$308 Million is the total value of Progressive Investment Management Corp's 64 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJH | New | ISHARES TRcore s&p mcp etf | $29,673 | – | 119 | +100.0% | 0.01% | – |
MBB | New | ISHARES TRmbs etf | $16,162 | – | 182 | +100.0% | 0.01% | – |
IGSB | New | ISHARES TR | $12,159 | – | 244 | +100.0% | 0.00% | – |
IWM | New | ISHARES TRrussell 2000 etf | $11,488 | – | 65 | +100.0% | 0.00% | – |
VDE | New | VANGUARD WORLD FDSenergy etf | $9,125 | – | 72 | +100.0% | 0.00% | – |
IEF | New | ISHARES TR7-10 yr trsy bd | $7,968 | – | 87 | +100.0% | 0.00% | – |
IYK | New | ISHARES TRus consm staples | $6,155 | – | 33 | +100.0% | 0.00% | – |
VCR | New | VANGUARD WORLD FDSconsum dis etf | $1,347 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
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.