Provident Investment Management, Inc. 13F Holdings

CIK 0001076964 · NOVI, MI

As of Sep 30, 2025, Provident Investment Management, Inc. reported 81 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VISA INC-CLASS A SHARESVFinancial Services249,741$85.3M7.52%
MICROSOFT CORPMSFTTechnology159,718$82.7M7.30%
BLACKROCK INCBLKFinancial Services53,821$62.7M5.54%
VERTEX PHARMACEUTICALS INCVRTXHealthcare153,406$60.1M5.30%
BOOKING HOLDINGS INCBKNGIndustrials10,792$58.3M5.14%
ALPHABET INCGOOGEquity237,356$57.8M5.10%
COPART INCCPRTIndustrials1,236,422$55.6M4.91%
CORPAY INCCPAYTechnology188,234$54.2M4.78%
SCHWAB CHARLES CORPSCHWEquity529,796$50.6M4.46%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services297,208$50.1M4.42%
META PLATFORMS INCMETACommunication Services66,025$48.5M4.28%
AMAZON.COM INCAMZNEquity217,845$47.8M4.22%
CACI INTERNATIONAL INCCACITechnology94,801$47.3M4.17%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services168,956$43.7M3.85%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical383,584$41.4M3.65%
FASTENAL COFASTIndustrials827,480$40.6M3.58%
ABBOTT LABORATORIESABTHealthcare282,022$37.8M3.33%
FISERV INCFISVTechnology275,530$35.5M3.13%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology122,587$34.2M3.02%
TRANE TECHNOLOGIES PLCTTBasic Materials64,044$27.0M2.38%
CORNING INCGLWTechnology269,006$22.1M1.95%
INSTACART (MAPLEBEAR INC)CARTConsumer Cyclical489,560 8.0M1.59%
UBER TECHNOLOGIES INCUBERTechnology110,191 0.8M0.95%
PENNANT GROUP INCPNTGHealthcare265,065$6.7M0.59%
S&P GLOBAL INCSPGIFinancial Services9,582$4.7M0.41%