Progressive Investment Management Corporation
- Regulatory AUM
- $758M
- Discretionary
- $758M
- Clients
- 176
- Avg AUM / client
- $4.3M
- Accounts
- 473
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Investments (13F portfolio — 58 positions, $378,742,730)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $37,739,104 | 148,702 | 9.96% | 4.98% |
| 2 | Nvidia Corporation | COM | $35,933,027 | 206,038 | 9.49% | 4.74% |
| 3 | Alphabet Inc | CAP STK CL C | $31,055,750 | 108,261 | 8.2% | 4.1% |
| 4 | Microsoft Corp | COM | $29,863,835 | 80,676 | 7.89% | 3.94% |
| 5 | Amazon Com Inc | COM | $22,847,219 | 109,700 | 6.03% | 3.01% |
| 6 | Costco Wholesale Corporation | COM | $17,218,834 | 17,281 | 4.55% | 2.27% |
| 7 | Moodys Corp | COM | $14,697,263 | 33,690 | 3.88% | 1.94% |
| 8 | Broadcom Inc | COM | $14,597,730 | 47,164 | 3.85% | 1.93% |
| 9 | Visa Inc | COM CL A | $12,754,226 | 42,199 | 3.37% | 1.68% |
| 10 | Fastenal Co | COM | $11,662,176 | 251,340 | 3.08% | 1.54% |
| 11 | S&P Global Inc | COM | $11,533,519 | 27,116 | 3.05% | 1.52% |
| 12 | Idexx Labs Inc | COM | $11,397,939 | 20,285 | 3.01% | 1.5% |
| 13 | Amphenol Corp | CL A | $11,076,852 | 87,668 | 2.92% | 1.46% |
| 14 | Kla Corp | COM NEW | $9,158,390 | 6,220 | 2.42% | 1.21% |
| 15 | Mastercard Incorporated | CL A | $9,039,349 | 18,091 | 2.39% | 1.19% |
| 16 | Lam Research Corp | COM NEW | $8,873,300 | 41,530 | 2.34% | 1.17% |
| 17 | Danaher Corp Del | COM | $8,307,703 | 43,817 | 2.19% | 1.1% |
| 18 | Msci Inc | COM | $8,285,662 | 15,372 | 2.19% | 1.09% |
| 19 | Trane Technologies Plc | SHS | $7,941,397 | 19,056 | 2.1% | 1.05% |
| 20 | Asml Hldg Nv | N Y REGISTRY SHS | $6,569,808 | 4,974 | 1.73% | 0.87% |
| 21 | Applied Matls Inc | COM | $6,343,964 | 18,561 | 1.68% | 0.84% |
| 22 | Alphabet Inc | CAP STK CL A | $5,490,958 | 19,095 | 1.45% | 0.72% |
| 23 | Thermo Fisher Scientific Inc | COM | $5,406,830 | 11,000 | 1.43% | 0.71% |
| 24 | Cadence Design System Inc | COM | $3,931,861 | 14,150 | 1.04% | 0.52% |
| 25 | Linde Plc | SHS | $3,248,715 | 6,553 | 0.86% | 0.43% |
Top 25 of 58 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $18.0M | 2.37% |
| High net worth individuals | 141 | $665M | 87.7% |
| Pension and profit sharing plans | 2 | $36.3M | 4.78% |
| Charitable organizations | 7 | $39.2M | 5.17% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carsten Michael Henningsen | Chief Compliance Officer | Apr 1995 (31y) | ≈ 37.5% – 75% via The Carsten Henningsen Revocable Trust | |
| Henningsen, Elizabeth, Ann | Trustee / Owner | Mar 2013 (13y) | ≈ 37.5% – 75% via The Carsten Henningsen Revocable Trust | |
| Bryceson Robert Charlton | Director Of Investments, Investment Advisor | CFA | Feb 2024 (3y) | Less than 5% |
| Plyley, Amanda, Summer Manning | Director Of Operations | Feb 2024 (3y) | Less than 5% | |
| Cameron Stacey Roberts | Registered representative | Oct 2024 (2y) | ||
| Diana Jean Kaspic | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Carsten Henningsen Revocable Trust | Owner | Mar 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Carsten Michael Henningsen: 50% – 75% of The Carsten Henningsen Revocable Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Henningsen, Elizabeth, Ann: 50% – 75% of The Carsten Henningsen Revocable Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $758M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