Progressive Investment Management Corp Portfolio Holdings by Sector
Progressive Investment Management Corp
- $377 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$45,726
12.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI MSCI 3 stocks |
$36,618
9.7% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR IDXX TMO WAT 4 stocks |
$35,535
9.42% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$34,280
9.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL NOW CDNS ADSK CRM 5 stocks |
$31,627
8.38% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$25,525
6.76% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$23,519
6.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$20,647
5.47% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$20,057
5.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$15,944
4.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC LRCX AMAT 3 stocks |
$14,831
3.93% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IT IBM 2 stocks |
$14,233
3.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$10,748
2.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$10,141
2.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$9,297
2.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$8,378
2.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$4,709
1.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IVW MDY SUSA VGT VTEB BAB VIS VHT 16 stocks |
$4,106
1.09% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ALGN 1 stocks |
$2,791
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$2,656
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AMGN 2 stocks |
$1,728
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$706
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$675
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$594
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$573
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Electronic Components | Technology
GLW 1 stocks |
$424
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$361
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$338
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP 1 stocks |
$307
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$273
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|