Provident Investment Management, Inc.: 13F holdings
CIK 10769642026Q2
| Positions | 89 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| V Visa Inc. | 229,103 | $78.6m | 7.6% |
| GOOG Alphabet Inc. Cl C | 209,765 | $74.1m | 7.2% |
| VRTX Vertex Pharmaceuticals Inc. | 140,728 | $69.9m | 6.8% |
| TSM Taiwan Semiconductor ADR | 139,649 | $66.7m | 6.5% |
| GLW Corning Inc. | 240,744 | $61.5m | 6.0% |
| CPAY Corpay, Inc. | 169,268 | $56.4m | 5.5% |
| MSFT Microsoft | 150,278 | $56.1m | 5.4% |
| AMZN Amazon.com Inc. | 205,315 | $48.9m | 4.8% |
| BLK BlackRock Inc. | 47,500 | $45.7m | 4.4% |
| CACI CACI International Inc. | 85,168 | $39.5m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1076964")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.