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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
VFH icon
51
Vanguard Financials ETF
VFH
$13.8B
$174K 0.04%
1,300
– –
VHT icon
52
Vanguard Health Care ETF
VHT
$18.7B
$173K 0.04%
600
– –
VAW icon
53
Vanguard Materials ETF
VAW
$3.08B
$145K 0.03%
700
– –
VPU
54
Vanguard Utilities ETF
VPU
$8.44B
$130K 0.03%
700
– –
VDC icon
55
Vanguard Consumer Staples ETF
VDC
$7.97B
$127K 0.03%
600
– –
VRSK icon
56
Verisk Analytics
VRSK
$25B
– –
-37,125
Closed -$9.34M
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.