Filed: 5/5/2026ACC: 0001398344-26-008241
📋 What this filing means
PROGRESSIVE INVESTMENT MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $378.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$378.74M
Total AUM (reported)
1.58M
Total Shares
Allocation by class
COM$266.00M70.2%
CAP STK CL C$31.06M8.2%
CL A$20.12M5.3%
COM NEW$19.88M5.2%
COM CL A$12.75M3.4%
SHS$11.19M3.0%
N Y REGISTRY SHS$6.57M1.7%
Portfolio Concentration
Top 3$104.73M27.7%
4–10$123.64M32.6%
11–25$116.61M30.8%
Rest$33.77M8.9%
Top 3 weight
27.7%
Top 10 weight
60.3%
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)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
APPLE INC
SOLEShares148.70K
TypeSH
Market value$37.74M
9.96%
Sole
148.70K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares206.04K
TypeSH
Market value$35.93M
9.49%
Sole
206.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares108.26K
TypeSH
Market value$31.06M
8.20%
Sole
108.26K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80.68K
TypeSH
Market value$29.86M
7.88%
Sole
80.68K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares109.70K
TypeSH
Market value$22.85M
6.03%
Sole
109.70K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares17.28K
TypeSH
Market value$17.22M
4.55%
Sole
17.28K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares33.69K
TypeSH
Market value$14.70M
3.88%
Sole
33.69K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares47.16K
TypeSH
Market value$14.60M
3.85%
Sole
47.16K
Shared
0.00
None
0.00
VISA INC
SOLEShares42.20K
TypeSH
Market value$12.75M
3.37%
Sole
42.20K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares251.34K
TypeSH
Market value$11.66M
3.08%
Sole
251.34K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares27.12K
TypeSH
Market value$11.53M
3.05%
Sole
27.12K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares20.29K
TypeSH
Market value$11.40M
3.01%
Sole
20.29K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares87.67K
TypeSH
Market value$11.08M
2.92%
Sole
87.67K
Shared
0.00
None
0.00
KLA CORP
SOLEShares6.22K
TypeSH
Market value$9.16M
2.42%
Sole
6.22K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares18.09K
TypeSH
Market value$9.04M
2.39%
Sole
18.09K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares41.53K
TypeSH
Market value$8.87M
2.34%
Sole
41.53K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares43.82K
TypeSH
Market value$8.31M
2.19%
Sole
43.82K
Shared
0.00
None
0.00
MSCI INC
SOLEShares15.37K
TypeSH
Market value$8.29M
2.19%
Sole
15.37K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares19.06K
TypeSH
Market value$7.94M
2.10%
Sole
19.06K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares4.97K
TypeSH
Market value$6.57M
1.73%
Sole
4.97K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares18.56K
TypeSH
Market value$6.34M
1.68%
Sole
18.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.09K
TypeSH
Market value$5.49M
1.45%
Sole
19.09K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares11K
TypeSH
Market value$5.41M
1.43%
Sole
11K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares14.15K
TypeSH
Market value$3.93M
1.04%
Sole
14.15K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares6.55K
TypeSH
Market value$3.25M
0.86%
Sole
6.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 148.70K | SH | $37.74M 9.96% | 148.70K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 206.04K | SH | $35.93M 9.49% | 206.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 108.26K | SH | $31.06M 8.20% | 108.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 80.68K | SH | $29.86M 7.88% | 80.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 109.70K | SH | $22.85M 6.03% | 109.70K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 17.28K | SH | $17.22M 4.55% | 17.28K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 33.69K | SH | $14.70M 3.88% | 33.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 47.16K | SH | $14.60M 3.85% | 47.16K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 42.20K | SH | $12.75M 3.37% | 42.20K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 251.34K | SH | $11.66M 3.08% | 251.34K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 27.12K | SH | $11.53M 3.05% | 27.12K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 20.29K | SH | $11.40M 3.01% | 20.29K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 87.67K | SH | $11.08M 2.92% | 87.67K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 6.22K | SH | $9.16M 2.42% | 6.22K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 18.09K | SH | $9.04M 2.39% | 18.09K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 41.53K | SH | $8.87M 2.34% | 41.53K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 43.82K | SH | $8.31M 2.19% | 43.82K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 15.37K | SH | $8.29M 2.19% | 15.37K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 19.06K | SH | $7.94M 2.10% | 19.06K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 4.97K | SH | $6.57M 1.73% | 4.97K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 18.56K | SH | $6.34M 1.68% | 18.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.09K | SH | $5.49M 1.45% | 19.09K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 11K | SH | $5.41M 1.43% | 11K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 14.15K | SH | $3.93M 1.04% | 14.15K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 6.55K | SH | $3.25M 0.86% | 6.55K | 0.00 | 0.00 |
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