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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THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:11.4K

Value:$5.7M

% of Portfolio:1.6% ($5.7M/$357.2M)

Trane Technologies plc

TT|G8994E103

Shares:13.8K

Value:$4.7M

% of Portfolio:1.3% ($4.7M/$357.2M)

KLA CORP

KLAC|482480100

Shares:6.4K

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$357.2M)

Autodesk, Inc.

ADSK|052769106

Shares:16.0K

Value:$4.2M

% of Portfolio:1.2% ($4.2M/$357.2M)

ADOBE INC.

ADBE|00724F101

Shares:10.7K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$357.2M)

Salesforce, Inc.

CRM|79466L302

Shares:14.8K

Value:$4.0M

% of Portfolio:1.1% ($4.0M/$357.2M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:14.7K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$357.2M)

Aon plc

AON|G0403H108

Shares:8.6K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$357.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:21.7K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$357.2M)

LAM RESEARCH CORP

LRCX|512807306

Shares:42.6K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$357.2M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:19.0K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$357.2M)

CINTAS CORP

CTAS|172908105

Shares:8.9K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$357.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.1K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$357.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:9.4K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$357.2M)

464287309

IVW|464287309

Shares:14.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.2M)

3M CO

MMM|88579Y101

Shares:5.5K

Value:$801.4K

% of Portfolio:0.2% ($801.4K/$357.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:6.1K

Value:$739.6K

% of Portfolio:0.2% ($739.6K/$357.2M)

DEERE & CO

DE|244199105

Shares:1.3K

Value:$625.2K

% of Portfolio:0.2% ($625.2K/$357.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.2K

Value:$538.1K

% of Portfolio:0.2% ($538.1K/$357.2M)

CORNING INC /NY

GLW|219350105

Shares:10.9K

Value:$500.7K

% of Portfolio:0.1% ($500.7K/$357.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	11.4K	QoQ -1.73% (-201) YoY -7.60% (-939)	All Managers (Combined)	$5.7M	1.6% ($5.7M/$357.2M)	QoQ -6.00% (-$362.6K) YoY -20.89% (-$1.5M)
Trane Technologies plc(TTcusipG8994E103)	13.8K	QoQ -1.48% (-209) YoY +822.80% (+12.3K)	All Managers (Combined)	$4.7M	1.3% ($4.7M/$357.2M)	QoQ -10.13% (-$526.1K) YoY +935.67% (+$4.2M)
KLA CORP(KLACcusip482480100)	6.4K	QoQ -2.03% (-133) YoY -5.11% (-346)	All Managers (Combined)	$4.4M	1.2% ($4.4M/$357.2M)	QoQ +5.69% (-$234.8K) YoY -7.66% (-$362.1K)
Autodesk, Inc.(ADSKcusip052769106)	16.0K	QoQ -2.28% (-374) YoY -37.36% (-9.6K)	All Managers (Combined)	$4.2M	1.2% ($4.2M/$357.2M)	QoQ -13.44% (-$651.7K) YoY -37.02% (-$2.5M)
ADOBE INC.(ADBEcusip00724F101)	10.7K	QoQ -2.23% (-245) YoY -43.84% (-8.4K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$357.2M)	QoQ -15.67% (-$765.5K) YoY -57.31% (-$5.5M)
Salesforce, Inc.(CRMcusip79466L302)	14.8K	QoQ -1.66% (-250) YoY -36.57% (-8.5K)	All Managers (Combined)	$4.0M	1.1% ($4.0M/$357.2M)	QoQ -21.06% (-$1.1M) YoY -43.48% (-$3.1M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	14.7K	QoQ -2.38% (-358) YoY -6.60% (-1.0K)	All Managers (Combined)	$3.7M	1.0% ($3.7M/$357.2M)	QoQ -17.36% (-$784.2K) YoY -23.69% (-$1.2M)
Aon plc(AONcusipG0403H108)	8.6K	QoQ -1.81% (-159) YoY -6.40% (-589)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$357.2M)	QoQ +9.10% (-$286.8K) YoY +11.93% (-$366.4K)
Alphabet Inc.(GOOGLcusip02079K305)	21.7K	QoQ -3.16% (-709) YoY -17.08% (-4.5K)	All Managers (Combined)	$3.4M	0.9% ($3.4M/$357.2M)	QoQ -20.89% (-$887.2K) YoY -15.04% (-$595.1K)
LAM RESEARCH CORP(LRCXcusip512807306)	42.6K	QoQ +0.36% (+156) YoY NEW(+42.6K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$357.2M)	QoQ +1.02% (+$31.3K) YoY NEW(+$3.1M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	19.0K	QoQ -0.27% (-53) YoY NEW(+19.0K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$357.2M)	QoQ -11.01% (-$341.6K) YoY NEW(+$2.8M)
CINTAS CORP(CTAScusip172908105)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$357.2M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.1K	QoQ +89.63% (+1.5K) YoY +89.63% (+1.5K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$357.2M)	QoQ +122.81% (+$924.1K) YoY +140.17% (+$978.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	9.4K	QoQ +0.10% (+10) YoY -1.02% (-97)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$357.2M)	QoQ +14.79% (+$200.3K) YoY +3.76% (-$56.4K)
(IVWcusip464287309)	14.0K	QoQ -2.77% (-400) YoY -6.04% (-901)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.2M)	QoQ -11.10% (-$162.4K) YoY +3.28% (-$41.4K)
3M CO(MMMcusip88579Y101)	5.5K	QoQ -6.18% (-360) YoY -6.18% (-360)	All Managers (Combined)	$801.4K	0.2% ($801.4K/$357.2M)	QoQ +6.72% (-$50.5K) YoY +29.88% (-$184.4K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	6.1K	QoQ -3.03% (-190) YoY -5.37% (-345)	All Managers (Combined)	$739.6K	0.2% ($739.6K/$357.2M)	QoQ -2.23% (-$16.9K) YoY +13.63% (-$88.8K)
DEERE & CO(DEcusip244199105)	1.3K	QoQ -3.33% (-46) YoY -13.78% (-213)	All Managers (Combined)	$625.2K	0.2% ($625.2K/$357.2M)	QoQ +7.07% (-$41.3K) YoY -1.48% (-$9.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.2K	QoQ +0.69% (+15) YoY +0.69% (+15)	All Managers (Combined)	$538.1K	0.2% ($538.1K/$357.2M)	QoQ +13.90% (+$65.7K) YoY +31.12% (+$127.7K)
CORNING INC /NY(GLWcusip219350105)	10.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$500.7K	0.1% ($500.7K/$357.2M)	QoQ -3.66% (-$19.0K) YoY +38.89% (+$140.2K)