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Latest Progressive Investment Management Corp Stock Portfolio

$378Million– No. of Holdings #58

Progressive Investment Management Corp Performance:
2026 Q1: -6.92%YTD: -6.92%2025: 13%
Performance for 2026 Q1 is -6.92%, and YTD is -6.92%, and 2025 is 13%.

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 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Progressive Investment Management Corp reported an equity portfolio of $378.7 Millions as of 31 Mar, 2026.

The top stock holdings of Progressive Investment Management Corp are AAPL, NVDA, GOOG. The fund has invested 10% of it's portfolio in APPLE INC and 9.5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off TYLER TECHNOLOGIES INC (TYL), SERVICENOW INC (NOW) and BOOKING HOLDINGS INC (BKNG) stocks. They significantly reduced their stock positions in STATE STR SPDR S&P MIDCAP 40 (MDY), ALPHABET INC (GOOG) and 3M CO (MMM). Progressive Investment Management Corp opened new stock positions in ASML HLDG NV (ASML), LINDE PLC (LIN) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to DEERE & CO (DE), CORNING INC (GLW) and INVESCO EXCH TRADED FD TR II (BAB).
Progressive Investment Management Corp Equity Portfolio Value
Last Reported on: 05 May, 2026

Progressive Investment Management Corp Annual Return Estimates Vs S&P 500

Our best estimate is that Progressive Investment Management Corp made a return of -6.92% in the last quarter. In trailing 12 months, it's portfolio return was 12.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
asml hldg nv6,569,810
linde plc3,248,720
advanced micro devices inc2,954,010
texas instrs inc2,746,300
united rentals inc2,496,780
micron technology inc2,455,420
ciena corp1,843,320
procter & gamble co202,360
New stocks bought by Progressive Investment Management Corp

Additions

Ticker% Inc.
deere & co213
corning inc76.46
invesco exch traded fd tr ii4.77
johnson & johnson1.4
alphabet inc0.8
trane technologies plc0.59
broadcom inc0.52
cintas corp0.34
Additions to existing portfolio by Progressive Investment Management Corp

Reductions

Ticker% Reduced
state str spdr s&p midcap 40-8.82
alphabet inc-4.14
3m co-3.45
costco wholesale corporation-0.41
s&p global inc-0.37
cadence design system inc-0.27
kla corp-0.27
oracle corp-0.27
Progressive Investment Management Corp reduced stake in above stock

Sold off

Ticker$ Sold
servicenow inc-7,905,060
booking holdings inc-7,743,810
tyler technologies inc-8,124,340
roper technologies inc-7,370,910
autodesk inc-4,594,670
Progressive Investment Management Corp got rid off the above stocks

Sector Distribution

Progressive Investment Management Corp has about 45.7% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Others
Sector%
Technology45.7
Financial Services15
Communication Services9.7
Healthcare7.5
Industrials7.1
Consumer Cyclical6.4
Consumer Defensive4.6
Others3.2

Market Cap. Distribution

Progressive Investment Management Corp has about 96.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP65.8
LARGE-CAP31
UNALLOCATED3.2

Stocks belong to which Index?

About 96.3% 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 50096.3
Others3.7
Top 5 Winners (%)%
GLW
corning inc
38.7 %
AMAT
applied matls inc
33.0 %
LRCX
lam research corp
24.8 %
KLAC
kla corp
21.1 %
JNJ
johnson & johnson
18.0 %
Top 5 Winners ($)$
COST
costco wholesale corporation
2.3 M
LRCX
lam research corp
1.8 M
KLAC
kla corp
1.6 M
FAST
fastenal co
1.6 M
AMAT
applied matls inc
1.6 M
Top 5 Losers (%)%
ORCL
oracle corp
-24.5 %
MSFT
microsoft corp
-23.5 %
ADP
automatic data processing in
-21.0 %
SPGI
s&p global inc
-18.6 %
IBM
international business machs
-18.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-9.2 M
GOOG
alphabet inc
-2.9 M
AAPL
apple inc
-2.7 M
SPGI
s&p global inc
-2.6 M
MCO
moodys corp
-2.5 M

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 58 stocks in it's portfolio. About 60.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Progressive Investment Management Corp last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions