Progressive Investment Management Corp
CIK 0001353318 · LAKE OSWEGO, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$454.4M
2026 Q2
Positions
56
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
9.3%
NVDA
NVIDIA CORPORATION
8.9%
GOOG
ALPHABET INC
8.3%
MSFT
MICROSOFT CORP
6.5%
AMZN
AMAZON COM INC
5.7%
KLAC
KLA CORP
4.1%
LRCX
LAM RESEARCH CORP
3.9%
AVGO
BROADCOM INC
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.