Provident Investment Management, Inc.
83 holdingsFiling period: 2026-03-31Current AUM: $1.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc. | 239.5K | $72.4M | $87.7M | 7.74% | -3,463 | 2026-03-31 |
| 2 | VRTX | Vertex Pharmaceuticals Inc. | 147.6K | $65.9M | $70.4M | 6.22% | -1,638 | 2026-03-31 |
| 3 | GOOG | Alphabet Inc. Cl C | 223.8K | $64.2M | $79.8M | 7.05% | -2,523 | 2026-03-31 |
| 4 | MSFT | Microsoft | 157.4K | $58.3M | $73.2M | 6.46% | +989 | 2026-03-31 |
| 5 | CPAY | Corpay, Inc. | 179.1K | $52.1M | $68.4M | 6.04% | -1,299 | 2026-03-31 |
| 6 | TSM | Taiwan Semiconductor ADR | 148.1K | $50.1M | $59.9M | 5.28% | -1,295 | 2026-03-31 |
| 7 | CACI | CACI International Inc. | 89.8K | $48.8M | $44.7M | 3.94% | -1,534 | 2026-03-31 |
| 8 | BLK | BlackRock Inc. | 50.3K | $48.3M | $54.8M | 4.84% | -1,580 | 2026-03-31 |
| 9 | SCHW | Schwab Charles Corp. | 510.5K | $48.0M | $53.7M | 4.74% | -3,434 | 2026-03-31 |
| 10 | ICE | Intercontinental Exchange Inc. | 296.4K | $46.6M | $45.2M | 3.99% | +10.0K | 2026-03-31 |
| 11 | AMZN | Amazon.com Inc. | 216.4K | $45.1M | $58.8M | 5.19% | +3.9K | 2026-03-31 |
| 12 | BKNG | Booking Holdings Inc. | 10.3K | $43.5M | $49.9M | 4.40% | -93 | 2026-03-31 |
| 13 | GLW | Corning Inc. | 286.0K | $38.9M | $39.5M | 3.49% | -11,802 | 2026-03-31 |
| 14 | META | Meta Platforms Inc Class A | 63.6K | $36.4M | $35.4M | 3.12% | -563 | 2026-03-31 |
| 15 | ORLY | O Reilly Automotive Inc. | 383.2K | $35.4M | $34.2M | 3.02% | -- | 2026-03-31 |
| 16 | TTWO | Take-Two Interactive Software | 160.9K | $31.8M | $39.1M | 3.45% | -1,440 | 2026-03-31 |
| 17 | PNTG | Pennant Group Inc | 983.0K | $30.0M | $39.6M | 3.50% | +291.2K | 2026-03-31 |
| 18 | — | Trane Technologies | 66.8K | $27.9M | $27.9M | 2.46% | +341 | 2026-03-31 |
| 19 | NFLX | Netflix Com Inc Com | 286.4K | $27.5M | $20.5M | 1.81% | -- | 2026-03-31 |
| 20 | ABT | Abbott Laboratories | 260.5K | $26.7M | $27.5M | 2.43% | -13,804 | 2026-03-31 |
| 21 | NVDA | NVIDIA Corp. | 117.9K | $20.6M | $23.7M | 2.09% | +1.7K | 2026-03-31 |
| 22 | DASH | DoorDash Inc | 101.4K | $15.2M | $19.9M | 1.75% | +8.4K | 2026-03-31 |
| 23 | FAST | Fastenal Co. | 152.7K | $7.1M | $7.3M | 0.64% | -659,605 | 2026-03-31 |
| 24 | SPGI | S&P Global Inc. | 9.4K | $4.0M | $3.9M | 0.34% | -- | 2026-03-31 |
| 25 | — | Accenture Ltd. CL A | 16.5K | $3.3M | $3.3M | 0.29% | +3.1K | 2026-03-31 |
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