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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
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MMM 3M CO Industrials 3,731.0 $604K 0.13% -1K -25.5% $161.91 +10.8%
42 AMGN AMGEN INC Healthcare 1,580.0 $572K 0.13% $362.12 +22.1%
43 BAB INVESCO EXCH TRADED FD TR II 17,707.0 $475K 0.10% +1K +8.9% $26.84 -1.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 1,548.0 $435K 0.10% -601.0 -28.0% $281.21 -16.7%
45 VTEB VANGUARD MUN BD FDS 7,123.0 $360K 0.08% +604.0 +9.3% $50.58 -2.0%
46 AMP AMERIPRISE FINL INC Financial Services 720.0 $330K 0.07% $458.76 +22.1%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,419.0 $318K 0.07% $223.95 +26.3%
48 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 416.0 $293K 0.06% -39.0 -8.6% $703.34 -1.3%
49 VIS VANGUARD WORLD FD 800.0 $288K 0.06% $360.38 -5.1%
50 DIS DISNEY WALT CO Communication Services 2,757.0 $265K 0.06% $96.25 +15.6%
51 PG PROCTER & GAMBLE CO Consumer Defensive 1,401.0 $205K 0.04% $146.64 -0.8%
52 VHT VANGUARD WORLD FD 600.0 $179K 0.04% $299.01 +10.0%
53 VFH VANGUARD WORLD FD 1,300.0 $171K 0.04% $131.60 +8.2%
54 VAW VANGUARD WORLD FD 700.0 $160K 0.04% $228.79 +5.2%
55 VPU VANGUARD WORLD FD 700.0 $137K 0.03% $195.73 -4.3%
56 VDC VANGUARD WORLD FD 600.0 $135K 0.03% $225.49 +3.6%
Page 3 of 3  ·  56 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 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%