Institutions / Provident Investment Management, Inc.
Provident Investment Management, Inc.
CIK 1076964 · Institution · as of Mar 31, 2026
Portfolio value
$1.01B
Positions
82
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.01B-8.4%Positions
82-4.7%Top holdings
Mar 31, 2026View all 82 →
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $72.40M | 7.2% |
| Vertex Pharmaceuticals Inc / Ma | $65.92M | 6.5% |
| Alphabet Inc. | $64.20M | 6.4% |
| Microsoft Corp | $58.28M | 5.8% |
| Corpay Inc | $52.11M | 5.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $50.06M | 5.0% |
| Caci International Inc /De | $48.82M | 4.8% |
| BlackRock, Inc. | $48.33M | 4.8% |
| Schwab Charles Corp | $47.98M | 4.8% |
| Intercontinental Exchange, Inc. | $46.61M | 4.6% |
| Amazon.com Inc | $45.07M | 4.5% |
| Booking Holdings Inc | $43.52M | 4.3% |
| Corning Inc /Ny | $38.89M | 3.9% |
| Meta Platforms Inc | $36.37M | 3.6% |
| O Reilly Automotive Inc | $35.38M | 3.5% |
| Take Two Interactive Software Inc | $31.77M | 3.2% |
| Pennant Group, Inc. | $29.96M | 3.0% |
| Trane Technologies plc | $27.85M | 2.8% |
| Netflix Inc | $27.54M | 2.7% |
| Abbott Laboratories | $26.74M | 2.7% |
| NVIDIA Corp | $20.56M | 2.0% |
| DoorDash, Inc. | $15.22M | 1.5% |
| Fastenal Co | $7.08M | 0.7% |
| S&P Global Inc. | $3.99M | 0.4% |
| Accenture plc | $3.27M | 0.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-30.61M | -660K -81.21% | 152,650 0.70% of portfolio | medium |
| Q1 2026 as of | New | Netflix Inc Common stock | $27.54M | +286K | 286,432 2.73% of portfolio | medium |
| Q1 2026 as of | Trim | Copart Inc Common stock | $-22.11M | -666K -92.29% | 55,662 0.18% of portfolio | medium |
| Q1 2026 as of | Add | Pennant Group, Inc. Common stock | $8.87M | +291K +42.08% | 983,015 2.98% of portfolio | medium |
| Q1 2026 as of | Trim | Corning Inc /Ny Common stock | $-1.60M | -12K -3.96% | 286,014 3.86% of portfolio | low |
| Q1 2026 as of | Add | Intercontinental Exchange, Inc. Common stock | $1.58M | +10K +3.51% | 296,381 4.63% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock, Inc. Common stock | $-1.52M | -2K -3.05% | 50,256 4.80% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-1.42M | -14K -5.03% | 260,462 2.66% of portfolio | low |
| Q1 2026 as of | Exit | AbbVie Inc. Common stock | $-1.37M | -6K -100.00% | 0 | low |
| Q1 2026 as of | Add | DoorDash, Inc. Common stock | $1.26M | +8K +9.00% | 101,355 1.51% of portfolio | low |