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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
+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
VIS icon
51
Vanguard Industrials ETF
VIS
$8.48B
$224K 0.06%
800
– –
VFH icon
52
Vanguard Financials ETF
VFH
$13.8B
$165K 0.04%
1,300
– –
VHT icon
53
Vanguard Health Care ETF
VHT
$18.7B
$149K 0.04%
600
– –
VAW icon
54
Vanguard Materials ETF
VAW
$3.08B
$136K 0.03%
700
– –
VDC icon
55
Vanguard Consumer Staples ETF
VDC
$7.97B
$131K 0.03%
600
– –
VPU
56
Vanguard Utilities ETF
VPU
$8.44B
$124K 0.03%
700
– –
1 2
3

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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.