Progressive Investment Management Corp

Q1 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$378,743
Net value change ($000)
-39,202 (-9.4%)
New positions
8
Sold out positions
5
Turnover %
15.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ASML 6,570 NEW
LIN 3,249 NEW
AMD 2,954 NEW
TXN 2,746 NEW
URI 2,497 NEW
MU 2,455 NEW
COST 2,255 15.1%
CIEN 1,843 NEW
LRCX 1,759 24.7%
DE 1,695 278.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,139 -23.4%
TYL -8,124 -100.0%
NOW -7,905 -100.0%
BKNG -7,744 -100.0%
ROP -7,371 -100.0%
ADSK -4,595 -100.0%
AAPL -2,726 -6.7%
SPGI -2,690 -18.9%
GOOGL -2,645 -7.8%
NVDA -2,559 -6.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type