Institutional Fund
Progressive Investment Management Corp
Lake Oswego, ORCIK 13533185 filings on record
Portfolio Value
$378.74M
Q1 2026
Holdings
58
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-9.4%
from $417.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.0%
- Nvidia Corporation9.5%
- Alphabet Inc8.2%
- Microsoft Corp7.9%
- Amazon Com Inc6.0%
- Costco Whsl Corp New4.5%
- Other53.9%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 148.7K | $37.74M | 10.0% | −144 | Reduced |
| 2 | Nvidia Corporation | 206.0K | $35.93M | 9.5% | −352 | Reduced |
| 3 | Alphabet Inc | 108.3K | $31.06M | 8.2% | +863 | Added |
| 4 | Microsoft Corp | 80.7K | $29.86M | 7.9% | +27 | Added |
| 5 | Amazon Com Inc | 109.7K | $22.85M | 6.0% | −269 | Reduced |
| 6 | Costco Whsl Corp New | 17.3K | $17.22M | 4.5% | −71 | Reduced |
| 7 | Moodys Corp | 33.7K | $14.70M | 3.9% | +26 | Added |
| 8 | Broadcom Inc | 47.2K | $14.60M | 3.9% | +245 | Added |
| 9 | Visa Inc | 42.2K | $12.75M | 3.4% | +65 | Added |
| 10 | Fastenal Co | 251.3K | $11.66M | 3.1% | +632 | Added |
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