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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Progressive-Investment-Management
Data Enrichment
89% identified50 identified6 unidentified
Holdings
56 positions • $357.2M total value
Manager:
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464288802
Shares:4.0K
Value:$459.5K
% of Portfolio:0.1% ($459.5K/$357.2M)
Shares:1.4K
Value:$433.5K
% of Portfolio:0.1% ($433.5K/$357.2M)
Shares:799
Value:$426.3K
% of Portfolio:0.1% ($426.3K/$357.2M)
46138G805
Shares:13.5K
Value:$360.3K
% of Portfolio:0.1% ($360.3K/$357.2M)
92204A603
Shares:800
Value:$198.0K
% of Portfolio:0.1% ($198.0K/$357.2M)
92204A801
Shares:700
Value:$132.2K
% of Portfolio:0.0% ($132.2K/$357.2M)
92204A207
Shares:600
Value:$131.3K
% of Portfolio:0.0% ($131.3K/$357.2M)
92204A876
Shares:700
Value:$119.6K
% of Portfolio:0.0% ($119.6K/$357.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464288802)✕ | 4.0K | All Managers (Combined) | $459.5K | 0.1% ($459.5K/$357.2M) | ||
| 1.4K | All Managers (Combined) | $433.5K | 0.1% ($433.5K/$357.2M) | |||
| 799 | QoQ 0.00% (-0) | All Managers (Combined) | $426.3K | 0.1% ($426.3K/$357.2M) | ||
| 700 | All Managers (Combined) | $379.7K | 0.1% ($379.7K/$357.2M) | |||
(cusip46138G805)✕ | 13.5K | YoY NEW(+13.5K) | All Managers (Combined) | $360.3K | 0.1% ($360.3K/$357.2M) | YoY NEW(+$360.3K) |
| 720 | All Managers (Combined) | $348.6K | 0.1% ($348.6K/$357.2M) | |||
| 1.1K | All Managers (Combined) | $344.3K | 0.1% ($344.3K/$357.2M) | |||
NIKE, Inc.(NKEcusip654106103) | 4.8K | All Managers (Combined) | $304.7K | 0.1% ($304.7K/$357.2M) | ||
| 5.8K | YoY NEW(+5.8K) | All Managers (Combined) | $289.0K | 0.1% ($289.0K/$357.2M) | YoY NEW(+$289.0K) | |
Walt Disney Co(DIScusip254687106) | 2.8K | All Managers (Combined) | $272.1K | 0.1% ($272.1K/$357.2M) | ||
(cusip92204A603)✕ | 800 | All Managers (Combined) | $198.0K | 0.1% ($198.0K/$357.2M) | ||
| 600 | All Managers (Combined) | $158.8K | 0.0% ($158.8K/$357.2M) | |||
| 1.3K | All Managers (Combined) | $155.3K | 0.0% ($155.3K/$357.2M) | |||
(cusip92204A801)✕ | 700 | All Managers (Combined) | $132.2K | 0.0% ($132.2K/$357.2M) | ||
(cusip92204A207)✕ | 600 | All Managers (Combined) | $131.3K | 0.0% ($131.3K/$357.2M) | ||
(cusip92204A876)✕ | 700 | All Managers (Combined) | $119.6K | 0.0% ($119.6K/$357.2M) |