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Portfolio (Quarterly) Guide ↗

Progressive Investment Management Corp

· CIK 0001353318
13F Portfolio $379M AUM 58 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 7 Added 3 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 TYL TYLER TECHNOLOGIES INC Technology 17,897 $8.1M 1.94% SOLD
2 NOW SERVICENOW INC Technology 51,603 $7.9M 1.89% SOLD
3 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,446 $7.7M 1.85% SOLD
4 ROP ROPER TECHNOLOGIES INC Industrials 16,559 $7.4M 1.76% SOLD
5 ADSK AUTODESK INC Technology 15,522 $4.6M 1.10% SOLD
Sector Allocation
Technology 48.1%
Financial Services 15.2%
Communication Services 9.9%
Healthcare 7.6%
Industrials 7.2%
Consumer Cyclical 6.4%
Consumer Defensive 4.7%
Basic Materials 0.9%