Long-term investor
Progressive Investment Management Corp. @progressiveinvestmentman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001353318).
Record
- Tracked since 2025-06-30 (434 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +12.5% · 6 months +7.5% · 1 year +14.1% · all +14.1%
- Max drawdown -7.5% · Sharpe 0.52 · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.3% · long · since 2025-06-30
- NVDA · 8.9% · long · since 2025-06-30
- GOOG · 8.3% · long · since 2025-06-30
- MSFT · 6.5% · long · since 2025-06-30
- AMZN · 5.7% · long · since 2025-06-30
- KLAC · 4.1% · long · since 2025-06-30
- LRCX · 3.9% · long · since 2025-06-30
- AVGO · 3.9% · long · since 2025-09-30
- COST · 3.5% · long · since 2025-06-30
- APH · 3.3% · long · since 2025-09-30
- MCO · 3.3% · long · since 2025-06-30
- V · 3.1% · long · since 2025-06-30