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PIM

Progressive Investment Management Portfolio holdings

AUM $454M
1-Year Est. Return 46.56%
This Fund
S&P 500
This Quarter Est. Return
-5.67%
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
$357M
AUM Growth
-$32.3M
Cap. Flow
-$6.57M
Cap. Flow %
-1.84%
Top 10 Hldgs %
56.56%
Holding
58
New
1
Increased
7
Reduced
33
Closed
2

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$7.77M
2
CTAS icon
Cintas
CTAS
+$1.78M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$723K
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$35.1K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$28.5K

Top Sells

Rank Stock Value
1
WAT icon
Waters Corp
WAT
+$7.45M
2
ALGN icon
Align Technology
ALGN
+$2.29M
3
AMZN icon
Amazon
AMZN
+$800K
4
AAPL icon
Apple
AAPL
+$732K
5
MSFT icon
Microsoft
MSFT
+$689K

Sector Composition

Rank Sector Weight
1 Technology 44.17%
2 Financials 19.58%
3 Consumer Discretionary 9.23%
4 Industrials 8.15%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$214B
$3.97M 1.11%
14,776
-250
-2% -$77.8K
CDNS icon
27
Cadence Design Systems
CDNS
$76.9B
$3.73M 1.04%
14,669
-358
-2% -$99.6K
AON icon
28
Aon
AON
$64.2B
$3.44M 0.96%
8,612
-159
-2% -$61K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.27T
$3.36M 0.94%
21,726
-709
-3% -$129K
LRCX icon
30
Lam Research
LRCX
$342B
$3.1M 0.87%
42,581
+156
+0.4% +$12.3K
AMAT icon
31
Applied Materials
AMAT
$337B
$2.76M 0.77%
19,014
-53
-0.3% -$8.91K
CTAS icon
32
Cintas
CTAS
$80.6B
$1.84M 0.51%
+8,939
New +$1.78M
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.68M 0.47%
3,148
+1,488
+90% +$723K
JNJ icon
34
Johnson & Johnson
JNJ
$642B
$1.55M 0.44%
9,372
+10
+0.1% +$1.56K
IVW icon
35
iShares S&P 500 Growth ETF
IVW
$76.1B
$1.3M 0.36%
14,000
-400
-3% -$40.3K
MMM icon
36
3M
MMM
$83.6B
$801K 0.22%
5,457
-360
-6% -$52.9K
TJX icon
37
TJX Companies
TJX
$139B
$740K 0.21%
6,072
-190
-3% -$23.1K
DE icon
38
Deere & Co
DE
$182B
$625K 0.18%
1,332
-46
-3% -$21.5K
IBM icon
39
IBM
IBM
$235B
$538K 0.15%
2,164
+15
+0.7% +$3.67K
GLW icon
40
Corning
GLW
$124B
$501K 0.14%
10,937
– –
SUSA icon
41
iShares ESG Optimized MSCI USA ETF
SUSA
$4.03B
$459K 0.13%
4,000
– –
ADP icon
42
Automatic Data Processing
ADP
$110B
$434K 0.12%
1,419
– –
MDY icon
43
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26B
$426K 0.12%
799
– –
VGT icon
44
Vanguard Information Technology ETF
VGT
$146B
$380K 0.11%
5,600
– –
BAB icon
45
Invesco Taxable Municipal Bond ETF
BAB
$876M
$360K 0.1%
13,506
+1,325
+11% +$35.1K
AMP icon
46
Ameriprise Financial
AMP
$49.3B
$349K 0.1%
720
– –
AMGN icon
47
Amgen
AMGN
$206B
$344K 0.1%
1,105
– –
NKE icon
48
Nike
NKE
$55B
$305K 0.09%
4,800
– –
VTEB icon
49
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.4B
$289K 0.08%
5,824
+569
+11% +$28.5K
DIS icon
50
Walt Disney
DIS
$188B
$272K 0.08%
2,757
– –
1
2
3

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HFA
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LCG
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IIA
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WCM
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Progressive Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Progressive Investment Management held 58 positions worth $357M, down 8.3% from $389M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Progressive Investment Management's Q1 2025 filing shows 1 new, 7 increased, 33 reduced and 2 closed positions. Its largest new stake was Cintas: 8,939 shares worth $1.84M. The largest sale was Waters Corp, an estimated $7.45M.

By sector, the portfolio is most concentrated in Technology at 44% of assets, down from 44% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Progressive Investment Management's largest Q1 2025 buy was Cintas: 8,939 shares worth $1.84M.
  • Progressive Investment Management added most to NVIDIA in Q1 2025, an estimated $7.77M increase.
  • Progressive Investment Management's biggest Q1 2025 reduction was Amazon, cutting an estimated $800K.
  • Progressive Investment Management fully exited Waters Corp in Q1 2025, selling an estimated $7.45M.
  • Progressive Investment Management's ten largest holdings make up 57% of its $357M portfolio in Q1 2025.
  • Progressive Investment Management opened 1 new position and closed 2 in Q1 2025.
  • Progressive Investment Management's portfolio value fell 8.3% quarter-over-quarter to $357M.

Based on Progressive Investment Management's 13F filing for Q1 2025, filed 13 May 2025.