Provident Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Provident Investment Management, Inc. held in its portfolio 86 assets valued at $1,099,206,138 (i.e. $1.10B).

The most valuable assets in the portfolio included: Visa Inc. ($85.22M), Microsoft ($75.66M), and Alphabet Inc. Cl C ($71.03M).

The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Provident Investment Management, Inc. Portfolio
Visa Inc.
Microsoft
Alphabet Inc. Cl C
Vertex Pharmaceuticals Inc.
Booking Holdings Inc.
BlackRock Inc.
Corpay, Inc.
Schwab Charles Corp.
Amazon.com Inc.
CACI International Inc.
Provident Investment Management, Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Visa Inc. 242997 85221576 COM CL A
Microsoft 156450 75662532 COM
Alphabet Inc. Cl C 226338 71024864 CAP STK CL C
Vertex Pharmaceuticals Inc. 149258 67667607 COM
Booking Holdings Inc. 10430 55857060 COM
BlackRock Inc. 51836 55481706 COM
Corpay, Inc. 180391 54285064 COM
Schwab Charles Corp. 513927 51346412 COM
Amazon.com Inc. 212491 49047173 COM
CACI International Inc. 91301 48646086 CL A
Intercontinental Exchange Inc. 286342 46375900 COM
Taiwan Semiconductor ADR 149416 45406028 SPONSORED ADS
Meta Platforms Inc Class A 64134 42334465 CL A
Take-Two Interactive Software 162295 41552389 COM
O Reilly Automotive Inc. 383234 34954773 COM
Abbott Laboratories 274266 34362790 COM
Fastenal Co. 812255 32595793 COM
Copart Inc. 721617 28251306 COM
Corning Inc. 297816 26076765 COM
Trane Technologies 66488 25877130 SHS
NVIDIA Corp. 116221 21675217 COM
DoorDash Inc 92990 21060375 CL A
Pennant Group Inc 691862 19475915 COM
S&P Global Inc. 9382 4902939 COM
Accenture Ltd. CL A 13383 3590659 SHS CLASS A
McDonald's Corporation 9250 2827078 COM
iShares MSCI USA Quality Factor ETF 13813 2743449 MSCI USA QLT FCT
Roper Technologies, Inc. 5500 2448215 COM
Vanguard Index Fds S&P 500 Etf Shs 3113 1952445 S&P 500 ETF SHS
Amgen, Inc. 5555 1818207 COM
Alphabet Inc. Cl A 5612 1756669 CAP STK CL A
Exxon Mobil Corp. 14284 1718937 COM
Gilead Sciences Inc. 14000 1718360 COM
Dollar General Corp. 11300 1500301 COM
Northern Trust Corp. 10850 1482002 COM
Essent Group Ltd. 22766 1480018 COM
Uber Technologies Inc. 17830 1456889 COM
AbbVie Inc. 5977 1365685 COM
PayPal Holdings, Inc. 21793 1272275 COM
Northrop Grumman Corp. 2199 1253892 COM
Hershey Co. 6810 1239284 COM
Truist Financial Corporation 24370 1199248 COM
Coca Cola 17000 1188470 COM
Chevron 7568 1153439 COM
Essex Property Trust Inc 4397 1150607 COM
Honeywell, Inc. 5454 1064021 COM
Lamar Advertising Company 8265 1046184 CL A
Douglas Dynamics, Inc. 28935 944728 COM
Artisan Partners Asset Management Inc 22895 932742 CL A
T Rowe Price Group Inc. 8922 913434 COM
Fiserv Inc. 13596 913243 COM
iShares 0-3 Month Treasury Bond ETF 9080 911458 0-3 MNTH TREASRY
Vail Resorts Inc 6806 903837 COM
VICI Properties Inc 31635 889576 COM
Hewlett Packard Enterprise 34770 835175 COM
Coterra Energy Inc 31205 821316 COM
Phillips Edison & Co. 22470 799258 COMMON STOCK
Costco Wholesale Corp 920 793353 COM
Starbucks Corp. 9201 774837 COM
Apple, Inc. 2842 772723 COM
Stryker 2140 752146 COM
Sysco Corp. 9785 721057 COM
Colgate-Palmolive 8800 695376 COM
Berkshire Hathaway Inc CL B 1297 651937 CL B NEW
Bellring Brands Inc. 21875 584719 COMMON STOCK
ConocoPhillips 6242 584314 COM
Johnson & Johnson 2447 506407 COM
Spdr Gold Tr Gold Shs 1185 469627 GOLD SHS
UnitedHealth Group Inc. 1401 462484 COM
Energy Transfer LP 27391 451678 COM UT LTD PTN
Align Technology Inc 2700 421605 COM
TD SYNNEX 2751 413283 COM
Oneok Inc. 5620 413070 COM
Gallagher Arthur J & CO 1391 359977 COM
Procter & Gamble 2295 328896 COM
D.R. Horton Inc. 2255 324788 COM
Vanguard Index Trust Total Stk Mkt Vipers 910 305096 TOTAL STK MKT
Medtronic Inc. 2850 273771 SHS
Home Depot 775 266678 COM
Shift4 Payments Inc 4150 261326 CL A
The Toro Co 3150 247968 COM
Paychex Inc. 1999 224248 COM
Alamo Group Inc. 1300 218231 COM
FactSet Research Systems Inc. 739 214450 COM
iShares Trust Russell 1000 Growth Index Fd 440 208252 RUS 1000 GRW ETF
Clear Channel Outdoor Holdings 32070 70875 COM