2026 Q1 Portfolio Activity
In 2026 Q1, Progressive Investment Management Corp maintained a portfolio of 63 distinct positions. The most significant new addition was ASML HLDG NV, now representing 1.73% of the total fund value. They heavily accumulated shares in DEERE & CO, increasing the position by 213.3%. Conversely, Progressive Investment Management Corp completely exited their position in TYLER TECHNOLOGIES INC.
Position History
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Total Positions
63
Quarter
2026 Q1
Top Holding
AAPL (10.0%)
Top 10 Concentration
60.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
Progressive Investment Management Corp Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 9.96% | 9.68% |
#1
Prev: #1
|
6.5 |
—
|
-144 | -0.1% |
P
S
|
148,702 | $37,739,104 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.49% | 9.21% |
#2
1
Prev: #3
|
5.8 |
—
|
-352 | -0.2% |
P
S
|
206,038 | $35,933,027 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 8.20% | 8.06% |
#3
1
Prev: #4
|
4.8 |
—
|
863 | 0.8% |
P
S
|
108,261 | $31,055,750 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 7.88% | 9.33% |
#4
2
Prev: #2
|
4.2 |
—
|
27 | 0.0% |
P
S
|
80,676 | $29,863,835 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.03% | 6.07% |
#5
Prev: #5
|
3.4 |
—
|
-269 | -0.2% |
P
S
|
109,700 | $22,847,219 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 4.55% | 3.58% |
#6
2
Prev: #8
|
2.3 |
—
|
-71 | -0.4% |
P
S
|
17,281 | $17,218,834 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MCO
MOODYS CORP
|
Financial Services | 3.88% | 4.11% |
#7
1
Prev: #6
|
2.1 |
—
|
26 | 0.1% |
P
S
|
33,690 | $14,697,263 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.85% | 3.89% |
#8
1
Prev: #7
|
2.0 |
—
|
245 | 0.5% |
P
S
|
47,164 | $14,597,730 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
V
VISA INC
|
Financial Services | 3.37% | 3.54% |
#9
Prev: #9
|
1.8 |
—
|
65 | 0.2% |
P
S
|
42,199 | $12,754,226 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FAST
FASTENAL CO
|
Industrials | 3.08% | 2.41% |
#10
4
Prev: #14
|
1.7 |
—
|
632 | 0.3% |
P
S
|
251,340 | $11,662,176 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 3.05% | 3.40% |
#11
1
Prev: #10
|
1.7 |
—
|
-102 | -0.4% |
P
S
|
27,116 | $11,533,519 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IDXX
IDEXX LABS INC
|
Healthcare | 3.01% | 3.28% |
#12
1
Prev: #11
|
2.2 |
—
|
no change | no change |
P
S
|
20,285 | $11,397,939 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
APH
AMPHENOL CORP
|
Technology | 2.92% | 2.84% |
#13
1
Prev: #12
|
1.7 |
—
|
-88 | -0.1% |
P
S
|
87,668 | $11,076,852 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
KLAC
KLA CORP
|
Technology | 2.42% | 1.81% |
#14
6
Prev: #20
|
1.5 |
—
|
-17 | -0.3% |
P
S
|
6,220 | $9,158,390 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.39% | 2.48% |
#15
2
Prev: #13
|
1.5 |
—
|
-30 | -0.2% |
P
S
|
18,091 | $9,039,349 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.34% | 1.70% |
#16
7
Prev: #23
|
1.4 |
—
|
-26 | -0.1% |
P
S
|
41,530 | $8,873,300 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 2.19% | 2.40% |
#17
2
Prev: #15
|
1.4 |
—
|
25 | 0.1% |
P
S
|
43,817 | $8,307,703 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSCI
MSCI INC
|
Financial Services | 2.19% | 2.11% |
#18
2
Prev: #16
|
1.4 |
—
|
4 | 0.0% |
P
S
|
15,372 | $8,285,662 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 2.10% | 1.76% |
#19
2
Prev: #21
|
1.3 |
—
|
111 | 0.6% |
P
S
|
19,056 | $7,941,397 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ASML
ASML HLDG NV
|
Technology | 1.73% | — |
#20
Prev: #—
|
4.2 |
—
|
4,974 | — |
NEW
|
4,974 | $6,569,808 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.68% | 1.14% |
#21
5
Prev: #26
|
1.2 |
—
|
12 | 0.1% |
P
S
|
18,561 | $6,343,964 | 2007 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.45% | 1.49% |
#22
3
Prev: #25
|
1.1 |
—
|
-825 | -4.1% |
P
S
|
19,095 | $5,490,958 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.43% | 1.53% |
#23
1
Prev: #24
|
1.1 |
—
|
-20 | -0.2% |
P
S
|
