Sponsored

The Analysis of Progressive Investment Management Corp's Holdings & P&L

Currently, Progressive Investment Management Corp holds 56 types of securities in its portfolio with a total value $454.4M. In the most recent quarter, they have increased their positions in KLAC (+55.0K shares, valued at $16.6M), INTC (+23.6K shares, valued at $3.3M), LIN (+4.0K shares, valued at $2.1M); decreased their positions in NVDA (-3.4K shares, valued at $686.5K), AAPL (-2.0K shares, valued at $571.2K), MSFT (-1.4K shares, valued at $533.0K); initiated new positions in INTC (+23.6K shares, valued at $3.3M).

1M P&L

+8.5M+2.44%

3M P&L

+1.1M+0.31%

HY P&L

-76.9M-17.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors66.0M

18.2%

2Semiconductor Equipment & Materials48.0M

13.3%

3Internet Content & Information44.4M

12.3%

Top Industries by Stock Count

1N/A12 stocks

25.5%

2Semiconductors5 stocks

10.6%

3Drug Manufacturers - General3 stocks

6.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC146.7K shares-1.33%2026-06-302026-08-04

NVDA NVIDIA CORPORATION202.6K shares-1.67%2026-06-302026-08-04

GOOG ALPHABET INC107.2K shares-1.02%2026-06-302026-08-04

MSFT MICROSOFT CORP79.2K shares-1.77%2026-06-302026-08-04

AMZN AMAZON COM INC108.1K shares-1.47%2026-06-302026-08-04

KLAC KLA CORP61.2K shares884.66%2026-06-302026-08-04

LRCX LAM RESEARCH CORP41.0K shares-1.37%2026-06-302026-08-04

BROADCOM INC BROADCOM INC46.5K shares-1.34%2026-06-302026-08-04

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION17.0K shares-1.76%2026-06-302026-08-04

APH AMPHENOL CORP86.3K shares-1.56%2026-06-302026-08-04

MCO MOODYS CORP33.2K shares-1.50%2026-06-302026-08-04

VISA INC VISA INC41.4K shares-1.91%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC18.3K shares-1.31%2026-06-302026-08-04

FAST FASTENAL CO248.3K shares-1.22%2026-06-302026-08-04

ASML ASML HLDG NV5.9K shares18.68%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC26.8K shares-1.23%2026-06-302026-08-04

Sponsored

IDEXX LABS INC IDEXX LABS INC20.0K shares-1.45%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC16.7K shares15.05%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC18.8K shares-1.25%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED17.8K shares-1.62%2026-06-302026-08-04

MSCI MSCI INC15.2K shares-1.42%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC7.2K shares-1.50%2026-06-302026-08-04

DHR DANAHER CORP DEL43.2K shares-1.50%2026-06-302026-08-04

GOOGL ALPHABET INC18.3K shares-4.12%2026-06-302026-08-04

Sponsored

LIN LINDE PLC10.6K shares61.03%2026-06-302026-08-04

CDNS CADENCE DESIGN SYSTEM INC13.9K shares-1.43%2026-06-302026-08-04

GLW CORNING INC18.8K shares-0.88%2026-06-302026-08-04

TXN TEXAS INSTRS INC14.0K shares-1.34%2026-06-302026-08-04

URI UNITED RENTALS INC3.4K shares-1.52%2026-06-302026-08-04

INTC INTEL CORP23.6K sharesnew addition2026-06-302026-08-04

DE DEERE & CO4.0K shares-1.08%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON9.4K shares0.00%2026-06-302026-08-04

Sponsored

CIEN CIENA CORP4.7K shares-1.52%2026-06-302026-08-04

IVW ISHARES TR14.0K shares0.00%2026-06-302026-08-04

CTAS CINTAS CORP8.5K shares-1.29%2026-06-302026-08-04

TJX TJX COS INC NEW6.0K shares0.00%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2026-06-302026-08-04

