Provident Investment Management, Inc. Top Holdings and 13F Report (2025) About Provident Investment Management, Inc.Investment ActivityProvident Investment Management, Inc. has $1.17 billion in total holdings as of June 30, 2025.Provident Investment Management, Inc. owns shares of 75 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 18.07% of the portfolio was purchased this quarter.About 7.68% of the portfolio was sold this quarter.This quarter, Provident Investment Management, Inc. has purchased 71 new stocks and bought additional shares in 29 stocks.Provident Investment Management, Inc. sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Visa $93,797,753Microsoft $83,697,703Booking $74,809,479Vertex Pharmaceuticals $70,656,356CORPAY INC $69,104,501 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $59,931,285 HoldingG8994E103 - Trane Technologies $28,199,385 Holding031162100 - Amgen $1,285,762 Holding855244109 - Starbucks $799,063 Holding682680103 - ONEOK $372,233 Holding Largest Purchases this Quarter BLACKROCK INC 57,118 shares (about $59.93M)Abbott Laboratories 268,457 shares (about $36.51M)O'Reilly Automotive 357,853 shares (about $32.25M)Trane Technologies 64,469 shares (about $28.20M)Meta Platforms 27,052 shares (about $19.97M) Largest Sales this Quarter Alphabet 155,139 shares (about $27.52M)UnitedHealth Group 84,546 shares (about $26.38M)Adobe 67,855 shares (about $26.25M)Apple 5,790 shares (about $1.19M)Booking 197 shares (about $1.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofProvident Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$93,797,753$850,699 ▼-0.9%264,1828.0%Business ServicesMSFTMicrosoft$83,697,703$17,907 ▼0.0%168,2677.2%Computer and TechnologyBKNGBooking$74,809,479$1,140,494 ▼-1.5%12,9226.4%Retail/WholesaleVRTXVertex Pharmaceuticals$70,656,356$1,060,466 ▲1.5%158,7076.0%MedicalCORPAY INC$69,104,501$571,726 ▼-0.8%208,2595.9%COM SHSCPRTCopart$63,151,274$723,390 ▼-1.1%1,286,9635.4%Business ServicesBLACKROCK INC$59,931,285$59,931,285 ▲New Holding57,1185.1%COMICEIntercontinental Exchange$56,747,184$515,733 ▼-0.9%309,3004.9%FinanceSCHWCharles Schwab$56,646,626$251,275 ▼-0.4%620,8534.8%FinanceMETAMeta Platforms$50,619,119$19,966,877 ▲65.1%68,5814.3%Computer and TechnologyAMZNAmazon.com$49,828,076$4,231,814 ▲9.3%227,1214.3%Retail/WholesaleFIFiserv$48,982,888$12,799,201 ▲35.4%284,1074.2%Business ServicesCACICACI International$46,225,122$4,885,222 ▲11.8%96,9694.0%Computer and TechnologyGOOGAlphabet$43,960,612$27,520,107 ▼-38.5%247,8193.8%Computer and TechnologyTTWOTake-Two Interactive Software$42,589,090$63,627 ▲0.1%175,3723.6%Consumer DiscretionaryABTAbbott Laboratories$38,678,116$36,512,837 ▲1,686.3%284,3773.3%MedicalFASTFastenal$37,243,290$2,188,872 ▲6.2%886,7453.2%Retail/WholesaleORLYO'Reilly Automotive$34,582,791$32,253,291 ▲1,384.6%383,6993.0%Retail/WholesaleUBERUber Technologies$33,538,831$2,353,679 ▲7.5%359,4732.9%Computer and TechnologyALGNAlign Technology$30,730,720$1,756,036 ▲6.1%162,3132.6%MedicalTTTrane Technologies$28,199,385$28,199,385 ▲New Holding64,4692.4%ConstructionSPGIS&P Global$5,751,152$253,099 ▼-4.2%10,9070.5%FinanceMCDMcDonald's$3,184,653$312,038 ▼-8.9%10,9000.3%Retail/WholesaleROPRoper Technologies$3,117,6200.0%5,5000.