Progressive-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ADBE",
  "GOOGL",
  null,
  null,
  "AMAT",
  "BKNG",
  "IVW",
  null,
  "LRCX",
  "MA",
  "MSFT",
  "AMP",
  "FAST",
  "KLAC",
  "VHT",
  "AAPL",
  "NVDA",
  "AMGN",
  "SPGI",
  "NOW",
  "ROP",
  "IBM",
  "TMO",
  "TJX",
  "TYL",
  null,
  "IT",
  "TT",
  "VRSK",
  "ADSK",
  "AON",
  "IDXX",
  "AMZN",
  null,
  "VGT",
  "VFH",
  "VTEB",
  null,
  "V",
  "MSCI",
  "CRM",
  "ADP",
  "BRK-B",
  "CDNS",
  "CTAS",
  "COST",
  "GLW",
  "DHR",
  "DE",
  "MCO",
  "NKE",
  "MDY",
  "DIS",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 56
Total Value: 357176648
Accession Number: 0001398344-25-009273
Form Type: 13F-HR
CIK: progressive-investment-management
Manager Name: Progressive-Investment-Management

Data Enrichment

89% identified

50 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $357.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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Apple Inc.

AAPL|037833100

Shares:153.8K

Value:$34.2M

% of Portfolio:9.6% ($34.2M/$357.2M)

MICROSOFT CORP

MSFT|594918104

Shares:83.3K

Value:$31.3M

% of Portfolio:8.8% ($31.3M/$357.2M)

NVIDIA CORP

NVDA|67066G104

Shares:214.5K

Value:$23.2M

% of Portfolio:6.5% ($23.2M/$357.2M)

AMAZON COM INC

AMZN|023135106

Shares:114.0K

Value:$21.7M

% of Portfolio:6.1% ($21.7M/$357.2M)

Alphabet Inc.

GOOG|02079K107

Shares:109.5K

Value:$17.1M

% of Portfolio:4.8% ($17.1M/$357.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:17.9K

Value:$17.0M

% of Portfolio:4.7% ($17.0M/$357.2M)

MOODYS CORP /DE/

MCO|615369105

Shares:34.5K

Value:$16.1M

% of Portfolio:4.5% ($16.1M/$357.2M)

VISA INC.

V|92826C839

Shares:43.2K

Value:$15.1M

% of Portfolio:4.2% ($15.1M/$357.2M)

S&P Global Inc.

SPGI|78409V104

Shares:27.9K

Value:$14.2M

% of Portfolio:4.0% ($14.2M/$357.2M)

GARTNER INC

IT|366651107

Shares:29.1K

Value:$12.2M

% of Portfolio:3.4% ($12.2M/$357.2M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:37.8K

Value:$11.3M

% of Portfolio:3.2% ($11.3M/$357.2M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:18.4K

Value:$10.7M

% of Portfolio:3.0% ($10.7M/$357.2M)

Booking Holdings Inc.

BKNG|09857L108

Shares:2.2K

Value:$10.2M

% of Portfolio:2.9% ($10.2M/$357.2M)

Mastercard Inc

MA|57636Q104

Shares:18.6K

Value:$10.2M

% of Portfolio:2.9% ($10.2M/$357.2M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:17.0K

Value:$10.0M

% of Portfolio:2.8% ($10.0M/$357.2M)

FASTENAL CO

FAST|311900104

Shares:128.0K

Value:$9.9M

% of Portfolio:2.8% ($9.9M/$357.2M)

DANAHER CORP /DE/

DHR|235851102

Shares:45.1K

Value:$9.2M

% of Portfolio:2.6% ($9.2M/$357.2M)

MSCI Inc.

MSCI|55354G100

Shares:15.7K

Value:$8.9M

% of Portfolio:2.5% ($8.9M/$357.2M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:20.9K

Value:$8.8M

% of Portfolio:2.5% ($8.8M/$357.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:10.6K

