Filed: 7/29/2025ACC: 0001398344-25-014014
📋 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 $392.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$392.50M
Total AUM (reported)
1.53M
Total Shares
Allocation by class
COM$319.54M81.4%
CAP STK CL C$19.24M4.9%
COM CL A$15.17M3.9%
CL A$10.34M2.6%
COM NEW$9.80M2.5%
SHS$6.00M1.5%
CAP STK CL A$3.74M1.0%
Portfolio Concentration
Top 3$105.30M26.8%
4–10$120.96M30.8%
11–25$129.90M33.1%
Rest$36.34M9.3%
Top 3 weight
26.8%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Sole
Full voting authority
1.53M
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:
MICROSOFT CORP
SOLEShares82.36K
TypeSH
Market value$40.97M
10.44%
Sole
82.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares210.31K
TypeSH
Market value$33.23M
8.47%
Sole
210.31K
Shared
0.00
None
0.00
APPLE INC
SOLEShares151.63K
TypeSH
Market value$31.11M
7.93%
Sole
151.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares112.51K
TypeSH
Market value$24.68M
6.29%
Sole
112.51K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares108.48K
TypeSH
Market value$19.24M
4.90%
Sole
108.48K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares17.63K
TypeSH
Market value$17.45M
4.45%
Sole
17.63K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares34.14K
TypeSH
Market value$17.13M
4.36%
Sole
34.14K
Shared
0.00
None
0.00
VISA INC
SOLEShares42.73K
TypeSH
Market value$15.17M
3.87%
Sole
42.73K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares27.61K
TypeSH
Market value$14.56M
3.71%
Sole
27.61K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.20K
TypeSH
Market value$12.72M
3.24%
Sole
2.20K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares37.44K
TypeSH
Market value$11.66M
2.97%
Sole
37.44K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares28.79K
TypeSH
Market value$11.64M
2.96%
Sole
28.79K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares20.67K
TypeSH
Market value$11.09M
2.82%
Sole
20.67K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10.49K
TypeSH
Market value$10.79M
2.75%
Sole
10.49K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares18.18K
TypeSH
Market value$10.78M
2.75%
Sole
18.18K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares253.82K
TypeSH
Market value$10.66M
2.72%
Sole
253.82K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares18.41K
TypeSH
Market value$10.34M
2.64%
Sole
18.41K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares16.82K
TypeSH
Market value$9.54M
2.43%
Sole
16.82K
Shared
0.00
None
0.00
MSCI INC
SOLEShares15.59K
TypeSH
Market value$8.99M
2.29%
Sole
15.59K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares44.59K
TypeSH
Market value$8.81M
2.24%
Sole
44.59K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares13.72K
TypeSH
Market value$6.00M
1.53%
Sole
13.72K
Shared
0.00
None
0.00
KLA CORP
SOLEShares6.35K
TypeSH
Market value$5.69M
1.45%
Sole
6.35K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares15.82K
TypeSH
Market value$4.90M
1.25%
Sole
15.82K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.27K
TypeSH
Market value$4.57M
1.16%
Sole
11.27K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares14.48K
TypeSH
Market value$4.46M
1.14%
Sole
14.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 82.36K | SH | $40.97M 10.44% | 82.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 210.31K | SH | $33.23M 8.47% | 210.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 151.63K | SH | $31.11M 7.93% | 151.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 112.51K | SH | $24.68M 6.29% | 112.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 108.48K | SH | $19.24M 4.90% | 108.48K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 17.63K | SH | $17.45M 4.45% | 17.63K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 34.14K | SH | $17.13M 4.36% | 34.14K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 42.73K | SH | $15.17M 3.87% | 42.73K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 27.61K | SH | $14.56M 3.71% | 27.61K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.20K | SH | $12.72M 3.24% | 2.20K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 37.44K | SH | $11.66M 2.97% | 37.44K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 28.79K | SH | $11.64M 2.96% | 28.79K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 20.67K | SH | $11.09M 2.82% | 20.67K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 10.49K | SH | $10.79M 2.75% | 10.49K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 18.18K | SH | $10.78M 2.75% | 18.18K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 253.82K | SH | $10.66M 2.72% | 253.82K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 18.41K | SH | $10.34M 2.64% | 18.41K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 16.82K | SH | $9.54M 2.43% | 16.82K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 15.59K | SH | $8.99M 2.29% | 15.59K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 44.59K | SH | $8.81M 2.24% | 44.59K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 13.72K | SH | $6.00M 1.53% | 13.72K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 6.35K | SH | $5.69M 1.45% | 6.35K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 15.82K | SH | $4.90M 1.25% | 15.82K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.27K | SH | $4.57M 1.16% | 11.27K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 14.48K | SH | $4.46M 1.14% | 14.48K | 0.00 | 0.00 |
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