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Progressive Investment Management Corp13F | |
Progressive Investment Management Corp | |
Last update 2024-08-13 | 61 Stocks (4 new) |
Value $377.00 Mil | Turnover 4 % |
Portfolio Report |
Progressive Investment Managem... Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
CBRE | CBRE Group Inc | 2024-06-30 | Sold Out | -1.35% | 84.9 ($88.72) 96.51 | $123.12 | 38.77% | Sold Out | 0 | -50,699 | |
LRCX | Lam Research Corp | 2024-06-30 | New Buy | +1.24% | 86.81 ($96.13) 108.96 | $72.86 | -24.21% | New holding | 43,820 | 4,382 | |
AMAT | Applied Materials Inc | 2024-06-30 | New Buy | +1.23% | 189.46 ($214.68) 247.83 | $182.70 | -14.90% | New holding | 19,641 | 19,641 | |
TT | Trane Technologies PLC | 2024-06-30 | Add | +1.12% | 288.27 ($318.03) 345.38 | $395.83 | 24.46% | Add 854.53% | 14,318 | 12,818 | |
ADBE | Adobe Inc | 2024-06-30 | Reduce | -1.07% | 439.02 ($484.22) 555.54 | $485.03 | 0.17% | Reduce -40.36% | 11,404 | -7,717 | |
CRM | Salesforce Inc | 2024-06-30 | Reduce | -0.66% | 218.01 ($267.58) 304.74 | $284.43 | 6.30% | Reduce -34.47% | 15,267 | -8,029 | |
ADSK | Autodesk Inc | 2024-06-30 | Reduce | -0.62% | 199.93 ($224.64) 259.44 | $286.30 | 27.45% | Reduce -33.88% | 16,916 | -8,667 | |
VLTO | Veralto Corp | 2024-06-30 | Sold Out | -0.39% | 86.58 ($95.63) 102.19 | $110.93 | 16.00% | Sold Out | 0 | -16,049 | |
MSFT | Microsoft Corp | 2024-06-30 | Reduce | -0.14% | 389.33 ($422.32) 452.85 | $424.60 | 0.54% | Reduce -1.32% | 88,133 | -1,183 | |
AAPL | Apple Inc | 2024-06-30 | Reduce | -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)
Progressive Investment Management Corp's Asset Allocation
Progressive Investment Management Corp Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Progressive Investment Management Corp's Hypothetical Growth since 2024-06-30
Progressive Investment Management Corp's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Progressive Investment Management Corp's Holdings Heat Map
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Progressive Investment Management Corp's Holdings Bubble Chart
Progressive Investment Management Corp News
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