Progressive Investment Management Corp Diversified Active

CIK: 0001353318 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $98,340 (100.0% shares, 0.0% debt)

Holdings (62)

AAPL Apple Inc. 5.1%
Value ($000) $4,967 Shares 45,576 Est. Cost $27.14 Unrealized -16.9%
TJX TJX Cos Inc 3.7%
Value ($000) $3,648 Shares 46,561 Est. Cost $26.56 Unrealized +19.0%
MSFT Microsoft, Corp. 3.6%
Value ($000) $3,504 Shares 63,453 Est. Cost $40.36 Unrealized +14.2%
JNJ Johnson & Johnson 3.3%
Value ($000) $3,201 Shares 29,587 Est. Cost $74.47 Unrealized +5.8%
BAX Baxter Int'l Inc. 3.1%
Value ($000) $3,081 Shares 75,008 Est. Cost $31.92 Unrealized +1.7%
MMM 3M Co. 3.0%
Value ($000) $2,907 Shares 17,447 Est. Cost $94.48 Unrealized -1.8%
WAT Waters Corp 2.9%
Value ($000) $2,898 Shares 21,970 Est. Cost $122.74 Unrealized +1.6%
CSCO Cisco Systems, Inc. 2.9%
Value ($000) $2,868 Shares 100,735 Est. Cost $19.92 Unrealized -4.9%
COST Costco Companies Inc 2.8%
Value ($000) $2,802 Shares 17,780 Est. Cost $120.27 Unrealized +6.2%
IBM Int'l Business Machines 2.7%
Value ($000) $2,630 Shares 17,365 Est. Cost $104.58 Unrealized -19.6%
TRV Travelers Group Inc 2.6%
Value ($000) $2,540 Shares 21,760 Est. Cost $80.71 Unrealized +8.8%
SCHW Charles Schwab Corp 2.5%
Value ($000) $2,438 Shares 87,010 Est. Cost $28.04 Unrealized -16.9%
CHKP Check Pt Software Tech 2.4%
Value ($000) $2,378 Shares 27,184 Est. Cost $84.36 Unrealized -4.7%
AMZN Amazon Com Inc 2.4%
Value ($000) $2,314 Shares 3,898 Est. Cost $28.38 Unrealized 0.0%
DE Deere & Co 2.4%
Value ($000) $2,313 Shares 30,039 Est. Cost $73.05 Unrealized -9.2%
GOOGL Alphabet Inc. Class A 2.3%
Value ($000) $2,282 Shares 2,991 Est. Cost $32.02 Unrealized +14.1%
Johnson Controls Inc 2.3%
Value ($000) $2,272 Shares 58,299 Est. Cost $45.50 Unrealized
Unilever Plc Adr New 2.3%
Value ($000) $2,260 Shares 50,012 Est. Cost $45.19 Unrealized
ITW Illinois Tool Works Inc 2.3%
Value ($000) $2,258 Shares 22,046 Est. Cost $73.85 Unrealized -0.8%
Praxair Inc 2.3%
Value ($000) $2,237 Shares 19,548 Est. Cost $117.28 Unrealized
MDT Medtronic Inc 2.2%
Value ($000) $2,182 Shares 29,091 Est. Cost $58.74 Unrealized +0.3%
FDX Federal Express 2.2%
Value ($000) $2,160 Shares 13,276 Est. Cost $148.37 Unrealized -19.7%
GIS General Mills 2.2%
Value ($000) $2,154 Shares 33,998 Est. Cost $38.82 Unrealized +6.1%
PG Procter & Gamble 2.1%
Value ($000) $2,096 Shares 25,465 Est. Cost $61.85 Unrealized -0.3%
VRSK Verisk Analytics Inc Cla 2.1%
Value ($000) $2,086 Shares 26,101 Est. Cost $70.10 Unrealized -0.4%
AXP American Express Company 2.1%
Value ($000) $2,028 Shares 33,036 Est. Cost $67.91 Unrealized -25.7%
DGX Quest Diagnostic Inc 2.0%
Value ($000) $1,980 Shares 27,712 Est. Cost $56.82 Unrealized -2.9%
CBRE CBRE Group, Inc 2.0%
Value ($000) $1,964 Shares 68,152 Est. Cost $33.40 Unrealized -17.6%
LOW Lowes Companies Inc 2.0%
Value ($000) $1,954 Shares 25,791 Est. Cost $56.99 Unrealized +3.3%
NVO Novo-Nordisk A-S Adr 2.0%
