Progressive Investment Management Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Progressive Investment Management Corp reported 56 stock positions worth $357.2 million. Its top holding was Apple (AAPL) at 9.6% of the portfolio, followed by Microsoft (MSFT, 8.8%) and Nvidia (NVDA, 6.5%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 7 and reduced 33. The biggest buy was Nvidia (NVDA, shares +40%) and the biggest sale an exit from Waters (WAT).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001353318
- Portfolio Value
- $357.2M (Q1 2025)
- SEC Filing
- 0001398344-25-009273 ↗ filed May 13, 2025
Holdings Value
Holdings 56 stocks · $357.2M
| AAPL Apple Inc. | 9.56% | 153,801 | $34.2M | Reduce -2.0% |
| MSFT Microsoft Corp. | 8.75% | 83,295 | $31.3M | Reduce -2.0% |
| NVDA Nvidia Corp. | 6.51% | 214,483 | $23.2M | Add +40.0% |
| AMZN Amazon.com Inc. | 6.07% | 114,025 | $21.7M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 4.79% | 109,541 | $17.1M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 4.75% | 17,922 | $17.0M | Reduce -1.9% |
| MCO Moody's Corp. | 4.50% | 34,511 | $16.1M | Reduce -2.2% |
| V Visa Inc. Class A | 4.24% | 43,188 | $15.1M | Reduce -2.1% |
| SPGI S&P Global Inc. | 3.97% | 27,896 | $14.2M | Reduce -1.8% |
| IT Gartner Inc. | 3.42% | 29,101 | $12.2M | Reduce -2.2% |
| VRSK Verisk Analytics Inc. | 3.15% | 37,818 | $11.3M | Reduce -1.9% |
| TYL Tyler Technologies Inc. | 2.99% | 18,392 | $10.7M | Reduce -2.1% |
| BKNG Booking Holdings Inc. | 2.86% | 2,219 | $10.2M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 2.86% | 18,613 | $10.2M | Reduce -2.1% |
| ROP Roper Technologies Inc. | 2.81% | 17,011 | $10.0M | Reduce -2.1% |
| FAST Fastenal Co. | 2.78% | 128,049 | $9.9M | Reduce -1.5% |
| DHR Danaher Corp. | 2.59% | 45,086 | $9.2M | Reduce -1.9% |
| MSCI MSCI Inc. | 2.49% | 15,744 | $8.9M | Reduce -1.9% |
| IDXX Idexx Laboratories Inc. | 2.46% | 20,911 | $8.8M | Reduce -1.9% |
| NOW ServiceNow Inc. | 2.36% | 10,601 | $8.4M | Reduce -2.4% |
| TMO Thermo Fisher Scientific Inc. | 1.59% | 11,403 | $5.7M | Reduce -1.7% |
| TT Trane Technologies PLC | 1.31% | 13,842 | $4.7M | Reduce -1.5% |
| KLAC KLA Corp. | 1.22% | 6,414 | $4.4M | Reduce -2.0% |
| ADSK Autodesk Inc. | 1.17% | 16,025 | $4.2M | Reduce -2.3% |
| ADBE Adobe Inc. | 1.15% | 10,737 | $4.1M | Reduce -2.2% |
| CRM Salesforce Inc. | 1.11% | 14,776 | $4.0M | Reduce -1.7% |
| CDNS Cadence Design SYS Inc. | 1.04% | 14,669 | $3.7M | Reduce -2.4% |
| AON Aon PLC Class A | 0.96% | 8,612 | $3.4M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.94% | 21,726 | $3.4M | Reduce -3.2% |
| LRCX Lam Research Corp. | 0.87% | 42,581 | $3.1M | Add +0.4% |
| AMAT Applied Materials Inc. | 0.77% | 19,014 | $2.8M | Reduce -0.3% |
| CTAS Cintas Corp. | 0.51% | 8,939 | $1.8M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 3,148 | $1.7M | Add +89.6% |
| JNJ Johnson & Johnson | 0.44% | 9,372 | $1.6M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 14,000 | $1.3M | Reduce -2.8% |
| MMM 3M Co. | 0.22% | 5,457 | $801K | Reduce -6.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 6,072 | $740K | Reduce -3.0% |
| DE Deere & Co. | 0.17% | 1,332 | $625K | Reduce -3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 2,164 | $538K | Add +0.7% |
| GLW Corning Inc. | 0.14% | 10,937 | $501K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.13% | 4,000 | $459K | No change |
| ADP Automatic Data Processing | 0.12% | 1,419 | $434K | No change |
| MDY State Street SPDR S&P Midcap | 0.12% | 799 | $426K | No change |
| VGT Vanguard Info Tech ETF | 0.11% | 700 | $380K | No change |
| BAB Invesco Taxable Municipal Bo | 0.10% | 13,506 | $360K | Add +10.9% |
| AMP Ameriprise Financial Inc. | 0.10% | 720 | $349K | No change |
| AMGN Amgen Inc. | 0.10% | 1,105 | $344K | No change |
