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Manager record

Progressive Investment Management Corp

Lake Oswego, OR · CIK 1353318 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$451.50MReported 13F valueQ3 2026 · as filed
56Holdings listed
-0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $392.5M$392.5MQ2 202556 holdingsQ3 2025: $411.6M$411.6MQ3 202555 holdingsQ4 2025: $417.9M$417.9MQ4 202555 holdingsQ1 2026: $378.7M$378.7MQ1 202658 holdingsQ2 2026: $454.4M$454.4MQ2 202656 holdingsQ3 2026: $451.5M$451.5MQ3 202656 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 26 2026 13F-HR · period Q3 2026

$451.50M · 56 holdings listed · View original SEC filing ↗
Aug 04 2026 13F-HR · period Q2 2026

$454.36M · 56 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$378.74M · 58 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$417.95M · 55 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$411.55M · 55 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$392.50M · 56 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 26, 2026 · Change methodology