Progressive Investment Management Corp — 13F holdings

Progressive Investment Management Corp reported 56 holdings worth $454M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. AAPL APPLE INC — $42.5M (9.3%)
2. NVDA NVIDIA CORPORATION — $40.5M (8.9%)
3. GOOG ALPHABET INC — $37.9M (8.3%)
4. MSFT MICROSOFT CORP — $29.6M (6.5%)
5. AMZN AMAZON COM INC — $25.8M (5.7%)
6. KLAC KLA CORP — $18.5M (4.1%)
7. LRCX LAM RESEARCH CORP — $17.8M (3.9%)
8. AVGO BROADCOM INC — $17.6M (3.9%)
9. COST COSTCO WHSL CORP NEW — $15.9M (3.5%)
10. APH AMPHENOL CORP NEW — $15.2M (3.3%)