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$2,609,307$382,996 ▲17.2%14,2730.2%ETFPYPLPayPal$1,606,650$7,432 ▼-0.5%21,6180.1%Business ServicesGILDGilead Sciences$1,552,1800.0%14,0000.1%MedicalXOMExxon Mobil$1,551,134$63,602 ▼-3.9%14,3890.1%EnergyESSEssex Property Trust$1,406,231$96,356 ▼-6.4%4,9620.1%FinanceNTRSNorthern Trust$1,375,6720.0%10,8500.1%FinanceGOOGLAlphabet$1,368,808$180,992 ▼-11.7%7,7670.1%Computer and TechnologyAMGNAmgen$1,285,762$1,285,762 ▲New Holding4,6050.1%MedicalNVDANVIDIA$1,249,227$103,325 ▲9.0%7,9070.1%Computer and TechnologyKOCocaCola$1,202,7500.0%17,0000.1%Consumer StaplesDGDollar General$1,178,800$87,958 ▼-6.9%10,3060.1%Retail/WholesaleESNTEssent Group$1,138,445$29,818 ▲2.7%18,7460.1%FinanceNOCNorthrop Grumman$1,110,956$111,996 ▲11.2%2,2220.1%AerospaceABBVAbbVie$1,102,026$176,339 ▲19.0%5,9370.1%MedicalLKQLKQ$1,023,512$158,218 ▲18.3%27,6550.1%Auto/Tires/TrucksTFCTruist Financial$1,011,555$9,028 ▲0.9%23,5300.1%FinanceNXSTNexstar Media Group$989,447$4,670 ▲0.5%5,7210.1%Consumer DiscretionaryAPAMArtisan Partners Asset Management$976,147$96,196 ▲10.9%22,0200.1%FinanceCVXChevron$947,631$68,158 ▲7.7%6,6180.1%EnergyUNHUnitedHealth Group$933,414$26,375,809 ▼-96.6%2,9920.1%MedicalCOSTCostco Wholesale$910,7450.0%9200.1%Retail/WholesaleHSYHershey$907,747$15,765 ▲1.8%5,4700.1%Consumer StaplesCLColgate-Palmolive$905,182$105,262 ▼-10.4%9,9580.1%Consumer StaplesMTNVail Resorts$900,512$122,561 ▲15.8%5,7310.1%Consumer DiscretionaryHONHoneywell International$874,232$102,234 ▲13.2%3,7540.1%Multi-Sector ConglomeratesSYKStryker$846,6480.0%2,1400.1%MedicalSGOViShares 0-3 Month Treasury Bond ETF$843,587$294,017 ▼-25.8%8,3780.1%ETFVICIVICI Properties$827,551$52,160 ▲6.7%25,3850.1%FinanceTROWT. Rowe Price Group$815,136$123,520 ▲17.9%8,4470.1%FinanceSBUXStarbucks$799,063$799,063 ▲New Holding8,7210.1%Retail/WholesaleCTRACoterra Energy$760,892$79,566 ▲11.7%29,9800.1%EnergyLAMRLamar Advertising$731,194$51,821 ▼-6.6%6,0250.1%FinanceEMNEastman Chemical$672,687$165,372 ▲32.6%9,0100.1%Basic MaterialsBRK.BBerkshire Hathaway$630,0440.0%1,2970.1%FinanceAAPLApple$608,449$1,187,768 ▼-66.1%2,9660.1%Computer and TechnologyCOPConocoPhillips$560,1570.0%6,2420.0%EnergyETEnergy Transfer$496,5990.0%27,3910.0%EnergyDHID.R. Horton$461,405$853,967 ▼-64.9%3,5790.0%ConstructionFDSFactSet Research Systems$442,360$42,044 ▼-8.7%9890.0%Business ServicesJNJJohnson & Johnson$373,779$9,929 ▼-2.6%2,4470.0%MedicalOKEONEOK$372,233$372,233 ▲New Holding4,5600.0%EnergyADBEAdobe$368,310$26,251,760 ▼-98.6%9520.0%Computer and TechnologyPGProcter & Gamble$365,6390.0%2,2950.0%Consumer StaplesGLDSPDR Gold Shares$361,528$305 ▲0.1%1,1860.0%FinancePECOPhillips Edison & Company, Inc.$315,270$315,270 ▲New Holding9,0000.0%FinancePAYXPaychex$290,7750.0%1,9990.0%Computer and TechnologyHDHome Depot$284,1460.0%7750.0%Retail/WholesaleVTIVanguard Total Stock Market ETF$276,576$10,941 ▼-3.8%9100.0%ETFORCLOracle$227,375$227,375 ▲New Holding1,0400.0%Computer and TechnologyVIOGVanguard S&P Small-Cap 600 Growth ETF$223,596$223,596 ▲New Holding1,9540.0%ETFCCOClear Channel Outdoor$37,5220.0%32,0700.0%Business ServicesGSKGSK$0$842,595 ▼-100.0%00.0%MedicalBALLBall$0$715,442 ▼-100.0%00.0%IndustrialsSPYSPDR S&P 500 ETF Trust$0$290,883 ▼-100.0%00.0%FinanceNEMNewmont$0$200,362 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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