Progressive Investment Management Corp Q2 2023 vs. Q3 2023 13F Holdings Comparison

As an investor, it is crucial to stay updated with the latest changes in fund holdings. In this article, we will analyze the Q2 2023 and Q3 2023 13F holdings of Progressive Investment Management Corp to understand the shifts in their portfolio. Let's dive into the details and explore what these changes mean for investors.

Apple Inc (AAPL)

In Q2 2023, Progressive Investment Management Corp held 199,142 shares of Apple Inc, which decreased to 197,137 shares in Q3 2023. The value of their holdings also experienced a decline from $38,627,000 to $33,751,000, representing a 12.6% change.

Microsoft Corp (MSFT)

Progressive Investment Management Corp's holdings in Microsoft Corp slightly decreased from 92,938 shares in Q2 2023 to 92,024 shares in Q3 2023. The value of their holdings also declined by 8.2%, going from $31,649,000 to $29,056,000.

Amazon.com Inc (AMZN)

The number of shares held by Progressive Investment Management Corp in Amazon.com Inc decreased from 128,397 shares in Q2 2023 to 127,758 shares in Q3 2023. The value of their holdings saw a slight decline of 3%, from $16,737,000 to $16,240,000.

Alphabet Inc (GOOG)

In terms of Alphabet Inc, Progressive Investment Management Corp's holdings decreased from 117,276 shares in Q2 2023 to 116,339 shares in Q3 2023. Surprisingly, despite the decrease in the number of shares, the value of their holdings increased by 8.1%, going from $14,186,000 to $15,339,000.

Danaher Corporation (DHR)

Progressive Investment Management Corp held 49,526 shares of Danaher Corporation in Q2 2023, which decreased to 48,928 shares in Q3 2023. The value of their holdings also experienced a minor decline from $11,886,000 to $12,139,000, representing a 2.1% change.

Moody's Corp (MCO)

The holdings of Moody's Corp by Progressive Investment Management Corp experienced a decrease from 37,735 shares in Q2 2023 to 37,350 shares in Q3 2023. The value of their holdings saw a decline of 10%, going from $13,121,000 to $11,808,000.

S&P Global Inc (SPGI)

Progressive Investment Management Corp's holdings in S&P Global Inc experienced a decrease from 31,459 shares in Q2 2023 to 31,206 shares in Q3 2023. The value of their holdings declined by 9.6%, going from $12,611,000 to $11,402,000.

Gartner Inc (IT)

In terms of Gartner Inc, Progressive Investment Management Corp held 32,232 shares in Q2 2023, which decreased to 31,699 shares in Q3 2023. The value of their holdings saw a decline of 3.5% from $11,291,000 to $10,892,000.

Visa Inc (V)

The holdings of Visa Inc by Progressive Investment Management Corp decreased from 47,328 shares in Q2 2023 to 46,950 shares in Q3 2023. The value of their holdings also saw a decline of 3.9%, going from $11,239,000 to $10,798,000.

Costco Wholesale Corp New (COST)

Progressive Investment Management Corp's holdings in Costco Wholesale Corp New slightly decreased from 19,186 shares in Q2 2023 to 19,060 shares in Q3 2023. However, the value of their holdings increased by 4.2%, going from $10,329,000 to $10,767,000.

These are just a few of the many holdings analyzed in this report. The data provides valuable insights into the changes in holdings made by Progressive Investment Management Corp from Q2 2023 to Q3 2023.

Please note that these changes don't necessarily reflect the overall performance or investment strategy of Progressive Investment Management Corp. It's important for individual investors to conduct thorough research and analysis before making any investment decisions.

In conclusion, staying updated with the 13F holdings of investment management firms can provide valuable information to investors. The insights provided in this analysis can serve as a starting point for further research and analysis, helping investors make informed decisions about their own investment portfolios.