Progressive Investment Management Corp 13F Holdings

CIK 0001353318 · LAKE OSWEGO, OR

As of Sep 30, 2025, Progressive Investment Management Corp reported 55 positions worth $411.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology81,329$42.1M10.24%
NVIDIA CORPNVDATechnology207,573$38.7M9.41%
APPLE INCAAPLTechnology150,288$38.3M9.30%
ALPHABET INCGOOGEquity107,589$26.2M6.37%
AMAZON.COM INCAMZNEquity111,112$24.4M5.93%
COSTCO WHOLESALE CORPCOSTConsumer Defensive17,475 6.2M3.93%
MOODYS CORPMCOFinancial Services33,860 6.1M3.92%
VISA INC-CLASS A SHARESVFinancial Services42,387 4.5M3.52%
BROADCOM INCAVGOTechnology40,677 3.4M3.26%
S&P GLOBAL INCSPGIFinancial Services27,368 3.3M3.24%
IDEXX LABORATORIES INCIDXXHealthcare20,460 3.1M3.18%
FASTENAL COFASTIndustrials251,964 2.4M3.00%
MASTERCARD INCMAFinancial Services18,253 0.4M2.52%
SERVICENOW INCNOWTechnology10,388$9.6M2.32%
TYLER TECHNOLOGIES INCTYLTechnology17,997$9.4M2.29%
VERISK ANALYTICS INCVRSKIndustrials37,125$9.3M2.27%
MSCI INCMSCIFinancial Services15,445$8.8M2.13%
DANAHER CORPDHRHealthcare44,095$8.7M2.12%
AMPHENOL CORP-CL AAPHTechnology70,514$8.7M2.12%
ROPER TECHNOLOGIES INCROPTechnology16,670$8.3M2.02%
BOOKING HOLDINGS INCBKNGIndustrials1,454$7.9M1.91%
KLA CORPKLACTechnology6,271$6.8M1.64%
TRANE TECHNOLOGIES PLCTTBasic Materials13,564$5.7M1.39%
LAM RESEARCH CORPLRCXTechnology41,869$5.6M1.36%
THERMO FISHER SCIENTIFIC INCTMOHealthcare11,120$5.4M1.31%