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
+13.75%
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
$393M
AUM Growth
+$35.3M
Cap. Flow
-$5.22M
Cap. Flow %
-1.33%
Top 10 Hldgs %
57.64%
Holding
56
New
–
Increased
1
Reduced
40
Closed
–

Top Buys

Rank Stock Value
1
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$7.6K

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$756K
2
NVDA icon
NVIDIA
NVDA
+$525K
3
AAPL icon
Apple
AAPL
+$439K
4
MSFT icon
Microsoft
MSFT
+$407K
5
AMZN icon
Amazon
AMZN
+$300K

Sector Composition

Rank Sector Weight
1 Technology 45.96%
2 Financials 17.94%
3 Consumer Discretionary 9.8%
4 Industrials 8.09%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
26
Adobe
ADBE
$105B
$4.11M 1.05%
10,632
-105
-1% -$40.5K
LRCX icon
27
Lam Research
LRCX
$390B
$4.11M 1.05%
42,213
-368
-0.9% -$29.2K
CRM icon
28
Salesforce
CRM
$158B
$4M 1.02%
14,654
-122
-0.8% -$32.6K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.33T
$3.74M 0.95%
21,234
-492
-2% -$80.5K
AMAT icon
30
Applied Materials
AMAT
$428B
$3.45M 0.88%
18,821
-193
-1% -$30.6K
AON icon
31
Aon
AON
$76B
$3.04M 0.77%
8,511
-101
-1% -$36.6K
CTAS icon
32
Cintas
CTAS
$81.3B
$1.95M 0.5%
8,768
-171
-2% -$36.8K
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.54M 0.39%
14,000
– –
JNJ icon
34
Johnson & Johnson
JNJ
$625B
$1.43M 0.36%
9,362
-10
-0.1% -$1.54K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.13T
$806K 0.21%
1,660
-1,488
-47% -$756K
MMM icon
36
3M
MMM
$94.3B
$793K 0.2%
5,211
-246
-5% -$35.2K
TJX icon
37
TJX Companies
TJX
$178B
$741K 0.19%
6,002
-70
-1% -$8.88K
DE icon
38
Deere & Co
DE
$168B
$671K 0.17%
1,319
-13
-1% -$6.36K
IBM icon
39
IBM
IBM
$224B
$633K 0.16%
2,149
-15
-0.7% -$3.87K
GLW icon
40
Corning
GLW
$143B
$575K 0.15%
10,937
– –
SUSA icon
41
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$507K 0.13%
4,000
– –
VGT icon
42
Vanguard Information Technology ETF
VGT
$149B
$464K 0.12%
5,600
– –
ADP icon
43
Automatic Data Processing
ADP
$108B
$438K 0.11%
1,419
– –
MDY icon
44
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$388K 0.1%
685
-114
-14% -$61.2K
AMP icon
45
Ameriprise Financial
AMP
$48.8B
$384K 0.1%
720
– –
BAB icon
46
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$366K 0.09%
13,796
+290
+2% +$7.6K
DIS icon
47
Walt Disney
DIS
$181B
$342K 0.09%
2,757
– –
NKE icon
48
Nike
NKE
$61.9B
$341K 0.09%
4,800
– –
AMGN icon
49
Amgen
AMGN
$222B
$309K 0.08%
1,105
– –
VTEB icon
50
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$285K 0.07%
5,816
-8
-0.1% -$391
1
2
3

Similar funds

MCM
Militia Capital Management Austin, Texas $454M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
EGP
Entrust Global Partners New York $456M AUM 26.51% 1-Year Est. Return
ATI
Act Two Investors Santa Cruz, California $453M AUM 10.9% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return
CFG
Compton Financial Group Towson, Maryland $453M AUM 12.19% 1-Year Est. Return

Progressive Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Progressive Investment Management held 56 positions worth $393M, up 9.9% from $357M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Progressive Investment Management opened no new positions and made no exits, leaving the 56-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 46% of assets, up from 44% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Progressive Investment Management added most to Invesco Taxable Municipal Bond ETF in Q2 2025, an estimated $7.6K increase.
  • Progressive Investment Management's biggest Q2 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $756K.
  • Progressive Investment Management's ten largest holdings make up 58% of its $393M portfolio in Q2 2025.
  • Progressive Investment Management opened 0 new positions and closed 0 in Q2 2025.
  • Progressive Investment Management's portfolio value rose 9.9% quarter-over-quarter to $393M.

Based on Progressive Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.