Provident Investment Management, Inc. Top Holdings and 13F Report (2025) About Provident Investment Management, Inc.Investment ActivityProvident Investment Management, Inc. has $1.01 billion in total holdings as of June 30, 2025.Provident Investment Management, Inc. owns shares of 82 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.71% of the portfolio was purchased this quarter.About 6.87% of the portfolio was sold this quarter.This quarter, Provident Investment Management, Inc. has purchased 86 new stocks and bought additional shares in 30 stocks.Provident Investment Management, Inc. sold shares of 27 stocks and completely divested from 9 stocks this quarter.Largest Holdings Visa $72,396,619Vertex Pharmaceuticals $65,918,235Alphabet $64,203,571Microsoft $58,279,036Corpay, Inc. $52,113,981 Largest New Holdings this Quarter 64110L106 - Netflix $27,540,437 Holding01973R101 - Allison Transmission $882,632 Holding053015103 - Automatic Data Processing $795,247 Holding268150109 - Dynatrace $461,326 Holding464287598 - iShares Russell 1000 Value ETF $296,788 Holding Largest Purchases this Quarter Netflix 286,432 shares (about $27.54M)The Pennant Group 291,153 shares (about $8.87M)Intercontinental Exchange 10,039 shares (about $1.58M)DoorDash Inc 8,365 shares (about $1.26M)Medtronic 11,607 shares (about $1.01M) Largest Sales this Quarter Fastenal 659,605 shares (about $30.61M)Copart 665,955 shares (about $22.11M)Corning 11,802 shares (about $1.60M)BlackRock Inc. 1,580 shares (about $1.52M)Abbott Laboratories 13,804 shares (about $1.42M) 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$72,396,619$1,046,655 â–¼-1.4%239,5347.2%Business ServicesVRTXVertex Pharmaceuticals$65,918,235$731,433 â–¼-1.1%147,6206.5%MedicalGOOGAlphabet$64,203,571$723,748 â–¼-1.1%223,8156.4%Computer and TechnologyMSFTMicrosoft$58,279,036$366,097 â–²0.6%157,4395.8%Computer and TechnologyCorpay, Inc.$52,113,981$377,996 â–¼-0.7%179,0925.2%COMTSMTaiwan Semiconductor Manufacturing$50,057,492$437,645 â–¼-0.9%148,1215.0%Computer and TechnologyCACICACI International$48,821,578$834,297 â–¼-1.7%89,7674.8%Computer and TechnologyBlackRock Inc.$48,331,534$1,519,497 â–¼-3.0%50,2564.8%COMSCHWCharles Schwab$47,976,117$322,727 â–¼-0.7%510,4934.8%FinanceICEIntercontinental Exchange$46,614,860$1,578,936 â–²3.5%296,3814.6%FinanceAMZNAmazon.com$45,068,378$812,878 â–²1.8%216,3944.5%Retail/WholesaleBKNGBooking$43,522,905$391,567 â–¼-0.9%10,3374.3%Retail/WholesaleGLWCorning$38,889,270$1,604,716 â–¼-4.0%286,0143.9%Computer and TechnologyMETAMeta Platforms$36,371,153$322,112 â–¼-0.9%63,5713.6%Computer and TechnologyORLYO'Reilly Automotive$35,376,3310.0%383,2343.5%Retail/WholesaleTTWOTake-Two Interactive Software$31,768,863$284,400 â–¼-0.9%160,8553.2%Consumer DiscretionaryPNTGThe Pennant Group$29,962,297$8,874,343 â–²42.1%983,0153.0%MedicalTTTrane Technologies$27,850,317$142,108 â–²0.5%66,8292.8%ConstructionNFLXNetflix$27,540,437$27,540,437 â–²New Holding286,4322.7%Consumer DiscretionaryABTAbbott Laboratories$26,741,664$1,417,258 â–¼-5.0%260,4622.7%MedicalNVDANVIDIA$20,560,190$291,248 â–²1.4%117,8912.0%Computer and TechnologyDoorDash Inc$15,218,453$1,256,005 â–²9.0%101,3551.5%CL AFASTFastenal$7,082,960$30,605,672 â–¼-81.2%152,6500.7%Retail/WholesaleSPGIS&P Global$3,990,5400.0%9,3820.4%FinanceACNAccenture$3,270,595$616,880 â–²23.2%16,4940.3%Computer and TechnologyMCDMcDonald's$2,874,8080.0%9,2500.3%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$2,741,139$91,685 â–²3.5%14,2910.3%ETFXOMExxonMobil$2,369,981$53,443 â–¼-2.2%13,9690.2%EnergyAMGNAmgen$2,174,433$219,906 â–²11.3%6,1800.2%MedicalGILDGilead Sciences$1,951,1800.0%14,0000.2%MedicalRoper Technologies, Inc.