Progressive Investment Management Corp Diversified Active

Location: Lake Oswego, OR

CIK: 0001353318 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 9, 2018

Total Value: $149M (100.0% shares, 0.0% debt)

Holdings (44)

AAPL Apple Inc. 5.7%
Value $8.449M Shares 49,927 Est. Cost $27.71 Unrealized +41.0%
AMZN Amazon.com, Inc 4.7%
Value $7.076M Shares 6,051 Est. Cost $33.44 Unrealized +64.5%
META Facebook Inc 4.4%
Value $6.494M Shares 36,799 Est. Cost $131.48 Unrealized +33.5%
MSFT Microsoft Corporation 4.1%
Value $6.08M Shares 71,078 Est. Cost $41.60 Unrealized +80.9%
JNJ Johnson & Johnson 3.9%
Value $5.779M Shares 41,360 Est. Cost $79.56 Unrealized +39.5%
MMM 3M Co. 3.6%
Value $5.297M Shares 22,503 Est. Cost $97.47 Unrealized +48.7%
BAX Baxter Int'l Inc. 3.5%
Value $5.177M Shares 80,097 Est. Cost $32.68 Unrealized +70.7%
DE Deere & Co 3.5%
Value $5.171M Shares 33,038 Est. Cost $74.69 Unrealized +65.7%
V Visa Inc 3.5%
Value $5.17M Shares 45,345 Est. Cost $75.85 Unrealized +37.6%
MCO Moodys Corp 3.4%
Value $5.046M Shares 34,184 Est. Cost $100.90 Unrealized +35.1%
SCHW Charles Schwab Corp 3.3%
Value $4.89M Shares 95,184 Est. Cost $28.14 Unrealized +49.7%
ROP Roper Technologies 3.0%
Value $4.435M Shares 17,125 Est. Cost $174.01 Unrealized +40.6%
FDX Federal Express 3.0%
Value $4.411M Shares 17,677 Est. Cost $153.63 Unrealized +29.6%
WAT Waters Corp 2.9%
Value $4.367M Shares 22,606 Est. Cost $123.97 Unrealized +55.8%
Ansys Inc 2.8%
Value $4.19M Shares 28,389 Est. Cost $108.52 Unrealized
CSCO Cisco Systems, Inc. 2.7%
Value $4.053M Shares 105,812 Est. Cost $20.01 Unrealized +39.8%
Priceline.Com Inc New 2.5%
Value $3.665M Shares 2,109 Est. Cost $1779.55 Unrealized
CBRE CBRE Group, Inc 2.4%
Value $3.642M Shares 84,092 Est. Cost $33.23 Unrealized +24.8%
GOOG Alphabet Inc. Class C 2.4%
Value $3.511M Shares 3,355 Est. Cost $33.93 Unrealized +48.9%
TJX TJX Cos Inc 2.3%
Value $3.488M Shares 45,625 Est. Cost $26.56 Unrealized +22.0%
DHR Danaher Corporation 2.3%
Value $3.444M Shares 37,108 Est. Cost $70.95 Unrealized +10.3%
GOOGL Alphabet Inc. Class A 2.2%
Value $3.322M Shares 3,154 Est. Cost $32.31 Unrealized +58.6%
COST Costco Wholesale Corp 2.2%
Value $3.276M Shares 17,603 Est. Cost $120.43 Unrealized +28.2%
Praxair Inc 2.2%
Value $3.267M Shares 21,123 Est. Cost $118.00 Unrealized
PYPL Paypal Holdings Inc 2.2%
Value $3.224M Shares 43,786 Est. Cost $36.65 Unrealized +96.9%
ITW Illinois Tool Works Inc 2.1%
Value $3.19M Shares 19,121 Est. Cost $73.85 Unrealized +77.2%
NKE Nike, Inc 2.1%
Value $3.09M Shares 49,406 Est. Cost $47.74 Unrealized +8.5%
VRSK Verisk Analytics, Inc. 2.1%
Value $3.056M Shares 31,830 Est. Cost $71.82 Unrealized +20.5%
Unilever plc (ADR) 2.0%
Value $3.014M Shares 54,463 Est. Cost $45.49 Unrealized
IBM Int'l Business Machines 1.7%
Value $2.594M Shares 16,908 Est. Cost $104.33 Unrealized -2.1%
WAB Wabtec 1.7%
Value $2.546M Shares 31,267 Est. Cost $78.82 Unrealized -7.6%
MDT Medtronic Inc 1.7%
Value $2.537M Shares 31,416 Est. Cost $59.17 Unrealized +9.8%
PG Procter & Gamble 1.7%
Value $2.522M Shares 27,450 Est. Cost $62.14 Unrealized +16.9%
LOW Lowes Companies Inc 1.7%
Value $2.477M Shares 26,648 Est. Cost $57.24 Unrealized +24.5%
EBAY Ebay Inc 1.1%
Value $1.593M Shares 42,207 Est. Cost $21.76 Unrealized +51.8%
ADBE Adobe Systems Inc 0.8%
Value $1.23M Shares 7,020 Est. Cost $58.29 Unrealized +195.1%
WM Waste Management Inc 0.5%
Value $794K Shares 9,203 Est. Cost $33.25 Unrealized +112.7%
ICE Intercontinental Exchange Inc 0.5%
Value $685K Shares 9,707 Est. Cost $47.48 Unrealized +30.2%
SPGI S & P Global Inc 0.5%
Value $684K Shares 4,040 Est. Cost $128.56 Unrealized +18.2%
SYY Sysco Corporation 0.4%
Value $643K Shares 10,587 Est. Cost $32.71 Unrealized +40.1%
ECL Ecolab Inc 0.4%
Value $618K Shares 4,603 Est. Cost $100.74 Unrealized +21.0%
USB US Bancorp Del 0.3%
Value $445K Shares 8,313 Est. Cost $29.91 Unrealized +30.6%
BRK/B Berkshire Hathaway Cl B 0.2%
Value $331K Shares 1,672 Est. Cost $147.10 Unrealized +29.1%
Entech Solar Inc 0.0%
Value $0 Shares 25,000 Est. Cost Unrealized