11,000 | $5,406,830 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 1.04% | 1.06% |
#24
4
Prev: #28
|
0.9 |
—
|
-39 | -0.3% |
P
S
|
14,150 | $3,931,861 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.86% | — |
#25
Prev: #—
|
3.8 |
—
|
6,553 | — |
NEW
|
6,553 | $3,248,715 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.78% | — |
#26
Prev: #—
|
3.8 |
—
|
14,521 | — |
NEW
|
14,521 | $2,954,007 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.73% | — |
#27
Prev: #—
|
3.8 |
—
|
14,146 | — |
NEW
|
14,146 | $2,746,304 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GLW
CORNING INC
|
Technology | 0.68% | 0.22% |
#28
5
Prev: #33
|
3.3 |
—
|
8,203 | 76.5% |
P
S
|
18,932 | $2,574,184 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.67% | 0.81% |
#29
Prev: #29
|
0.8 |
—
|
-46 | -0.3% |
P
S
|
17,232 | $2,535,000 | 2006 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.66% | — |
#30
Prev: #—
|
3.8 |
—
|
3,427 | — |
NEW
|
3,427 | $2,496,775 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.65% | — |
#31
Prev: #—
|
3.8 |
—
|
7,268 | — |
NEW
|
7,268 | $2,455,421 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DE
DEERE & CO
|
Industrials | 0.61% | 0.15% |
#32
7
Prev: #39
|
3.2 |
—
|
2,783 | 213.3% |
P
S
|
4,088 | $2,302,770 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.61% | 0.46% |
#33
3
Prev: #30
|
0.7 |
—
|
130 | 1.4% |
P
S
|
9,390 | $2,295,292 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CIEN
CIENA CORP
|
Technology | 0.49% | — |
#34
Prev: #—
|
3.7 |
—
|
4,748 | — |
NEW
|
4,748 | $1,843,316 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVW
ISHARES TR
|
Warrant | 0.42% | 0.41% |
#35
4
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
14,000 | $1,583,540 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CTAS
CINTAS CORP
|
Industrials | 0.38% | 0.39% |
#36
4
Prev: #32
|
0.7 |
—
|
29 | 0.3% |
P
S
|
8,613 | $1,456,803 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.25% | 0.22% |
#37
3
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
5,975 | $954,208 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.21% | 0.20% |
#38
3
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
1,660 | $795,472 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MMM
3M CO
|
Industrials | 0.19% | 0.20% |
#39
3
Prev: #36
|
0.6 |
—
|
-179 | -3.5% |
P
S
|
5,008 | $727,312 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.15% | 0.16% |
#40
3
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
628 | $577,616 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.15% | 0.12% |
#41
1
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
1,580 | $555,923 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SUSA
ISHARES TR
|
ETF | 0.14% | 0.13% |
#42
2
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
4,000 | $528,400 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.14% | 0.15% |
#43
5
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
2,149 | $520,896 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.13% | 0.13% |
#44
3
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
700 | $488,404 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BAB
INVESCO EXCH TR...
|
ETF | 0.12% | 0.10% |
#45
2
Prev: #43
|
0.5 |
—
|
741 | 4.8% |
P
S
|
16,265 | $438,504 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.09% | 0.08% |
#46
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
6,519 | $325,233 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMP
AMERIPRISE FINL...
|
Financial Services | 0.08% | 0.08% |
#47
2
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
720 | $319,968 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.08% | 0.09% |
#48
4
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
1,419 | $288,312 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.07% | 0.07% |
#49
Prev: #49
|
0.5 |
—
|
-44 | -8.8% |
P
S
|
455 | $280,626 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.07% | 0.08% |
#50
3
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
2,757 | $265,720 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 63 holdings