Progressive Investment Management Corp

All 13F Filings

Location
Lake Oswego, OR
Most recent 13F
Q2 2026
Holdings value ($000)
454,364
Description
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Website
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Founded
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Chairman
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CEO
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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
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 449 K 98.8% 74.86 K 0 74.86 K
ETFs 5.409 K 1.2% 762 0 762
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
454,364
Holdings
56
QoQ value change ($000)
75,621 (20.0%)
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.