Progressive Investment Management Corp
CIK 1353318
13F filing for Q2 2026・No. 4,148
- Holdings
- US$454.36M
- Quarter change
- +US$75.62M
- Entries
- 56
- Net bought (estimate)
- −US$6.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 3
- Cut 32
- Added 5
- Corporate actions 0
- Unchanged 18
Largest holdings
56 stocks worth US$454.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 146,728 | US$42.46M | 9.34% |
| NVDANvidiaCOM | Cut | 202,607 | US$40.54M | 8.92% |
| GOOGALPHABET INCCAP STK CL C | Cut | 107,153 | US$37.86M | 8.33% |
| MSFTMicrosoftCOM | Cut | 79,247 | US$29.56M | 6.51% |
| AMZNAmazonCOM | Cut | 108,086 | US$25.76M | 5.67% |
| KLACKLA CORPCOM NEW | CutSplit 10:1 | 61,246 | US$18.48M | 4.07% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 40,962 | US$17.75M | 3.91% |
| AVGOBroadcomCOM | Cut | 46,534 | US$17.58M | 3.87% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 16,977 | US$15.88M | 3.50% |
| APHAMPHENOL CORPCL A | Cut | 86,304 | US$15.22M | 3.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.