Progressive Investment Management Corp

CIK

1353318

Location

LAKE OSWEGO, OR

Portfolio Value

Small $334,457,402

Diversification

Diversified

Filing Date

Global Rank

#3,240 / 8,603 ▼ 82 · as of Mar 2026

Top Industry

Semiconductors 17.6%

3Y Alpha vs SPY

-7.7%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.2%

SPY

+76.0%

Annualised alpha

-7.2%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.3%

+0.2 pts

Top 5

42.9%

−1.1 pts

Top 10

62.4%

−1.7 pts

HHI

547

Diversified−27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	51.4%	$171,762,730	18
Financial Services	17.0%	$56,803,496	7
Healthcare	8.5%	$28,541,300	6
Industrials	7.9%	$26,587,231	6
Consumer Cyclical	7.2%	$24,054,962	3
Consumer Defensive	5.2%	$17,421,666	2
Communication Services	1.7%	$5,756,677	2
Basic Materials	1.0%	$3,248,715	1
Unclassified	0.1%	$280,625	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	+8,203	18,932	$2,574,184
DE	Deere & Co	+2,783	4,088	$2,302,770
FAST	Fastenal Co	+632	251,340	$11,662,176
AVGO	Broadcom Inc.	+245	47,164	$14,597,729
JNJ	Johnson & Johnson	+130	9,390	$2,295,291
TT	Trane Technologies plc	+111	19,056	$7,941,397
V	Visa Inc.	+65	42,199	$12,754,225
CTAS	Cintas Corp	+29	8,613	$1,456,802
MSFT	Microsoft Corp	+27	80,676	$29,863,834
MCO	Moodys Corp /De/	+26	33,690	$14,697,262
DHR	Danaher Corp /De/	+25	43,817	$8,307,703
AMAT	Applied Materials Inc /De	+12	18,561	$6,343,964
MSCI	MSCI Inc.	+4	15,372	$8,285,661
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−825	19,095	$5,490,958
NVDA	Nvidia Corp	−352	206,038	$35,933,027
AMZN	Amazon Com Inc	−269	109,700	$22,847,219
MMM	3M Co	−179	5,008	$727,311
AAPL	Apple Inc.	−144	148,702	$37,739,080
SPGI	S&P Global Inc.	−102	27,116	$10,911,559
APH	Amphenol Corp /De/	−88	87,668	$11,076,851
COST	Costco Wholesale Corp /New	−71	17,281	$17,219,306
ORCL	Oracle Corp	−46	17,232	$2,534,999
MDY	Spdr S&P Midcap 400 ETF Trust	−44	455	$280,625
CDNS	Cadence Design Systems Inc	−39	14,150	$3,931,860
MA	Mastercard Inc	−30	18,091	$9,039,349
LRCX	Lam Research Corp	−26	41,530	$8,873,299
TMO	Thermo Fisher Scientific Inc.	−20	11,000	$5,406,830
KLAC	Kla Corp	−17	6,220	$915,839
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	4,974	$6,569,808
LIN	Linde PLC	6,553	$3,248,715
AMD	Advanced Micro Devices Inc	14,521	$2,954,007
TXN	Texas Instruments Inc	14,146	$2,746,304
URI	United Rentals, Inc.	3,427	$2,496,775
MU	Micron Technology Inc	7,268	$2,455,421
CIEN	Ciena Corp	4,748	$1,843,316
PG	PROCTER & GAMBLE Co	1,401	$202,360
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TYL	Tyler Technologies Inc	17,897	$8,124,343
NOW	ServiceNow, Inc.	51,603	$7,905,063
ROP	Roper Technologies Inc	16,559	$7,370,907
ADSK	Autodesk, Inc.	15,522	$4,594,667
BKNG	Booking Holdings Inc.	1,446	$309,752
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $334,457,402 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	148,702	-144	$37,739,080	−6.7%	11.28%
NVDA	Nvidia Corp Technology	Reduced	206,038	-352	$35,933,027	−6.6%	10.74%
MSFT	Microsoft Corp Technology	Added	80,676	+27	$29,863,834	−23.4%	8.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	109,700	-269	$22,847,219	−10.0%	6.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	17,281	-71	$17,219,306	+15.1%	5.15%
