Progressive Investment Management Corp has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 56 separate equity positions held by the firm.
The portfolio is dominated by large-cap technology and industrial names. The largest holding is NVIDIA Corporation, with 20,023,232 shares. Other significant positions include Microsoft Corporation (78,344 shares), Alphabet Inc. Class A (17,829 shares), and Apple Inc. (145,567 shares). The firm also holds substantial stakes in Visa Inc. Class A (40,998 shares), Mastercard Incorporated Class A (17,610 shares), and ASML Holding NV (5,851 shares).
Outside of the technology sector, the portfolio includes substantial positions in 3M Company (3,731 shares) and Amphenol Corporation Class A (170,373 shares). The filing also details positions in Linde PLC (10,463 shares), Johnson & Johnson (9,390 shares), and Procter & Gamble Co. (1,401 shares).
Additionally, the filing lists several exchange-traded funds (ETFs) within the equity portfolio. These include the iShares S&P 500 Growth ETF (14,000 shares), the Vanguard World Fund Consumer Staples ETF (600 shares), and the Vanguard World Fund Industrial ETF (800 shares).
