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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
+9.32%
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
$412M
AUM Growth
+$19.1M
Cap. Flow
-$6.09M
Cap. Flow %
-1.48%
Top 10 Hldgs %
59.1%
Holding
59
New
3
Increased
1
Reduced
32
Closed
4

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$12.5M
2
APH icon
Amphenol
APH
+$7.74M
3
ORCL icon
Oracle
ORCL
+$4.43M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$31.3K

Top Sells

Rank Stock Value
1
IT icon
Gartner
IT
+$11.6M
2
BKNG icon
Booking.com
BKNG
+$4.15M
3
ADBE icon
Adobe
ADBE
+$4.11M
4
CRM icon
Salesforce
CRM
+$4M
5
AON icon
Aon
AON
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 48.97%
2 Financials 15.61%
3 Consumer Discretionary 8.13%
4 Communication Services 7.66%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.33T
$5.02M 1.22%
20,638
-596
-3% -$125K
CDNS icon
27
Cadence Design Systems
CDNS
$93.4B
$5.01M 1.22%
14,261
-222
-2% -$76.4K
ADSK icon
28
Autodesk
ADSK
$52.6B
$4.97M 1.21%
15,656
-167
-1% -$50.9K
ORCL icon
29
Oracle
ORCL
$423B
$4.89M 1.19%
+17,380
New +$4.43M
AMAT icon
30
Applied Materials
AMAT
$428B
$3.82M 0.93%
18,662
-159
-0.8% -$28.8K
CTAS icon
31
Cintas
CTAS
$81.3B
$1.77M 0.43%
8,646
-122
-1% -$26.1K
JNJ icon
32
Johnson & Johnson
JNJ
$625B
$1.74M 0.42%
9,362
– –
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.69M 0.41%
14,000
– –
GLW icon
34
Corning
GLW
$143B
$897K 0.22%
10,937
– –
TJX icon
35
TJX Companies
TJX
$178B
$864K 0.21%
5,975
-27
-0.4% -$3.59K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.13T
$835K 0.2%
1,660
– –
MMM icon
37
3M
MMM
$94.3B
$805K 0.2%
5,187
-24
-0.5% -$3.7K
IBM icon
38
IBM
IBM
$224B
$606K 0.15%
2,149
– –
DE icon
39
Deere & Co
DE
$168B
$597K 0.15%
1,305
-14
-1% -$6.9K
SUSA icon
40
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$543K 0.13%
4,000
– –
VGT icon
41
Vanguard Information Technology ETF
VGT
$149B
$523K 0.13%
5,600
– –
ADP icon
42
Automatic Data Processing
ADP
$108B
$416K 0.1%
1,419
– –
BAB icon
43
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$408K 0.1%
14,968
+1,172
+8% +$31.3K
AMP icon
44
Ameriprise Financial
AMP
$48.8B
$354K 0.09%
720
– –
NKE icon
45
Nike
NKE
$61.9B
$335K 0.08%
4,800
– –
MDY icon
46
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$331K 0.08%
555
-130
-19% -$76.3K
DIS icon
47
Walt Disney
DIS
$181B
$316K 0.08%
2,757
– –
AMGN icon
48
Amgen
AMGN
$222B
$312K 0.08%
1,105
– –
VTEB icon
49
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$291K 0.07%
5,816
– –
VIS icon
50
Vanguard Industrials ETF
VIS
$8.48B
$237K 0.06%
800
– –
1
2
3

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Progressive Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Progressive Investment Management held 59 positions worth $412M, up 4.9% from $393M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Progressive Investment Management's Q3 2025 filing shows 3 new, 1 increased, 32 reduced and 4 closed positions. Its largest new stake was Broadcom: 40,677 shares worth $13.4M. The largest sale was Gartner, an estimated $11.6M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 46% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Progressive Investment Management's largest Q3 2025 buy was Broadcom: 40,677 shares worth $13.4M.
  • Progressive Investment Management added most to Invesco Taxable Municipal Bond ETF in Q3 2025, an estimated $31.3K increase.
  • Progressive Investment Management's biggest Q3 2025 reduction was Booking.com, cutting an estimated $4.15M.
  • Progressive Investment Management fully exited Gartner in Q3 2025, selling an estimated $11.6M.
  • Progressive Investment Management's ten largest holdings make up 59% of its $412M portfolio in Q3 2025.
  • Progressive Investment Management opened 3 new positions and closed 4 in Q3 2025.
  • Progressive Investment Management's portfolio value rose 4.9% quarter-over-quarter to $412M.

Based on Progressive Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.