Progressive Investment Management Corp Diversified Active

CIK: 0001353318 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 15, 2017

Total Value ($000): $109,187 (100.0% shares, 0.0% debt)

Holdings (53)

AAPL Apple Inc. 4.8%
Value ($000) $5,274 Shares 45,532 Est. Cost $26.99 Unrealized -3.4%
JNJ Johnson & Johnson 3.9%
Value ($000) $4,289 Shares 37,225 Est. Cost $76.95 Unrealized +16.6%
MSFT Microsoft Corporation 3.8%
Value ($000) $4,202 Shares 67,629 Est. Cost $40.69 Unrealized +32.6%
AMZN Amazon.com, Inc 3.7%
Value ($000) $3,989 Shares 5,319 Est. Cost $31.02 Unrealized +26.3%
MMM 3M Co. 3.6%
Value ($000) $3,984 Shares 22,309 Est. Cost $97.47 Unrealized +9.0%
SCHW Charles Schwab Corp 3.4%
Value ($000) $3,663 Shares 92,796 Est. Cost $27.88 Unrealized +14.0%
BAX Baxter Int'l Inc. 3.2%
Value ($000) $3,485 Shares 78,595 Est. Cost $32.24 Unrealized +23.3%
DE Deere & Co 3.1%
Value ($000) $3,394 Shares 32,941 Est. Cost $72.91 Unrealized +11.7%
TJX TJX Cos Inc 3.1%
Value ($000) $3,359 Shares 44,706 Est. Cost $26.56 Unrealized +25.1%
CSCO Cisco Systems, Inc. 2.9%
Value ($000) $3,147 Shares 104,126 Est. Cost $19.95 Unrealized +15.5%
IBM Int'l Business Machines 2.8%
Value ($000) $3,016 Shares 18,172 Est. Cost $104.33 Unrealized -1.2%
WAT Waters Corp 2.7%
Value ($000) $2,988 Shares 22,233 Est. Cost $123.09 Unrealized +15.9%
ROP Roper Industries Inc 2.7%
Value ($000) $2,905 Shares 15,869 Est. Cost $169.81 Unrealized 0.0%
COST Costco Wholesale Corp 2.6%
Value ($000) $2,837 Shares 17,717 Est. Cost $120.43 Unrealized +7.8%
META Facebook Inc 2.6%
Value ($000) $2,808 Shares 24,404 Est. Cost $114.52 Unrealized +6.5%
FDX Federal Express 2.4%
Value ($000) $2,601 Shares 13,968 Est. Cost $148.89 Unrealized +6.3%
TRV Travelers Group Inc 2.4%
Value ($000) $2,601 Shares 21,243 Est. Cost $80.71 Unrealized +15.8%
GOOGL Alphabet Inc. Class A 2.3%
Value ($000) $2,537 Shares 3,202 Est. Cost $32.31 Unrealized +22.8%
NKE Nike, Inc 2.3%
Value ($000) $2,479 Shares 48,764 Est. Cost $47.74 Unrealized -4.5%
ITW Illinois Tool Works Inc 2.2%
Value ($000) $2,451 Shares 20,014 Est. Cost $73.85 Unrealized +31.6%
CBRE CBRE Group, Inc 2.2%
Value ($000) $2,446 Shares 77,679 Est. Cost $32.86 Unrealized -11.9%
AXP American Express Company 2.2%
Value ($000) $2,433 Shares 32,840 Est. Cost $67.71 Unrealized -9.9%
QCOM Qualcomm Inc 2.2%
Value ($000) $2,426 Shares 37,208 Est. Cost $49.73 Unrealized +5.1%
Praxair Inc 2.2%
Value ($000) $2,382 Shares 20,327 Est. Cost $117.15 Unrealized
PG Procter & Gamble 2.1%
Value ($000) $2,264 Shares 26,925 Est. Cost $62.02 Unrealized +7.7%
