Provident Investment Management

$1.0B 13F equity value
95 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Provident Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VVisa Inc.229,103$79M7.6%
GOOGAlphabet Inc. Cl C209,765$74M7.2%
VRTXVertex Pharmaceuticals Inc.140,728$70M6.8%
TSMTaiwan Semiconductor ADR139,649$67M6.5%
GLWCorning Inc.240,744$61M6.0%
CPAYCorpay, Inc.169,268$56M5.5%
MSFTMicrosoft150,278$56M5.4%
AMZNAmazon.com Inc.205,315$49M4.8%
BLKBlackRock Inc.47,500$46M4.4%
CACICACI International Inc.85,168$39M3.8%

Track Provident Investment Management's 13F portfolio: $1.0B in reported holdings, 95 positions. Top holdings and quarterly changes on SentiSense.

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