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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
+34.26%
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
$454M
AUM Growth
+$75.6M
Cap. Flow
-$7.67M
Cap. Flow %
-1.69%
Top 10 Hldgs %
57.46%
Holding
59
New
1
Increased
5
Reduced
32
Closed
3

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.39M
2
LIN icon
Linde
LIN
+$2.03M
3
ASML icon
ASML
ASML
+$1.48M
4
AMD icon
Advanced Micro Devices
AMD
+$896K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$38.7K

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$5.41M
2
ORCL icon
Oracle
ORCL
+$2.54M
3
NVDA icon
NVIDIA
NVDA
+$705K
4
MSFT icon
Microsoft
MSFT
+$578K
5
AAPL icon
Apple
AAPL
+$565K

Sector Composition

Rank Sector Weight
1 Technology 53.94%
2 Financials 12.97%
3 Communication Services 9.83%
4 Industrials 6.52%
5 Consumer Discretionary 5.87%

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Progressive Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Progressive Investment Management held 59 positions worth $454M, up 20% from $379M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Progressive Investment Management's Q2 2026 filing shows 1 new, 5 increased, 32 reduced and 3 closed positions. Its largest new stake was Intel: 23,594 shares worth $3.29M. The largest sale was Thermo Fisher Scientific, an estimated $5.41M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 48% a quarter earlier, followed by Financials and Communication Services.

  • Progressive Investment Management's largest Q2 2026 buy was Intel: 23,594 shares worth $3.29M.
  • Progressive Investment Management added most to Linde in Q2 2026, an estimated $2.03M increase.
  • Progressive Investment Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $705K.
  • Progressive Investment Management fully exited Thermo Fisher Scientific in Q2 2026, selling an estimated $5.41M.
  • Progressive Investment Management's ten largest holdings make up 57% of its $454M portfolio in Q2 2026.
  • Progressive Investment Management opened 1 new position and closed 3 in Q2 2026.
  • Progressive Investment Management's portfolio value rose 20% quarter-over-quarter to $454M.

Based on Progressive Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.