0001398344-24-007437.txt : 20240422 0001398344-24-007437.hdr.sgml : 20240422 20240422124907 ACCESSION NUMBER: 0001398344-24-007437 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 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: 24860537 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 03-31-2024 03-31-2024 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 04-22-2024 0 60 364600434 INFORMATION TABLE 2 fp0087910-1_13fhr-table.xml 3M CO COM 88579Y101 617009 5817 SH SOLE 5817 0 0 ADOBE INC COM 00724F101 9648457 19121 SH SOLE 19121 0 0 ALIGN TECHNOLOGY INC COM 016255101 3848141 11735 SH SOLE 11735 0 0 ALPHABET INC CAP STK CL C 02079K107 17554512 115293 SH SOLE 115293 0 0 ALPHABET INC CAP STK CL A 02079K305 3954819 26203 SH SOLE 26203 0 0 AMAZON COM INC COM 023135106 22365857 123993 SH SOLE 123993 0 0 AMERIPRISE FINL INC COM 03076C106 315677 720 SH SOLE 720 0 0 AMGEN INC COM 031162100 314174 1105 SH SOLE 1105 0 0 AON PLC SHS CL A G0403H108 3070558 9201 SH SOLE 9201 0 0 APPLE INC COM 037833100 28353602 165346 SH SOLE 165346 0 0 AUTODESK INC COM 052769106 6662325 25583 SH SOLE 25583 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 354381 1419 SH SOLE 1419 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 698063 1660 SH SOLE 1660 0 0 BOOKING HOLDINGS INC COM 09857L108 8616215 2375 SH SOLE 2375 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 4889275 15707 SH SOLE 15707 0 0 CBRE GROUP INC CL A 12504L109 4929971 50699 SH SOLE 50699 0 0 CORNING INC COM 219350105 360484 10937 SH SOLE 10937 0 0 COSTCO WHSL CORP NEW COM 22160K105 13857538 18915 SH SOLE 18915 0 0 DANAHER CORPORATION COM 235851102 12029012 48170 SH SOLE 48170 0 0 DEERE & CO COM 244199105 634593 1545 SH SOLE 1545 0 0 DISNEY WALT CO COM 254687106 337347 2757 SH SOLE 2757 0 0 FASTENAL CO COM 311900104 10366999 134392 SH SOLE 134392 0 0 GARTNER INC COM 366651107 14891171 31240 SH SOLE 31240 0 0 IDEXX LABS INC COM 45168D104 12196479 22589 SH SOLE 22589 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 410373 2149 SH SOLE 2149 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1258240 14901 SH SOLE 14901 0 0 ISHARES TR S&P 500 VAL ETF 464287408 70054 375 SH SOLE 375 0 0 ISHARES TR ISHARES BIOTECH 464287556 1509 11 SH SOLE 11 0 0 ISHARES TR RUS 1000 ETF 464287622 576 2 SH SOLE 2 0 0 ISHARES TR U.S. TECH ETF 464287721 5132 38 SH SOLE 38 0 0 ISHARES TR MSCI USA ESG SLC 464288802 436680 4000 SH SOLE 4000 0 0 JOHNSON & JOHNSON COM 478160104 1497901 9469 SH SOLE 9469 0 0 KLA CORP COM NEW 482480100 4722333 6760 SH SOLE 6760 0 0 MASTERCARD INCORPORATED CL A 57636Q104 9607322 19950 SH SOLE 19950 0 0 MICROSOFT CORP COM 594918104 37577173 89316 SH SOLE 89316 0 0 MOODYS CORP COM 615369105 14473330 36825 SH SOLE 36825 0 0 MSCI INC COM 55354G100 9358955 16699 SH SOLE 16699 0 0 NIKE INC CL B 654106103 451104 4800 SH SOLE 4800 0 0 NVIDIA CORPORATION COM 67066G104 14828323 16411 SH SOLE 16411 0 0 ROPER TECHNOLOGIES INC COM 776696106 10259446 18293 SH SOLE 18293 0 0 S&P GLOBAL INC COM 78409V104 12934956 30403 SH SOLE 30403 0 0 SALESFORCE INC COM 79466L302 7016289 23296 SH SOLE 23296 0 0 SERVICENOW INC COM 81762P102 8761501 11492 SH SOLE 11492 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 588115 1057 SH SOLE 1057 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7173294 12342 SH SOLE 12342 0 0 TJX COS INC NEW COM 872540109 650812 6417 SH SOLE 6417 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 450300 1500 SH SOLE 1500 0 0 TYLER TECHNOLOGIES INC COM 902252105 8470874 19931 SH SOLE 19931 0 0 US BANCORP DEL COM NEW 902973304 221220 4949 SH SOLE 4949 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 122484 600 SH SOLE 600 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 133107 1300 SH SOLE 1300 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 162312 600 SH SOLE 600 0 0 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 195320 800 SH SOLE 800 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 367038 700 SH SOLE 700 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 143101 700 SH SOLE 700 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 99806 700 SH SOLE 700 0 0 VERALTO CORP COM SHS 92338C103 1422904 16049 SH SOLE 16049 0 0 VERISK ANALYTICS INC COM 92345Y106 9558380 40548 SH SOLE 40548 0 0 VISA INC COM CL A 92826C839 12897403 46214 SH SOLE 46214 0 0 WATERS CORP COM 941848103 7406108 21515 SH SOLE 21515 0 0