| NKE Nike Inc. Class B | 0.09% | 4,800 | $305K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 5,824 | $289K | Add +10.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 2,757 | $272K | No change |
| VIS Vanguard Industrials ETF | 0.06% | 800 | $198K | No change |
| VHT Vanguard Health Care ETF | 0.04% | 600 | $159K | No change |
| VFH Vanguard Financials ETF | 0.04% | 1,300 | $155K | No change |
| VAW Vanguard Materials ETF | 0.04% | 700 | $132K | No change |
| VDC Vanguard Consumer Staple ETF | 0.04% | 600 | $131K | No change |
| VPU Vanguard Utilities ETF | 0.03% | 700 | $120K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| WAT Waters Corp. | Sold out | 0.00% | −1.91 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 4.79% | −0.66 |
| NOW ServiceNow Inc. | Reduce -2.4% | 2.36% | −0.59 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.59 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 6.07% | −0.56 |
| AAPL Apple Inc. | Reduce -2.0% | 9.56% | −0.53 |
| MSFT Microsoft Corp. | Reduce -2.0% | 8.75% | −0.44 |
| IT Gartner Inc. | Reduce -2.2% | 3.42% | −0.28 |
| CRM Salesforce Inc. | Reduce -1.7% | 1.11% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 0.94% | −0.15 |
| DHR Danaher Corp. | Reduce -1.9% | 2.59% | −0.12 |
| CDNS Cadence Design SYS Inc. | Reduce -2.4% | 1.04% | −0.11 |
| ADBE Adobe Inc. | Reduce -2.2% | 1.15% | −0.10 |
| ADSK Autodesk Inc. | Reduce -2.3% | 1.17% | −0.07 |
| TT Trane Technologies PLC | Reduce -1.5% | 1.31% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 0.77% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -1.9% | 2.86% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.8% | 0.36% | −0.01 |
| TJX TJX Companies Inc. | Reduce -3.0% | 0.21% | +0.01 |
| MSCI MSCI Inc. | Reduce -1.9% | 2.49% | +0.02 |
| DE Deere & Co. | Reduce -3.3% | 0.17% | +0.03 |
| MMM 3M Co. | Reduce -6.2% | 0.22% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 1.59% | +0.04 |
| AON Aon PLC Class A | Reduce -1.8% | 0.96% | +0.15 |
| KLAC KLA Corp. | Reduce -2.0% | 1.22% | +0.16 |
| IDXX Idexx Laboratories Inc. | Reduce -1.9% | 2.46% | +0.20 |
| MCO Moody's Corp. | Reduce -2.2% | 4.50% | +0.21 |
| TYL Tyler Technologies Inc. | Reduce -2.1% | 2.99% | +0.21 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 2.86% | +0.28 |
| SPGI S&P Global Inc. | Reduce -1.8% | 3.97% | +0.34 |
| FAST Fastenal Co. | Reduce -1.5% | 2.78% | +0.38 |
| VRSK Verisk Analytics Inc. | Reduce -1.9% | 3.15% | +0.42 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 4.75% | +0.45 |
| ROP Roper Technologies Inc. | Reduce -2.1% | 2.81% | +0.49 |
| V Visa Inc. Class A | Reduce -2.1% | 4.24% | +0.66 |
Portfolio Buys Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Add +40.0% | 6.51% | +1.23 |
| CTAS Cintas Corp. | New | 0.51% | +0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +89.6% | 0.47% | +0.28 |
| JNJ Johnson & Johnson | Add +0.1% | 0.44% | +0.09 |
| LRCX Lam Research Corp. | Add +0.4% | 0.87% | +0.08 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.15% | +0.03 |
| BAB Invesco Taxable Municipal Bo | Add +10.9% | 0.10% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.8% | 0.08% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $454.4M | AAPL, NVDA, GOOG, MSFT, AMZN |
| Q1 2026 | 58 | $378.7M | AAPL, NVDA, GOOG, MSFT, AMZN |
| Q4 2025 | 55 | $417.9M | AAPL, MSFT, NVDA, GOOG, AMZN |
| Q3 2025 | 55 | $411.6M | MSFT, NVDA, AAPL, GOOG, AMZN |
| Q2 2025 | 56 | $392.5M | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2025 | 56 | $357.2M | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q4 2024 | 57 | $389.4M | AAPL, MSFT, AMZN, GOOG, NVDA |
| Q3 2024 | 58 | $389.8M | MSFT, AAPL, AMZN, NVDA, GOOG |
| Q2 2024 | 61 | $377.4M | MSFT, AAPL, AMZN, GOOG, NVDA |
| Q1 2024 | 60 | $364.6M | MSFT, AAPL, AMZN, GOOG, IT |