Progressive Investment Management Corp
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 451,500
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 56 | 451,500 | 13F-HR | Progressive Investment Management Corp |
| Q2 2026 | 8/4/2026 | 56 | 454,364 | 13F-HR | Progressive Investment Management Corp |
| Q1 2026 | 5/5/2026 | 58 | 378,743 | 13F-HR | Progressive Investment Management Corp |
| Q4 2025 | 2/13/2026 | 55 | 417,945 | 13F-HR | Progressive Investment Management Corp |
| Q3 2025 | 11/5/2025 | 55 | 411,555 | 13F-HR | Progressive Investment Management Corp |
| Q2 2025 | 7/29/2025 | 56 | 392,502 | 13F-HR | Progressive Investment Management Corp |
| Q2 2014 | 8/4/2014 | 89 | 310,162 | 13F-HR | Portfolio 21 Investments |
| Q1 2014 | 4/7/2014 | 92 | 311,675 | 13F-HR | Portfolio 21 Investments |
| Q4 2013 | 1/31/2014 | 94 | 291,978 | 13F-HR | Portfolio 21 Investments |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 446.1 K | 98.8% | 0 | 2.861 K | -2.861 K |
| ETFs | 5.413 K | 1.2% | 4 | 0 | 4 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
451,500
Holdings
56
QoQ value change ($000)
-2,864
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.