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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
VFH icon
51
Vanguard Financials ETF
VFH
$13.8B
$171K 0.04%
1,300
– –
VHT icon
52
Vanguard Health Care ETF
VHT
$18.7B
$156K 0.04%
600
– –
VAW icon
53
Vanguard Materials ETF
VAW
$3.08B
$143K 0.03%
700
– –
VPU
54
Vanguard Utilities ETF
VPU
$8.44B
$133K 0.03%
700
– –
VDC icon
55
Vanguard Consumer Staples ETF
VDC
$7.97B
$128K 0.03%
600
– –
ADBE icon
56
Adobe
ADBE
$105B
– –
-10,632
Closed -$4.11M
AON icon
57
Aon
AON
$76B
– –
-8,511
Closed -$3.04M
CRM icon
58
Salesforce
CRM
$158B
– –
-14,654
Closed -$4M
IT icon
59
Gartner
IT
$11.7B
– –
-28,786
Closed -$11.6M
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.