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| Happy Holidays!! thanks for using AUM13F!! |
| Progressive Investment Management Corporation
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| CRD # | 107777 |
| SEC # | 801-32066 |
| CIK # | 0001353318 |
| AUM | $700.3 M (2025-03-14) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 503-224-7828 |
| Address | 310 N State Street Lake Oswego, OR 97034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.0 | ||
| Nvidia Corp | 33.2 | ||
| Apple Inc | 31.1 | ||
| Amazon Com Inc | 24.7 | ||
| Alphabet Inc | 19.2 | ||
| Costco Wholesale Corp /NEW | 17.5 | ||
| Moodys Corp /DE/ | 17.1 | ||
| VISA Inc | 15.2 | ||
| McGraw-hill Companies Inc | 14.6 | ||
| Priceline Com Inc | 12.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Local Economies Income Fund LLC | [2012-03-28] | 5.1 | 6.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 19.8 |
| (b) Individuals (high net worth individuals) | 140 | 611.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 32.8 |
| (h) Charitable organizations | 7 | 36.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 700.3 |
| By Discretionary | ||
| Discretionary | 475 | 700.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 700.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 700.3 | |
| Total | 475 | 700.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Baird | 12 | ||
| Leslie Christian | 3 | ||
| Carsten Henningsen | 1 | ||
| Portfolio 21 Investments Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001353318] |
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