORCL
$339B
$2.54M 0.67%
17,232
-46
-0.3% -$7.48K
URI icon
30
United Rentals
URI
$65.7B
$2.5M 0.66%
+3,427
New +$2.88M
MU icon
31
Micron Technology
MU
$835B
$2.46M 0.65%
+7,268
New +$2.85M
DE icon
32
Deere & Co
DE
$165B
$2.3M 0.61%
4,088
+2,783
+213% +$1.57M
JNJ icon
33
Johnson & Johnson
JNJ
$640B
$2.3M 0.61%
9,390
+130
+1% +$30.3K
CIEN icon
34
Ciena
CIEN
$46.8B
$1.84M 0.49%
+4,748
New +$1.45M
IVW icon
35
iShares S&P 500 Growth ETF
IVW
$70.5B
$1.58M 0.42%
14,000
– –
CTAS icon
36
Cintas
CTAS
$86.6B
$1.46M 0.38%
8,613
+29
+0.3% +$5.56K
TJX icon
37
TJX Companies
TJX
$179B
$954K 0.25%
5,975
– –
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.1T
$795K 0.21%
1,660
– –
MMM icon
39
3M
MMM
$91.8B
$727K 0.19%
5,008
-179
-3% -$28.5K
LLY icon
40
Eli Lilly
LLY
$1.08T
$578K 0.15%
628
– –
AMGN icon
41
Amgen
AMGN
$209B
$556K 0.15%
1,580
– –
SUSA icon
42
iShares ESG Optimized MSCI USA ETF
SUSA
$3.95B
$528K 0.14%
4,000
– –
IBM icon
43
IBM
IBM
$213B
$521K 0.14%
2,149
– –
VGT icon
44
Vanguard Information Technology ETF
VGT
$133B
$488K 0.13%
5,600
– –
BAB icon
45
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$439K 0.12%
16,265
+741
+5% +$20.2K
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$325K 0.09%
6,519
– –
AMP icon
47
Ameriprise Financial
AMP
$47.8B
$320K 0.08%
720
– –
ADP icon
48
Automatic Data Processing
ADP
$109B
$288K 0.08%
1,419
– –
MDY icon
49
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$281K 0.07%
455
-44
-9% -$27.9K
DIS icon
50
Walt Disney
DIS
$171B
$266K 0.07%
2,757
– –
1
2
3

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Progressive Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Progressive Investment Management held 63 positions worth $379M, down 9.4% from $418M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Progressive Investment Management's Q1 2026 filing shows 8 new, 15 increased, 15 reduced and 5 closed positions. Its largest new stake was ASML: 4,974 shares worth $6.57M. The largest sale was Tyler Technologies, an estimated $8.12M.

By sector, the portfolio is most concentrated in Technology at 48% of assets, down from 49% a quarter earlier, followed by Financials and Communication Services.

  • Progressive Investment Management's largest Q1 2026 buy was ASML: 4,974 shares worth $6.57M.
  • Progressive Investment Management added most to Deere & Co in Q1 2026, an estimated $1.57M increase.
  • Progressive Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $259K.
  • Progressive Investment Management fully exited Tyler Technologies in Q1 2026, selling an estimated $8.12M.
  • Progressive Investment Management's ten largest holdings make up 60% of its $379M portfolio in Q1 2026.
  • Progressive Investment Management opened 8 new positions and closed 5 in Q1 2026.
  • Progressive Investment Management's portfolio value fell 9.4% quarter-over-quarter to $379M.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.