Provident Investment Management, Inc.

13F filer · CIK 0001076964

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$1.03BU.S. long equity reported on 13F

Positions8210 new · 6 closed

Net flow last quarter-$81.4MBuys minus sells

Top 10 positions weight58.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202682 positions
VVisa Inc.	$78.6M	7.64%	0.01%	-4.4%	Q2 2013
GOOGAlphabet Inc.	$74.1M	7.20%	Not reported	-6.3%	Q2 2019
VRTXVertex Pharmaceuticals Inc / Ma	$69.9M	6.79%	0.06%	-4.7%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$66.7M	6.48%	0.00%	-5.7%	Q3 2025
GLWCorning Inc	$61.5M	5.97%	0.03%	-15.8%	Q3 2025
CPAYCorpay, Inc.	$56.4M	5.48%	0.26%	-5.5%	Q1 2024
MSFTMicrosoft Corp	$56.1M	5.45%	0.00%	-4.6%	Q1 2020
AMZNAmazon Com Inc	$48.9M	4.75%	0.00%	-5.1%	Q2 2021
BLKBlackRock, Inc.	$45.7M	4.44%	0.03%	-5.5%	Q3 2018
CACICaci International Inc	$39.5M	3.83%	0.39%	-5.1%	Q1 2025
PNTGPennant Group, Inc.	$34.7M	3.37%	2.70%	-4.5%	Q3 2025
ORLYO Reilly Automotive Inc	$34.5M	3.36%	0.05%	-2.1%	Q2 2013
BKNGBooking Holdings Inc.	$33.3M	3.23%	0.02%	-27.8%	Q1 2018
TTTrane Technologies plc	$31.3M	3.04%	0.03%	-4.6%	Q2 2025
AAPLApple Inc.	$29.6M	2.87%	0.00%	+3495.3%	Q3 2013
NVDANvidia Corp	$27.6M	2.69%	0.00%	+17.2%	Q4 2023
METAMeta Platforms, Inc.	$25.8M	2.51%	Not reported	-27.8%	Q4 2017
DXCMDexcom Inc	$25.7M	2.50%	0.10%	New	Q2 2026
EOGEog Resources Inc	$24.6M	2.39%	0.04%	New	Q2 2026
NFLXNetflix Inc	$22.6M	2.20%	0.01%	+10.5%	Q1 2026
JBLJabil Inc	$20.9M	2.03%	0.05%	New	Q2 2026
AVGOBroadcom Inc.	$20.8M	2.02%	0.00%	Not reported	Q4 2022
DASHDoorDash, Inc.	$17.7M	1.72%	Not reported	-5.1%	Q4 2025
