Provident Investment Management, Inc. Top Holdings and 13F Report (2025) About Provident Investment Management, Inc.Investment ActivityProvident Investment Management, Inc. has $998.71 million in total holdings as of June 30, 2025.Provident Investment Management, Inc. owns shares of 87 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 11.55% of the portfolio was sold this quarter.This quarter, Provident Investment Management, Inc. has purchased 89 new stocks and bought additional shares in 29 stocks.Provident Investment Management, Inc. sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings Visa $75,946,482Microsoft $72,478,650Vertex Pharmaceuticals $68,789,881Alphabet $66,137,005Taiwan Semiconductor Manufacturing $62,955,132 Largest New Holdings this Quarter 30233Q108 - Exxon Mobil Corp. $2,292,334 Holding892356106 - Tractor Supply $880,031 Holding872590104 - T-Mobile US $802,517 Holding438516205 - Honeywell, Inc. $765,712 Holding829073105 - Simpson Manufacturing $222,144 Holding Largest Purchases this Quarter D.R. Horton 135,567 shares (about $18.53M)American Water Works 140,560 shares (about $18.20M)Exxon Mobil Corp. 14,085 shares (about $2.29M)Tractor Supply 28,125 shares (about $880.03K)T-Mobile US 4,921 shares (about $802.52K) Largest Sales this Quarter Corpay, Inc. 56,031 shares (about $21.77M)Netflix 307,352 shares (about $21.39M)CACI International 15,404 shares (about $9.38M)Visa 17,747 shares (about $6.38M)Alphabet 15,667 shares (about $5.34M) 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$75,946,482$6,377,024 ▼-7.7%211,3567.6%FinanceMSFTMicrosoft$72,478,650$4,599,189 ▼-6.0%141,3117.3%TechnologyVRTXVertex Pharmaceuticals$68,789,881$4,784,242 ▼-6.5%131,5776.9%HealthcareGOOGAlphabet$66,137,005$5,338,378 ▼-7.5%194,0986.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$62,955,132$751,345 ▼-1.2%138,0026.3%TechnologyAMZNAmazon.com$47,622,871$3,531,459 ▼-6.9%191,1414.8%Consumer DiscretionaryBlackRock Inc.$47,243,183$3,025,655 ▼-6.0%44,6414.7%COMCorpay, Inc.$44,003,898$21,773,647 ▼-33.1%113,2374.4%COMCACICACI International$42,493,991$9,382,739 ▼-18.1%69,7644.3%IndustrialsGLWCorning$35,421,341$1,595,412 ▼-4.3%230,3683.5%TechnologyPNTGThe Pennant Group$34,882,185$1,746,927 ▼-4.8%894,4153.5%HealthcareAAPLApple$33,569,536$470,226 ▼-1.4%100,8033.4%TechnologyNVDANVIDIA$31,969,496$423,187 ▲1.3%139,9843.2%TechnologyDXCMDexCom$31,910,905$1,015,116 ▼-3.1%369,8103.2%HealthcareMETAMeta Platforms$30,942,736$2,331,456 ▼-7.0%42,6693.1%Communication ServicesORLYO'Reilly Automotive$28,767,796$3,264,285 ▼-10.2%336,8202.9%Consumer DiscretionaryBKNGBooking$27,962,117$2,436,312 ▼-8.0%171,6422.8%Consumer DiscretionaryTTTrane Technologies$26,765,804$2,039,786 ▼-7.1%59,2192.7%IndustrialsEOGEOG Resources$25,601,732$557,239 ▼-2.1%185,8432.6%EnergyAVGOBroadcom$19,501,932$190,696 ▲1.0%55,5312.0%TechnologyDHID.R. Horton$18,934,018$18,525,296 ▲4,532.5%138,5581.9%Consumer DiscretionaryAWKAmerican Water Works$18,781,633$18,198,243 ▲3,119.4%145,0661.9%UtilitiesDoorDash Inc$16,967,362$680,420 ▼-3.9%92,4401.7%CL AJBLJabil$15,264,394$314,972 ▼-2.0%53,2121.5%TechnologyFASTFastenal$6,458,712$1,102,043 ▼-14.6%130,4000.6%IndustrialsSPGIS&P Global$3,700,9180.0%9,3820.4%FinanceQUALiShares MSCI USA Quality Factor ETF$3,372,613$424,688 ▲14.4%15,1760.3%ETFAMGNAmgen$2,470,049$46,366 ▲1.9%5,8600.2%HealthcareSCHWCharles Schwab$2,321,325$3,122,793 ▼-57.4%23,7500.2%FinanceExxon Mobil Corp.$2,292,334$2,292,334 ▲New Holding14,0850.2%COMMCDMcDonald's$2,136,1950.0%9,2500.2%Consumer DiscretionaryGILDGilead Sciences$2,086,7000.0%14,0000.2%HealthcareACNAccenture$2,026,239$14,670 ▼-0.7%11,0500.2%TechnologyGOOGLAlphabet$2,014,613$141,419 ▲7.5%5,8550.2%Communication ServicesRoper Technologies, Inc.