Filed: 2/12/2025ACC: 0001398344-25-002506
📋 What this filing means
PROGRESSIVE INVESTMENT MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $389.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$389.45M
Total AUM (reported)
1.40M
Total Shares
Allocation by class
COM$319.08M81.9%
CAP STK CL C$21.22M5.4%
COM CL A$13.94M3.6%
CL A$10.02M2.6%
COM NEW$7.19M1.8%
SHS$5.19M1.3%
CAP STK CL A$4.25M1.1%
Portfolio Concentration
Top 3$100.95M25.9%
4–10$117.73M30.2%
11–25$130.17M33.4%
Rest$40.59M10.4%
Top 3 weight
25.9%
Top 10 weight
56.2%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Sole
Full voting authority
1.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
APPLE INC
SOLEShares156.96K
TypeSH
Market value$39.31M
10.09%
Sole
156.96K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares84.99K
TypeSH
Market value$35.82M
9.20%
Sole
84.99K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares117.71K
TypeSH
Market value$25.82M
6.63%
Sole
117.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares111.40K
TypeSH
Market value$21.22M
5.45%
Sole
111.40K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares153.21K
TypeSH
Market value$20.57M
5.28%
Sole
153.21K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares18.26K
TypeSH
Market value$16.73M
4.30%
Sole
18.26K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares35.29K
TypeSH
Market value$16.71M
4.29%
Sole
35.29K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares29.76K
TypeSH
Market value$14.42M
3.70%
Sole
29.76K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares28.41K
TypeSH
Market value$14.15M
3.63%
Sole
28.41K
Shared
0.00
None
0.00
VISA INC
SOLEShares44.10K
TypeSH
Market value$13.94M
3.58%
Sole
44.10K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10.87K
TypeSH
Market value$11.52M
2.96%
Sole
10.87K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.26K
TypeSH
Market value$11.24M
2.89%
Sole
2.26K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares18.78K
TypeSH
Market value$10.83M
2.78%
Sole
18.78K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares38.55K
TypeSH
Market value$10.62M
2.73%
Sole
38.55K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares45.98K
TypeSH
Market value$10.56M
2.71%
Sole
45.98K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares19.02K
TypeSH
Market value$10.02M
2.57%
Sole
19.02K
Shared
0.00
None
0.00
MSCI INC
SOLEShares16.04K
TypeSH
Market value$9.62M
2.47%
Sole
16.04K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares129.99K
TypeSH
Market value$9.35M
2.40%
Sole
129.99K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares17.37K
TypeSH
Market value$9.03M
2.32%
Sole
17.37K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares21.31K
TypeSH
Market value$8.81M
2.26%
Sole
21.31K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares20.08K
TypeSH
Market value$7.45M
1.91%
Sole
20.08K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.60K
TypeSH
Market value$6.04M
1.55%
Sole
11.60K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares14.05K
TypeSH
Market value$5.19M
1.33%
Sole
14.05K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares15.03K
TypeSH
Market value$5.02M
1.29%
Sole
15.03K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares10.98K
TypeSH
Market value$4.88M
1.25%
Sole
10.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 156.96K | SH | $39.31M 10.09% | 156.96K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 84.99K | SH | $35.82M 9.20% | 84.99K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 117.71K | SH | $25.82M 6.63% | 117.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 111.40K | SH | $21.22M 5.45% | 111.40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 153.21K | SH | $20.57M 5.28% | 153.21K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 18.26K | SH | $16.73M 4.30% | 18.26K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 35.29K | SH | $16.71M 4.29% | 35.29K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 29.76K | SH | $14.42M 3.70% | 29.76K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 28.41K | SH | $14.15M 3.63% | 28.41K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 44.10K | SH | $13.94M 3.58% | 44.10K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 10.87K | SH | $11.52M 2.96% | 10.87K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.26K | SH | $11.24M 2.89% | 2.26K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 18.78K | SH | $10.83M 2.78% | 18.78K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 38.55K | SH | $10.62M 2.73% | 38.55K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 45.98K | SH | $10.56M 2.71% | 45.98K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 19.02K | SH | $10.02M 2.57% | 19.02K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 16.04K | SH | $9.62M 2.47% | 16.04K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 129.99K | SH | $9.35M 2.40% | 129.99K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 17.37K | SH | $9.03M 2.32% | 17.37K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 21.31K | SH | $8.81M 2.26% | 21.31K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 20.08K | SH | $7.45M 1.91% | 20.08K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.60K | SH | $6.04M 1.55% | 11.60K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 14.05K | SH | $5.19M 1.33% | 14.05K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 15.03K | SH | $5.02M 1.29% | 15.03K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 10.98K | SH | $4.88M 1.25% | 10.98K | 0.00 | 0.00 |
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