FASTFastenal Co	$7.33M	0.71%	0.01%	Not reported	Q2 2013
SCHWSchwab Charles Corp	$5.14M	0.50%	0.00%	-89.1%	Q4 2022
SPGIS&P Global Inc.	$3.82M	0.37%	0.00%	Not reported	Q2 2017
TTWOTake Two Interactive Software Inc	$3.42M	0.33%	0.01%	-91.5%	Q2 2024
MCDMcdonalds Corp	$2.5M	0.24%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$2.08M	0.20%	0.00%	-7.0%	Q2 2013
GOOGLAlphabet Inc.	$1.95M	0.19%	0.00%	-3.5%	Q2 2019
XOMExxonMobil Holdings Corp	$1.91M	0.19%	0.00%	+0.3%	Q2 2013
ROPRoper Technologies Inc	$1.86M	0.18%	0.01%	Not reported	Q2 2013
NTRSNorthern Trust Corp	$1.79M	0.17%	0.01%	-2.8%	Q2 2013
GILDGilead Sciences, Inc.	$1.77M	0.17%	0.00%	Not reported	Q2 2013
CPRTCopart Inc	$1.57M	0.15%	0.01%	-0.1%	Q1 2020
ABTAbbott Laboratories	$1.55M	0.15%	0.00%	-93.4%	Q2 2013
ICEIntercontinental Exchange, Inc.	$1.47M	0.14%	0.00%	-96.0%	Q3 2023
ESNTEssent Group Ltd.	$1.41M	0.14%	0.02%	-4.4%	Q4 2022
ACNAccenture plc	$1.39M	0.13%	0.00%	-32.5%	Q2 2013
KOCoca Cola Co	$1.34M	0.13%	0.00%	Not reported	Q2 2013
PLOWDouglas Dynamics, Inc	$1.32M	0.13%	0.11%	-15.8%	Q4 2023
HPEHewlett Packard Enterprise Co	$1.29M	0.13%	0.00%	-8.5%	Q4 2025
DGDollar General Corp	$1.27M	0.12%	0.01%	Not reported	Q4 2016
ESSEssex Property Trust, Inc.	$1.22M	0.12%	0.01%	-5.9%	Q4 2020
CVXChevron Corp	$1.21M	0.12%	0.00%	-2.6%	Q2 2014
TFCTruist Financial Corp	$1.17M	0.11%	0.00%	-16.2%	Q4 2023
MDTMedtronic plc	$1.16M	0.11%	0.00%	+2.2%	Q2 2013
NOCNorthrop Grumman Corp	$1.07M	0.10%	0.00%	-1.0%	Q2 2024
SBUXStarbucks Corp	$1.03M	0.10%	0.00%	-15.8%	Q2 2025
DVNDevon Energy Corp	$987K	0.10%	0.00%	New	Q2 2026

