Filed: 11/5/2025ACC: 0001398344-25-020358
📋 What this filing means
PROGRESSIVE INVESTMENT MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $411.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$411.55M
Total AUM (reported)
1.58M
Total Shares
Allocation by class
COM$322.74M78.4%
CAP STK CL C$26.20M6.4%
CL A$19.11M4.6%
COM CL A$14.47M3.5%
COM NEW$12.37M3.0%
SHS$5.72M1.4%
CAP STK CL A$5.02M1.2%
Portfolio Concentration
Top 3$119.12M28.9%
4–10$124.12M30.2%
11–25$130.01M31.6%
Rest$38.31M9.3%
Top 3 weight
28.9%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Sole
Full voting authority
1.58M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
MICROSOFT CORP
SOLEShares81.33K
TypeSH
Market value$42.12M
10.24%
Sole
81.33K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares207.57K
TypeSH
Market value$38.73M
9.41%
Sole
207.57K
Shared
0.00
None
0.00
APPLE INC
SOLEShares150.29K
TypeSH
Market value$38.27M
9.30%
Sole
150.29K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares107.59K
TypeSH
Market value$26.20M
6.37%
Sole
107.59K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares111.11K
TypeSH
Market value$24.40M
5.93%
Sole
111.11K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares17.48K
TypeSH
Market value$16.18M
3.93%
Sole
17.48K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares33.86K
TypeSH
Market value$16.13M
3.92%
Sole
33.86K
Shared
0.00
None
0.00
VISA INC
SOLEShares42.39K
TypeSH
Market value$14.47M
3.52%
Sole
42.39K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares40.68K
TypeSH
Market value$13.42M
3.26%
Sole
40.68K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares27.37K
TypeSH
Market value$13.32M
3.24%
Sole
27.37K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares20.46K
TypeSH
Market value$13.07M
3.18%
Sole
20.46K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares251.96K
TypeSH
Market value$12.36M
3.00%
Sole
251.96K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares18.25K
TypeSH
Market value$10.38M
2.52%
Sole
18.25K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10.39K
TypeSH
Market value$9.56M
2.32%
Sole
10.39K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares18K
TypeSH
Market value$9.42M
2.29%
Sole
18K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares37.13K
TypeSH
Market value$9.34M
2.27%
Sole
37.13K
Shared
0.00
None
0.00
MSCI INC
SOLEShares15.45K
TypeSH
Market value$8.76M
2.13%
Sole
15.45K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares44.09K
TypeSH
Market value$8.74M
2.12%
Sole
44.09K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares70.51K
TypeSH
Market value$8.73M
2.12%
Sole
70.51K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares16.67K
TypeSH
Market value$8.31M
2.02%
Sole
16.67K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.45K
TypeSH
Market value$7.85M
1.91%
Sole
1.45K
Shared
0.00
None
0.00
KLA CORP
SOLEShares6.27K
TypeSH
Market value$6.76M
1.64%
Sole
6.27K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares13.56K
TypeSH
Market value$5.72M
1.39%
Sole
13.56K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares41.87K
TypeSH
Market value$5.61M
1.36%
Sole
41.87K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.12K
TypeSH
Market value$5.39M
1.31%
Sole
11.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 81.33K | SH | $42.12M 10.24% | 81.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 207.57K | SH | $38.73M 9.41% | 207.57K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 150.29K | SH | $38.27M 9.30% | 150.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 107.59K | SH | $26.20M 6.37% | 107.59K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 111.11K | SH | $24.40M 5.93% | 111.11K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 17.48K | SH | $16.18M 3.93% | 17.48K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 33.86K | SH | $16.13M 3.92% | 33.86K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 42.39K | SH | $14.47M 3.52% | 42.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 40.68K | SH | $13.42M 3.26% | 40.68K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 27.37K | SH | $13.32M 3.24% | 27.37K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 20.46K | SH | $13.07M 3.18% | 20.46K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 251.96K | SH | $12.36M 3.00% | 251.96K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 18.25K | SH | $10.38M 2.52% | 18.25K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 10.39K | SH | $9.56M 2.32% | 10.39K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 18K | SH | $9.42M 2.29% | 18K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 37.13K | SH | $9.34M 2.27% | 37.13K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 15.45K | SH | $8.76M 2.13% | 15.45K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 44.09K | SH | $8.74M 2.12% | 44.09K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 70.51K | SH | $8.73M 2.12% | 70.51K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 16.67K | SH | $8.31M 2.02% | 16.67K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.45K | SH | $7.85M 1.91% | 1.45K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 6.27K | SH | $6.76M 1.64% | 6.27K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 13.56K | SH | $5.72M 1.39% | 13.56K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 41.87K | SH | $5.61M 1.36% | 41.87K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.12K | SH | $5.39M 1.31% | 11.12K | 0.00 | 0.00 |
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