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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
+4.2%
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
$418M
AUM Growth
+$6.39M
Cap. Flow
-$4.51M
Cap. Flow %
-1.08%
Top 10 Hldgs %
60.88%
Holding
56
New
1
Increased
6
Reduced
30
Closed
1

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$2.31M
2
AVGO icon
Broadcom
AVGO
+$2.23M
3
TT icon
Trane Technologies
TT
+$2.23M
4
LLY icon
Eli Lilly
LLY
+$600K
5
AMGN icon
Amgen
AMGN
+$151K

Top Sells

Rank Stock Value
1
VRSK icon
Verisk Analytics
VRSK
+$9.34M
2
AAPL icon
Apple
AAPL
+$387K
3
MSFT icon
Microsoft
MSFT
+$341K
4
AMZN icon
Amazon
AMZN
+$262K
5
NVDA icon
NVIDIA
NVDA
+$220K

Sector Composition

Rank Sector Weight
1 Technology 48.63%
2 Financials 15.92%
3 Communication Services 9.63%
4 Consumer Discretionary 8.22%
5 Healthcare 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
26
Applied Materials
AMAT
$428B
$4.77M 1.14%
18,549
-113
-0.6% -$27.1K
ADSK icon
27
Autodesk
ADSK
$52.6B
$4.59M 1.1%
15,522
-134
-0.9% -$40.5K
CDNS icon
28
Cadence Design Systems
CDNS
$93.4B
$4.44M 1.06%
14,189
-72
-0.5% -$23.5K
ORCL icon
29
Oracle
ORCL
$423B
$3.37M 0.81%
17,278
-102
-0.6% -$24.3K
JNJ icon
30
Johnson & Johnson
JNJ
$625B
$1.92M 0.46%
9,260
-102
-1% -$20.2K
IVW icon
31
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.73M 0.41%
14,000
– –
CTAS icon
32
Cintas
CTAS
$81.3B
$1.61M 0.39%
8,584
-62
-0.7% -$11.7K
GLW icon
33
Corning
GLW
$143B
$939K 0.22%
10,729
-208
-2% -$17.9K
TJX icon
34
TJX Companies
TJX
$178B
$918K 0.22%
5,975
– –
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.13T
$834K 0.2%
1,660
– –
MMM icon
36
3M
MMM
$94.3B
$830K 0.2%
5,187
– –
LLY icon
37
Eli Lilly
LLY
$1.06T
$675K 0.16%
+628
New +$600K
IBM icon
38
IBM
IBM
$224B
$637K 0.15%
2,149
– –
DE icon
39
Deere & Co
DE
$168B
$608K 0.15%
1,305
– –
SUSA icon
40
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$557K 0.13%
4,000
– –
VGT icon
41
Vanguard Information Technology ETF
VGT
$149B
$528K 0.13%
5,600
– –
AMGN icon
42
Amgen
AMGN
$222B
$517K 0.12%
1,580
+475
+43% +$151K
BAB icon
43
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$422K 0.1%
15,524
+556
+4% +$15.2K
ADP icon
44
Automatic Data Processing
ADP
$108B
$365K 0.09%
1,419
– –
AMP icon
45
Ameriprise Financial
AMP
$48.8B
$353K 0.08%
720
– –
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$328K 0.08%
6,519
+703
+12% +$35.4K
DIS icon
47
Walt Disney
DIS
$181B
$314K 0.08%
2,757
– –
NKE icon
48
Nike
NKE
$61.9B
$306K 0.07%
4,800
– –
MDY icon
49
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$301K 0.07%
499
-56
-10% -$33.5K
VIS icon
50
Vanguard Industrials ETF
VIS
$8.48B
$239K 0.06%
800
– –
1
2
3

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Progressive Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Progressive Investment Management held 56 positions worth $418M, up 1.6% from $412M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 3.6%. Progressive Investment Management opened 1 new position and exited 1, leaving the 56-position portfolio largely intact.

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

  • Progressive Investment Management's largest Q4 2025 buy was Eli Lilly: 628 shares worth $675K.
  • Progressive Investment Management added most to Amphenol in Q4 2025, an estimated $2.31M increase.
  • Progressive Investment Management's biggest Q4 2025 reduction was Apple, cutting an estimated $387K.
  • Progressive Investment Management fully exited Verisk Analytics in Q4 2025, selling an estimated $9.34M.
  • Progressive Investment Management's ten largest holdings make up 61% of its $418M portfolio in Q4 2025.
  • Progressive Investment Management opened 1 new position and closed 1 in Q4 2025.
  • Progressive Investment Management's portfolio value rose 1.6% quarter-over-quarter to $418M.

Based on Progressive Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.