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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
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 1,580.0 $556K 0.15% $351.85 -1.4%
42 SUSA ISHARES TR 4,000.0 $528K 0.14% $132.10 +14.3%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 2,149.0 $521K 0.14% $242.39 +9.3%
44 VGT VANGUARD WORLD FD 700.0 $488K 0.13% $697.72 -83.4%
45 BAB INVESCO EXCH TRADED FD TR II 16,265.0 $439K 0.12% +741.0 +4.8% $26.96 -0.8%
46 VTEB VANGUARD MUN BD FDS 6,519.0 $325K 0.09% $49.89 +1.1%
47 AMP AMERIPRISE FINL INC Financial Services 720.0 $320K 0.08% $444.40 +4.9%
48 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,419.0 $288K 0.08% $203.18 +8.5%
49 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 455.0 $281K 0.07% -44.0 -8.8% $616.76 +11.4%
50 DIS DISNEY WALT CO Communication Services 2,757.0 $266K 0.07% $96.38 +7.4%
51 NKE NIKE INC Consumer Cyclical 4,800.0 $254K 0.07% $52.82 -19.8%
52 VIS VANGUARD WORLD FD 800.0 $250K 0.07% $312.22 +11.5%
53 PG PROCTER & GAMBLE CO Consumer Defensive 1,401.0 $202K 0.05% NEW $144.44 +4.4%
54 VHT VANGUARD WORLD FD 600.0 $163K 0.04% $272.33 +5.3%
55 VAW VANGUARD WORLD FD 700.0 $158K 0.04% $225.34 +1.9%
56 VFH VANGUARD WORLD FD 1,300.0 $157K 0.04% $120.81 +9.8%
57 VPU VANGUARD WORLD FD 700.0 $139K 0.04% $198.14 -0.9%
58 VDC VANGUARD WORLD FD 600.0 $135K 0.04% $224.59 +1.8%
Page 3 of 3  ·  58 positions

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%