$155 Million is the total value of Progressive Investment Management Corp's 36 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP | $7,022,000 | +8.2% | 71,588 | +0.7% | 4.53% | +4.2% |
ADBE | Buy | ADOBE SYS INC | $6,351,000 | +13.1% | 26,051 | +0.2% | 4.10% | +8.8% |
SPGI | Buy | S&P GLOBAL INC | $4,828,000 | +7.8% | 23,677 | +1.0% | 3.11% | +3.8% |
GOOG | Buy | ALPHABET INCcap stk cl c | $3,948,000 | +9.8% | 3,554 | +2.0% | 2.55% | +5.7% |
DHR | Buy | DANAHER CORP DEL | $3,807,000 | +0.8% | 38,576 | +0.0% | 2.46% | -2.9% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $312,000 | -6.6% | 1,687 | +0.9% | 0.20% | -10.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-06
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.