account_balance
Investment manager · 13F filer · SEC CIK 1076964
Provident Investment Management, Inc.
Reported value$1.03Bas of Jun 30, 2026
Positions89 13 new, 6 sold out
Top 10 weight58.0%V alone is 8%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc.
7.6%Trimmed −4%
GOOGAlphabet Inc. Cl C
7.2%Trimmed −6%
VRTXVertex Pharmaceuticals Inc.
6.8%Trimmed −5%
TSMTaiwan Semiconductor ADR
6.5%Trimmed −6%
GLWCorning Inc.
6.0%Trimmed −16%
CPAYCorpay, Inc.
5.5%Trimmed −5%
MSFTMicrosoft
5.4%Trimmed −5%
AMZNAmazon.com Inc.
4.8%Trimmed −5%
BLKBlackRock Inc.
4.4%Trimmed −5%
CACICACI International Inc.
3.8%Trimmed −5%
PNTGPennant Group Inc
3.4%Trimmed −4%
ORLY3.4%V7.6%GOOG7.2%VRTX6.8%
TSMTaiwan Semiconductor ADR
6.5%Trimmed −6%
GLWCorning Inc.
6.0%Trimmed −16%
CPAYCorpay, Inc.
5.5%Trimmed −5%
MSFT5.4%AMZN4.8%BLK4.4%CACI3.8%PNTG3.4%ORLY3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
V Visa Inc. 7.6% Trimmed −4%GOOG Alphabet Inc. Cl C 7.2% Trimmed −6%VRTX Vertex Pharmaceuticals Inc. 6.8% Trimmed −5%TSM Taiwan Semiconductor ADR 6.5% Trimmed −6%GLW Corning Inc. 6.0% Trimmed −16%CPAY Corpay, Inc. 5.5% Trimmed −5%MSFT Microsoft 5.4% Trimmed −5%AMZN Amazon.com Inc. 4.8% Trimmed −5%BLK BlackRock Inc. 4.4% Trimmed −5%CACI CACI International Inc. 3.8% Trimmed −5%PNTG Pennant Group Inc 3.4% Trimmed −4%ORLY O Reilly Automotive Inc. 3.4% Trimmed −2%
What changed