Provident Investment Management, Inc.
CIK 1076964
13F filing for Q2 2026・No. 2,535
- Holdings
- US$1.03B
- Quarter change
- +US$22.14M
- Entries
- 92
- Net bought (estimate)
- −US$71M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 6
- Cut 45
- Added 13
- Corporate actions 0
- Unchanged 18
Largest holdings
89 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VVisa Inc.COM CL A | Cut | 229,103 | US$78.6M | 7.64% |
| GOOGAlphabet Inc. Cl CCAP STK CL C | Cut | 209,765 | US$74.12M | 7.20% |
| VRTXVertex Pharmaceuticals Inc.COM | Cut | 140,728 | US$69.9M | 6.79% |
| TSMTSMC ADRSPONSORED ADS | Cut | 139,649 | US$66.69M | 6.48% |
| GLWCorning Inc.COM | Cut | 240,744 | US$61.49M | 5.97% |
| CPAYCorpay, Inc.COM | Cut | 169,268 | US$56.41M | 5.48% |
| MSFTMicrosoftCOM | Cut | 150,278 | US$56.06M | 5.45% |
| AMZNAmazonCOM | Cut | 205,315 | US$48.93M | 4.75% |
| BLKBlackRock Inc.COM | Cut | 47,500 | US$45.67M | 4.44% |
| CACICACI International Inc.CL A | Cut | 85,168 | US$39.45M | 3.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.