Progressive Investment Management Corp holds a focused book of 56 reported positions worth $454.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Intel Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Progressive Investment Management Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 7 / 56 | $160.4M |
| Uhlmann Price Securities, LLC | 28 / 56 | $2.4B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 56 | $381.1M |
| New World Advisors LLC | 28 / 56 | $466.6M |
| Emerald Advisors, LLC | 23 / 56 | $628.4M |
| Howard Hughes Medical Institute | 16 / 56 | $348.5M |
| Conway Capital Management, Inc. | 14 / 56 | $175.4M |
| H&H International Investment, LLC | 6 / 56 | $14.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Progressive Investment Management Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $42.5M | 146.7K | 9.3% | ▼−1.3% Reduced · −2K sh | |
| 2 | Nvidia Corporation COM | $40.5M | 202.6K | 8.9% | ▼−1.7% Reduced · −3K sh | |
| 3 | Alphabet Inc CAP STK CL C | $37.9M | 107.2K | 8.3% | ▼−1.0% Reduced · −1K sh | |
| 4 | Microsoft Corp COM | $29.6M | 79.2K | 6.5% | ▼−1.8% Reduced · −1K sh | |
| 5 | Amazon Com Inc COM | $25.8M | 108.1K | 5.7% | ▼−1.5% Reduced · −2K sh | |
| 6 | Kla Corp COM NEW | $18.5M | 61.2K | 4.1% | ▲+885% Added · +55K sh | |
| 7 | Lam Research Corp COM NEW | $17.8M | 41.0K | 3.9% | ▼−1.4% Reduced · −568 sh | |
| 8 | Broadcom Inc COM | $17.6M | 46.5K | 3.9% | ▼−1.3% Reduced · −630 sh | |
| 9 | Costco Wholesale Corporation COM | $15.9M | 17.0K | 3.5% | ▼−1.8% Reduced · −304 sh | |
| 10 | Amphenol Corp CL A | $15.2M | 86.3K | 3.3% | ▼−1.6% Reduced · −1K sh | |
| 11 | Moodys Corp COM | $15.0M | 33.2K | 3.3% | ▼−1.5% Reduced · −505 sh | |
| 12 | Visa Inc COM CL A | $14.2M | 41.4K | 3.1% | ▼−1.9% Reduced · −804 sh | |
| 13 | Applied Matls Inc COM | $13.2M | 18.3K | 2.9% | ▼−1.3% Reduced · −244 sh | |
| 14 | Fastenal Co COM | $11.9M | 248.3K | 2.6% | ▼−1.2% Reduced · −3K sh | |
| 15 | ASML Hldg NV N Y REGISTRY SHS | $11.7M | 5.9K | 2.6% | ▲+19% Added · +929 sh | |
| 16 | S&P Global Inc COM | $10.9M | 26.8K | 2.4% | ▼−1.2% Reduced · −334 sh | |
| 17 | Idexx Labs Inc COM | $10.5M | 20.0K | 2.3% | ▼−1.4% Reduced · −295 sh | |
| 18 | Advanced Micro Devices Inc COM | $9.7M | 16.7K | 2.1% | ▲+15% Added · +2K sh | |
| 19 | Trane Technologies PLC SHS | $9.2M | 18.8K | 2.0% | ▼−1.3% Reduced · −239 sh | |
| 20 | Mastercard Incorporated CL A | $9.1M | 17.8K | 2.0% | ▼−1.6% Reduced · −293 sh | |
| 21 | Msci Inc COM | $8.5M | 15.2K | 1.9% | ▼−1.4% Reduced · −218 sh | |
| 22 | Micron Technology Inc COM | $8.3M | 7.2K | 1.8% | ▼−1.5% Reduced · −109 sh | |
| 23 | Danaher Corp Del COM | $8.2M | 43.2K | 1.8% | ▼−1.5% Reduced · −659 sh | |
| 24 | Alphabet Inc CAP STK CL A | $6.5M | 18.3K | 1.4% | ▼−4.1% Reduced · −786 sh | |
| 25 | Linde PLC SHS | $5.5M | 10.6K | 1.2% | ▲+61% Added · +4K sh | |
| 26 | Cadence Design System Inc COM | $5.2M | 13.9K | 1.2% | ▼−1.4% Reduced · −202 sh | |
| 27 | Corning Inc COM | $4.8M | 18.8K | 1.1% | ▼−0.9% Reduced · −166 sh | |
| 28 | Texas Instrs Inc COM | $4.2M | 14.0K | 0.9% | ▼−1.3% Reduced · −190 sh | |
| 29 | United Rentals Inc COM | $3.8M | 3.4K | 0.8% | ▼−1.5% Reduced · −52 sh | |
| 30 | Intel Corp COM | $3.3M | 23.6K | 0.7% | ▲New New position | |
| 31 | Deere & Co COM | $2.6M | 4.0K | 0.6% | ▼−1.1% Reduced · −44 sh | |
| 32 | Johnson & Johnson COM | $2.4M | 9.4K | 0.5% | —Held | |
| 33 | Ciena Corp COM NEW | $2.3M | 4.7K | 0.5% | ▼−1.5% Reduced · −72 sh | |
| 34 | Ishares TR S&P 500 GRWT ETF | $1.9M | 14.0K | 0.4% | —Held | |
| 35 | Cintas Corp COM | $1.4M | 8.5K | 0.3% | ▼−1.3% Reduced · −111 sh | |
| 36 | TJX Cos Inc New COM | $905K | 6.0K | 0.2% | —Held | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $831K | 1.7K | 0.2% | —Held | |
| 38 | Eli Lilly & Co COM | $753K | 628 | 0.2% | —Held | |
| 39 | Vanguard World FD INF TECH ETF | $669K | 5.6K | 0.1% | ▲+700% Added · +5K sh | |
| 40 | Ishares TR ESG OPTIMIZED | $617K | 4.0K | 0.1% | —Held | |
| 41 | 3M Co COM | $604K | 3.7K | 0.1% | ▼−25% Reduced · −1K sh | |
| 42 | Amgen Inc COM | $572K | 1.6K | 0.1% | —Held | |
| 43 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $475K | 17.7K | 0.1% | ▲+8.9% Added · +1K sh | |
| 44 | International Business Machs COM | $435K | 1.5K | 0.1% | ▼−28% Reduced · −601 sh | |
| 45 | Vanguard Mun BD FDS TAX EXEMPT BD | $360K | 7.1K | 0.1% | ▲+9.3% Added · +604 sh | |
| 46 | Ameriprise Finl Inc COM | $330K | 720 | 0.1% | —Held | |
| 47 | Automatic Data Processing In COM | $318K | 1.4K | 0.1% | —Held | |
| 48 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $293K | 416 | 0.1% | ▼−8.6% Reduced · −39 sh | |
| 49 | Vanguard World FD INDUSTRIAL ETF | $288K | 800 | 0.1% | —Held | |
| 50 | Disney Walt Co COM | $265K | 2.8K | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1353318/holdings"
Use Arkolith to show Progressive Investment Management Corp's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 56 | $454.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 58 | $378.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 55 | $417.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 55 | $411.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 56 | $392.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 56 | $357.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 57 | $389.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 58 | $389.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.