13F-HR filed by Progressive Investment Management Corp
Progressive Investment Management Corp filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-03, with 56 holding rows worth $360,356,000.
- Accession
- 0001398344-22-001978
- Filer
- CIK 1353318
- Filed
- 2022-02-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 56 entries on the cover page, a total value of $360,356,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $360,353,000 with VALUE read as thousands by filing date, 13F file number 028-11731. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 198,620 | $35,269,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 86,972 | $29,250,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 6,361 | $21,210,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,517 | $15,964,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 28,086 | $15,926,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 47,507 | $15,630,000 | thousands by filing date | |
| IDEXX LABS INC COM | 45168D104 | Stock | 22,913 | $15,087,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 37,001 | $14,452,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 25,865 | $12,206,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 46,106 | $11,717,000 | thousands by filing date | |
| ANSYS INC COM | 03662Q105 | COM | 29,204 | $11,714,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 20,095 | $10,810,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 31,817 | $10,637,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 18,503 | $10,504,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 46,911 | $10,166,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 40,189 | $9,192,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 18,441 | $9,070,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 45,122 | $8,509,000 | thousands by filing date | |
| FASTENAL CO COM | 311900104 | Stock | 130,563 | $8,364,000 | thousands by filing date | |
| WATERS CORP COM | 941848103 | Stock | 21,931 | $8,171,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 11,853 | $7,694,000 | thousands by filing date | |
| MSCI INC COM | 55354G100 | Stock | 12,399 | $7,597,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 26,144 | $7,351,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 20,181 | $7,251,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 39,185 | $6,531,000 | thousands by filing date | |
| ETSY INC | 29786A106 | COM | 29,319 | $6,419,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 2,461 | $5,905,000 | thousands by filing date | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 51,185 | $5,554,000 | thousands by filing date | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 28,867 | $5,277,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,775 | $5,142,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 10,644 | $1,821,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 14,968 | $1,252,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 5,104 | $907,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 2,130 | $730,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,080 | $559,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 6,634 | $504,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 3,207 | $497,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 4,000 | $425,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,360 | $407,000 | thousands by filing date | |
| CORNING INC | 219350105 | COM | 10,937 | $407,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 7,186 | $404,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 1,332 | $392,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138g805 | TAXABLE MUN BD | 11,575 | $382,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,419 | $350,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 2,403 | $338,000 | thousands by filing date | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 1,500 | $303,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 5,496 | $302,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,900 | $298,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 2,149 | $287,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,400 | $275,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 1,005 | $226,000 | thousands by filing date | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 720 | $217,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,222 | $178,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 897 | $160,000 | thousands by filing date | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 918 | $100,000 | thousands by filing date | |
| VTI | 922908769 | COM | 260 | $63,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-22-001978 | this filing | 2022-02-03 | acceptance time not in the bulk data set |