$1,946,2300.0%5,5000.2%COMVOOVanguard S&P 500 ETF$1,866,251$5,976 â–²0.3%3,1230.2%ETFCPRTCopart$1,847,978$22,109,701 â–¼-92.3%55,6620.2%Business ServicesSGOViShares 0-3 Month Treasury Bond ETF$1,654,656$740,659 â–²81.0%16,4380.2%ETFGOOGLAlphabet$1,622,830$8,915 â–²0.6%5,6430.2%Computer and TechnologyCVXChevron$1,550,302$15,518 â–¼-1.0%7,4930.2%EnergyNTRSNorthern Trust$1,482,931$31,403 â–¼-2.1%10,6250.1%FinanceNOCNorthrop Grumman$1,442,255$57,990 â–¼-3.9%2,1140.1%AerospaceHSYHershey$1,408,455$7,276 â–¼-0.5%6,7750.1%Consumer StaplesESNTEssent Group$1,336,289$5,844 â–²0.4%22,8660.1%FinanceDGDollar General$1,311,967$29,683 â–¼-2.2%11,0500.1%Retail/WholesaleTFCTruist Financial$1,287,850$167,561 â–²15.0%28,0150.1%FinanceKOCocaCola$1,254,825$38,025 â–¼-2.9%16,5000.1%Consumer StaplesMDTMedtronic$1,252,699$1,005,747 â–²407.3%14,4570.1%MedicalHONHoneywell International$1,238,418$5,651 â–²0.5%5,4790.1%Multi-Sector ConglomeratesPLOWDouglas Dynamics$1,222,083$4,209 â–²0.3%29,0350.1%Auto/Tires/TrucksPECOPhillips Edison & Company, Inc.$1,118,671$277,844 â–²33.0%29,8950.1%FinanceCTRACoterra Energy$1,116,749$20,205 â–²1.8%31,7800.1%EnergyESSEssex Property Trust$1,076,174$12,100 â–²1.1%4,4470.1%FinanceSBUXStarbucks$1,067,158$242,870 â–²29.5%11,9120.1%Retail/WholesaleLAMRLamar Advertising$1,053,178$6,333 â–²0.6%8,3150.1%FinancePYPLPayPal$985,6970.0%21,7930.1%Business ServicesCOSTCostco Wholesale$916,7160.0%9200.1%Retail/WholesaleSNXTD SYNNEX$906,985$442,864 â–²95.4%5,3760.1%Computer and TechnologyVICIVICI Properties$886,807$22,539 â–²2.6%32,4600.1%FinanceALSNAllison Transmission$882,632$882,632 â–²New Holding7,5400.1%Auto/Tires/TrucksAPAMArtisan Partners Asset Management$844,248$11,099 â–²1.3%23,2000.1%FinanceCOPConocoPhillips$823,9440.0%6,2420.1%EnergyADPAutomatic Data Processing$795,247$795,247 â–²New Holding3,9140.1%Computer and TechnologySYYSysco$767,297$69,333 â–²9.9%10,7570.1%Consumer StaplesCLColgate-Palmolive$750,0240.0%8,8000.1%Consumer StaplesHPEHewlett Packard Enterprise$743,943$83,930 â–¼-10.1%31,2450.1%Computer and TechnologyAAPLApple$721,451$254 â–²0.0%2,8430.1%Computer and TechnologySYKStryker$703,1830.0%2,1400.1%MedicalUBERUber Technologies$662,116$620,397 â–¼-48.4%9,2050.1%Computer and TechnologyBRK.BBerkshire Hathaway$624,877$3,354 â–²0.5%1,3040.1%FinanceJNJJohnson & Johnson$598,1450.0%2,4470.1%MedicalFiserv Inc.$547,119$211,538 â–¼-27.9%9,8050.1%COMETEnergy Transfer$528,6460.0%27,3910.1%EnergyGLDSPDR Gold Shares$509,8940.0%1,1850.1%FinanceDTDynatrace$461,326$461,326 â–²New Holding12,4750.0%Computer and TechnologyDHID.R. Horton$412,483$103,052 â–²33.3%3,0060.0%ConstructionUNHUnitedHealth Group$379,0970.0%1,4010.0%MedicalPGProcter & Gamble$331,4900.0%2,2950.0%Consumer StaplesAJGArthur J. Gallagher & Co.$301,2630.0%1,3910.0%FinanceALGNAlign Technology$298,288$164,573 â–¼-35.6%1,7400.0%MedicalIWDiShares Russell 1000 Value ETF$296,788$296,788 â–²New Holding1,3890.0%ETFTTCToro$294,3360.0%3,1500.0%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$291,9370.0%9100.0%ETFOKEONEOK$275,690$232,303 â–¼-45.7%3,0500.0%EnergyHDHome Depot$254,8900.0%7750.0%Retail/WholesaleCCOClear Channel Outdoor$76,0060.0%32,0700.0%Business ServicesABBVAbbVie$0$1,365,685 â–¼-100.0%00.0%MedicalTROWT. Rowe Price Group$0$913,434 â–¼-100.0%00.0%FinanceMTNVail Resorts$0$903,837 â–¼-100.0%00.0%Consumer DiscretionaryBRBRBellRing Brands$0$584,719 â–¼-100.0%00.0%Consumer StaplesFOURShift4 Payments$0$261,326 â–¼-100.0%00.0%Business ServicesPAYXPaychex$0$224,248 â–¼-100.0%00.0%Computer and TechnologyALGAlamo Group$0$218,231 â–¼-100.0%00.0%IndustrialsFDSFactSet Research Systems$0$214,450 â–¼-100.0%00.0%Business ServicesIWFiShares Russell 1000 Growth ETF$0$208,252 â–¼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
