Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Provident Investment Management, Inc. (CIK 1076964) reported $1.01B across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: V ($72.4M, 7.19%), VRTX ($65.9M, 6.55%), GOOG ($64.2M, 6.38%), MSFT ($58.3M, 5.79%), CPAY ($52.1M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | V | Visa Inc. | $72.4M | 7.19% | 239,534 | Trimmed |
| 2 | VRTX | Vertex Pharmaceuticals Inc. | $65.9M | 6.55% | 147,620 | Trimmed |
| 3 | GOOG | Alphabet Inc. Cl C | $64.2M | 6.38% | 223,815 | Trimmed |
| 4 | MSFT | Microsoft | $58.3M | 5.79% | 157,439 | Added |
| 5 | CPAY | Corpay, Inc. | $52.1M | 5.17% | 179,092 | Trimmed |
| 6 | TSM | Taiwan Semiconductor ADR | $50.1M | 4.97% | 148,121 | Trimmed |
| 7 | CACI | CACI International Inc. | $48.8M | 4.85% | 89,767 | Trimmed |
| 8 | BLK | BlackRock Inc. | $48.3M | 4.80% | 50,256 | Trimmed |
| 9 | SCHW | Schwab Charles Corp. | $48.0M | 4.76% | 510,493 | Trimmed |
| 10 | ICE | Intercontinental Exchange Inc. | $46.6M | 4.63% | 296,381 | Added |
| 11 | AMZN | Amazon.com Inc. | $45.1M | 4.48% | 216,394 | Added |
| 12 | BKNG | Booking Holdings Inc. | $43.5M | 4.32% | 10,337 | Trimmed |
| 13 | GLW | Corning Inc. | $38.9M | 3.86% | 286,014 | Trimmed |
| 14 | META | Meta Platforms Inc Class A | $36.4M | 3.61% | 63,571 | Trimmed |
| 15 | ORLY | O Reilly Automotive Inc. | $35.4M | 3.51% | 383,234 | Hold |
| 16 | TTWO | Take-Two Interactive Software | $31.8M | 3.15% | 160,855 | Trimmed |
| 17 | PNTG | Pennant Group Inc | $30.0M | 2.98% | 983,015 | Added |
| 18 | TT | Trane Technologies | $27.9M | 2.77% | 66,829 | Added |
| 19 | NFLX | Netflix Com Inc Com | $27.5M | 2.73% | 286,432 | New |
| 20 | ABT | Abbott Laboratories | $26.7M | 2.66% | 260,462 | Trimmed |
| 21 | NVDA | NVIDIA Corp. | $20.6M | 2.04% | 117,891 | Added |
| 22 | DASH | DoorDash Inc | $15.2M | 1.51% | 101,355 | Added |
| 23 | FAST | Fastenal Co. | $7.1M | 0.70% | 152,650 | Trimmed |
| 24 | SPGI | S&P Global Inc. | $4.0M | 0.40% | 9,382 | Hold |
| 25 | ACN | Accenture Ltd. CL A | $3.3M | 0.32% | 16,494 | Added |
Source: SEC Form 13F filings · as of 2026-03-31