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Progressive Investment Management Corp

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13F filer, CIK 1353318, LAKE OSWEGO, OR

Progressive Investment Management Corp reported $411,554,841 across 55 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 59.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-020358

Period
2025-09-30
Reported value
$412M
Holdings
55
Top 10 weight
59.1%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOnew+40,677$13.4M
APHnew+70,514$8.73M
ORCLnew+17,380$4.89M
BABadded+1,172$32K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ITexited-28,786-$11.6M
ADBEexited-10,632-$4.11M
BKNGreduced-743-$4.01M
CRMexited-14,654-$4M
AONexited-8,511-$3.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001398344-25-020358, largest first. % of portfolio is the value over $411,554,841, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,360 shares; 2024Q4: 84,986 shares; 2025Q1: 83,295 shares; 2025Q2: 82,357 shares; 2025Q3: 81,329 shares 81,329$42.1M10.24%-1,028Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,412 shares; 2024Q4: 153,211 shares; 2025Q1: 214,483 shares; 2025Q2: 210,313 shares; 2025Q3: 207,573 shares 207,573$38.7M9.41%-2,740Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,896 shares; 2024Q4: 156,961 shares; 2025Q1: 153,801 shares; 2025Q2: 151,626 shares; 2025Q3: 150,288 shares 150,288$38.3M9.3%-1,338Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,395 shares; 2024Q4: 111,401 shares; 2025Q1: 109,541 shares; 2025Q2: 108,481 shares; 2025Q3: 107,589 shares 107,589$26.2M6.37%-892Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,558 shares; 2024Q4: 117,710 shares; 2025Q1: 114,025 shares; 2025Q2: 112,509 shares; 2025Q3: 111,112 shares 111,112$24.4M5.93%-1,397Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,595 shares; 2024Q4: 18,259 shares; 2025Q1: 17,922 shares; 2025Q2: 17,630 shares; 2025Q3: 17,475 shares 17,475$16.2M3.93%-155Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,970 shares; 2024Q4: 35,293 shares; 2025Q1: 34,511 shares; 2025Q2: 34,143 shares; 2025Q3: 33,860 shares 33,860$16.1M3.92%-283Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,113 shares; 2024Q4: 44,099 shares; 2025Q1: 43,188 shares; 2025Q2: 42,734 shares; 2025Q3: 42,387 shares 42,387$14.5M3.52%-347Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,677 shares 40,677$13.4M3.26%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,396 shares; 2024Q4: 28,405 shares; 2025Q1: 27,896 shares; 2025Q2: 27,609 shares; 2025Q3: 27,368 shares 27,368$13.3M3.24%-241Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,998 shares; 2024Q4: 21,312 shares; 2025Q1: 20,911 shares; 2025Q2: 20,668 shares; 2025Q3: 20,460 shares 20,460$13.1M3.18%-208Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,306 shares; 2024Q4: 129,988 shares; 2025Q1: 128,049 shares; 2025Q2: 253,816 shares; 2025Q3: 251,964 shares 251,964$12.4M3%-1,852Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,521 shares; 2024Q4: 19,021 shares; 2025Q1: 18,613 shares; 2025Q2: 18,405 shares; 2025Q3: 18,253 shares 18,253$10.4M2.52%-152Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,198 shares; 2024Q4: 10,865 shares; 2025Q1: 10,601 shares; 2025Q2: 10,491 shares; 2025Q3: 10,388 shares 10,388$9.56M2.32%-103Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 18,783 shares; 2025Q1: 18,392 shares; 2025Q2: 18,179 shares; 2025Q3: 17,997 shares 17,997$9.42M2.29%-182Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,437 shares; 2024Q4: 38,553 shares; 2025Q1: 37,818 shares; 2025Q2: 37,440 shares; 2025Q3: 37,125 shares 37,125$9.34M2.27%-315Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 16,041 shares; 2025Q1: 15,744 shares; 2025Q2: 15,593 shares; 2025Q3: 15,445 shares 15,445$8.76M2.13%-148Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,089 shares; 2024Q4: 45,984 shares; 2025Q1: 45,086 shares; 2025Q2: 44,587 shares; 2025Q3: 44,095 shares 44,095$8.74M2.12%-492Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,514 shares 70,514$8.73M2.12%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,824 shares; 2024Q4: 17,374 shares; 2025Q1: 17,011 shares; 2025Q2: 16,825 shares; 2025Q3: 16,670 shares 16,670$8.31M2.02%-155Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,262 shares; 2025Q1: 2,219 shares; 2025Q2: 2,197 shares; 2025Q3: 