Provident Investment Management
$1.0B Assets Reported
91 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| V | Visa Inc. | 239,534 | $72M | 7.2% |
| VRTX | Vertex Pharmaceuticals Inc. | 147,620 | $66M | 6.5% |
| GOOG | Alphabet Inc. Cl C | 223,815 | $64M | 6.4% |
| MSFT | Microsoft | 157,439 | $58M | 5.8% |
| CPAY | Corpay, Inc. | 179,092 | $52M | 5.2% |
| TSM | Taiwan Semiconductor ADR | 148,121 | $50M | 5.0% |
| CACI | CACI International Inc. | 89,767 | $49M | 4.8% |
| BLK | BlackRock Inc. | 50,256 | $48M | 4.8% |
| SCHW | Schwab Charles Corp. | 510,493 | $48M | 4.8% |
| ICE | Intercontinental Exchange Inc. | 296,381 | $47M | 4.6% |
Track Provident Investment Management's 13F portfolio: $1.0B in reported holdings, 91 positions. Top holdings, AUM, and quarterly changes on SentiSense.