Filed: 5/13/2025ACC: 0001398344-25-009273
📋 What this filing means
PROGRESSIVE INVESTMENT MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $357.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$357.18M
Total AUM (reported)
1.42M
Total Shares
Allocation by class
COM$289.72M81.1%
CAP STK CL C$17.11M4.8%
COM CL A$15.14M4.2%
CL A$10.20M2.9%
COM NEW$7.46M2.1%
SHS$4.66M1.3%
SHS CL A$3.44M1.0%
Portfolio Concentration
Top 3$88.68M24.8%
4–10$113.35M31.7%
11–25$120.71M33.8%
Rest$34.43M9.6%
Top 3 weight
24.8%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 1.42M
Sole
Full voting authority
1.42M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
APPLE INC
SOLEShares153.80K
TypeSH
Market value$34.16M
9.56%
Sole
153.80K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83.30K
TypeSH
Market value$31.27M
8.75%
Sole
83.30K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares214.48K
TypeSH
Market value$23.25M
6.51%
Sole
214.48K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares114.03K
TypeSH
Market value$21.69M
6.07%
Sole
114.03K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares109.54K
TypeSH
Market value$17.11M
4.79%
Sole
109.54K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares17.92K
TypeSH
Market value$16.95M
4.75%
Sole
17.92K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares34.51K
TypeSH
Market value$16.07M
4.50%
Sole
34.51K
Shared
0.00
None
0.00
VISA INC
SOLEShares43.19K
TypeSH
Market value$15.14M
4.24%
Sole
43.19K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares27.90K
TypeSH
Market value$14.17M
3.97%
Sole
27.90K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares29.10K
TypeSH
Market value$12.21M
3.42%
Sole
29.10K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares37.82K
TypeSH
Market value$11.26M
3.15%
Sole
37.82K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares18.39K
TypeSH
Market value$10.69M
2.99%
Sole
18.39K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.22K
TypeSH
Market value$10.22M
2.86%
Sole
2.22K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares18.61K
TypeSH
Market value$10.20M
2.86%
Sole
18.61K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares17.01K
TypeSH
Market value$10.03M
2.81%
Sole
17.01K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares128.05K
TypeSH
Market value$9.93M
2.78%
Sole
128.05K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares45.09K
TypeSH
Market value$9.24M
2.59%
Sole
45.09K
Shared
0.00
None
0.00
MSCI INC
SOLEShares15.74K
TypeSH
Market value$8.90M
2.49%
Sole
15.74K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares20.91K
TypeSH
Market value$8.78M
2.46%
Sole
20.91K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10.60K
TypeSH
Market value$8.44M
2.36%
Sole
10.60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.40K
TypeSH
Market value$5.67M
1.59%
Sole
11.40K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares13.84K
TypeSH
Market value$4.66M
1.31%
Sole
13.84K
Shared
0.00
None
0.00
KLA CORP
SOLEShares6.41K
TypeSH
Market value$4.36M
1.22%
Sole
6.41K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares16.02K
TypeSH
Market value$4.20M
1.17%
Sole
16.02K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares10.74K
TypeSH
Market value$4.12M
1.15%
Sole
10.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 153.80K | SH | $34.16M 9.56% | 153.80K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83.30K | SH | $31.27M 8.75% | 83.30K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 214.48K | SH | $23.25M 6.51% | 214.48K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 114.03K | SH | $21.69M 6.07% | 114.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 109.54K | SH | $17.11M 4.79% | 109.54K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 17.92K | SH | $16.95M 4.75% | 17.92K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 34.51K | SH | $16.07M 4.50% | 34.51K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 43.19K | SH | $15.14M 4.24% | 43.19K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 27.90K | SH | $14.17M 3.97% | 27.90K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 29.10K | SH | $12.21M 3.42% | 29.10K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 37.82K | SH | $11.26M 3.15% | 37.82K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 18.39K | SH | $10.69M 2.99% | 18.39K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.22K | SH | $10.22M 2.86% | 2.22K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 18.61K | SH | $10.20M 2.86% | 18.61K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 17.01K | SH | $10.03M 2.81% | 17.01K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 128.05K | SH | $9.93M 2.78% | 128.05K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 45.09K | SH | $9.24M 2.59% | 45.09K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 15.74K | SH | $8.90M 2.49% | 15.74K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 20.91K | SH | $8.78M 2.46% | 20.91K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 10.60K | SH | $8.44M 2.36% | 10.60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.40K | SH | $5.67M 1.59% | 11.40K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 13.84K | SH | $4.66M 1.31% | 13.84K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 6.41K | SH | $4.36M 1.22% | 6.41K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 16.02K | SH | $4.20M 1.17% | 16.02K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 10.74K | SH | $4.12M 1.15% | 10.74K | 0.00 | 0.00 |
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