MCO	Moodys Corp /De/ Financial Services	Added	33,690	+26	$14,697,262	−14.5%	4.39%
AVGO	Broadcom Inc. Technology	Added	47,164	+245	$14,597,729	−10.1%	4.36%
V	Visa Inc. Financial Services	Added	42,199	+65	$12,754,225	−13.7%	3.81%
FAST	Fastenal Co Industrials	Added	251,340	+632	$11,662,176	+15.9%	3.49%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	20,285	0	$11,397,938	−16.9%	3.41%
APH	Amphenol Corp /De/ Technology	Reduced	87,668	-88	$11,076,851	−6.6%	3.31%
SPGI	S&P Global Inc. Financial Services	Reduced	27,116	-102	$10,911,559	−18.9%	3.26%
MA	Mastercard Inc Financial Services	Reduced	18,091	-30	$9,039,349	−12.6%	2.70%
LRCX	Lam Research Corp Technology	Reduced	41,530	-26	$8,873,299	+24.7%	2.65%
DHR	Danaher Corp /De/ Healthcare	Added	43,817	+25	$8,307,703	−17.1%	2.48%
MSCI	MSCI Inc. Financial Services	Added	15,372	+4	$8,285,661	−6.0%	2.48%
TT	Trane Technologies plc Industrials	Added	19,056	+111	$7,941,397	+7.7%	2.37%
ASML	Asml Holding NV Technology	NEW	4,974	NEW	$6,569,808	NEW	1.96%
AMAT	Applied Materials Inc /De Technology	Added	18,561	+12	$6,343,964	+33.1%	1.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,095	-825	$5,490,958	−11.9%	1.64%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	11,000	-20	$5,406,830	−15.3%	1.62%
CDNS	Cadence Design Systems Inc Technology	Reduced	14,150	-39	$3,931,860	−11.3%	1.18%
LIN	Linde PLC Basic Materials	NEW	6,553	NEW	$3,248,715	NEW	0.97%
AMD	Advanced Micro Devices Inc Technology	NEW	14,521	NEW	$2,954,007	NEW	0.88%
TXN	Texas Instruments Inc Technology	NEW	14,146	NEW	$2,746,304	NEW	0.82%
GLW	Corning Inc /Ny Technology	Added	18,932	+8,203	$2,574,184	+174.0%	0.77%
ORCL	Oracle Corp Technology	Reduced	17,232	-46	$2,534,999	−24.7%	0.76%
URI	United Rentals, Inc. Industrials	NEW	3,427	NEW	$2,496,775	NEW	0.75%
MU	Micron Technology Inc Technology	NEW	7,268	NEW	$2,455,421	NEW	0.73%
DE	Deere & Co Industrials	Added	4,088	+2,783	$2,302,770	+279.0%	0.69%
JNJ	Johnson & Johnson Healthcare	Added	9,390	+130	$2,295,291	+19.8%	0.69%
CIEN	Ciena Corp Technology	NEW	4,748	NEW	$1,843,316	NEW	0.55%
CTAS	Cintas Corp Industrials	Added	8,613	+29	$1,456,802	−9.8%	0.44%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	5,975	0	$954,207	+4.0%	0.29%
KLAC	Kla Corp Technology	Reduced	6,220	-17	$915,839	+20.8%	0.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,660	0	$795,472	−4.7%	0.24%
MMM	3M Co Industrials	Reduced	5,008	-179	$727,311	−12.4%	0.22%
LLY	ELI LILLY & Co Healthcare	Held	628	0	$577,615	−14.4%	0.17%
AMGN	Amgen Inc Healthcare	Held	1,580	0	$555,923	+7.5%	0.17%
IBM	International Business Machines Corp Technology	Held	2,149	0	$520,896	−18.2%	0.16%
AMP	Ameriprise Financial Inc Financial Services	Held	720	0	$319,968	−9.4%	0.10%
ADP	Automatic Data Processing Inc Technology	Held	1,419	0	$288,312	−21.0%	0.09%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	455	-44	$280,625	−6.8%	0.08%
DIS	Walt Disney Co Communication Services	Held	2,757	0	$265,719	−15.3%	0.08%
NKE	NIKE, Inc. Consumer Cyclical	Held	4,800	0	$253,536	−17.1%	0.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	1,401	NEW	$202,360	NEW	0.06%