§ 13F · FUND PROFILE
Progressive Investment Management Corp.
AUM · $454M (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 147K | $42M | 9.3% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 203K | $41M | 8.9% | −2% |
| 3 | GOOG | ALPHABET INC | 107K | $38M | 8.3% | −1% |
| 4 | MSFT | MICROSOFT CORP | 79K | $30M | 6.5% | −2% |
| 5 | AMZN | AMAZON COM INC | 108K | $26M | 5.7% | −1% |
| 6 | KLAC | KLA CORP | 61K | $18M | 4.1% | +885% |
| 7 | LRCX | LAM RESEARCH CORP | 41K | $18M | 3.9% | −1% |
| 8 | AVGO | BROADCOM INC | 47K | $18M | 3.9% | −1% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 17K | $16M | 3.5% | −2% |
| 10 | APH | AMPHENOL CORP | 86K | $15M | 3.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROGRESSIVE SIGNAL
AC read
Progressive Investment Management Corp is a Other fund managing $454 million in assets. The fund runs a portfolio of 56 positions.
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