Provident Investment Management, Inc. Top Holdings and 13F Report (2025) About Provident Investment Management, Inc.Investment ActivityProvident Investment Management, Inc. has $1.03 billion in total holdings as of June 30, 2025.Provident Investment Management, Inc. owns shares of 89 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.96% of the portfolio was purchased this quarter.About 19.46% of the portfolio was sold this quarter.This quarter, Provident Investment Management, Inc. has purchased 82 new stocks and bought additional shares in 14 stocks.Provident Investment Management, Inc. sold shares of 44 stocks and completely divested from 6 stocks this quarter.Largest Holdings Visa $78,602,882Alphabet $74,116,267Vertex Pharmaceuticals $69,903,819Taiwan Semiconductor Manufacturing $66,692,173Corning $61,493,169 Largest New Holdings this Quarter 252131107 - DexCom $25,699,009 Holding26875P101 - EOG Resources $24,634,170 Holding466313103 - Jabil $20,935,419 Holding11135F101 - Broadcom $20,771,717 Holding25179M103 - Devon Energy $986,722 Holding Largest Purchases this Quarter Booking 176,260 shares (about $31.42M)Apple 99,372 shares (about $28.75M)DexCom 381,574 shares (about $25.70M)EOG Resources 189,888 shares (about $24.63M)Jabil 54,310 shares (about $20.94M) Largest Sales this Quarter Charles Schwab 454,793 shares (about $41.96M)Take-Two Interactive Software 147,155 shares (about $36.79M)Intercontinental Exchange 284,436 shares (about $35.02M)Abbott Laboratories 243,340 shares (about $22.08M)Corning 45,270 shares (about $11.56M) 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$78,602,882$3,578,769 â–¼-4.4%229,1037.6%FinanceGOOGAlphabet$74,116,267$4,964,286 â–¼-6.3%209,7657.2%Communication ServicesVRTXVertex Pharmaceuticals$69,903,819$3,423,463 â–¼-4.7%140,7286.8%HealthcareTSMTaiwan Semiconductor Manufacturing$66,692,173$4,045,973 â–¼-5.7%139,6496.5%TechnologyGLWCorning$61,493,169$11,563,303 â–¼-15.8%240,7446.0%TechnologyCorpay, Inc.$56,411,946$3,274,044 â–¼-5.5%169,2685.5%COMMSFTMicrosoft$56,056,626$2,671,193 â–¼-4.5%150,2785.4%TechnologyAMZNAmazon.com$48,934,777$2,640,569 â–¼-5.1%205,3154.8%Consumer DiscretionaryBlackRock Inc.$45,674,153$2,650,062 â–¼-5.5%47,5004.4%COMCACICACI International$39,454,928$2,130,533 â–¼-5.1%85,1683.8%IndustrialsPNTGThe Pennant Group$34,703,736$1,618,669 â–¼-4.5%939,2083.4%HealthcareORLYO'Reilly Automotive$34,537,342$754,678 â–¼-2.1%375,0393.4%Consumer DiscretionaryBKNGBooking$33,258,960$31,416,498 â–²1,705.1%186,5973.2%Consumer DiscretionaryTTTrane Technologies$31,302,609$1,521,123 â–¼-4.6%63,7323.0%IndustrialsAAPLApple$29,576,944$28,754,293 â–²3,495.3%102,2152.9%TechnologyNVDANVIDIA$27,638,690$4,049,830 â–²17.2%138,1312.7%TechnologyMETAMeta Platforms$25,845,758$9,962,818 â–¼-27.8%45,8842.5%Communication ServicesDXCMDexCom$25,699,009$25,699,009 â–²New Holding381,5742.5%HealthcareEOGEOG Resources$24,634,170$24,634,170 â–²New Holding189,8882.4%EnergyNFLXNetflix$22,597,886$2,146,641 â–²10.5%316,4972.2%Communication ServicesJBLJabil$20,935,419$20,935,419 â–²New Holding54,3102.0%TechnologyAVGOBroadcom$20,771,717$20,771,717 â–²New Holding54,9882.0%TechnologyDoorDash Inc$17,742,006$961,032 â–¼-5.1%96,1471.7%CL AFASTFastenal$7,331,7800.0%152,6500.7%IndustrialsSCHWCharles Schwab$5,139,448$41,963,824 â–¼-89.1%55,7000.5%FinanceSPGIS&P Global$3,820,9130.0%9,3820.4%FinanceTTWOTake-Two Interactive Software$3,424,726$36,785,807 â–¼-91.5%13,7000.3%Communication ServicesQUALiShares MSCI USA Quality Factor ETF$2,910,782$225,139 â–¼-7.2%13,2650.3%ETFVOOVanguard S&P 500 ETF$2,562,691$417,614 â–²19.5%3,7310.2%ETFMCDMcDonald's$2,500,3680.0%9,2500.2%Consumer DiscretionaryAMGNAmgen$2,082,190$155,712 â–¼-7.0%5,7500.2%HealthcareGOOGLAlphabet$1,945,352$71,110 â–¼-3.5%5,4440.2%Communication ServicesSGOViShares 0-3 Month Treasury Bond ETF$1,930,958$276,139 â–²16.7%19,1810.2%ETFXOMExxonMobil$1,914,627$4,785 â–²0.3%14,0040.2%EnergyRoper Technologies, Inc.