0001398344-22-001978.txt : 20220203 0001398344-22-001978.hdr.sgml : 20220203 20220203154303 ACCESSION NUMBER: 0001398344-22-001978 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Progressive Investment Management Corp CENTRAL INDEX KEY: 0001353318 IRS NUMBER: 930962124 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11731 FILM NUMBER: 22588082 BUSINESS ADDRESS: STREET 1: 310 N. STATE STREET STREET 2: SUITE 214 CITY: LAKE OSWEGO STATE: OR ZIP: 97034 BUSINESS PHONE: 503-224-7828 MAIL ADDRESS: STREET 1: 310 N. STATE STREET STREET 2: SUITE 214 CITY: LAKE OSWEGO STATE: OR ZIP: 97034 FORMER COMPANY: FORMER CONFORMED NAME: Portfolio 21 Investments DATE OF NAME CHANGE: 20080212 FORMER COMPANY: FORMER CONFORMED NAME: Progressive Investment Management DATE OF NAME CHANGE: 20060214 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001353318 XXXXXXXX 12-31-2021 12-31-2021 false Progressive Investment Management Corp

310 N. STATE STREET SUITE 214 LAKE OSWEGO OR 97034

13F HOLDINGS REPORT 028-11731 N Carsten Henningsen 503-953-8335 /s/ Carsten Henningsen Portland OR 02-03-2022 0 56 360356 INFORMATION TABLE 2 fp0072176_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 907 5104 SH SOLE 5104 0 0 ABBOTT LABS COM 002824100 338 2403 SH SOLE 2403 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 15926 28086 SH SOLE 28086 0 0 ALPHABET INC CAP STK CL C 02079K107 15964 5517 SH SOLE 5517 0 0 ALPHABET INC CAP STK CL A 02079K305 5142 1775 SH SOLE 1775 0 0 AMAZON COM INC COM 023135106 21210 6361 SH SOLE 6361 0 0 AMERIPRISE FINL INC COM 03076C106 217 720 SH SOLE 720 0 0 AMGEN INC COM 031162100 226 1005 SH SOLE 1005 0 0 ANSYS INC COM 03662Q105 11714 29204 SH SOLE 29204 0 0 APPLE INC COM 037833100 35269 198620 SH SOLE 198620 0 0 AUTODESK INC COM 052769106 7351 26144 SH SOLE 26144 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 350 1419 SH SOLE 1419 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 407 1360 SH SOLE 1360 0 0 BOOKING HOLDINGS INC COM 09857L108 5905 2461 SH SOLE 2461 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5277 28867 SH SOLE 28867 0 0 CBRE GROUP INC CL A 12504L109 5554 51185 SH SOLE 51185 0 0 CORNING INC COM 219350105 407 10937 SH SOLE 10937 0 0 COSTCO WHSL CORP NEW COM 22160K105 10504 18503 SH SOLE 18503 0 0 DANAHER CORPORATION COM 235851102 15630 47507 SH SOLE 47507 0 0 DEERE & CO COM 244199105 730 2130 SH SOLE 2130 0 0 DISNEY WALT CO COM 254687106 497 3207 SH SOLE 3207 0 0 ETSY INC COM 29786A106 6419 29319 SH SOLE 29319 0 0 FASTENAL CO COM 311900104 8364 130563 SH SOLE 130563 0 0 GARTNER INC COM 366651107 10637 31817 SH SOLE 31817 0 0 IDEXX LABS INC COM 45168D104 15087 22913 SH SOLE 22913 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 287 2149 SH SOLE 2149 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 382 11575 SH SOLE 11575 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1252 14968 SH SOLE 14968 0 0 ISHARES TR S&P 500 VAL ETF 464287408 298 1900 SH SOLE 1900 0 0 ISHARES TR CORE S&P SCP ETF 464287804 275 2400 SH SOLE 2400 0 0 ISHARES TR MSCI USA ESG SLC 464288802 425 4000 SH SOLE 4000 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 178 1222 SH SOLE 1222 0 0 ISHARES TR MSCI USA VALUE 46432F388 100 918 SH SOLE 918 0 0 JOHNSON & JOHNSON COM 478160104 1821 10644 SH SOLE 10644 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7251 20181 SH SOLE 20181 0 0 MICROSOFT CORP COM 594918104 29250 86972 SH SOLE 86972 0 0 MOODYS CORP COM 615369105 14452 37001 SH SOLE 37001 0 0 MSCI INC COM 55354G100 7597 12399 SH SOLE 12399 0 0 NIKE INC CL B 654106103 6531 39185 SH SOLE 39185 0 0 NVIDIA CORPORATION COM 67066G104 392 1332 SH SOLE 1332 0 0 PAYPAL HLDGS INC COM 70450Y103 8509 45122 SH SOLE 45122 0 0 ROPER TECHNOLOGIES INC COM 776696106 9070 18441 SH SOLE 18441 0 0 S&P GLOBAL INC COM 78409V104 12206 25865 SH SOLE 25865 0 0 SALESFORCE COM INC COM 79466L302 11717 46106 SH SOLE 46106 0 0 SERVICENOW INC COM 81762P102 7694 11853 SH SOLE 11853 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 559 1080 SH SOLE 1080 0 0 TJX COS INC NEW COM 872540109 504 6634 SH SOLE 6634 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 303 1500 SH SOLE 1500 0 0 TYLER TECHNOLOGIES INC COM 902252105 10810 20095 SH SOLE 20095 0 0 US BANCORP DEL COM NEW 902973304 404 7186 SH SOLE 7186 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 160 897 SH SOLE 897 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 63 260 SH SOLE 260 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 302 5496 SH SOLE 5496 0 0 VERISK ANALYTICS INC COM 92345Y106 9192 40189 SH SOLE 40189 0 0 VISA INC COM CL A 92826C839 10166 46911 SH SOLE 46911 0 0 WATERS CORP COM 941848103 8171 21931 SH SOLE 21931 0 0