Progressive Investment Management Corp
Annual return '25
+24.5%
SPY '25
+17.7%
Alpha
+6.8ptsvs SPY
Invested
$378.7M
Holdings
58
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 74.2% (148.8k → 38.4k shares)
10.0%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 74.4% (206.4k → 52.9k shares)
9.5%
03
$GOOG
ALPHABET INC
Q1 2026: Sold 63.2% (107.4k → 39.5k shares)
8.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 82.2% (80.6k → 14.4k shares)
7.9%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 62.0% (110.0k → 41.8k shares)
6.0%
06
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: Exited (was 17.4k shares)
4.5%
07
$MCO
MOODYS CORP
Q1 2026: Exited (was 33.7k shares)
3.9%
08
$AVGO
BROADCOM INC
Q1 2026: Sold 44.8% (46.9k → 25.9k shares)
3.9%
09
$V
VISA INC
Q1 2026: Exited (was 42.1k shares)
3.4%
10
$FAST
FASTENAL CO
Q1 2026: Exited (was 250.7k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:33 UTC.