Progressive Investment Management Corp

Registered adviser

CIK

1353318

Location

LAKE OSWEGO, OR

Portfolio Value

Small $450,877,760

Diversification

Diversified

Filing Date

Global Rank

#4,089 / 8,827 ▲ 122 · as of Jun 2026

Top Industry

Semiconductors 19.3%

Period ended 38 days ago

Filed Oct 26, 2026 · 12d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 107777

Roster of Nov 1, 2026

Regulatory AUM

$758,314,156

Main clients

Individuals and high net worth (90% of AUM)

Private funds on Schedule D 7.B.(1)

As filed Nov 15, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$758,314,156	Individuals and high net worth (90%)
Apr 2025 to Mar 2026	$700,322,944	Individuals and high net worth (90%)
Mar 2024 to Mar 2025	$625,560,244	Individuals and high net worth (90%)
May 2023 to Feb 2024	$506,785,910	Individuals and high net worth (91%)
Apr 2023	$506,785,910	Individuals and high net worth (91%)
Apr 2022 to Mar 2023	$646,100,323	Individuals and high net worth (90%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 58.9%, 20.4 effective positions, active share 51.1% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

16.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.2 quarters (12+), a floor since 53.2% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 51.1%; sector active share 29.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

56 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.8%

+1.0 pts

Top 5

45.1%

+4.9 pts

Top 10

61.8%

+2.9 pts

HHI

550

Diversified+58

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	54.1%	$243,941,919	18
Financial Services	13.1%	$59,091,430	7
Communication Services	9.5%	$42,689,109	3
Industrials	6.4%	$28,890,266	6
Consumer Cyclical	6.1%	$27,394,539	2
Healthcare	5.2%	$23,634,964	5
Consumer Defensive	3.4%	$15,479,952	2
Basic Materials	1.1%	$4,966,262	1
Unclassified	1.1%	$4,789,319	12

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+84,069	170,373	$14,362,443
BAB	Invesco Exchange-Traded Fund Trust II	+645	18,352	$464,305
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+12	7,135	$337,913
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,375	200,232	$45,728,984
FAST	Fastenal Co	−2,141	246,130	$12,190,818
AMZN	Amazon Com Inc	−1,307	106,779	$26,603,987
AAPL	Apple Inc.	−1,161	145,567	$48,476,722
MSFT	Microsoft Corp	−903	78,344	$40,182,637
KLAC	Kla Corp	−798	60,448	$11,783,128
GOOG	Alphabet Inc.	−722	106,431	$36,265,298
DHR	Danaher Corp	−523	42,635	$9,445,784
AVGO	Broadcom Inc.	−492	46,042	$16,169,489
GOOGL	Alphabet Inc.	−480	17,829	$6,134,602
LRCX	Lam Research Corp	−403	40,559	$13,324,037
V	Visa Inc.	−397	40,998	$14,731,811
MCO	Moodys Corp	−373	32,812	$14,900,913
INTC	Intel Corp	−350	23,244	$2,794,626
IDXX	Idexx Laboratories Inc	−245	19,745	$10,310,641
AMAT	Applied Materials Inc	−212	18,105	$9,258,534
TT	Trane Technologies plc	−209	18,608	$8,410,443
AMD	Advanced Micro Devices Inc	−198	16,508	$10,098,934
COST	Costco Wholesale Corp	−196	16,781	$15,276,415
MA	Mastercard Inc	−188	17,610	$9,711,386
SPGI	S&P Global Inc.	−185	26,597	$10,491,718
CDNS	Cadence Design Systems Inc	−169	13,779	$4,549,619
MSCI	MSCI Inc.	−164	14,990	$8,074,513
TXN	Texas Instruments Inc	−147	13,809	$3,867,762
GLW	Corning Inc	−118	18,648	$2,867,316
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $450,877,760 total · filing declares 56 positions · $451,500,134 · as of Sep 30, 2026

