We are live on ! Find out more
PIM

Progressive Investment Management Portfolio holdings

AUM $454M
1-Year Est. Return 46.56%
This Fund
S&P 500
This Quarter Est. Return
+34.26%
1 Year Est. Return
+46.56%
3 Year Est. Return
+125.5%
5 Year Est. Return
+138.9%
10 Year Est. Return
+728.27%
AUM
$454M
AUM Growth
+$75.6M
Cap. Flow
-$7.67M
Cap. Flow %
-1.69%
Top 10 Hldgs %
57.46%
Holding
59
New
1
Increased
5
Reduced
32
Closed
3

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.39M
2
LIN icon
Linde
LIN
+$2.03M
3
ASML icon
ASML
ASML
+$1.48M
4
AMD icon
Advanced Micro Devices
AMD
+$896K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$38.7K

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$5.41M
2
ORCL icon
Oracle
ORCL
+$2.54M
3
NVDA icon
NVIDIA
NVDA
+$705K
4
MSFT icon
Microsoft
MSFT
+$578K
5
AAPL icon
Apple
AAPL
+$565K

Sector Composition

Rank Sector Weight
1 Technology 53.94%
2 Financials 12.97%
3 Communication Services 9.83%
4 Industrials 6.52%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
26
Cadence Design Systems
CDNS
$76.9B
$5.23M 1.15%
13,948
-202
-1% -$70.8K
GLW icon
27
Corning
GLW
$124B
$4.79M 1.06%
18,766
-166
-0.9% -$30.2K
TXN icon
28
Texas Instruments
TXN
$241B
$4.16M 0.92%
13,956
-190
-1% -$52.7K
URI icon
29
United Rentals
URI
$61.9B
$3.82M 0.84%
3,375
-52
-2% -$49.5K
INTC icon
30
Intel
INTC
$514B
$3.29M 0.73%
+23,594
New +$2.39M
DE icon
31
Deere & Co
DE
$184B
$2.57M 0.56%
4,044
-44
-1% -$25.5K
JNJ icon
32
Johnson & Johnson
JNJ
$642B
$2.38M 0.52%
9,390
– –
CIEN icon
33
Ciena
CIEN
$45.3B
$2.29M 0.5%
4,676
-72
-2% -$36.7K
IVW icon
34
iShares S&P 500 Growth ETF
IVW
$76.1B
$1.93M 0.42%
14,000
– –
CTAS icon
35
Cintas
CTAS
$80.4B
$1.45M 0.32%
8,502
-111
-1% -$19.2K
TJX icon
36
TJX Companies
TJX
$139B
$905K 0.2%
5,975
– –
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.1T
$831K 0.18%
1,660
– –
LLY icon
38
Eli Lilly
LLY
$1.01T
$753K 0.17%
628
– –
VGT icon
39
Vanguard Information Technology ETF
VGT
$146B
$669K 0.15%
5,600
– –
SUSA icon
40
iShares ESG Optimized MSCI USA ETF
SUSA
$4.03B
$617K 0.14%
4,000
– –
MMM icon
41
3M
MMM
$83.6B
$604K 0.13%
3,731
-1,277
-25% -$194K
AMGN icon
42
Amgen
AMGN
$206B
$572K 0.13%
1,580
– –
BAB icon
43
Invesco Taxable Municipal Bond ETF
BAB
$876M
$475K 0.1%
17,707
+1,442
+9% +$38.7K
IBM icon
44
IBM
IBM
$235B
$435K 0.1%
1,548
-601
-28% -$151K
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.4B
$360K 0.08%
7,123
+604
+9% +$30.4K
AMP icon
46
Ameriprise Financial
AMP
$49.3B
$330K 0.07%
720
– –
ADP icon
47
Automatic Data Processing
ADP
$110B
$318K 0.07%
1,419
– –
MDY icon
48
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26B
$293K 0.06%
416
-39
-9% -$26.1K
VIS icon
49
Vanguard Industrials ETF
VIS
$7.76B
$288K 0.06%
800
– –
DIS icon
50
Walt Disney
DIS
$188B
$265K 0.06%
2,757
– –
1
2
3

Similar funds

GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
MI
Markowski Investments Tampa, Florida $454M AUM
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LCG
Lisanti Capital Growth New York $455M AUM 218.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
MC
Miramar Capital Northbrook, Illinois $455M AUM 15.58% 1-Year Est. Return

Progressive Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Progressive Investment Management held 59 positions worth $454M, up 20% from $379M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Progressive Investment Management's Q2 2026 filing shows 1 new, 5 increased, 32 reduced and 3 closed positions. Its largest new stake was Intel: 23,594 shares worth $3.29M. The largest sale was Thermo Fisher Scientific, an estimated $5.41M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 48% a quarter earlier, followed by Financials and Communication Services.

  • Progressive Investment Management's largest Q2 2026 buy was Intel: 23,594 shares worth $3.29M.
  • Progressive Investment Management added most to Linde in Q2 2026, an estimated $2.03M increase.
  • Progressive Investment Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $705K.
  • Progressive Investment Management fully exited Thermo Fisher Scientific in Q2 2026, selling an estimated $5.41M.
  • Progressive Investment Management's ten largest holdings make up 57% of its $454M portfolio in Q2 2026.
  • Progressive Investment Management opened 1 new position and closed 3 in Q2 2026.
  • Progressive Investment Management's portfolio value rose 20% quarter-over-quarter to $454M.

Based on Progressive Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.