VRSK Verisk Analytics, Inc. 2.1%
Value ($000) $2,257 Shares 27,803 Est. Cost $70.43 Unrealized +11.2%
DGX Quest Diagnostic Inc 2.1%
Value ($000) $2,241 Shares 24,388 Est. Cost $56.82 Unrealized +26.7%
GOOG Alphabet Inc. Class C 2.0%
Value ($000) $2,229 Shares 2,888 Est. Cost $31.74 Unrealized +21.8%
MDT Medtronic Inc 2.0%
Value ($000) $2,185 Shares 30,682 Est. Cost $59.04 Unrealized +5.6%
Unilever plc (ADR) 2.0%
Value ($000) $2,134 Shares 52,437 Est. Cost $45.21 Unrealized
GIS General Mills 1.9%
Value ($000) $2,124 Shares 34,389 Est. Cost $38.96 Unrealized +15.2%
JCI Johnson Controls International plc 1.9%
Value ($000) $2,040 Shares 49,521 Est. Cost $34.30 Unrealized 0.0%
LOW Lowes Companies Inc 1.8%
Value ($000) $1,914 Shares 26,917 Est. Cost $57.24 Unrealized +4.5%
PYPL Paypal Holdings Inc 1.6%
Value ($000) $1,719 Shares 43,561 Est. Cost $35.92 Unrealized +11.7%
ABBNY ABB ADR 1.5%
Value ($000) $1,621 Shares 76,926 Est. Cost $20.78 Unrealized
NVO Novo-Nordisk A-S ADR 1.2%
Value ($000) $1,291 Shares 36,015 Est. Cost $58.69 Unrealized
EBAY Ebay Inc 1.2%
Value ($000) $1,284 Shares 43,258 Est. Cost $21.76 Unrealized +20.8%
UPS United Parcel Service, Inc. 0.7%
Value ($000) $803 Shares 7,006 Est. Cost $67.12 Unrealized +19.6%
V Visa Inc 0.7%
Value ($000) $728 Shares 9,336 Est. Cost $51.76 Unrealized +45.8%
WM Waste Management Inc 0.7%
Value ($000) $725 Shares 10,226 Est. Cost $33.25 Unrealized +70.8%
VZ Verizon Communications 0.7%
Value ($000) $720 Shares 13,488 Est. Cost $26.31 Unrealized +17.8%
ADBE Adobe Systems Inc 0.6%
Value ($000) $698 Shares 6,780 Est. Cost $51.89 Unrealized +104.0%
DHR Danaher Corporation 0.6%
Value ($000) $615 Shares 7,898 Est. Cost $66.37 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.5%
Value ($000) $587 Shares 10,409 Est. Cost $47.48 Unrealized +3.8%
MRK Merck 0.5%
Value ($000) $565 Shares 9,592 Est. Cost $39.33 Unrealized +12.1%
ECL Ecolab Inc 0.5%
Value ($000) $530 Shares 4,520 Est. Cost $100.62 Unrealized +5.3%
SPGI S & P Global Inc 0.4%
Value ($000) $466 Shares 4,337 Est. Cost $96.34 Unrealized +14.1%
SYY Sysco Corporation 0.4%
Value ($000) $461 Shares 8,329 Est. Cost $29.94 Unrealized +36.8%
USB US Bancorp Del 0.4%
Value ($000) $427 Shares 8,313 Est. Cost $29.91 Unrealized +12.9%
CVS CVS Health Corp 0.4%
Value ($000) $384 Shares 4,861 Est. Cost $73.47 Unrealized -16.9%
BRK/B Berkshire Hathaway Cl B 0.2%
Value ($000) $248 Shares 1,522 Est. Cost $142.63 Unrealized +7.9%
General Electric Company 0.2%
Value ($000) $231 Shares 7,311 Est. Cost $27.06 Unrealized
Entech Solar Inc 0.0%
Value ($000) $0 Shares 25,000 Est. Cost Unrealized