$1,861,1450.0%5,5000.2%COMNTRSNorthern Trust$1,794,898$52,152 â–¼-2.8%10,3250.2%FinanceGILDGilead Sciences$1,768,7600.0%14,0000.2%HealthcareCPRTCopart$1,567,984$1,128 â–¼-0.1%55,6220.2%IndustrialsABTAbbott Laboratories$1,553,650$22,080,668 â–¼-93.4%17,1220.2%HealthcareICEIntercontinental Exchange$1,470,593$35,017,965 â–¼-96.0%11,9450.1%FinanceESNTEssent Group$1,405,032$64,794 â–¼-4.4%21,8580.1%FinanceACNAccenture$1,385,017$667,496 â–¼-32.5%11,1300.1%TechnologyKOCocaCola$1,340,9550.0%16,5000.1%Consumer StaplesPLOWDouglas Dynamics$1,318,268$248,170 â–¼-15.8%24,4350.1%IndustrialsHPEHewlett Packard Enterprise$1,289,920$119,541 â–¼-8.5%28,5950.1%TechnologyDGDollar General$1,271,9660.0%11,0500.1%Consumer StaplesESSEssex Property Trust$1,220,596$76,105 â–¼-5.9%4,1860.1%Real EstateCVXChevron$1,209,385$32,655 â–¼-2.6%7,2960.1%EnergyTFCTruist Financial$1,169,525$226,183 â–¼-16.2%23,4750.1%FinanceMDTMedtronic$1,156,239$25,268 â–²2.2%14,7800.1%HealthcareNOCNorthrop Grumman$1,065,477$11,205 â–¼-1.0%2,0920.1%IndustrialsSBUXStarbucks$1,025,159$192,115 â–¼-15.8%10,0320.1%Consumer DiscretionaryDVNDevon Energy$986,722$986,722 â–²New Holding23,8800.1%EnergyLAMRLamar Advertising$949,918$347,055 â–¼-26.8%6,0900.1%Real EstatePYPLPayPal$942,129$1,123 â–²0.1%21,8190.1%FinanceADPAutomatic Data Processing$931,408$54,868 â–²6.3%4,1590.1%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$928,741$928,741 â–²New Holding4,3650.1%ETFSNXTD SYNNEX$895,856$541,363 â–¼-37.7%3,3510.1%TechnologyPECOPhillips Edison & Company, Inc.$877,974$366,256 â–¼-29.4%21,0950.1%Real EstateCMCSAComcast$865,633$865,633 â–²New Holding35,2600.1%Communication ServicesVICIVICI Properties$863,220$1,407 â–²0.2%32,5130.1%Real EstateCOSTCostco Wholesale$860,6320.0%9200.1%Consumer StaplesALSNAllison Transmission$854,006$3,946 â–²0.5%7,5750.1%IndustrialsAPAMArtisan Partners Asset Management$824,404$23,308 â–²2.9%23,8750.1%FinanceCLColgate-Palmolive$806,7840.0%8,8000.1%Consumer StaplesSYKStryker$673,7580.0%2,1400.1%HealthcareSYYSysco$665,046$234,024 â–¼-26.0%7,9570.1%Consumer StaplesBRK.BBerkshire Hathaway$655,011$2,502 â–²0.4%1,3090.1%FinanceCOPConocoPhillips$648,9180.0%6,2420.1%EnergyJNJJohnson & Johnson$608,766$12,698 â–¼-2.0%2,3970.1%HealthcareAWKAmerican Water Works$592,899$592,899 â–²New Holding4,5060.1%UtilitiesUNHUnitedHealth Group$569,829$12,469 â–¼-2.1%1,3710.1%HealthcareUBERUber Technologies$553,828$110,405 â–¼-16.6%7,6750.1%IndustrialsDTDynatrace$547,7770.0%12,4750.1%TechnologyETEnergy Transfer$523,7160.0%27,3910.1%EnergyDHID.R. Horton$487,174$2,443 â–¼-0.5%2,9910.0%Consumer DiscretionaryHONHoneywell International$465,600$760,853 â–¼-62.0%2,0800.0%IndustrialsHoneywell Aerospace, Inc.$456,972$456,972 â–²New Holding2,0670.0%COMGLDSPDR Gold Shares$436,5300.0%1,1850.0%ETFAMDAdvanced Micro Devices$400,247$400,247 â–²New Holding6890.0%TechnologyLam Research$363,997$363,997 â–²New Holding8400.0%COM NEWVTIVanguard Total Stock Market ETF$336,7360.0%9100.0%ETFPGProcter & Gamble$336,5390.0%2,2950.0%Consumer StaplesAJGArthur J. Gallagher & Co.$319,3320.0%1,3910.0%FinanceHDHome Depot$273,3270.0%7750.0%Consumer DiscretionaryWELLWelltower$226,970$226,970 â–²New Holding1,0000.0%Real EstateIWFiShares Russell 1000 Growth ETF$218,539$218,539 â–²New Holding1,7600.0%ETFIWDiShares Russell 1000 Value ETF$215,520$121,215 â–¼-36.0%8890.0%ETFCCOClear Channel Outdoor$24,200$53,409 â–¼-68.8%10,0000.0%Communication ServicesHSYHershey$0$1,408,455 â–¼-100.0%00.0%Consumer StaplesCTRACoterra Energy$0$1,116,749 â–¼-100.0%00.0%EnergyFiserv Inc.$0$547,119 â–¼-100.0%00.0%COMALGNAlign Technology$0$298,288 â–¼-100.0%00.0%HealthcareTTCToro$0$294,336 â–¼-100.0%00.0%IndustrialsOKEONEOK$0$275,690 â–¼-100.0%00.0%EnergyShowing 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 Unlock superior investment research and tools. 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