Value ($000) $1,951 Shares 36,012 Est. Cost $58.79 Unrealized
NUE Nucor Corp 1.9%
Value ($000) $1,862 Shares 39,371 Est. Cost $37.10 Unrealized -12.6%
QCOM Qualcomm Inc. 1.8%
Value ($000) $1,791 Shares 35,023 Est. Cost $50.28 Unrealized -26.6%
GOOG Alphabet Inc. Class C 1.8%
Value ($000) $1,777 Shares 2,385 Est. Cost $30.50 Unrealized +16.6%
PYPL Paypal Holdings Inco 1.7%
Value ($000) $1,680 Shares 43,535 Est. Cost $35.85 Unrealized +0.5%
ABBNY Abb Ltd Adr 1.6%
Value ($000) $1,611 Shares 82,944 Est. Cost $20.78 Unrealized
RY Royal Bk Cda Montreal 1.4%
Value ($000) $1,377 Shares 23,928 Est. Cost $64.38 Unrealized -19.5%
EBAY Ebay Inc 1.1%
Value ($000) $1,054 Shares 44,184 Est. Cost $21.77 Unrealized -0.5%
NKE Nike, Inc. 0.9%
Value ($000) $853 Shares 13,870 Est. Cost $42.17 Unrealized +26.1%
VZ Verizon Communications 0.7%
Value ($000) $735 Shares 13,592 Est. Cost $26.11 Unrealized +15.0%
UPS United Parcel Service B 0.7%
Value ($000) $675 Shares 6,399 Est. Cost $66.34 Unrealized +2.0%
WM Waste Management Inc 0.7%
Value ($000) $663 Shares 11,230 Est. Cost $33.00 Unrealized +39.3%
V Visa Inc 0.6%
Value ($000) $617 Shares 8,068 Est. Cost $48.17 Unrealized +40.8%
ADBE Adobe Systems Inc 0.6%
Value ($000) $549 Shares 5,856 Est. Cost $44.30 Unrealized +95.7%
MRK Merck 0.5%
Value ($000) $526 Shares 9,938 Est. Cost $39.33 Unrealized -8.4%
ITC Holdings Corp 0.5%
Value ($000) $520 Shares 11,924 Est. Cost $55.45 Unrealized
MET Metlife Inc 0.5%
Value ($000) $505 Shares 11,497 Est. Cost $24.43 Unrealized +9.5%
ICE Intrcontinentalexchange 0.5%
Value ($000) $504 Shares 2,145 Est. Cost $40.52 Unrealized +5.8%
CVS CVS Corporation 0.4%
Value ($000) $441 Shares 4,254 Est. Cost $75.25 Unrealized -3.8%
McGraw-Hill Cos 0.4%
Value ($000) $429 Shares 4,337 Est. Cost $100.53 Unrealized
TD Toronto Dominion Bank 0.4%
Value ($000) $408 Shares 9,461 Est. Cost $47.98 Unrealized -19.6%
ECL Ecolab Inc 0.4%
Value ($000) $406 Shares 3,637 Est. Cost $99.26 Unrealized -4.0%
RHHBY Roche Hldg Ltd Spon Adrf 0.4%
Value ($000) $398 Shares 12,989 Est. Cost $34.33 Unrealized
GILD Gilead Sciences Inc 0.4%
Value ($000) $395 Shares 4,301 Est. Cost $70.91 Unrealized -10.5%
SYY Sysco Corporation 0.4%
Value ($000) $374 Shares 8,005 Est. Cost $29.54 Unrealized +13.0%
USB US Bancorp Del 0.3%
Value ($000) $337 Shares 8,313 Est. Cost $29.91 Unrealized -7.1%
R Ryder 0.3%
Value ($000) $319 Shares 4,917 Est. Cost $63.67 Unrealized -10.8%
Eaton Corporation 0.3%
Value ($000) $260 Shares 4,154 Est. Cost $67.47 Unrealized
UNFI United Natural Foods Inc 0.3%
Value ($000) $251 Shares 6,240 Est. Cost $67.74 Unrealized -45.5%
General Electric Company 0.2%
Value ($000) $232 Shares 7,311 Est. Cost $26.54 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $222 Shares 2,651 Est. Cost $54.30 Unrealized -4.3%
BRK/B Berkshire Hathaway Cl B 0.2%
Value ($000) $216 Shares 1,522 Est. Cost $142.63 Unrealized -7.0%
Entech Solar Inc 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized