0001398344-23-001283.txt : 20230130 0001398344-23-001283.hdr.sgml : 20230130 20230130125432 ACCESSION NUMBER: 0001398344-23-001283 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230130 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: 23566406 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 12-31-2022 12-31-2022 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 01-30-2023 0 57 257869546 INFORMATION TABLE 2 fp0081699-1_13fhr-table.xml 3M CO COM 88579Y101 697575 5817 SH SOLE 5817 0 0 ABBOTT LABS COM 002824100 230888 2103 SH SOLE 2103 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 9583701 28478 SH SOLE 28478 0 0 ALIGN TECHNOLOGY INC COM 016255101 2577620 12222 SH SOLE 12222 0 0 ALPHABET INC CAP STK CL C 02079K107 10361712 116778 SH SOLE 116778 0 0 ALPHABET INC CAP STK CL A 02079K305 2794421 31672 SH SOLE 31672 0 0 AMAZON COM INC COM 023135106 10836252 129003 SH SOLE 129003 0 0 AMERIPRISE FINL INC COM 03076C106 224186 720 SH SOLE 720 0 0 AMGEN INC COM 031162100 290217 1105 SH SOLE 1105 0 0 ANSYS INC COM 03662Q105 7149856 29595 SH SOLE 29595 0 0 AON PLC SHS CL A G0403H108 2791902 9302 SH SOLE 9302 0 0 APPLE INC COM 037833100 26077885 200707 SH SOLE 200707 0 0 AUTODESK INC COM 052769106 4987747 26691 SH SOLE 26691 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 338942 1419 SH SOLE 1419 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 512774 1660 SH SOLE 1660 0 0 BOOKING HOLDINGS INC COM 09857L108 4995879 2479 SH SOLE 2479 0 0 CBRE GROUP INC CL A 12504L109 3998611 51957 SH SOLE 51957 0 0 CORNING INC COM 219350105 349328 10937 SH SOLE 10937 0 0 COSTCO WHSL CORP NEW COM 22160K105 8844725 19375 SH SOLE 19375 0 0 DANAHER CORPORATION COM 235851102 13044597 49147 SH SOLE 49147 0 0 DEERE & CO COM 244199105 759334 1771 SH SOLE 1771 0 0 DISNEY WALT CO COM 254687106 239528 2757 SH SOLE 2757 0 0 FASTENAL CO COM 311900104 6391938 135079 SH SOLE 135079 0 0 GARTNER INC COM 366651107 10870768 32340 SH SOLE 32340 0 0 IDEXX LABS INC COM 45168D104 9511995 23316 SH SOLE 23316 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 330246 2344 SH SOLE 2344 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 871708 14901 SH SOLE 14901 0 0 ISHARES TR S&P 500 VAL ETF 464287408 275633 1900 SH SOLE 1900 0 0 ISHARES TR CORE S&P SCP ETF 464287804 227136 2400 SH SOLE 2400 0 0 ISHARES TR MSCI USA ESG SLC 464288802 329280 4000 SH SOLE 4000 0 0 JOHNSON & JOHNSON COM 478160104 1870370 10588 SH SOLE 10588 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7150024 20562 SH SOLE 20562 0 0 MICROSOFT CORP COM 594918104 22217219 92641 SH SOLE 92641 0 0 MOODYS CORP COM 615369105 10549668 37864 SH SOLE 37864 0 0 MSCI INC COM 55354G100 7981387 17158 SH SOLE 17158 0 0 NIKE INC CL B 654106103 561648 4800 SH SOLE 4800 0 0 PAYPAL HLDGS INC COM 70450Y103 3238587 45473 SH SOLE 45473 0 0 ROPER TECHNOLOGIES INC COM 776696106 8107305 18763 SH SOLE 18763 0 0 S&P GLOBAL INC COM 78409V104 10574726 31572 SH SOLE 31572 0 0 SALESFORCE INC COM 79466L302 6210516 46840 SH SOLE 46840 0 0 SCHWAB CHARLES CORP COM 808513105 386909 4647 SH SOLE 4647 0 0 SERVICENOW INC COM 81762P102 4632838 11932 SH SOLE 11932 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 478213 1080 SH SOLE 1080 0 0 TJX COS INC NEW COM 872540109 528066 6634 SH SOLE 6634 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 252135 1500 SH SOLE 1500 0 0 TYLER TECHNOLOGIES INC COM 902252105 6600055 20471 SH SOLE 20471 0 0 US BANCORP DEL COM NEW 902973304 273478 6271 SH SOLE 6271 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 114942 600 SH SOLE 600 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 107549 1300 SH SOLE 1300 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 148830 600 SH SOLE 600 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 146112 800 SH SOLE 800 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 223587 700 SH SOLE 700 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 119140 700 SH SOLE 700 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 107352 700 SH SOLE 700 0 0 VERISK ANALYTICS INC COM 92345Y106 7335191 41578 SH SOLE 41578 0 0 VISA INC COM CL A 92826C839 9896232 47633 SH SOLE 47633 0 0 WATERS CORP COM 941848103 7561083 22071 SH SOLE 22071 0 0