Q1 2026Reported May 13, 202677 positions
VVisa Inc.	$72.4M	7.19%	0.01%	-1.4%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$65.9M	6.55%	0.06%	-1.1%	Q2 2021
GOOGAlphabet Inc.	$64.2M	6.38%	Not reported	-1.1%	Q2 2019
MSFTMicrosoft Corp	$58.3M	5.79%	0.00%	+0.6%	Q1 2020
CPAYCorpay, Inc.	$52.1M	5.17%	0.27%	-0.7%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$50.1M	4.97%	0.00%	-0.9%	Q3 2025
CACICaci International Inc	$48.8M	4.85%	0.41%	-1.7%	Q1 2025
BLKBlackRock, Inc.	$48.3M	4.80%	0.03%	-3.1%	Q3 2018
SCHWSchwab Charles Corp	$48M	4.76%	0.03%	-0.7%	Q4 2022
ICEIntercontinental Exchange, Inc.	$46.6M	4.63%	0.05%	+3.5%	Q3 2023
AMZNAmazon Com Inc	$45.1M	4.48%	0.00%	+1.8%	Q2 2021
BKNGBooking Holdings Inc.	$43.5M	4.32%	0.03%	-0.9%	Q1 2018
GLWCorning Inc	$38.9M	3.86%	0.03%	-4.0%	Q3 2025
METAMeta Platforms, Inc.	$36.4M	3.61%	Not reported	-0.9%	Q4 2017
ORLYO Reilly Automotive Inc	$35.4M	3.51%	0.05%	Not reported	Q2 2013
TTWOTake Two Interactive Software Inc	$31.8M	3.15%	0.09%	-0.9%	Q2 2024
PNTGPennant Group, Inc.	$30M	2.98%	2.83%	+42.1%	Q3 2025
TTTrane Technologies plc	$27.9M	2.77%	0.03%	+0.5%	Q2 2025
NFLXNetflix Inc	$27.5M	2.73%	0.01%	New	Q1 2026
ABTAbbott Laboratories	$26.7M	2.66%	0.02%	-5.0%	Q2 2013
NVDANvidia Corp	$20.6M	2.04%	0.00%	+1.4%	Q4 2023
DASHDoorDash, Inc.	$15.2M	1.51%	Not reported	+9.0%	Q4 2025
FASTFastenal Co	$7.08M	0.70%	0.01%	-81.2%	Q2 2013
SPGIS&P Global Inc.	$3.99M	0.40%	0.00%	Not reported	Q2 2017
ACNAccenture plc	$3.27M	0.32%	0.00%	+23.3%	Q2 2013
MCDMcdonalds Corp	$2.87M	0.29%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$2.37M	0.24%	0.00%	-2.2%	Q2 2013
AMGNAmgen Inc	$2.17M	0.22%	0.00%	+11.3%	Q2 2013
GILDGilead Sciences, Inc.	$1.95M	0.19%	0.00%	Not reported	Q2 2013
ROPRoper Technologies Inc	$1.95M	0.19%	0.01%	Not reported	Q2 2013
CPRTCopart Inc	$1.85M	0.18%	0.01%	-92.3%	Q1 2020
GOOGLAlphabet Inc.	$1.62M	0.16%	0.00%	+0.6%	Q2 2019
CVXChevron Corp	$1.55M	0.15%	0.00%	-1.0%	Q2 2014
NTRSNorthern Trust Corp	$1.48M	0.15%	0.01%	-2.1%	Q2 2013
NOCNorthrop Grumman Corp	$1.44M	0.14%	0.00%	-3.9%	Q2 2024
HSYHershey Co	$1.41M	0.14%	0.00%	-0.5%	Q1 2025
ESNTEssent Group Ltd.	$1.34M	0.13%	0.02%	+0.4%	Q4 2022
DGDollar General Corp	$1.31M	0.13%	0.01%	-2.2%	Q4 2016
TFCTruist Financial Corp	$1.29M	0.13%	0.00%	+15.0%	Q4 2023
KOCoca Cola Co	$1.25M	0.12%	0.00%	-2.9%	Q2 2013
MDTMedtronic plc	$1.25M	0.12%	0.00%	+407.3%	Q2 2013
HONHoneywell International Inc	$1.24M	0.12%	0.00%	+0.5%	Q4 2024
PLOWDouglas Dynamics, Inc	$1.22M	0.12%	0.13%	+0.4%	Q4 2023
PECOPhillips Edison & Company, Inc.	$1.12M	0.11%	0.02%	+33.0%	Q2 2025
CTRACentra Software Inc	$1.12M	0.11%	Not reported	+1.8%	Q4 2023
ESSEssex Property Trust, Inc.	$1.08M	0.11%	0.01%	+1.1%	Q4 2020
SBUXStarbucks Corp	$1.07M	0.11%	0.00%	+29.5%	Q2 2025
LAMRLamar Advertising Co	$1.05M	0.10%	Not reported	+0.6%	Q1 2024
PYPLPayPal Holdings, Inc.	$986K	0.10%	0.00%	Not reported	Q3 2015
COSTCostco Wholesale Corp	$917K	0.09%	0.00%	Not reported	Q1 2023

