§ 13F · FUND PROFILE
Provident Investment Management, Inc..
AUM · $1.0B (13F)Positions · 92Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$97M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | V | Visa Inc. | 229K | $79M | 7.6% | −4% |
| 2 | GOOG | Alphabet Inc. Cl C | 210K | $74M | 7.2% | −6% |
| 3 | VRTX | Vertex Pharmaceuticals Inc. | 141K | $70M | 6.8% | −5% |
| 4 | TSM | Taiwan Semiconductor ADR | 140K | $67M | 6.5% | −6% |
| 5 | GLW | Corning Inc. | 241K | $61M | 6.0% | −16% |
| 6 | CPAY | Corpay, Inc. | 169K | $56M | 5.5% | −5% |
| 7 | MSFT | Microsoft | 150K | $56M | 5.4% | −5% |
| 8 | AMZN | Amazon.com Inc. | 205K | $49M | 4.8% | −5% |
| 9 | BLK | BlackRock Inc. | 48K | $46M | 4.4% | −5% |
| 10 | CACI | CACI International Inc. | 85K | $39M | 3.8% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROVIDENT SIGNAL
AC read
Provident Investment Management, Inc. is a Other fund managing $1.0 billion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →