Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Progressive Investment Management Corp (CIK 1353318) reported $378.7M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($37.7M, 9.96%), NVDA ($35.9M, 9.49%), GOOG ($31.1M, 8.20%), MSFT ($29.9M, 7.88%), AMZN ($22.8M, 6.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $37.7M | 9.96% | 148,702 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $35.9M | 9.49% | 206,038 | Trimmed |
| 3 | GOOG | ALPHABET INC | $31.1M | 8.20% | 108,261 | Added |
| 4 | MSFT | MICROSOFT CORP | $29.9M | 7.88% | 80,676 | Added |
| 5 | AMZN | AMAZON COM INC | $22.8M | 6.03% | 109,700 | Trimmed |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $17.2M | 4.55% | 17,281 | Trimmed |
| 7 | MCO | MOODYS CORP | $14.7M | 3.88% | 33,690 | Added |
| 8 | AVGO | BROADCOM INC | $14.6M | 3.85% | 47,164 | Added |
| 9 | V | VISA INC | $12.8M | 3.37% | 42,199 | Added |
| 10 | FAST | FASTENAL CO | $11.7M | 3.08% | 251,340 | Added |
| 11 | SPGI | S&P GLOBAL INC | $11.5M | 3.05% | 27,116 | Trimmed |
| 12 | IDXX | IDEXX LABS INC | $11.4M | 3.01% | 20,285 | Hold |
| 13 | APH | AMPHENOL CORP | $11.1M | 2.92% | 87,668 | Trimmed |
| 14 | KLAC | KLA CORP | $9.2M | 2.42% | 6,220 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $9.0M | 2.39% | 18,091 | Trimmed |
| 16 | LRCX | LAM RESEARCH CORP | $8.9M | 2.34% | 41,530 | Trimmed |
| 17 | MSCI | MSCI INC | $8.3M | 2.19% | 15,372 | Added |
| 18 | DHR | DANAHER CORP DEL | $8.3M | 2.19% | 43,817 | Added |
| 19 | TT | TRANE TECHNOLOGIES PLC | $7.9M | 2.10% | 19,056 | Added |
| 20 | ASML | ASML HLDG NV | $6.6M | 1.73% | 4,974 | New |
| 21 | AMAT | APPLIED MATLS INC | $6.3M | 1.68% | 18,561 | Added |
| 22 | GOOGL | ALPHABET INC | $5.5M | 1.45% | 19,095 | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $5.4M | 1.43% | 11,000 | Trimmed |
| 24 | CDNS | CADENCE DESIGN SYSTEM INC | $3.9M | 1.04% | 14,150 | Trimmed |
| 25 | LIN | LINDE PLC | $3.2M | 0.86% | 6,553 | New |
Source: SEC Form 13F filings · as of 2026-03-31