$133 Million is the total value of Progressive Investment Management Corp's 44 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHW | Sell | Charles Schwab Corp | $4,087,000 | +1.8% | 93,433 | -0.0% | 3.08% | -1.4% |
| DE | Sell | Deere & Co | $4,005,000 | +0.5% | 31,886 | -1.1% | 3.02% | -2.6% |
| ANSS | Sell | Ansys Inc | $3,344,000 | +0.8% | 27,243 | -0.1% | 2.52% | -2.3% |
| PYPL | Sell | Paypal Holdings Inc | $2,747,000 | +18.6% | 42,903 | -0.6% | 2.07% | +15.0% |
| IBM | Sell | Int'l Business Machines | $2,529,000 | -6.7% | 17,435 | -1.1% | 1.91% | -9.7% |
| WM | Sell | Waste Management Inc | $747,000 | +6.4% | 9,546 | -0.3% | 0.56% | +3.1% |
| ICE | Sell | Intercontinental Exchange Inc | $687,000 | +0.6% | 10,000 | -3.5% | 0.52% | -2.4% |
| CVS | Exit | CVS Health Corp | $0 | – | -5,002 | -100.0% | -0.31% | – |
| TRV | Exit | Travelers Group Inc | $0 | – | -20,132 | -100.0% | -1.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-02
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.