0001398344-24-000971.txt : 20240124 0001398344-24-000971.hdr.sgml : 20240124 20240124161912 ACCESSION NUMBER: 0001398344-24-000971 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240124 DATE AS OF CHANGE: 20240124 EFFECTIVENESS DATE: 20240124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Progressive Investment Management Corp CENTRAL INDEX KEY: 0001353318 ORGANIZATION NAME: 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: 24556715 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 12-31-2023 12-31-2023 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 01-24-2024 0 57 351463377 INFORMATION TABLE 2 fp0086553-1_13fhr-table.xml 3M CO COM 88579Y101 635914 5817 SH SOLE 5817 0 0 ABBOTT LABS COM 002824100 205721 1869 SH SOLE 1869 0 0 ADOBE INC COM 00724F101 11581199 19412 SH SOLE 19412 0 0 ALIGN TECHNOLOGY INC COM 016255101 3244982 11843 SH SOLE 11843 0 0 ALPHABET INC CAP STK CL C 02079K107 16369865 116156 SH SOLE 116156 0 0 ALPHABET INC CAP STK CL A 02079K305 3865781 27674 SH SOLE 27674 0 0 AMAZON COM INC COM 023135106 19296836 127003 SH SOLE 127003 0 0 AMERIPRISE FINL INC COM 03076C106 273478 720 SH SOLE 720 0 0 AMGEN INC COM 031162100 318262 1105 SH SOLE 1105 0 0 ANSYS INC COM 03662Q105 10573597 29138 SH SOLE 29138 0 0 AON PLC SHS CL A G0403H108 2719291 9344 SH SOLE 9344 0 0 APPLE INC COM 037833100 37812506 196398 SH SOLE 196398 0 0 AUTODESK INC COM 052769106 6284949 25813 SH SOLE 25813 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 330584 1419 SH SOLE 1419 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 592056 1660 SH SOLE 1660 0 0 BOOKING HOLDINGS INC COM 09857L108 8541706 2408 SH SOLE 2408 0 0 CBRE GROUP INC CL A 12504L109 4797021 51531 SH SOLE 51531 0 0 CORNING INC COM 219350105 333032 10937 SH SOLE 10937 0 0 COSTCO WHSL CORP NEW COM 22160K105 12539987 18998 SH SOLE 18998 0 0 DANAHER CORPORATION COM 235851102 11300034 48846 SH SOLE 48846 0 0 DEERE & CO COM 244199105 617799 1545 SH SOLE 1545 0 0 DISNEY WALT CO COM 254687106 248930 2757 SH SOLE 2757 0 0 FASTENAL CO COM 311900104 8809497 136012 SH SOLE 136012 0 0 GARTNER INC COM 366651107 14283045 31662 SH SOLE 31662 0 0 IDEXX LABS INC COM 45168D104 12718971 22915 SH SOLE 22915 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 351469 2149 SH SOLE 2149 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1119065 14901 SH SOLE 14901 0 0 ISHARES TR S&P 500 VAL ETF 464287408 65209 375 SH SOLE 375 0 0 ISHARES TR MSCI USA ESG SLC 464288802 402040 4000 SH SOLE 4000 0 0 JOHNSON & JOHNSON COM 478160104 1482604 9459 SH SOLE 9459 0 0 MASTERCARD INCORPORATED CL A 57636Q104 8625312 20223 SH SOLE 20223 0 0 MICROSOFT CORP COM 594918104 34140733 90790 SH SOLE 90790 0 0 MOODYS CORP COM 615369105 14542111 37234 SH SOLE 37234 0 0 MSCI INC COM 55354G100 9589464 16953 SH SOLE 16953 0 0 NIKE INC CL B 654106103 521136 4800 SH SOLE 4800 0 0 NVIDIA CORPORATION COM 67066G104 5542997 11193 SH SOLE 11193 0 0 ROPER TECHNOLOGIES INC COM 776696106 10136891 18594 SH SOLE 18594 0 0 S&P GLOBAL INC COM 78409V104 13620438 30919 SH SOLE 30919 0 0 SALESFORCE INC COM 79466L302 6220893 23641 SH SOLE 23641 0 0 SERVICENOW INC COM 81762P102 8248271 11675 SH SOLE 11675 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 536301 1057 SH SOLE 1057 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6638591 12507 SH SOLE 12507 0 0 TJX COS INC NEW COM 872540109 596632 6360 SH SOLE 6360 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 365850 1500 SH SOLE 1500 0 0 TYLER TECHNOLOGIES INC COM 902252105 8491181 20308 SH SOLE 20308 0 0 US BANCORP DEL COM NEW 902973304 214193 4949 SH SOLE 4949 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 114576 600 SH SOLE 600 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 119938 1300 SH SOLE 1300 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 150420 600 SH SOLE 600 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 176344 800 SH SOLE 800 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 338800 700 SH SOLE 700 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 132958 700 SH SOLE 700 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 95949 700 SH SOLE 700 0 0 VERALTO CORP COM SHS 92338C103 1328746 16153 SH SOLE 16153 0 0 VERISK ANALYTICS INC COM 92345Y106 9853692 41253 SH SOLE 41253 0 0 VISA INC COM CL A 92826C839 12211196 46903 SH SOLE 46903 0 0 WATERS CORP COM 941848103 7194334 21852 SH SOLE 21852 0 0