Q3 2026 13F · SEC CIK 1353318

Progressive Investment Management Corp

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $451.5M
Reported positions: 56
Top holdings a year, 3 yrs: +15.3%
Assets under management: $758.3M

Progressive Investment Management Corp is a wealth manager that reported 56 positions worth $451.5M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Apple Inc (AAPL, 10.7%), Nvidia Corporation (NVDA, 10.1%), Microsoft Corp (MSFT, 8.9%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Progressive Investment Management Corp holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Progressive Investment Management Corp 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	10.7%	9.3%	145,567	-0.8%	$48.5M
NVDANvidia Corporation	10.1%	8.9%	200,232	-1.2%	$45.7M
MSFTMicrosoft Corp	8.9%	6.5%	78,344	-1.1%	$40.2M
GOOGAlphabet Inc	8.0%	8.3%	106,431	-0.7%	$36.3M
AMZNAmazon Com Inc	5.9%	5.7%	106,779	-1.2%	$26.6M
AVGOBroadcom Inc	3.6%	3.9%	46,042	-1.1%	$16.2M
COSTCostco Wholesale Corporation	3.4%	3.5%	16,781	-1.2%	$15.3M
MCOMoodys Corp	3.3%	3.3%	32,812	-1.1%	$14.9M
VVisa Inc	3.3%	3.1%	40,998	-1.0%	$14.7M
APHAmphenol Corp	3.2%	3.3%	170,373	+97.4%	$14.4M
LRCXLam Research Corp	3.0%	3.9%	40,559	-1.0%	$13.3M
FASTFastenal Co	2.7%	2.6%	246,130	-0.9%	$12.2M
KLACKla Corp	2.6%	4.1%	60,448	-1.3%	$11.8M
ASMLAsml Hldg NV	2.3%	2.6%	5,851	-0.9%	$10.6M
SPGIS&p Global Inc	2.3%	2.4%	26,597	-0.7%	$10.5M
IDXXIdexx Labs Inc	2.3%	2.3%	19,745	-1.2%	$10.3M
AMDAdvanced Micro Devices Inc	2.2%	2.1%	16,508	-1.2%	$10.1M
MAMastercard Incorporated	2.2%	2.0%	17,610	-1.1%	$9.7M
DHRDanaher Corp Del	2.1%	1.8%	42,635	-1.2%	$9.4M
AMATApplied Matls Inc	2.1%	2.9%	18,105	-1.2%	$9.3M
TTTrane Technologies PLC	1.9%	2.0%	18,608	-1.1%	$8.4M
MSCIMsci Inc	1.8%	1.9%	14,990	-1.1%	$8.1M
MUMicron Technology Inc	1.7%	1.8%	7,081	-1.1%	$7.5M
GOOGLAlphabet Inc	1.4%	1.4%	17,829	-2.6%	$6.1M
LINLinde PLC	1.1%	1.2%	10,463	-0.8%	$5.0M
CDNSCadence Design System Inc	1.0%	1.2%	13,779	-1.2%	$4.5M
TXNTexas Instrs Inc	0.9%	0.9%	13,809	-1.1%	$3.9M
URIUnited Rentals Inc	0.7%	0.8%	3,341	-1.0%	$3.3M
GLWCorning Inc	0.6%	1.1%	18,648	-0.6%	$2.9M
INTCIntel Corp	0.6%	0.7%	23,244	-1.5%	$2.8M
DEDeere & Co	0.6%	0.6%	4,012	-0.8%	$2.7M
JNJJohnson & Johnson	0.6%	0.5%	9,390	+0.0%	$2.5M
IVWIshares Tr	0.4%	0.4%	14,000	+0.0%	$2.0M
CTASCintas Corp	0.4%	0.3%	8,401	-1.2%	$1.6M
CIENCiena Corp	0.4%	0.5%	4,630	-1.0%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,660	+0.0%	$827K
TJXTjx Cos Inc New	0.2%	0.2%	5,975	+0.0%	$791K
LLYEli Lilly & Co	0.2%	0.2%	628	+0.0%	$727K
VGTVanguard World Fd	0.2%	0.1%	5,600	+0.0%	$704K
AMGNAmgen Inc	0.1%	0.1%	1,580	+0.0%	$666K
SUSAIshares Tr	0.1%	0.1%	4,000	+0.0%	$623K
MMM3m Co	0.1%	0.1%	3,731	+0.0%	$612K
BABInvesco Exch Traded Fd Tr II	0.1%	0.1%	18,352	+3.6%	$464K
ADPAutomatic Data Processing in	0.1%	0.1%	1,419	+0.0%	$366K
AMPAmeriprise Finl Inc	0.1%	0.1%	720	+0.0%	$354K
IBMInternational Business Machs	0.1%	0.1%	1,548	+0.0%	$340K
VTEBVanguard Mun Bd Fds	0.1%	0.1%	7,135	+0.2%	$338K
DISDisney Walt Co	0.1%	0.1%	2,757	+0.0%	$289K
MDYState Str Spdr S&p Midcap 40	0.1%	0.1%	416	+0.0%	$273K
VISVanguard Industrials ETF	0.1%	0.1%	800	+0.0%	$256K

What Progressive Investment Management Corp bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+97.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.2% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$451.5M	56
Q2 2026	$454.4M	56
Q1 2026	$378.7M	58
Q4 2025	$417.9M	55
Q3 2025	$411.6M	55
Q2 2025	$392.5M	56
Q1 2025	$357.2M	56
Q4 2024	$389.4M	57
Q3 2024	$389.8M	58
Q2 2024	$377.4M	61
Q1 2024	$364.6M	60
Q4 2023	$351.5M	57

Questions about Progressive Investment Management Corp's portfolio

What stocks does Progressive Investment Management Corp own?

Progressive Investment Management Corp's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 56 positions worth $451.5M. The largest are Apple Inc (AAPL) at 10.7%, Nvidia Corporation (NVDA) at 10.1%, Microsoft Corp (MSFT) at 8.9%, Alphabet Inc (GOOG) at 8.0% and Amazon Com Inc (AMZN) at 5.9%.

What did Progressive Investment Management Corp buy last quarter?

In Q3 2026, Progressive Investment Management Corp added Amphenol Corp (APH) (+97.4% shares), compared with its Q2 2026 filing.

What did Progressive Investment Management Corp sell last quarter?

Progressive Investment Management Corp sold out of nothing and cut no large position by more than 5% in Q3 2026.

How has Progressive Investment Management Corp's portfolio performed?

A portfolio copying Progressive Investment Management Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.2% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Progressive Investment Management Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. Progressive Investment Management Corp's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Progressive Investment Management Corp manage?

Progressive Investment Management Corp reported $758.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $451.5M.