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 TRUST CO (CIK 1140436) reported $4.77B across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($786.0M, 16.48%), GOOG ($777.9M, 16.30%), COST ($440.0M, 9.22%), PNC ($431.0M, 9.03%), V ($405.9M, 8.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | $786.0M | 16.48% | 2.2M | Trimmed |
| 2 | GOOG | ALPHABET INC CL C | $777.9M | 16.30% | 2.2M | Trimmed |
| 3 | COST | COSTCO WHSL CORP NEW COM | $440.0M | 9.22% | 470,400 | Added |
| 4 | PNC | PNC FINANCIAL SVS GRP | $431.0M | 9.03% | 1.8M | Added |
| 5 | V | VISA INC | $405.9M | 8.51% | 1.2M | Added |
| 6 | SCHW | SCHWAB CHARLES CP NEW COM | $342.9M | 7.19% | 3.7M | Added |
| 7 | TJX | TJX COMPANIES INC | $316.0M | 6.62% | 2.1M | Added |
| 8 | AXP | AMERICAN EXPRESS CO | $311.5M | 6.53% | 920,817 | Added |
| 9 | HD | HOME DEPOT | $293.1M | 6.14% | 831,190 | Added |
| 10 | TROW | T ROWE PRICE GRP INC | $234.4M | 4.91% | 2.1M | Added |
| 11 | FAST | FASTENAL INC COM | $217.1M | 4.55% | 4.5M | Added |
| 12 | ACN | ACCENTURE PLC | $122.9M | 2.58% | 987,533 | Trimmed |
| 13 | TSCO | TRACTOR SUPPLY CO COM | $75.1M | 1.57% | 2.4M | Added |
| 14 | AAPL | APPLE COMPUTER INC | $8.7M | 0.18% | 29,951 | Hold |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $3.0M | 0.06% | 6,053 | Hold |
| 16 | MSFT | MICROSOFT CORP COM | $2.3M | 0.05% | 6,072 | Trimmed |
| 17 | MA | MASTERCARD INC CL A | $1.2M | 0.03% | 2,380 | Hold |
| 18 | PG | PROCTER & GAMBLE CO | $410,592 | 0.01% | 2,800 | Hold |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $506,374 | 0.01% | 1,010 | Hold |
| 20 | INTC | INTEL CORP COM | $372,533 | 0.01% | 2,668 | New |
| 21 | AMZN | AMAZON COM INC COM | $385,634 | 0.01% | 1,618 | Hold |
| 22 | NVDA | NVIDIA CORP COM | $211,695 | 0.00% | 1,058 | New |
| 23 | SHW | SHERWIN WILLIAMS CO COM | $0 | 0.00% | 0 | Exited |
| 24 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30