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| Progressive Investment Management Corporation
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| CRD # | 107777 |
| SEC # | 801-32066 |
| CIK # | 0001353318 |
| AUM | 758.3 M (2026-03-20) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-224-7828 |
| Address | 310 N State Street Lake Oswego, OR 97034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001353318 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 37.7 | |
| Nvidia Corp | 35.9 | |
| Alphabet Inc | 31.1 | |
| Microsoft Corp | 29.9 | |
| Amazon Com Inc | 22.8 | |
| Costco Wholesale Corp /NEW | 17.2 | |
| Moodys Corp /DE/ | 14.7 | |
| Broadcom Inc | 14.6 | |
| Visa Inc | 12.8 | |
| Fastenal Co | 11.7 | |
| McGraw-Hill Companies Inc | 11.5 | |
| Idexx Laboratories Inc /DE | 11.4 | |
| Amphenol Corp /DE/ | 11.1 | |
| KLA Tencor Corp | 9.2 | |
| Mastercard Inc | 9.0 | |
| Lam Research Corp | 8.9 | |
| Danaher Corp /DE/ | 8.3 | |
| MSCI Inc | 8.3 | |
| Ingersoll-Rand PLC | 7.9 | |
| ASML Holding NV | 6.6 | |
| Applied Materials Inc /DE | 6.3 | |
| Alphabet Inc | 5.5 | |
| Thermo Fisher Scientific Inc | 5.4 | |
| Cadence Design Systems Inc | 3.9 | |
| Linde PLC | 3.2 | |
| Advanced Micro Devices Inc | 3.0 | |
| Texas Instruments Inc | 2.7 | |
| Corning Inc /NY | 2.6 | |
| Oracle Corp | 2.5 | |
| United Rentals Inc /DE | 2.5 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Local Economies Income Fund LLC | [2012-03-28] | 5.1 M | 6.0 M |
| Filed 2011-10-18 (D/A) · Exemption 506 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 18.0 |
| (b) Individuals (high net worth individuals) | 141 | 664.9 |
| (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 | 36.3 |
| (h) Charitable organizations | 7 | 39.2 |
| (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 | 473 | 758.3 |
| By Discretionary | ||
| Discretionary | 473 | 758.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 473 | 758.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 758.3 | |
| Total | 473 | 758.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Baird | Executive Officer | 12 | 2 | |
| Leslie Christian | Executive Officer | 4 | 2 | |
| Carsten Henningsen | Executive Officer | 1 | 1 | |
| Portfolio 21 Investments Inc | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001353318] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Fund Types | Private Equity |
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