0001398344-23-008470.txt : 20230502 0001398344-23-008470.hdr.sgml : 20230502 20230502124954 ACCESSION NUMBER: 0001398344-23-008470 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 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: 23877630 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 X0202 13F-HR LIVE false false false 0001353318 XXXXXXXX 03-31-2023 03-31-2023 false Progressive Investment Management Corp

310 N. STATE STREET SUITE 214 LAKE OSWEGO OR 97034

13F HOLDINGS REPORT 028-11731 000107777 801-32066 N Carsten Henningsen 503-953-8335 /s/ Carsten Henningsen Lake Oswego OR 05-02-2023 0 61 309817455 INFORMATION TABLE 2 fp0083208-1_13fhr-table.xml 3M CO COM 88579Y101 611425 5817 SH SOLE 5817 0 0 ABBOTT LABS COM 002824100 211330 2087 SH SOLE 2087 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 11078231 28747 SH SOLE 28747 0 0 ALIGN TECHNOLOGY INC COM 016255101 4117273 12322 SH SOLE 12322 0 0 ALPHABET INC CAP STK CL C 02079K107 12389624 119131 SH SOLE 119131 0 0 ALPHABET INC CAP STK CL A 02079K305 3226107 31101 SH SOLE 31101 0 0 AMAZON COM INC COM 023135106 23596910 228453 SH SOLE 228453 0 0 AMERIPRISE FINL INC COM 03076C106 220680 720 SH SOLE 720 0 0 AMGEN INC COM 031162100 291792 1207 SH SOLE 1207 0 0 ANSYS INC COM 03662Q105 9940070 29868 SH SOLE 29868 0 0 AON PLC SHS CL A G0403H108 2988949 9480 SH SOLE 9480 0 0 APPLE INC COM 037833100 34711184 210498 SH SOLE 210498 0 0 AUTODESK INC COM 052769106 5616989 26984 SH SOLE 26984 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 315912 1419 SH SOLE 1419 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 512558 1660 SH SOLE 1660 0 0 BOOKING HOLDINGS INC COM 09857L108 6577977 2480 SH SOLE 2480 0 0 CBRE GROUP INC CL A 12504L109 3859294 53005 SH SOLE 53005 0 0 CORNING INC COM 219350105 385857 10937 SH SOLE 10937 0 0 COSTCO WHSL CORP NEW COM 22160K105 9949938 20025 SH SOLE 20025 0 0 DANAHER CORPORATION COM 235851102 12614602 50050 SH SOLE 50050 0 0 DEERE & CO COM 244199105 731210 1771 SH SOLE 1771 0 0 DISNEY WALT CO COM 254687106 277060 2767 SH SOLE 2767 0 0 FASTENAL CO COM 311900104 7403427 137253 SH SOLE 137253 0 0 GARTNER INC COM 366651107 10688188 32809 SH SOLE 32809 0 0 IDEXX LABS INC COM 45168D104 11808389 23613 SH SOLE 23613 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 281712 2149 SH SOLE 2149 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 291218 10834 SH SOLE 10834 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 952025 14901 SH SOLE 14901 0 0 ISHARES TR S&P 500 VAL ETF 464287408 288344 1900 SH SOLE 1900 0 0 ISHARES TR CORE S&P SCP ETF 464287804 232080 2400 SH SOLE 2400 0 0 ISHARES TR MSCI USA ESG SLC 464288802 351080 4000 SH SOLE 4000 0 0 JOHNSON & JOHNSON COM 478160104 1635405 10551 SH SOLE 10551 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7560018 20803 SH SOLE 20803 0 0 MICROSOFT CORP COM 594918104 27634284 95853 SH SOLE 95853 0 0 MOODYS CORP COM 615369105 11777792 38487 SH SOLE 38487 0 0 MSCI INC COM 55354G100 9725173 17376 SH SOLE 17376 0 0 NIKE INC CL B 654106103 689359 5621 SH SOLE 5621 0 0 NVIDIA CORPORATION COM 67066G104 369990 1332 SH SOLE 1332 0 0 PROCTER AND GAMBLE CO COM 742718109 267939 1802 SH SOLE 1802 0 0 ROPER TECHNOLOGIES INC COM 776696106 8429078 19127 SH SOLE 19127 0 0 S&P GLOBAL INC COM 78409V104 11008161 31929 SH SOLE 31929 0 0 SALESFORCE INC COM 79466L302 4727194 23662 SH SOLE 23662 0 0 SERVICENOW INC COM 81762P102 5604523 12060 SH SOLE 12060 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 495083 1080 SH SOLE 1080 0 0 TESLA INC COM 88160R101 418239 2016 SH SOLE 2016 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7402896 12844 SH SOLE 12844 0 0 TJX COS INC NEW COM 872540109 519840 6634 SH SOLE 6634 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 275970 1500 SH SOLE 1500 0 0 TYLER TECHNOLOGIES INC COM 902252105 7360199 20754 SH SOLE 20754 0 0 US BANCORP DEL COM NEW 902973304 246726 6844 SH SOLE 6844 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 201981 3987 SH SOLE 3987 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 116112 600 SH SOLE 600 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 101257 1300 SH SOLE 1300 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 143076 600 SH SOLE 600 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 152408 800 SH SOLE 800 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 269829 700 SH SOLE 700 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 124474 700 SH SOLE 700 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 103264 700 SH SOLE 700 0 0 VERISK ANALYTICS INC COM 92345Y106 8120475 42325 SH SOLE 42325 0 0 VISA INC COM CL A 92826C839 10848910 48119 SH SOLE 48119 0 0 WATERS CORP COM 941848103 6966365 22499 SH SOLE 22499 0 0