Portfolio (Quarterly) Guide ↗

Progressive Investment Management Corp

· CIK 0001353318

13F Portfolio $454M AUM 56 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 7 Added 31 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TMO	THERMO FISHER SCIENTIFIC INC	Healthcare	11,000	$5.4M	1.43%	SOLD
2	ORCL	ORACLE CORP	Technology	17,232	$2.5M	0.67%	SOLD
3	NKE	NIKE INC	Consumer Cyclical	4,800	$254K	0.07%	SOLD

Sector Allocation

Technology 59.6%

Financial Services 14.2%

Industrials 7.3%

Consumer Cyclical 6.5%

Healthcare 5.5%

Consumer Defensive 3.9%

Communication Services 1.7%

Basic Materials 1.3%