Universe · entity
Provident Investment Management, Inc.
Institutional manager (13F) · CIK 1076964
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $988M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Visa Inc. | $72M | 239,534 |
| 2 | Vertex Pharmaceuticals Inc. | $66M | 147,620 |
| 3 | Alphabet Inc. Cl C | $64M | 223,815 |
| 4 | Microsoft | $58M | 157,439 |
| 5 | Corpay, Inc. | $52M | 179,092 |
| 6 | Taiwan Semiconductor ADR | $50M | 148,121 |
| 7 | CACI International Inc. | $49M | 89,767 |
| 8 | BlackRock Inc. | $48M | 50,256 |
| 9 | Schwab Charles Corp. | $48M | 510,493 |
| 10 | Intercontinental Exchange Inc. | $47M | 296,381 |
| 11 | Amazon.com Inc. | $45M | 216,394 |
| 12 | Booking Holdings Inc. | $44M | 10,337 |
| 13 | Corning Inc. | $39M | 286,014 |
| 14 | Meta Platforms Inc Class A | $36M | 63,571 |
| 15 | O Reilly Automotive Inc. | $35M | 383,234 |
| 16 | Take-Two Interactive Software | $32M | 160,855 |
| 17 | Pennant Group Inc | $30M | 983,015 |
| 18 | Trane Technologies | $28M | 66,829 |
| 19 | Netflix Com Inc Com | $28M | 286,432 |
| 20 | Abbott Laboratories | $27M | 260,462 |
| 21 | NVIDIA Corp. | $21M | 117,891 |
| 22 | DoorDash Inc | $15M | 101,355 |
| 23 | Fastenal Co. | $7M | 152,650 |
| 24 | S&P Global Inc. | $4M | 9,382 |
| 25 | Accenture Ltd. CL A | $3M | 16,494 |
| 26 | McDonald's Corporation | $3M | 9,250 |
| 27 | iShares MSCI USA Quality Factor ETF | $3M | 14,291 |
| 28 | Exxon Mobil Corp. | $2M | 13,969 |
| 29 | Amgen, Inc. | $2M | 6,180 |
| 30 | Gilead Sciences Inc. | $2M | 14,000 |
| 31 | Roper Technologies, Inc. | $2M | 5,500 |
| 32 | Vanguard Index Fds S&P 500 Etf Shs | $2M | 3,123 |
| 33 | Copart Inc. | $2M | 55,662 |
| 34 | iShares 0-3 Month Treasury Bond ETF | $2M | 16,438 |
| 35 | Alphabet Inc. Cl A | $2M | 5,643 |
| 36 | Chevron | $2M | 7,493 |
| 37 | Northern Trust Corp. | $1M | 10,625 |
| 38 | Northrop Grumman Corp. | $1M | 2,114 |
| 39 | Hershey Co. | $1M | 6,775 |
| 40 | Essent Group Ltd. | $1M | 22,866 |
| 41 | Dollar General Corp. | $1M | 11,050 |
| 42 | Truist Financial Corporation | $1M | 28,015 |
| 43 | Coca Cola | $1M | 16,500 |
| 44 | Medtronic Inc. | $1M | 14,457 |
| 45 | Honeywell, Inc. | $1M | 5,479 |
| 46 | Douglas Dynamics, Inc. | $1M | 29,035 |
| 47 | Phillips Edison & Co. | $1M | 29,895 |
| 48 | Coterra Energy Inc | $1M | 31,780 |
| 49 | Essex Property Trust Inc | $1M | 4,447 |
| 50 | Starbucks Corp. | $1M | 11,912 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.