LLY ELI LILLY & CO628 shares0.00%2026-06-302026-08-04

VGT VANGUARD WORLD FD5.6K shares700.00%2026-06-302026-08-04

SUSA ISHARES TR4.0K shares0.00%2026-06-302026-08-04

Sponsored

3M CO 3M CO3.7K shares-25.50%2026-06-302026-08-04

AMGN AMGEN INC1.6K shares0.00%2026-06-302026-08-04

BAB INVESCO EXCH TRADED FD TR II17.7K shares8.87%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-27.97%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS7.1K shares9.27%2026-06-302026-08-04

AMERIPRISE FINL INC AMERIPRISE FINL INC720 shares0.00%2026-06-302026-08-04

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 40416 shares-8.57%2026-06-302026-08-04

Sponsored

VIS VANGUARD WORLD FD800 shares0.00%2026-06-302026-08-04

DIS DISNEY WALT CO2.8K shares0.00%2026-06-302026-08-04

PG PROCTER & GAMBLE CO1.4K shares0.00%2026-06-302026-08-04

VHT VANGUARD WORLD FD600 shares0.00%2026-06-302026-08-04

VFH VANGUARD WORLD FD1.3K shares0.00%2026-06-302026-08-04

VAW VANGUARD WORLD FD700 shares0.00%2026-06-302026-08-04

VPU VANGUARD WORLD FD700 shares0.00%2026-06-302026-08-04

VDC VANGUARD WORLD FD600 shares0.00%2026-06-302026-08-04

Sponsored

AAPL

APPLE INC

-1.33%

Shares146.7K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

-1.67%

Shares202.6K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-1.02%

Shares107.2K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-1.77%

Shares79.2K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-1.47%

Shares108.1K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

884.66%

Shares61.2K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

-1.37%

Shares41.0K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

-1.34%

Shares46.5K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

-1.76%

Shares17.0K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

-1.56%

Shares86.3K

Event2026-06-30

Filed2026-08-04

MCO

MOODYS CORP

-1.50%

Shares33.2K

Event2026-06-30

Filed2026-08-04

VISA INC

-1.91%

Shares41.4K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

-1.31%

Shares18.3K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

-1.22%

Shares248.3K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

18.68%

Shares5.9K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

-1.23%

Shares26.8K

Event2026-06-30

Filed2026-08-04

IDEXX LABS INC

-1.45%

Shares20.0K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

15.05%

Shares16.7K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

-1.25%

Shares18.8K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

-1.62%

Shares17.8K

Event2026-06-30

Filed2026-08-04

MSCI

MSCI INC

-1.42%

Shares15.2K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

-1.50%

Shares7.2K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

-1.50%

Shares43.2K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-4.12%

Shares18.3K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

61.03%

Shares10.6K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

-1.43%

Shares13.9K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

-0.88%

Shares18.8K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

-1.34%

Shares14.0K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

-1.52%

Shares3.4K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

New

Shares23.6K

Event2026-06-30

Filed2026-08-04

DEERE & CO

-1.08%

Shares4.0K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-04

CIEN

CIENA CORP

-1.52%

Shares4.7K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-04

CTAS

CINTAS CORP

-1.29%

Shares8.5K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

0.00%

Shares628

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

700.00%

Shares5.6K

Event2026-06-30

Filed2026-08-04

SUSA

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-04

3M CO

-25.50%

Shares3.7K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

BAB

INVESCO EXCH TRADED FD TR II

8.87%

Shares17.7K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

-27.97%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

9.27%

Shares7.1K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC

0.00%

Shares720

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

-8.57%

Shares416

Event2026-06-30

Filed2026-08-04

VIS

VANGUARD WORLD FD

0.00%

Shares800

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

0.00%

Shares600

Event2026-06-30

Filed2026-08-04

VFH

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

VAW

VANGUARD WORLD FD

0.00%

Shares700

Event2026-06-30

Filed2026-08-04

VPU

VANGUARD WORLD FD

0.00%

Shares700

Event2026-06-30

Filed2026-08-04

VDC

VANGUARD WORLD FD

0.00%

Shares600

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available