Q4 2025Reported Feb 4, 202681 positions
VVisa Inc.	$85.2M	7.75%	0.01%	-2.7%	Q2 2013
MSFTMicrosoft Corp	$75.7M	6.88%	0.00%	-2.1%	Q1 2020
GOOGAlphabet Inc.	$71M	6.46%	Not reported	-4.6%	Q2 2019
VRTXVertex Pharmaceuticals Inc / Ma	$67.7M	6.16%	0.06%	-2.7%	Q2 2021
BKNGBooking Holdings Inc.	$55.9M	5.08%	0.03%	-3.4%	Q1 2018
BLKBlackRock, Inc.	$55.5M	5.05%	0.03%	-3.7%	Q3 2018
CPAYCorpay, Inc.	$54.3M	4.94%	0.26%	-4.2%	Q1 2024
SCHWSchwab Charles Corp	$51.3M	4.67%	0.03%	-3.0%	Q4 2022
AMZNAmazon Com Inc	$49M	4.46%	0.00%	-2.5%	Q2 2021
CACICaci International Inc	$48.6M	4.43%	0.41%	-3.7%	Q1 2025
ICEIntercontinental Exchange, Inc.	$46.4M	4.22%	0.05%	-3.7%	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$45.4M	4.13%	0.00%	+21.9%	Q3 2025
METAMeta Platforms, Inc.	$42.3M	3.85%	Not reported	-2.9%	Q4 2017
TTWOTake Two Interactive Software Inc	$41.6M	3.78%	0.09%	-3.9%	Q2 2024
ORLYO Reilly Automotive Inc	$35M	3.18%	0.05%	-0.1%	Q2 2013
ABTAbbott Laboratories	$34.4M	3.13%	0.02%	-2.8%	Q2 2013
FASTFastenal Co	$32.6M	2.97%	0.07%	-1.8%	Q2 2013
CPRTCopart Inc	$28.3M	2.57%	0.07%	-41.6%	Q1 2020
GLWCorning Inc	$26.1M	2.37%	0.03%	+10.7%	Q3 2025
TTTrane Technologies plc	$25.9M	2.35%	0.03%	+3.8%	Q2 2025
NVDANvidia Corp	$21.7M	1.97%	0.00%	+1563.4%	Q4 2023
DASHDoorDash, Inc.	$21.1M	1.92%	Not reported	New	Q4 2025
PNTGPennant Group, Inc.	$19.5M	1.77%	2.00%	+161.0%	Q3 2025
SPGIS&P Global Inc.	$4.9M	0.45%	0.00%	-2.1%	Q2 2017
ACNAccenture plc	$3.59M	0.33%	0.00%	Not reported	Q2 2013
MCDMcdonalds Corp	$2.83M	0.26%	0.00%	-6.6%	Q2 2013
ROPRoper Technologies Inc	$2.45M	0.22%	0.01%	Not reported	Q2 2013
AMGNAmgen Inc	$1.82M	0.17%	0.00%	+19.0%	Q2 2013
GOOGLAlphabet Inc.	$1.76M	0.16%	0.00%	Not reported	Q2 2019
XOMExxonMobil Holdings Corp	$1.72M	0.16%	0.00%	-0.7%	Q2 2013
GILDGilead Sciences, Inc.	$1.72M	0.16%	0.00%	Not reported	Q2 2013
DGDollar General Corp	$1.5M	0.14%	0.01%	+9.7%	Q4 2016
NTRSNorthern Trust Corp	$1.48M	0.13%	0.01%	Not reported	Q2 2013
ESNTEssent Group Ltd.	$1.48M	0.13%	0.02%	+20.5%	Q4 2022
UBERUber Technologies, Inc	$1.46M	0.13%	0.00%	-83.8%	Q4 2024
ABBVAbbVie Inc.	$1.37M	0.12%	0.00%	-0.5%	Q1 2016
PYPLPayPal Holdings, Inc.	$1.27M	0.12%	0.00%	+0.8%	Q3 2015
NOCNorthrop Grumman Corp	$1.25M	0.11%	0.00%	+1.7%	Q2 2024
HSYHershey Co	$1.24M	0.11%	0.00%	+24.2%	Q1 2025
TFCTruist Financial Corp	$1.2M	0.11%	0.00%	+0.2%	Q4 2023
KOCoca Cola Co	$1.19M	0.11%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$1.15M	0.10%	0.00%	+12.9%	Q2 2014
ESSEssex Property Trust, Inc.	$1.15M	0.10%	0.01%	-6.0%	Q4 2020
HONHoneywell International Inc	$1.06M	0.10%	0.00%	+38.3%	Q4 2024
LAMRLamar Advertising Co	$1.05M	0.10%	Not reported	+34.8%	Q1 2024
PLOWDouglas Dynamics, Inc	$945K	0.09%	0.13%	Not reported	Q4 2023
APAMArtisan Partners Asset Management Inc.	$933K	0.08%	0.03%	+2.7%	Q1 2023
TROWPrice T Rowe Group Inc	$913K	0.08%	0.00%	+1.1%	Q2 2013
FISVFiserv Inc	$913K	0.08%	0.00%	-95.1%	Q3 2015
MTNVail Resorts Inc	$904K	0.08%	0.02%	+16.9%	Q4 2022

