Progressive Investment Management Corporation

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Assets, Funds, Holdings

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Progressive Investment Management Corporation
CRD #107777
SEC #801-32066
CIK #1353318
AUM $446.7 MM (100% Disc, 100% US, 2020-03-26)
Employees6 (67% Investors, 0% Brokers)
Phone503-224-7828
Address5100 Sw Macadam Avenue
Portland, OR 97239-3831
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
58546835123411701999200620132021
Sector Issuer Cap ($MM) Value ($MM)
AMZN 1,207,970.0 9.5
AAPL 1,372,810.0 8.0
MSFT 1,376,930.0 7.5
V 411,370.0 6.3
ADBE 181,460.0 6.2
BAX 43,510.0 5.4
JNJ 381,110.0 5.4
MCO 48,690.0 5.2
FB 661,560.0 5.1
DE 46,430.0 5.0
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Local Economies Income Fund LLC [2009-04-14] 5.1 6.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Portfolio 21 Investments Inc 1 1
Leslie Christian 1 1
Carsten Henningsen 1 1
Robert Baird 1 1
Comparable Firms State AUM ($BB)
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Your Source Financial PLC
AZ 0.3
Biechele Royce Advisors Inc
IN 0.3
van GORP LLC
NY 0.2
Sagent Wealth Management
CA 0.1
William B Walkup & Associates Inc
SC 0.1
CornerStone Asset Management Inc
CA 0.0
Joseph Gunnar & Co LLC
NY 0.0
Symfonie Capital LLC
0.0
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