Value:$8.4M

% of Portfolio:2.4% ($8.4M/$357.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	153.8K	QoQ -2.01% (-3.2K) YoY -6.98% (-11.5K)	All Managers (Combined)	$34.2M	9.6% ($34.2M/$357.2M)	QoQ -13.08% (-$5.1M) YoY +20.49% (-$5.8M)
MICROSOFT CORP(MSFTcusip594918104)	83.3K	QoQ -1.98% (-1.7K) YoY -6.74% (-6.0K)	All Managers (Combined)	$31.3M	8.8% ($31.3M/$357.2M)	QoQ -12.71% (-$4.6M) YoY -16.78% (-$6.3M)
NVIDIA CORP(NVDAcusip67066G104)	214.5K	QoQ +39.99% (+61.3K) YoY +1206.94% (+198.1K)	All Managers (Combined)	$23.2M	6.5% ($23.2M/$357.2M)	QoQ +12.98% (+$2.7M) YoY +56.76% (+$8.4M)
AMAZON COM INC(AMZNcusip023135106)	114.0K	QoQ -3.13% (-3.7K) YoY -8.03% (-10.0K)	All Managers (Combined)	$21.7M	6.1% ($21.7M/$357.2M)	QoQ -15.99% (-$4.1M) YoY -3.00% (-$671.5K)
Alphabet Inc.(GOOGcusip02079K107)	109.5K	QoQ -1.66% (-1.9K) YoY -4.98% (-5.8K)	All Managers (Combined)	$17.1M	4.8% ($17.1M/$357.2M)	QoQ -19.33% (-$4.1M) YoY -2.51% (-$440.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	17.9K	QoQ -1.84% (-337) YoY -5.24% (-993)	All Managers (Combined)	$17.0M	4.7% ($17.0M/$357.2M)	QoQ +1.31% (-$220.2K) YoY +22.31% (-$3.1M)
MOODYS CORP /DE/(MCOcusip615369105)	34.5K	QoQ -2.21% (-782) YoY -6.28% (-2.3K)	All Managers (Combined)	$16.1M	4.5% ($16.1M/$357.2M)	QoQ -3.80% (-$635.2K) YoY +11.04% (-$1.6M)
VISA INC.(Vcusip92826C839)	43.2K	QoQ -2.06% (-911) YoY -6.54% (-3.0K)	All Managers (Combined)	$15.1M	4.2% ($15.1M/$357.2M)	QoQ +8.60% (-$1.2M) YoY +17.35% (-$2.2M)
S&P Global Inc.(SPGIcusip78409V104)	27.9K	QoQ -1.79% (-509) YoY -8.24% (-2.5K)	All Managers (Combined)	$14.2M	4.0% ($14.2M/$357.2M)	QoQ +0.19% (-$27.4K) YoY +9.57% (-$1.2M)
GARTNER INC(ITcusip366651107)	29.1K	QoQ -2.20% (-655) YoY -6.84% (-2.1K)	All Managers (Combined)	$12.2M	3.4% ($12.2M/$357.2M)	QoQ -15.26% (-$2.2M) YoY -17.97% (-$2.7M)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	37.8K	QoQ -1.90% (-735) YoY -6.73% (-2.7K)	All Managers (Combined)	$11.3M	3.2% ($11.3M/$357.2M)	QoQ +5.99% (-$636.7K) YoY +17.75% (-$1.7M)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	18.4K	QoQ -2.08% (-391) YoY -7.72% (-1.5K)	All Managers (Combined)	$10.7M	3.0% ($10.7M/$357.2M)	QoQ -1.27% (-$138.1K) YoY +26.23% (-$2.2M)
Booking Holdings Inc.(BKNGcusip09857L108)	2.2K	QoQ -1.90% (-43) YoY -6.56% (-156)	All Managers (Combined)	$10.2M	2.9% ($10.2M/$357.2M)	QoQ -9.03% (-$1.0M) YoY +18.64% (-$1.6M)
Mastercard Inc(MAcusip57636Q104)	18.6K	QoQ -2.14% (-408) YoY -6.70% (-1.3K)	All Managers (Combined)	$10.2M	2.9% ($10.2M/$357.2M)	QoQ +1.85% (-$186.3K) YoY +6.19% (-$594.8K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	17.0K	QoQ -2.08% (-363) YoY -7.00% (-1.3K)	All Managers (Combined)	$10.0M	2.8% ($10.0M/$357.2M)	QoQ +11.04% (-$997.5K) YoY -2.24% (-$230.1K)
FASTENAL CO(FASTcusip311900104)	128.0K	QoQ -1.49% (-1.9K) YoY -4.71% (-6.3K)	All Managers (Combined)	$9.9M	2.8% ($9.9M/$357.2M)	QoQ +6.23% (-$582.8K) YoY -4.21% (-$436.8K)
DANAHER CORP /DE/(DHRcusip235851102)	45.1K	QoQ -1.95% (-898) YoY -6.40% (-3.1K)	All Managers (Combined)	$9.2M	2.6% ($9.2M/$357.2M)	QoQ -12.43% (-$1.3M) YoY -23.16% (-$2.8M)
MSCI Inc.(MSCIcusip55354G100)	15.7K	QoQ -1.85% (-297) YoY -5.71% (-955)	All Managers (Combined)	$8.9M	2.5% ($8.9M/$357.2M)	QoQ -7.49% (-$721.5K) YoY -4.86% (-$455.7K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	20.9K	QoQ -1.88% (-401) YoY -7.42% (-1.7K)	All Managers (Combined)	$8.8M	2.5% ($8.8M/$357.2M)	QoQ -0.33% (-$29.7K) YoY -27.99% (-$3.4M)
ServiceNow, Inc.(NOWcusip81762P102)	10.6K	QoQ -2.42% (-264) YoY -7.75% (-891)	All Managers (Combined)	$8.4M	2.4% ($8.4M/$357.2M)	QoQ -26.72% (-$3.1M) YoY -3.67% (-$321.6K)