1,454 shares 1,454$7.85M1.91%-743Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,547 shares; 2025Q1: 6,414 shares; 2025Q2: 6,348 shares; 2025Q3: 6,271 shares 6,271$6.76M1.64%-77Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,186 shares; 2024Q4: 14,051 shares; 2025Q1: 13,842 shares; 2025Q2: 13,716 shares; 2025Q3: 13,564 shares 13,564$5.72M1.39%-152Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,425 shares; 2025Q1: 42,581 shares; 2025Q2: 42,213 shares; 2025Q3: 41,869 shares 41,869$5.61M1.36%-344Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 11,604 shares; 2025Q1: 11,403 shares; 2025Q2: 11,269 shares; 2025Q3: 11,120 shares 11,120$5.39M1.31%-149Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,126 shares; 2024Q4: 22,435 shares; 2025Q1: 21,726 shares; 2025Q2: 21,234 shares; 2025Q3: 20,638 shares 20,638$5.02M1.22%-596Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,355 shares; 2024Q4: 15,027 shares; 2025Q1: 14,669 shares; 2025Q2: 14,483 shares; 2025Q3: 14,261 shares 14,261$5.01M1.22%-222Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,794 shares; 2024Q4: 16,399 shares; 2025Q1: 16,025 shares; 2025Q2: 15,823 shares; 2025Q3: 15,656 shares 15,656$4.97M1.21%-167Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,380 shares 17,380$4.89M1.19%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,576 shares; 2024Q4: 19,067 shares; 2025Q1: 19,014 shares; 2025Q2: 18,821 shares; 2025Q3: 18,662 shares 18,662$3.82M0.93%-159Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,939 shares; 2025Q2: 8,768 shares; 2025Q3: 8,646 shares 8,646$1.77M0.43%-122Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 9,362 shares; 2025Q1: 9,372 shares; 2025Q2: 9,362 shares; 2025Q3: 9,362 shares 9,362$1.74M0.42%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 14,400 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000$1.69M0.41%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,937 shares; 2024Q4: 10,937 shares; 2025Q1: 10,937 shares; 2025Q2: 10,937 shares; 2025Q3: 10,937 shares 10,937$897K0.22%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 6,262 shares; 2025Q1: 6,072 shares; 2025Q2: 6,002 shares; 2025Q3: 5,975 shares 5,975$864K0.21%-27Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 3,148 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares 1,660$835K0.2%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,817 shares; 2025Q1: 5,457 shares; 2025Q2: 5,211 shares; 2025Q3: 5,187 shares 5,187$805K0.2%-24Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,149 shares; 2025Q1: 2,164 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares 2,149$606K0.15%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,378 shares; 2025Q1: 1,332 shares; 2025Q2: 1,319 shares; 2025Q3: 1,305 shares 1,305$597K0.14%-14Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$543K0.13%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$523K0.13%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares 1,419$416K0.1%0Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 12,181 shares; 2025Q1: 13,506 shares; 2025Q2: 13,796 shares; 2025Q3: 14,968 shares 14,968$408K0.1%+1,172Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares 720$354K0.09%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800$335K0.08%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 685 shares; 2025Q3: 555 shares 555$331K0.08%-130Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares 2,757$316K0.08%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares 1,105$312K0.08%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 5,255 shares; 2025Q1: 5,824 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares 5,816$291K0.07%0Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800$237K0.06%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300$171K0.04%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600$156K0.04%0Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$143K0.03%0Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$133K0.03%0Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600$128K0.03%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ITGARTNER INC28,786$11.6Mshares
ADBEADOBE INC10,632$4.11Mshares
CRMSALESFORCE INC14,654$4Mshares
AONAON PLC8,511$3.04Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-020358 base2025-11-05acceptance time not in the bulk data set