Progressive Investment Management Corp Diversified Active

CIK: 0001353318 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2016

Total Value ($000): $107,610 (100.0% shares, 0.0% debt)

Holdings (56)

AAPL Apple Inc. 5.0%
Value ($000) $5,348 Shares 47,303 Est. Cost $26.99 Unrealized -10.2%
JNJ Johnson & Johnson 4.1%
Value ($000) $4,391 Shares 37,169 Est. Cost $76.95 Unrealized +21.6%
MMM 3M Co. 3.6%
Value ($000) $3,902 Shares 22,143 Est. Cost $97.47 Unrealized +12.0%
MSFT Microsoft, Corp. 3.6%
Value ($000) $3,890 Shares 67,526 Est. Cost $40.69 Unrealized +23.6%
BAX Baxter Int'l Inc. 3.5%
Value ($000) $3,761 Shares 79,002 Est. Cost $32.24 Unrealized +25.4%
WAT Waters Corp 3.3%
Value ($000) $3,528 Shares 22,260 Est. Cost $123.09 Unrealized +25.7%
AMZN Amazon Com Inc 3.3%
Value ($000) $3,504 Shares 4,185 Est. Cost $28.80 Unrealized +32.9%
TJX TJX Cos Inc 3.1%
Value ($000) $3,314 Shares 44,318 Est. Cost $26.56 Unrealized +29.1%
CSCO Cisco Systems, Inc. 3.1%
Value ($000) $3,310 Shares 104,349 Est. Cost $19.95 Unrealized +15.6%
META Facebook Inc Class A 2.9%
Value ($000) $3,091 Shares 24,100 Est. Cost $114.43 Unrealized +7.7%
SCHW Charles Schwab Corp 2.7%
Value ($000) $2,922 Shares 92,542 Est. Cost $27.88 Unrealized -6.6%
IBM Int'l Business Machines 2.7%
Value ($000) $2,852 Shares 17,954 Est. Cost $104.34 Unrealized -2.5%
COST Costco Companies Inc 2.6%
Value ($000) $2,788 Shares 18,279 Est. Cost $120.43 Unrealized +13.7%
DE Deere & Co 2.6%
Value ($000) $2,780 Shares 32,568 Est. Cost $72.82 Unrealized -3.4%
MDT Medtronic Inc 2.4%
Value ($000) $2,621 Shares 30,338 Est. Cost $59.00 Unrealized +16.6%
GOOGL Alphabet Inc. Class A 2.4%
Value ($000) $2,575 Shares 3,202 Est. Cost $32.31 Unrealized +20.1%
ITW Illinois Tool Works Inc 2.4%
Value ($000) $2,559 Shares 21,357 Est. Cost $73.85 Unrealized +25.8%
QCOM Qualcomm Inc. 2.4%
Value ($000) $2,554 Shares 37,288 Est. Cost $49.73 Unrealized -5.7%
NKE Nike, Inc. 2.4%
Value ($000) $2,539 Shares 48,223 Est. Cost $47.76 Unrealized +4.7%
TRV Travelers Group Inc 2.3%
Value ($000) $2,479 Shares 21,643 Est. Cost $80.71 Unrealized +18.0%
Unilever Plc Adr New 2.3%
Value ($000) $2,455 Shares 51,786 Est. Cost $45.26 Unrealized
Praxair Inc 2.3%
Value ($000) $2,441 Shares 20,202 Est. Cost $117.15 Unrealized
PG Procter & Gamble 2.2%
Value ($000) $2,416 Shares 26,920 Est. Cost $62.02 Unrealized +8.9%
Johnson Controls International plc, 2.2%
Value ($000) $2,320 Shares 49,862 Est. Cost $45.47 Unrealized
FDX Federal Express 2.1%
Value ($000) $2,313 Shares 13,243 Est. Cost $148.37 Unrealized -5.0%
VRSK Verisk Analytics Inc Cla 2.1%
Value ($000) $2,226 Shares 27,382 Est. Cost $70.31 Unrealized +12.5%
GOOG Alphabet Inc. Class C 2.1%
