Filed: 2/13/2026ACC: 0001398344-26-003061
📋 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 $417.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$417.95M
Total AUM (reported)
1.61M
Total Shares
Allocation by class
COM$312.97M74.9%
CAP STK CL C$33.70M8.1%
CL A$22.20M5.3%
COM CL A$14.78M3.5%
COM NEW$14.69M3.5%
SHS$7.37M1.8%
CAP STK CL A$6.23M1.5%
Portfolio Concentration
Top 3$117.96M28.2%
4–10$136.48M32.7%
11–25$130.66M31.3%
Rest$32.84M7.9%
Top 3 weight
28.2%
Top 10 weight
60.9%
Voting Authority Distribution
Total shares with voting rights: 1.61M
Sole
Full voting authority
1.61M
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:
APPLE INC
SOLEShares148.85K
TypeSH
Market value$40.47M
9.68%
Sole
148.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80.65K
TypeSH
Market value$39.00M
9.33%
Sole
80.65K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares206.39K
TypeSH
Market value$38.49M
9.21%
Sole
206.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares107.40K
TypeSH
Market value$33.70M
8.06%
Sole
107.40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares109.97K
TypeSH
Market value$25.38M
6.07%
Sole
109.97K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares33.66K
TypeSH
Market value$17.20M
4.11%
Sole
33.66K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares46.92K
TypeSH
Market value$16.24M
3.89%
Sole
46.92K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares17.35K
TypeSH
Market value$14.96M
3.58%
Sole
17.35K
Shared
0.00
None
0.00
VISA INC
SOLEShares42.13K
TypeSH
Market value$14.78M
3.54%
Sole
42.13K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares27.22K
TypeSH
Market value$14.22M
3.40%
Sole
27.22K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares20.29K
TypeSH
Market value$13.72M
3.28%
Sole
20.29K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares87.76K
TypeSH
Market value$11.86M
2.84%
Sole
87.76K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares18.12K
TypeSH
Market value$10.34M
2.48%
Sole
18.12K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares250.71K
TypeSH
Market value$10.06M
2.41%
Sole
250.71K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares43.79K
TypeSH
Market value$10.02M
2.40%
Sole
43.79K
Shared
0.00
None
0.00
MSCI INC
SOLEShares15.37K
TypeSH
Market value$8.82M
2.11%
Sole
15.37K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares17.90K
TypeSH
Market value$8.12M
1.94%
Sole
17.90K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares51.60K
TypeSH
Market value$7.91M
1.89%
Sole
51.60K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.45K
TypeSH
Market value$7.74M
1.85%
Sole
1.45K
Shared
0.00
None
0.00
KLA CORP
SOLEShares6.24K
TypeSH
Market value$7.58M
1.81%
Sole
6.24K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares18.95K
TypeSH
Market value$7.37M
1.76%
Sole
18.95K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares16.56K
TypeSH
Market value$7.37M
1.76%
Sole
16.56K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares41.56K
TypeSH
Market value$7.11M
1.70%
Sole
41.56K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11.02K
TypeSH
Market value$6.39M
1.53%
Sole
11.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.92K
TypeSH
Market value$6.23M
1.49%
Sole
19.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 148.85K | SH | $40.47M 9.68% | 148.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 80.65K | SH | $39.00M 9.33% | 80.65K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 206.39K | SH | $38.49M 9.21% | 206.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 107.40K | SH | $33.70M 8.06% | 107.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 109.97K | SH | $25.38M 6.07% | 109.97K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 33.66K | SH | $17.20M 4.11% | 33.66K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 46.92K | SH | $16.24M 3.89% | 46.92K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 17.35K | SH | $14.96M 3.58% | 17.35K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 42.13K | SH | $14.78M 3.54% | 42.13K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 27.22K | SH | $14.22M 3.40% | 27.22K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 20.29K | SH | $13.72M 3.28% | 20.29K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 87.76K | SH | $11.86M 2.84% | 87.76K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 18.12K | SH | $10.34M 2.48% | 18.12K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 250.71K | SH | $10.06M 2.41% | 250.71K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 43.79K | SH | $10.02M 2.40% | 43.79K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 15.37K | SH | $8.82M 2.11% | 15.37K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 17.90K | SH | $8.12M 1.94% | 17.90K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 51.60K | SH | $7.91M 1.89% | 51.60K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.45K | SH | $7.74M 1.85% | 1.45K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 6.24K | SH | $7.58M 1.81% | 6.24K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 18.95K | SH | $7.37M 1.76% | 18.95K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 16.56K | SH | $7.37M 1.76% | 16.56K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 41.56K | SH | $7.11M 1.70% | 41.56K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11.02K | SH | $6.39M 1.53% | 11.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.92K | SH | $6.23M 1.49% | 19.92K | 0.00 | 0.00 |
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