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

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	145,567	-1,161	$48,476,722	+14.2%	10.75%
NVDA	Nvidia Corp Technology	Reduced	200,232	-2,375	$45,728,984	+12.8%	10.14%
MSFT	Microsoft Corp Technology	Reduced	78,344	-903	$40,182,637	+35.9%	8.91%
GOOG	Alphabet Inc. Communication Services	Reduced	106,431	-722	$36,265,298	−4.2%	8.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	106,779	-1,307	$26,603,987	+3.3%	5.90%
AVGO	Broadcom Inc. Technology	Reduced	46,042	-492	$16,169,489	−8.0%	3.59%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	16,781	-196	$15,276,415	−3.8%	3.39%
MCO	Moodys Corp Financial Services	Reduced	32,812	-373	$14,900,913	−0.9%	3.30%
V	Visa Inc. Financial Services	Reduced	40,998	-397	$14,731,811	+3.7%	3.27%
APH	Amphenol Corp Technology	Added	170,373	+84,069	$14,362,443	−5.6%	3.19%
LRCX	Lam Research Corp Technology	Reduced	40,559	-403	$13,324,037	−24.9%	2.96%
FAST	Fastenal Co Industrials	Reduced	246,130	-2,141	$12,190,818	+2.2%	2.70%
KLAC	Kla Corp Technology	Reduced	60,448	-798	$11,783,128	−36.2%	2.61%
ASML	Asml Holding NV Technology	Reduced	5,851	-52	$10,600,081	−9.7%	2.35%
SPGI	S&P Global Inc. Financial Services	Reduced	26,597	-185	$10,491,718	−3.8%	2.33%
IDXX	Idexx Laboratories Inc Healthcare	Reduced	19,745	-245	$10,310,641	−2.0%	2.29%
AMD	Advanced Micro Devices Inc Technology	Reduced	16,508	-198	$10,098,934	+4.1%	2.24%
MA	Mastercard Inc Financial Services	Reduced	17,610	-188	$9,711,386	+6.2%	2.15%
DHR	Danaher Corp Healthcare	Reduced	42,635	-523	$9,445,784	+14.9%	2.09%
AMAT	Applied Materials Inc Technology	Reduced	18,105	-212	$9,258,534	−30.1%	2.05%
TT	Trane Technologies plc Industrials	Reduced	18,608	-209	$8,410,443	−9.0%	1.87%
MSCI	MSCI Inc. Financial Services	Reduced	14,990	-164	$8,074,513	−4.9%	1.79%
MU	Micron Technology Inc Technology	Reduced	7,081	-78	$7,542,043	−8.7%	1.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,829	-480	$6,134,602	−6.2%	1.36%
LIN	Linde PLC Basic Materials	Reduced	10,463	-89	$4,966,262	−9.3%	1.10%
CDNS	Cadence Design Systems Inc Technology	Reduced	13,779	-169	$4,549,619	−13.1%	1.01%
TXN	Texas Instruments Inc Technology	Reduced	13,809	-147	$3,867,762	−7.0%	0.86%
URI	United Rentals, Inc. Industrials	Reduced	3,341	-34	$3,343,605	−12.6%	0.74%
GLW	Corning Inc Technology	Reduced	18,648	-118	$2,867,316	−40.2%	0.64%
INTC	Intel Corp Technology	Reduced	23,244	-350	$2,794,626	−15.2%	0.62%
DE	Deere & Co Industrials	Reduced	4,012	-32	$2,694,258	+5.0%	0.60%
JNJ	Johnson & Johnson Healthcare	Held	9,390	0	$2,485,908	+4.2%	0.55%
IVW	iShares S&P 500 Growth ETF	Held	14,000	0	$1,991,640	+3.4%	0.44%
CTAS	Cintas Corp Industrials	Reduced	8,401	-101	$1,638,699	+13.3%	0.36%
CIEN	Ciena Corp Technology	Reduced	4,630	-46	$1,628,926	−29.0%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,660	0	$826,597	−0.5%	0.18%
TJX	Tjx Companies Inc Consumer Cyclical	Held	5,975	0	$790,552	−12.7%	0.18%
LLY	ELI LILLY & Co Healthcare	Held	628	0	$726,646	−3.5%	0.16%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Held	5,600	0	$703,752	+5.1%	0.16%
AMGN	Amgen Inc Healthcare	Held	1,580	0	$665,985	+16.4%	0.15%
MMM	3M Co Industrials	Held	3,731	0	$612,443	+1.4%	0.14%
BAB	Invesco Exchange-Traded Fund Trust II	Added	18,352	+645	$464,305	−2.3%	0.10%
ADP	Automatic Data Processing Inc Technology	Held	1,419	0	$366,187	+15.2%	0.08%
AMP	Ameriprise Financial Inc Financial Services	Held	720	0	$354,492	+7.3%	0.08%
IBM	International Business Machines Corp Technology	Held	1,548	0	$340,451	−21.8%	0.08%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	7,135	+12	$337,913	−6.2%	0.07%
DIS	Walt Disney Co Communication Services	Held	2,757	0	$289,209	+9.0%	0.06%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	416	0	$273,191	−6.6%	0.06%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Held	800	0	$256,408	−11.1%	0.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,401	0	$203,537	−0.9%	0.05%

Showing the top 50 of 56 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.