Value ($000) $2,218 Shares 2,854 Est. Cost $31.66 Unrealized +19.1%
GIS General Mills 2.0%
Value ($000) $2,198 Shares 34,416 Est. Cost $38.96 Unrealized +28.4%
AXP American Express Company 2.0%
Value ($000) $2,144 Shares 33,486 Est. Cost $67.71 Unrealized -16.8%
CBRE CBRE Group, Inc 2.0%
Value ($000) $2,142 Shares 76,570 Est. Cost $32.92 Unrealized -13.3%
DGX Quest Diagnostic Inc 2.0%
Value ($000) $2,116 Shares 25,006 Est. Cost $56.82 Unrealized +22.9%
LOW Lowes Companies Inc 1.8%
Value ($000) $1,939 Shares 26,859 Est. Cost $57.24 Unrealized +14.3%
ABBNY Abb Ltd Adr 1.7%
Value ($000) $1,826 Shares 81,128 Est. Cost $20.78 Unrealized
PYPL Paypal Holdings Inco 1.7%
Value ($000) $1,823 Shares 44,506 Est. Cost $35.92 Unrealized +6.8%
NVO Novo-Nordisk A-S Adr 1.4%
Value ($000) $1,540 Shares 37,022 Est. Cost $58.69 Unrealized
EBAY Ebay Inc 1.4%
Value ($000) $1,454 Shares 44,187 Est. Cost $21.76 Unrealized +23.5%
UPS United Parcel Service B 0.7%
Value ($000) $791 Shares 7,237 Est. Cost $67.12 Unrealized +15.1%
ADBE Adobe Systems Inc 0.7%
Value ($000) $710 Shares 6,542 Est. Cost $49.93 Unrealized +101.0%
VZ Verizon Communications 0.7%
Value ($000) $707 Shares 13,610 Est. Cost $26.31 Unrealized +25.1%
V Visa Inc 0.7%
Value ($000) $706 Shares 8,540 Est. Cost $49.55 Unrealized +51.3%
WM Waste Management Inc 0.6%
Value ($000) $658 Shares 10,320 Est. Cost $33.25 Unrealized +65.9%
MRK Merck 0.6%
Value ($000) $640 Shares 10,256 Est. Cost $39.33 Unrealized +11.2%
ICE Intrcontinentalexchange 0.5%
Value ($000) $575 Shares 2,136 Est. Cost $40.52 Unrealized +19.5%
SPGI S & P Global Inc 0.5%
Value ($000) $549 Shares 4,337 Est. Cost $96.34 Unrealized +14.4%
MET Metlife Inc 0.5%
Value ($000) $529 Shares 11,897 Est. Cost $24.55 Unrealized +11.6%
ECL Ecolab Inc 0.5%
Value ($000) $528 Shares 4,339 Est. Cost $100.40 Unrealized +8.5%
RHHBY Roche Hldg Ltd Spon Adrf 0.4%
Value ($000) $416 Shares 13,446 Est. Cost $34.29 Unrealized
SYY Sysco Corporation 0.4%
Value ($000) $413 Shares 8,417 Est. Cost $29.94 Unrealized +34.4%
CVS CVS Corporation 0.4%
Value ($000) $379 Shares 4,254 Est. Cost $75.25 Unrealized -5.8%
USB US Bancorp Del 0.3%
Value ($000) $357 Shares 8,313 Est. Cost $29.91 Unrealized +0.2%
GILD Gilead Sciences Inc 0.3%
Value ($000) $356 Shares 4,503 Est. Cost $70.55 Unrealized -18.1%
Eaton Corporation 0.3%
Value ($000) $287 Shares 4,373 Est. Cost $67.08 Unrealized
General Electric Company 0.2%
Value ($000) $261 Shares 8,811 Est. Cost $27.06 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $249 Shares 2,851 Est. Cost $54.59 Unrealized +7.2%
BRK/B Berkshire Hathaway Cl B 0.2%
Value ($000) $220 Shares 1,522 Est. Cost $142.63 Unrealized +2.5%
Entech Solar Inc 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized