PI

Progressive Investment Management Corp

13F
Progressive Investment Management Corp
Last update 2024-08-13 61 Stocks (4 new)
Value $377.00 Mil Turnover 4 %
Countries:
Top Holdings: MSFT(10.44%)AAPL(9.08%)AMZN(6.23%)GOOG(5.56%)NVDA(5.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
Progressive Investment Managem... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
88,133
39390.830
-1.32%
10.440
-0.14%
0.000
-4.38%
+13.53%
3156068.097
Software
AAPL 		Apple Inc
162,759
34280.220
-1.56%
9.080
-0.12%
0.000
+2.67%
+20.31%
3508506.654
Hardware
AMZN 		Amazon.com Inc
121,704
23519.300
-1.85%
6.230
-0.11%
0.000
-0.91%
+21.57%
1938636.159
Retail - Cyclical
GOOG 		Alphabet Inc
114,295
20963.990
-0.87%
5.560
-0.04%
0.000
-10.30%
+17.00%
2013316.300
Interactive Media
NVDA 		NVIDIA Corp
162,354
20057.210
-1.07%
5.310
-0.04%
0.000
+13.85%
+181.87%
3423406.800
Semiconductors
COST 		Costco Wholesale Corp
18,758
15944.020
-0.83%
4.220
-0.03%
0.000
+5.67%
+36.84%
398398.432
Retail - Defensive
MCO 		Moody's Corporation
36,345
15298.700
-1.30%
4.050
-0.05%
0.020
+3.94%
+20.79%
85426.292
Capital Markets
IT 		Gartner Inc
30,870
13862.480
-1.18%
3.670
-0.05%
0.040
+11.41%
+15.46%
40136.448
Software
SPGI 		S&P Global Inc
29,915
13342.090
-1.61%
3.540
-0.06%
0.010
+3.29%
+16.68%
159917.960
Capital Markets
V 		Visa Inc
45,522
11948.160
-1.50%
3.170
-0.05%
0.000
+7.38%
+9.62%
552162.557
Credit Services

Progressive Investment Management Corp's Historical Top Holdings Breakdowns

Progressive Investment Management Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CBRE 		CBRE Group Inc2024-06-30Sold Out
-1.35%
●
84.9 ($88.72) 96.51
$123.12
38.77%
Sold Out
0
-50,699
LRCX 		Lam Research Corp2024-06-30New Buy
+1.24%
●
86.81 ($96.13) 108.96
$72.86
-24.21%
New holding
43,820
4,382
AMAT 		Applied Materials Inc2024-06-30New Buy
+1.23%
●
189.46 ($214.68) 247.83
$182.70
-14.90%
New holding
19,641
19,641
TT 		Trane Technologies PLC2024-06-30Add
+1.12%
●
288.27 ($318.03) 345.38
$395.83
24.46%
Add 854.53%
14,318
12,818
ADBE 		Adobe Inc2024-06-30Reduce
-1.07%
●
439.02 ($484.22) 555.54
$485.03
0.17%
Reduce -40.36%
11,404
-7,717
CRM 		Salesforce Inc2024-06-30Reduce
-0.66%
●
218.01 ($267.58) 304.74
$284.43
6.30%
Reduce -34.47%
15,267
-8,029
ADSK 		Autodesk Inc2024-06-30Reduce
-0.62%
●
199.93 ($224.64) 259.44
$286.30
27.45%
Reduce -33.88%
16,916
-8,667
VLTO 		Veralto Corp2024-06-30Sold Out
-0.39%
●
86.58 ($95.63) 102.19
$110.93
16.00%
Sold Out
0
-16,049
MSFT 		Microsoft Corp2024-06-30Reduce
-0.14%
●
389.33 ($422.32) 452.85
$424.60
0.54%
Reduce -1.32%
88,133
-1,183
AAPL 		Apple Inc2024-06-30Reduce
-0.12%
●
165 ($186.49) 216.67
$230.76
23.74%
Reduce -1.56%
162,759
-2,587

Progressive Investment Management Corp Total Holding History ($B)

To

Progressive Investment Management Corp's Asset Allocation

To

Progressive Investment Management Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Progressive Investment Management Corp's Hypothetical Growth since 2024-06-30

Progressive Investment Management Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Progressive Investment Management Corp's Holdings Heat Map

Size field:

Progressive Investment Management Corp's Holdings Bubble Chart

Progressive Investment Management Corp News

  • 1

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