PROGRESSIVE INVESTMENT MANAGEMENT CORP

HTTP://WWW.PROGRESSIVEINVESTMENT.COM/ PORTLAND, OR Investment Advisor How do I update this listing?

Also known as:

  • PORTFOLIO 21 INVESTMENTS
  • PROGRESSIVE INVESTMENT MANAGEMENT

Progressive Investment Management Corp is based out of Portland. Progressive Investment Management Corp is a large advisory firm with 183 clients and discretionary assets under management (AUM) of $370,250,308 (Form ADV from 2018-05-07). Their last reported 13F filing for Q3 2018 included $167,622,000 in managed 13F securities and a top 10 holdings concentration of 44.84%. Progressive Investment Management Corp's largest holding is Amazon.com Inc. with shares held of 6,056. Progressive Investment Management Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 55 13F filings

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09/30/2018

13F Sector Allocation Over Time

09/30/2018

13F Activity

  • Market Value $167.622 Million
  • Prior Market Value $155.026 Million
  • New Purchases0 stocks
  • Additional Purchases30 stocks
  • Sold out of1 stock
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 44.84 %
  • Turnover % [1]:2.86%
  • Turnover Alt % [2]: 1.65 %
  • Time Held Top20:8.85 quarters
  • Time Held Top10:7.70 quarters
  • Time Held All:19.20 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -10.96%
Performance Last 4 Quarters: 3.64%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR/A (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR/A (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
5100 SW MACADAM AVENUE SUITE 160
PORTLAND OR    97239-3831
Country: United States

Business Phone: 503-224-7828
Fax: 503-224-5633
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OR
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 100,101,000
Total Number of Clients: 183
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 09/30/2018

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ownership team - last updated 2018-05-07
Name Title Start Date Direct/Indirect % Ownership
HENNINGSEN, CARSTEN, MICHAEL DIRECTOR, PRESIDENT AND SHAREHOLDER 12/01/1987 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION DIRECTOR, PRESIDENT AND SHAREHOLDER direct 1987-12-01
PROGRESSIVE INVESTMENT MANAGEMENT CORP CHAIRMAN direct 1987-10-01 2009-03-27
PORTFOLIO 21 INVESTMENTS, INC DIRECTOR, SHAREHOLDER direct 1987-10-01 2011-03-30
PORTFOLIO 21 INVESTMENTS, INC DIRECTOR, CEO, PRESIDENT, SHAREHOLDER direct 2012-02-01 2012-03-28
PORTFOLIO 21 INVESTMENTS, INC DIRECTOR, CHAIRMAN OF THE BOARD, SHAREHOLDER direct 2012-07-01 2014-06-10
PORTFOLIO 21 INVESTMENTS, INC CEO, CHAIRMAN OF THE BOARD, SHAREHOLDER direct 2014-10-01 2014-12-09
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION PRESIDENT, CHAIRMAN OF THE BOARD, SHAREHOLDER direct 2014-12-01 2015-02-09
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION DIRECTOR, PRESIDENT AND SHAREHOLDER direct 2014-12-01 2017-01-03
BAIRD, ROBERT, MILLER DIRECTOR, SECRETARY, SHAREHOLDER, AND CHIEF COMPLIANCE OFFICER 12/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION DIRECTOR, SECRETARY, SHAREHOLDER, AND CHIEF COMPLIANCE OFFICER direct 1995-12-01
PROGRESSIVE INVESTMENT MANAGEMENT CORP DIRECTOR direct 1987-10-01 2005-04-20
PROGRESSIVE INVESTMENT MANAGEMENT CORP DIRECTOR, SECRETARY/TRES. direct 1987-10-01 2009-03-27
PORTFOLIO 21 INVESTMENTS, INC DIRECTOR, SECRETARY, TRES., CHIEF OPERATING OFFICER, SHAREHOLDER direct 1987-10-01 2010-03-26
PORTFOLIO 21 INVESTMENTS, INC DIRECTOR, SECRETARY, TRES., CHIEF OPERATING OFFICER, SHAREHOLDER direct 2008-01-01 2011-03-30
PORTFOLIO 21 INVESTMENTS, INC DIRECTOR, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, SECRETARY, TREASURER, SHAREHOLDER direct 2012-02-01 2012-03-28
PORTFOLIO 21 INVESTMENTS, INC DIRECTOR, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, SHAREHOLDER direct 2012-07-01 2013-04-01
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION DIRECTOR, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER direct 2012-07-01 2015-02-09
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION DIRECTOR, SECRETARY AND SHAREHOLDER direct 1995-12-01 2016-09-28

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