Provident Investment Management, Inc.
Top Portfolio Positions
76 positions ·
$936,014,372 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
239,534 | $72,396,756 | 7.73% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
147,620 | $65,918,234 | 7.04% | |
| MSFT |
Microsoft Corp
Technology
|
157,439 | $58,279,194 | 6.23% | |
| CPAY |
Corpay, Inc.
Technology
|
179,092 | $52,113,981 | 5.57% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
148,121 | $50,057,491 | 5.35% | |
| CACI |
Caci International Inc /De/
Technology
|
89,767 | $48,821,578 | 5.22% | |
| BLK |
BlackRock, Inc.
Financial Services
|
50,256 | $48,331,697 | 5.16% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
510,493 | $47,976,132 | 5.13% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
296,381 | $46,614,803 | 4.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
216,394 | $45,068,378 | 4.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PNTG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,962,297 | 983,015 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,475,915 | 691,862 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,684,939 | 265,065 | Shares | Sole | 2025-11-19 | |
| No 13F history on record for this holder in this stock. | ||||||