Provident Investment Management, Inc.

CIK 0001076964 · NOVI, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Provident Investment Management, Inc. reported 89 positions worth $1.03B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: V (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.03B
2026 Q2
Positions
89
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.0%
Est. Net Flow (Q)
2026 Q2
10 / 89 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VVisa Inc.SH$78.6M7.64%229,103
2GOOGAlphabet Inc. Cl CSH$74.1M7.20%209,765
3VRTXVertex Pharmaceuticals Inc.SH$69.9M6.79%140,728
4TSMTaiwan Semiconductor ADRSH$66.7M6.48%139,649
5GLWCorning Inc.SH$61.5M5.97%240,744
6CPAYCorpay, Inc.SH$56.4M5.48%169,268
7MSFTMicrosoftSH$56.1M5.45%150,278
8AMZNAmazon.com Inc.SH$48.9M4.75%205,315
9BLKBlackRock Inc.SH$45.7M4.44%47,500
10CACICACI International Inc.SH$39.5M3.83%85,168

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Provident Investment Management, Inc. hold as of Q2 2026?

Provident Investment Management, Inc. reported 89 positions worth $1.03B in its Q2 2026 13F filing. Largest positions: V (7.6%), GOOG (7.2%), VRTX (6.8%), TSM (6.5%) and GLW (6.0%).

What did Provident Investment Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Provident Investment Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.