$129 Million is the total value of Progressive Investment Management Corp's 46 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 27.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAX | Sell | Baxter Int'l Inc. | $4,741,000 | +16.1% | 78,316 | -0.5% | 3.69% | +8.4% |
| MMM | Sell | 3M Co. | $4,624,000 | +8.7% | 22,210 | -0.1% | 3.60% | +1.5% |
| WAT | Sell | Waters Corp | $4,094,000 | +17.5% | 22,268 | -0.1% | 3.18% | +9.6% |
| DE | Sell | Deere & Co | $3,984,000 | +13.1% | 32,235 | -0.3% | 3.10% | +5.6% |
| GOOGL | Sell | Alphabet Inc. Class A | $2,945,000 | +9.4% | 3,168 | -0.3% | 2.29% | +2.1% |
| UL | Sell | Unilever plc (ADR) | $2,864,000 | +9.4% | 52,918 | -0.3% | 2.23% | +2.2% |
| COST | Sell | Costco Wholesale Corp | $2,798,000 | -4.9% | 17,498 | -0.3% | 2.18% | -11.2% |
| ITW | Sell | Illinois Tool Works Inc | $2,796,000 | +8.1% | 19,518 | -0.1% | 2.18% | +0.9% |
| IBM | Sell | Int'l Business Machines | $2,712,000 | -12.9% | 17,631 | -1.4% | 2.11% | -18.7% |
| MDT | Sell | Medtronic Inc | $2,711,000 | +9.5% | 30,542 | -0.6% | 2.11% | +2.3% |
| TRV | Sell | Travelers Group Inc | $2,547,000 | +3.5% | 20,132 | -1.4% | 1.98% | -3.4% |
| PG | Sell | Procter & Gamble | $2,344,000 | -3.7% | 26,892 | -0.7% | 1.82% | -10.1% |
| PYPL | Sell | Paypal Holdings Inc | $2,316,000 | +24.6% | 43,159 | -0.1% | 1.80% | +16.3% |
| GE | Exit | General Electric Company | $0 | – | -7,311 | -100.0% | -0.18% | – |
| VZ | Exit | Verizon Communications | $0 | – | -13,488 | -100.0% | -0.55% | – |
| UPS | Exit | United Parcel Service, Inc. | $0 | – | -7,006 | -100.0% | -0.63% | – |
| GIS | Exit | General Mills | $0 | – | -34,115 | -100.0% | -1.68% | – |
| JCI | Exit | Johnson Controls International plc | $0 | – | -49,464 | -100.0% | -1.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 12.0% |
| ADOBE SYSTEMS INCORPORATED | 42 | Q3 2023 | 5.5% |
| WATERS CORP | 42 | Q3 2023 | 3.4% |
| NIKE INC -CL B | 41 | Q3 2023 | 3.3% |
| TJX COS INC NEW | 39 | Q3 2023 | 4.7% |
| VISA INC-CLASS A SHARES | 38 | Q3 2023 | 4.6% |
| ANSYS INC | 38 | Q3 2023 | 3.9% |
| COSTCO WHSL CORP NEW | 37 | Q3 2023 | 3.6% |
| DEERE & CO | 36 | Q3 2023 | 3.5% |
| Microsoft Corporation | 34 | Q3 2023 | 9.9% |
View Progressive Investment Management Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-03 |
View Progressive Investment Management Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.