Progressive Investment Management Corp has filed its quarterly report detailing its holdings as of September 30, 2026. This filing is significant as it sheds light on the company's investment strategies and market positioning within the investment management sector.
Progressive Investment Management Corp, identified by CIK 0001353318, operates in the investment management industry. The company has consistently submitted filings, with its latest being a 13F-HR form filed on October 26, 2026. This filing reveals the company's investment activities and provides essential information for stakeholders and analysts.
The filing states, "Form 13F-HR - Quarterly report filed by institutional managers, Holdings." This indicates that the report includes a comprehensive overview of the investment positions held by Progressive as of the end of September.
This update may impact various stakeholders, including investors, analysts, and competitors in the investment management sector. By examining Progressive's holdings, other firms in the industry can gain insights into market trends and investment strategies.
Details were not available in the SEC filing regarding what happens next for Progressive Investment Management Corp following this disclosure.
Filing Details
The filing was accepted by the SEC on October 26, 2026, and it covers the period ending September 30, 2026. The report consists of two documents, including the primary report and an information table, which provides detailed information about the holdings.
Progressive Investment Management Corp is headquartered at 310 N. State Street, Suite 214, Lake Oswego, OR 97034. The company can be reached at 503-224-7828. This location serves as both their mailing and business address.
Company Information
According to the filing, Progressive Investment Management Corp has a Central Index Key (CIK) number of 0001353318 and an Employer Identification Number (EIN) of 930962124. The company is incorporated in Oregon and has a fiscal year ending on December 31.
"The filing includes comprehensive details about the investment positions held by Progressive, which are crucial for understanding their investment strategies and market outlook."
However, the filing does not provide specific details regarding the individual securities held or any changes in the portfolio compared to previous filings.