Provident Investment Management, Inc.

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Visa Inc	—	$72.40M	239,534	7.2%
VERTEX PHARMACEUTICALS INC / MA	—	$65.92M	147,620	6.5%
Alphabet Inc.	—	$64.20M	223,815	6.4%
MICROSOFT CORP	—	$58.28M	157,439	5.8%
Corpay Inc	—	$52.11M	179,092	5.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$50.06M	148,121	5.0%
CACI INTERNATIONAL INC /DE	—	$48.82M	89,767	4.8%
BlackRock, Inc.	—	$48.33M	50,256	4.8%
SCHWAB CHARLES CORP	—	$47.98M	510,493	4.8%
Intercontinental Exchange, Inc.	—	$46.61M	296,381	4.6%
Amazon.com Inc	—	$45.07M	216,394	4.5%
Booking Holdings Inc	—	$43.52M	10,337	4.3%
CORNING INC /NY	—	$38.89M	286,014	3.9%
Meta Platforms Inc	—	$36.37M	63,571	3.6%
O REILLY AUTOMOTIVE INC	—	$35.38M	383,234	3.5%
TAKE TWO INTERACTIVE SOFTWARE INC	—	$31.77M	160,855	3.2%
Pennant Group, Inc.	—	$29.96M	983,015	3.0%
Trane Technologies plc	—	$27.85M	66,829	2.8%
Netflix Inc	—	$27.54M	286,432	2.7%
ABBOTT LABORATORIES	—	$26.74M	260,462	2.7%
NVIDIA Corp	—	$20.56M	117,891	2.0%
DoorDash, Inc.	—	$15.22M	101,355	1.5%
Fastenal Co	—	$7.08M	152,650	0.7%
S&P Global Inc.	—	$3.99M	9,382	0.4%
Accenture plc	—	$3.27M	16,494	0.3%
MCDONALD'S CORP	—	$2.87M	9,250	0.3%
iShares MSCI UAE ETF	—	$2.74M	14,291	0.3%
EXXON MOBIL CORP	—	$2.37M	13,969	0.2%
AMGEN INC	—	$2.17M	6,180	0.2%
GILEAD SCIENCES, INC.	—	$1.95M	14,000	0.2%
ROPER TECHNOLOGIES INC	—	$1.95M	5,500	0.2%
Vanguard Index Fds S&P 500 Etf Shs	—	$1.87M	3,123	0.2%
Copart Inc	—	$1.85M	55,662	0.2%
iShares 0-3 Month Treasury Bond ETF	—	$1.65M	16,438	0.2%
Alphabet Inc.	—	$1.62M	5,643	0.2%
CHEVRON CORP	—	$1.55M	7,493	0.2%
NORTHERN TRUST CORP	—	$1.48M	10,625	0.1%
Northrop Grumman Corp	—	$1.44M	2,114	0.1%
HERSHEY CO	—	$1.41M	6,775	0.1%
Essent Group Ltd.	—	$1.34M	22,866	0.1%
DOLLAR GENERAL CORP	—	$1.31M	11,050	0.1%
TRUIST FINANCIAL CORP	—	$1.29M	28,015	0.1%
COCA COLA CO	—	$1.25M	16,500	0.1%
Medtronic plc	—	$1.25M	14,457	0.1%
HONEYWELL INTERNATIONAL INC	—	$1.24M	5,479	0.1%
Douglas Dynamics Inc	—	$1.22M	29,035	0.1%
Phillips Edison & Company, Inc.	—	$1.12M	29,895	0.1%
Coterra Energy Inc.	—	$1.12M	31,780	0.1%
ESSEX PROPERTY TRUST, INC.	—	$1.08M	4,447	0.1%
STARBUCKS CORP	—	$1.07M	11,912	0.1%