Latest Progressive Investment Management Corp Stock Portfolio
Progressive Investment Management Corp Performance:
2025 Q4: 2.7%YTD: 13%2024: 19.07%
Performance for 2025 Q4 is 2.7%, and YTD is 13%, and 2024 is 19.07%.
About Progressive Investment Management Corp and 13F Hedge Fund Stock Holdings
Progressive Investment Management Corp is a hedge fund based in Lake Oswego, OR. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Progressive Investment Management Corp reported an equity portfolio of $417.9 Millions as of 31 Dec, 2025.
The top stock holdings of Progressive Investment Management Corp are AAPL, MSFT, NVDA. The fund has invested 9.7% of it's portfolio in APPLE INC and 9.3% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off VERISK ANALYTICS INC (VRSK) stocks. They significantly reduced their stock positions in SPDR S&P MIDCAP 400 ETF TR (MDY), ALPHABET INC (GOOG) and CORNING INC (GLW). Progressive Investment Management Corp opened new stock positions in ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to AMGEN INC (AMGN), TRANE TECHNOLOGIES PLC (TT) and AMPHENOL CORP NEW (APH).
The top stock holdings of Progressive Investment Management Corp are AAPL, MSFT, NVDA. The fund has invested 9.7% of it's portfolio in APPLE INC and 9.3% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off VERISK ANALYTICS INC (VRSK) stocks. They significantly reduced their stock positions in SPDR S&P MIDCAP 400 ETF TR (MDY), ALPHABET INC (GOOG) and CORNING INC (GLW). Progressive Investment Management Corp opened new stock positions in ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to AMGEN INC (AMGN), TRANE TECHNOLOGIES PLC (TT) and AMPHENOL CORP NEW (APH).
Progressive Investment Management Corp Annual Return Estimates Vs S&P 500
Our best estimate is that Progressive Investment Management Corp made a return of 2.7% in the last quarter. In trailing 12 months, it's portfolio return was 13%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| eli lilly & co | 674,899 |
New stocks bought by Progressive Investment Management Corp
Additions
| Ticker | % Inc. |
|---|---|
| amgen inc | 42.99 |
| trane technologies plc | 39.67 |
| amphenol corp new | 24.45 |
| broadcom inc | 15.35 |
| vanguard mun bd fds | 12.09 |
| invesco exch traded fd tr ii | 3.71 |
Additions to existing portfolio by Progressive Investment Management Corp
Reductions
| Ticker | % Reduced |
|---|---|
| spdr s&p midcap 400 etf tr | -10.09 |
| alphabet inc | -3.48 |
| corning inc | -1.9 |
| johnson & johnson | -1.09 |
| amazon com inc | -1.03 |
| apple inc | -0.96 |
| thermo fisher scientific inc | -0.9 |
| autodesk inc | -0.86 |
Progressive Investment Management Corp reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| verisk analytics inc | -9,337,310 |
Progressive Investment Management Corp got rid off the above stocks
Sector Distribution
Progressive Investment Management Corp has about 48.5% of it's holdings in Technology sector.
- Technology
- Financial Services
- Communication Services
- Consumer Cyclical
- Healthcare
- Industrials
- Consumer Defensive
- Others
| Sector | % |
|---|---|
| Technology | 48.5 |
| Financial Services | 15.7 |
| Communication Services | 9.6 |
| Consumer Cyclical | 8.2 |
| Healthcare | 8 |
| Industrials | 5 |
| Consumer Defensive | 3.6 |
| Others | 1.4 |
Market Cap. Distribution
Progressive Investment Management Corp has about 98.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 61.7 |
| LARGE-CAP | 36.9 |
| UNALLOCATED | 1.4 |
Stocks belong to which Index?
About 98.6% of the stocks held by Progressive Investment Management Corp either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 98.6 |
| Others | 1.4 |
Progressive Investment Management Corp Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Progressive Investment Management Corp
Progressive Investment Management Corp has 55 stocks in it's portfolio. About 60.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Progressive Investment Management Corp last quarter.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 9.68 | 148,846 | 40,465,400 | reduced | -0.96 | ||
| AAXJ | ishares tr | 0.13 | 4,000 | 557,380 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.09 | 1,419 | 365,009 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 1.10 | 15,522 | 4,594,670 | reduced | -0.86 | ||
| AMAT | applied matls inc | 1.14 | 18,549 | 4,766,910 | reduced | -0.61 | ||
| AMGN | amgen inc | 0.12 | 1,580 | 517,150 | added | 42.99 | ||
| AMP | ameriprise finl inc | 0.08 | 720 | 353,045 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 6.07 | 109,969 | 25,383,000 | reduced | -1.03 | ||
| APH | amphenol corp new | 2.84 | 87,756 | 11,859,300 | added | 24.45 | ||
| AVGO | broadcom inc | 3.88 | 46,919 | 16,238,700 | added | 15.35 | ||
| BAB | invesco exch traded fd tr ii | 0.10 | 15,524 | 422,253 | added | 3.71 | ||
| BKNG | booking holdings inc | 1.85 | 1,446 | 7,743,810 | reduced | -0.55 | ||
| CDNS | cadence design system inc | 1.06 | 14,189 | 4,435,200 | reduced | -0.5 | ||
| COST | costco whsl corp new | 3.58 | 17,352 | 14,963,700 | reduced | -0.7 | ||
| CTAS | cintas corp | 0.39 | 8,584 | 1,614,390 | reduced | -0.72 | ||
| DE | deere & co | 0.14 | 1,305 | 607,569 | unchanged | 0.00 | ||
| DHR | danaher corporation | 2.40 | 43,792 | 10,024,900 | reduced | -0.69 | ||
| DIS | disney walt co | 0.07 | 2,757 | 313,664 | unchanged | 0.00 | ||
| FAST | fastenal co | 2.41 | 250,708 | 10,060,900 | reduced | -0.5 | ||
| GLW | corning inc | 0.22 | 10,729 | 939,431 | reduced | -1.9 | ||