Q3 2025Reported Nov 19, 202575 positions
VVisa Inc.	$85.3M	7.52%	0.01%	-5.5%	Q2 2013
MSFTMicrosoft Corp	$82.7M	7.30%	0.00%	-5.1%	Q1 2020
BLKBlackRock, Inc.	$62.7M	5.54%	0.03%	-5.8%	Q3 2018
VRTXVertex Pharmaceuticals Inc / Ma	$60.1M	5.30%	0.06%	-3.3%	Q2 2021
BKNGBooking Holdings Inc.	$58.3M	5.14%	0.03%	-16.5%	Q1 2018
GOOGAlphabet Inc.	$57.8M	5.10%	Not reported	-4.2%	Q2 2019
CPRTCopart Inc	$55.6M	4.91%	0.13%	-3.9%	Q1 2020
CPAYCorpay, Inc.	$54.2M	4.78%	0.27%	-9.6%	Q1 2024
SCHWSchwab Charles Corp	$50.6M	4.46%	0.03%	-14.7%	Q4 2022
ICEIntercontinental Exchange, Inc.	$50.1M	4.42%	0.05%	-3.9%	Q3 2023
METAMeta Platforms, Inc.	$48.5M	4.28%	Not reported	-3.7%	Q4 2017
AMZNAmazon Com Inc	$47.8M	4.22%	0.00%	-4.1%	Q2 2021
CACICaci International Inc	$47.3M	4.17%	0.43%	-2.2%	Q1 2025
TTWOTake Two Interactive Software Inc	$43.7M	3.85%	0.09%	-3.7%	Q2 2024
ORLYO Reilly Automotive Inc	$41.4M	3.65%	0.05%	0.0%	Q2 2013
FASTFastenal Co	$40.6M	3.58%	0.07%	-6.7%	Q2 2013
ABTAbbott Laboratories	$37.8M	3.33%	0.02%	-0.8%	Q2 2013
FISVFiserv Inc	$35.5M	3.13%	0.05%	-3.0%	Q3 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$34.2M	3.02%	0.00%	New	Q3 2025
TTTrane Technologies plc	$27M	2.38%	0.03%	-0.7%	Q2 2025
GLWCorning Inc	$22.1M	1.95%	0.03%	New	Q3 2025
CARTMaplebear Inc.	$18M	1.59%	0.18%	New	Q3 2025
UBERUber Technologies, Inc	$10.8M	0.95%	0.01%	-69.4%	Q4 2024
PNTGPennant Group, Inc.	$6.68M	0.59%	0.77%	New	Q3 2025
SPGIS&P Global Inc.	$4.66M	0.41%	0.00%	-12.2%	Q2 2017
MCDMcdonalds Corp	$3.01M	0.27%	0.00%	-9.2%	Q2 2013
ROPRoper Technologies Inc	$2.74M	0.24%	0.01%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.62M	0.14%	0.00%	Not reported	Q2 2013
GILDGilead Sciences, Inc.	$1.55M	0.14%	0.00%	Not reported	Q2 2013
NTRSNorthern Trust Corp	$1.46M	0.13%	0.01%	Not reported	Q2 2013
PYPLPayPal Holdings, Inc.	$1.45M	0.13%	0.00%	Not reported	Q3 2015
ABBVAbbVie Inc.	$1.39M	0.12%	0.00%	+1.2%	Q1 2016
GOOGLAlphabet Inc.	$1.36M	0.12%	0.00%	-27.8%	Q2 2019
AMGNAmgen Inc	$1.32M	0.12%	0.00%	+1.4%	Q2 2013
NOCNorthrop Grumman Corp	$1.32M	0.12%	0.00%	-2.7%	Q2 2024
NVDANvidia Corp	$1.3M	0.12%	0.00%	-11.6%	Q4 2023
ESSEssex Property Trust, Inc.	$1.25M	0.11%	0.01%	-5.7%	Q4 2020
ESNTEssent Group Ltd.	$1.2M	0.11%	0.02%	+0.8%	Q4 2022
KOCoca Cola Co	$1.13M	0.10%	0.00%	Not reported	Q2 2013
TFCTruist Financial Corp	$1.11M	0.10%	0.00%	+3.4%	Q4 2023
DGDollar General Corp	$1.06M	0.09%	0.00%	-0.1%	Q4 2016
CVXChevron Corp	$1.04M	0.09%	0.00%	+1.3%	Q2 2014
HSYHershey Co	$1.03M	0.09%	0.00%	+0.3%	Q1 2025
APAMArtisan Partners Asset Management Inc.	$968K	0.09%	0.03%	+1.3%	Q1 2023
TROWPrice T Rowe Group Inc	$905K	0.08%	0.00%	+4.4%	Q2 2013
MTNVail Resorts Inc	$871K	0.08%	0.02%	+1.6%	Q4 2022
COSTCostco Wholesale Corp	$852K	0.08%	0.00%	Not reported	Q1 2023
VICIVici Properties Inc.	$840K	0.07%	0.00%	+1.5%	Q3 2024
HONHoneywell International Inc	$830K	0.07%	0.00%	+5.1%	Q4 2024
SYKStryker Corp	$791K	0.07%	0.00%	Not reported	Q2 2018

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