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| Progressive Investment Management Corporation
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|
|---|---|
| CRD # | 107777 |
| SEC # | 801-32066 |
| CIK # | 0001353318 |
| AUM | $506.8 MM (2023-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 503-224-7828 |
| Address | 310 N State Street Lake Oswego, OR 97034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001353318 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 34.7 | |
| Microsoft Corp | 1,918,222.4 | 27.6 | |
| Amazon Com Inc | 1,092,997.8 | 23.6 | |
| Danaher Corp /DE/ | 183,136.1 | 12.6 | |
| Alphabet Inc | 1,482,566.4 | 12.4 | |
| Idexx Laboratories Inc /DE | 29,336.2 | 11.8 | |
| Moodys Corp /DE/ | 49,925.7 | 11.8 | |
| Adobe Systems Inc | 172,760.2 | 11.1 | |
| McGraw-hill Companies Inc | 113,084.7 | 11.0 | |
| VISA Inc | 419,260.5 | 10.8 | |
| Gartner Inc | 19,281.9 | 10.7 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 9.9 | |
| Ansys Inc | 20,889.8 | 9.9 | |
| MSCI Inc | 33,573.4 | 9.7 | |
| Roper Industries Inc | 41,484.9 | 8.4 | |
| Verisk Analytics Inc | 26,676.0 | 8.1 | |
| Mastercard Inc | 309,583.1 | 7.6 | |
| Fastenal Co | 28,302.5 | 7.4 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 7.4 | |
| Tyler Technologies Inc | 13,860.5 | 7.4 | |
| Waters Corp /DE/ | 19,843.9 | 7.0 | |
| Priceline Com Inc | 74,682.6 | 6.6 | |
| Autodesk Inc | 38,415.9 | 5.6 | |
| ServiceNow Inc | 94,905.7 | 5.6 | |
| Salesforce Com Inc | 170,602.7 | 4.7 | |
| Align Technology Inc | 19,064.6 | 4.1 | |
| CB Richard Ellis Group Inc | 24,011.2 | 3.9 | |
| Alphabet Inc | 1,475,138.5 | 3.2 | |
| Aon Corp | 56,421.9 | 3.0 | |
| Johnson & Johnson | 465,600.2 | 1.6 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Local Economies Income Fund LLC | [2012-03-28] | 5.1 | 6.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 25.5 |
| (b) Individuals (high net worth individuals) | 139 | 435.8 |
| (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 | 3 | 24.3 |
| (h) Charitable organizations | 6 | 21.1 |
| (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 | 459 | 506.8 |
| By Discretionary | ||
| Discretionary | 459 | 506.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 506.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.8 | |
| Total | 459 | 506.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Robert Baird | 12 | ||
| Leslie Christian | 3 | ||
| Carsten Henningsen | 1 | ||
| Portfolio 21 Investments Inc | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001353318] |
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|---|---|---|
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IN | 0.6 |
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NY | 0.3 |
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Omega Capital Management LLC
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CA | 0.1 |
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Millennial Advisers LLC
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NY | 0.0 |