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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 Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 19,095.0 $5.5M 1.45% -825.0 -4.1% $287.56 +21.4%
2 MMM 3M CO Industrials 5,008.0 $727K 0.19% -179.0 -3.5% $145.23 +11.9%
3 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 455.0 $281K 0.07% -44.0 -8.8% $616.76 +11.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%