13F Insight
DOSSIER · 13F-HR · Q2 2026

Provident Investment Management, Inc.

$1.0B in tracked AUM across 92 positions as of Q2 2026.

PI
CIK 0001076964 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
92
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Provident Investment Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
V
Visa Inc.
$79M229K7.6%02
GOOG
Alphabet Inc. Cl C
$74M210K7.2%03
VRTX
Vertex Pharmaceuticals Inc.
$70M141K6.8%04
TSM
Taiwan Semiconductor ADR
$67M140K6.5%05
GLW
Corning Inc.
$61M241K6.0%06
CPAY
Corpay, Inc.
$56M169K5.5%07
MSFT
Microsoft
$56M150K5.4%08
AMZN
Amazon.com Inc.
$49M205K4.8%09
BLK
BlackRock Inc.
$46M48K4.4%10
CACI
CACI International Inc.
$39M85K3.8%

Filing history

2026Q2Jun 30
$1.0B▲ 2.2%
92 positionsView →2026Q1Mar 31
$1.0B▼ 8.4%
84 positionsView →2025Q4Dec 31
$1.1B▼ 3.0%
88 positionsView →2025Q3Sep 30
$1.1B▼ 3.1%
81 positionsView →2025Q2Jun 30
$1.2B▲ 10.1%
75 positionsLocked2025Q1Mar 31
$1.1B▲ 1.3%
71 positionsLocked2024Q4Dec 31
$1.0B▼ 6.6%
74 positionsLocked2024Q3Sep 30
$1.1B▲ 2.1%
77 positionsLocked2024Q2Jun 30
$1.1B▼ 3.1%
75 positionsLocked2024Q1Mar 31
$1.1B▲ 7.2%
74 positionsLocked2023Q4Dec 31
$1.1B▲ 16.7%
78 positionsLocked2023Q3Sep 30
$907M▼ 4.0%
72 positionsLocked
Showing 12 of 71