Provident Investment Management, Inc.

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Clear Channel Outdoor Holdings, Inc.CCO	Common Stock	$76.0K	32,070	0.0%
HOME DEPOT, INC.	—	$254.9K	775	0.0%
ONEOK Inc	—	$275.7K	3,050	0.0%
Vanguard Index Trust Total Stk Mkt Vipers	—	$291.9K	910	0.0%
TORO CO	—	$294.3K	3,150	0.0%
iShares Tr Russell 1000 Value Index Fd	—	$296.8K	1,389	0.0%
Align Technology, Inc.	—	$298.3K	1,740	0.0%
Arthur J. Gallagher & Co.	—	$301.3K	1,391	0.0%
PROCTER & GAMBLE Co	—	$331.5K	2,295	0.0%
UNITEDHEALTH GROUP INC	—	$379.1K	1,401	0.0%
HORTON D R INC /DE	—	$412.5K	3,006	0.0%
Dynatrace, Inc.	—	$461.3K	12,475	0.0%
Spdr Gold Tr Gold Shs	—	$509.9K	1,185	0.1%
Energy Transfer LPET	MLP	$528.6K	27,391	0.1%
FISERV INC	—	$547.1K	9,805	0.1%
JOHNSON & JOHNSON	—	$598.1K	2,447	0.1%
Warren E. Buffett	—	$624.9K	1,304	0.1%
Uber Technologies, Inc	—	$662.1K	9,205	0.1%
STRYKER CORP	—	$703.2K	2,140	0.1%
Apple Inc.	—	$721.5K	2,843	0.1%
Hewlett Packard Enterprise Co	—	$743.9K	31,245	0.1%
COLGATE PALMOLIVE CO	—	$750.0K	8,800	0.1%
SYSCO CORP	—	$767.3K	10,757	0.1%
AUTOMATIC DATA PROCESSING INC	—	$795.2K	3,914	0.1%
ConocoPhillips	—	$823.9K	6,242	0.1%
Artisan Partners Asset Management Inc	—	$844.2K	23,200	0.1%
Allison Transmission Holdings Inc	—	$882.6K	7,540	0.1%
VICI PROPERTIES INC.	—	$886.8K	32,460	0.1%
TD SYNNEX Corp	—	$907.0K	5,376	0.1%
COSTCO WHOLESALE CORP /NEW	—	$916.7K	920	0.1%
PayPal Holdings, Inc.	—	$985.7K	21,793	0.1%
Lamar Advertising Co	—	$1.05M	8,315	0.1%
STARBUCKS CORP	—	$1.07M	11,912	0.1%
ESSEX PROPERTY TRUST, INC.	—	$1.08M	4,447	0.1%
Coterra Energy Inc.	—	$1.12M	31,780	0.1%
Phillips Edison & Company, Inc.	—	$1.12M	29,895	0.1%
Douglas Dynamics Inc	—	$1.22M	29,035	0.1%
HONEYWELL INTERNATIONAL INC	—	$1.24M	5,479	0.1%
Medtronic plc	—	$1.25M	14,457	0.1%
COCA COLA CO	—	$1.25M	16,500	0.1%
TRUIST FINANCIAL CORP	—	$1.29M	28,015	0.1%
DOLLAR GENERAL CORP	—	$1.31M	11,050	0.1%
Essent Group Ltd.	—	$1.34M	22,866	0.1%
HERSHEY CO	—	$1.41M	6,775	0.1%
Northrop Grumman Corp	—	$1.44M	2,114	0.1%
NORTHERN TRUST CORP	—	$1.48M	10,625	0.1%
CHEVRON CORP	—	$1.55M	7,493	0.2%
Alphabet Inc.	—	$1.62M	5,643	0.2%
iShares 0-3 Month Treasury Bond ETF	—	$1.65M	16,438	0.2%
Copart Inc	—	$1.85M	55,662	0.2%