$1,921,7550.0%5,5000.2%COMHPEHewlett Packard Enterprise$1,804,649$22,298 ▼-1.2%28,2460.2%TechnologyNTRSNorthern Trust$1,748,6420.0%10,3250.2%FinanceTTWOTake-Two Interactive Software$1,581,150$1,261,600 ▼-44.4%7,6200.2%Communication ServicesCVXChevron$1,535,047$45,130 ▲3.0%7,5170.2%EnergyNOCNorthrop Grumman$1,511,842$500,402 ▲49.5%3,1270.2%IndustrialsiShares 0-3 Month Treasury Bond ETF$1,510,912$420,240 ▼-21.8%15,0070.2%0-3 MNTH TREASRYMDTMedtronic$1,482,031$206,665 ▲16.2%17,1750.1%HealthcareKOCoca-Cola$1,420,3200.0%16,5000.1%Consumer StaplesESNTEssent Group$1,286,644$20,848 ▲1.6%22,2180.1%FinanceADPAutomatic Data Processing$1,255,204$181,932 ▲17.0%4,8640.1%IndustrialsTFCTruist Financial$1,231,580$144,688 ▲13.3%26,6000.1%FinanceSBUXStarbucks$1,231,552$288,931 ▲30.7%13,1070.1%Consumer DiscretionaryPYPLPayPal$1,146,1610.0%21,8190.1%FinanceDVNDevon Energy$1,087,925$11,510 ▼-1.0%23,6300.1%EnergyABTAbbott Laboratories$1,030,995$661,173 ▼-39.1%10,4320.1%HealthcareAPAMArtisan Partners Asset Management$1,014,430$152,065 ▲17.6%28,0850.1%FinancePLOWDouglas Dynamics$986,549$27,475 ▲2.9%25,1350.1%IndustrialsCMCSAComcast$924,256$156,998 ▲20.5%42,4750.1%Communication ServicesLAMRLamar Advertising$897,805$20,175 ▲2.3%6,2300.1%Real EstateCPRTCopart$895,793$621,575 ▼-41.0%32,8370.1%IndustrialsALSNAllison Transmission$893,055$35,111 ▲4.1%7,8850.1%IndustrialsTSCOTractor Supply$880,031$880,031 ▲New Holding28,1250.1%Consumer DiscretionarySNXTD SYNNEX$879,968$19,264 ▲2.2%3,4260.1%TechnologyCOSTCostco Wholesale$857,540$20,027 ▲2.4%9420.1%Consumer StaplesTMUST-Mobile US$802,517$802,517 ▲New Holding4,9210.1%Communication ServicesCOPConocoPhillips$786,192$5,006 ▲0.6%6,2820.1%EnergyPECOPhillips Edison & Company, Inc.$782,086$5,601 ▼-0.7%20,9450.1%Real EstateSYYSysco$765,723$145,395 ▲23.4%9,8220.1%Consumer StaplesHoneywell, Inc.$765,712$765,712 ▲New Holding3,6300.1%COMBRK.BBerkshire Hathaway$757,382$105,565 ▲16.2%1,5210.1%FinanceCLColgate-Palmolive$750,8160.0%8,8000.1%Consumer StaplesDTDynatrace$720,3070.0%12,4750.1%TechnologyNFLXNetflix$636,309$21,385,549 ▼-97.1%9,1450.1%Communication ServicesAMDAdvanced Micro Devices$605,031$183,528 ▲43.5%9890.1%TechnologySYKStryker$602,003$12,668 ▲2.1%2,1860.1%HealthcareEnergy Transfer LP$541,5200.0%27,3910.1%COM UT LTD PTNUNHUnitedHealth Group$521,254$17,987 ▲3.6%1,4200.1%HealthcareUBERUber Technologies$513,825$11,989 ▼-2.3%7,5000.1%IndustrialsHDHome Depot$500,133$279,653 ▲126.8%1,7580.1%Consumer DiscretionaryGLDSPDR Gold Shares$451,2950.0%1,1850.0%ETFRSPInvesco S&P 500 Equal Weight ETF$402,519$505,489 ▼-55.7%1,9350.0%ETFVTIVanguard Total Stock Market ETF$340,5580.0%9100.0%ETFPGProcter & Gamble$333,4180.0%2,2950.0%Consumer StaplesHoneywell Aerospace, Inc.$329,311$8,988 ▲2.8%2,1250.0%COMAJGArthur J. Gallagher & Co.$317,3010.0%1,3910.0%FinanceDGDollar General$298,950$1,022,409 ▼-77.4%2,5000.0%Consumer StaplesLam Research$275,9480.0%8400.0%COM NEWWELLWelltower$230,2400.0%1,0000.0%Real EstateSSDSimpson Manufacturing$222,144$222,144 ▲New Holding1,3000.0%IndustrialsIWFiShares Russell 1000 Growth ETF$220,4580.0%1,7600.0%ETFIWDiShares Russell 1000 Value ETF$220,4100.0%8890.0%ETFJPMJPMorgan Chase & Co.$210,853$210,853 ▲New Holding6370.0%FinanceVOOVanguard S&P 500 ETF$0$2,562,691 ▼-100.0%00.0%ETFXOMExxonMobil$0$1,914,627 ▼-100.0%00.0%EnergyICEIntercontinental Exchange$0$1,470,593 ▼-100.0%00.0%FinanceESSEssex Property Trust$0$1,220,596 ▼-100.0%00.0%Real EstateVICIVICI Properties$0$863,220 ▼-100.0%00.0%Real EstateJNJJohnson & Johnson$0$608,766 ▼-100.0%00.0%HealthcareHONHoneywell International$0$465,600 ▼-100.0%00.0%IndustrialsCCOClear Channel Outdoor$0$24,200 ▼-100.0%00.0%Communication ServicesShowing largest 100 holdings. View all holdings. 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