Provident Investment Management, Inc. Top Holdings and 13F Report (2025) About Provident Investment Management, Inc.Investment ActivityProvident Investment Management, Inc. has $1.05 billion in total holdings as of December 31, 2024.Provident Investment Management, Inc. owns shares of 74 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 12.60% of the portfolio was sold this quarter.This quarter, Provident Investment Management, Inc. has purchased 77 new stocks and bought additional shares in 23 stocks.Provident Investment Management, Inc. sold shares of 30 stocks and completely divested from 5 stocks this quarter.Largest Holdings Visa $84,499,427Alphabet $76,489,845Copart $74,594,661CORPAY INC $71,398,160Microsoft $70,615,920 Largest New Holdings this Quarter Uber Technologies $19,838,102 HoldingHoneywell International $494,045 Holding Largest Purchases this Quarter Uber Technologies 328,881 shares (about $19.84M)Lamb Weston 281,966 shares (about $18.84M)Amazon.com 7,025 shares (about $1.54M)Adobe 2,521 shares (about $1.12M)Take-Two Interactive Software 4,590 shares (about $844.93K) Largest Sales this Quarter D.R. Horton 159,519 shares (about $22.30M)MGM Resorts International 322,929 shares (about $11.19M)Booking 372 shares (about $1.85M)CORPAY INC 4,110 shares (about $1.39M)Fastenal 17,756 shares (about $1.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofProvident Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$84,499,427$951,598 ▼-1.1%267,3698.1%Business ServicesGOOGAlphabet$76,489,845$964,007 ▼-1.2%401,6487.3%Computer and TechnologyCPRTCopart$74,594,661$1,255,119 ▼-1.7%1,299,7857.1%Business ServicesCORPAY INC$71,398,160$1,390,906 ▼-1.9%210,9756.8%COM SHSMSFTMicrosoft$70,615,920$967,341 ▼-1.4%167,5356.7%Computer and TechnologyBKNGBooking$66,865,627$1,848,270 ▼-2.7%13,4586.4%Retail/WholesaleVRTXVertex Pharmaceuticals$62,445,078$176,785 ▼-0.3%155,0666.0%MedicalFASTFastenal$61,964,128$1,276,834 ▼-2.0%861,6905.9%Retail/WholesaleICEIntercontinental Exchange$46,719,552$895,252 ▼-1.9%313,5334.5%FinanceSCHWCharles Schwab$45,230,622$934,746 ▼-2.0%611,1424.3%FinanceAMZNAmazon.com$44,650,033$1,541,215 ▲3.6%203,5194.3%Retail/WholesaleUNHUnitedHealth Group$44,185,533$528,120 ▼-1.2%87,3474.2%MedicalFIFiserv$42,899,297$288,615 ▼-0.7%208,8374.1%Business ServicesTTWOTake-Two Interactive Software$31,907,139$844,927 ▲2.7%173,3333.0%Consumer DiscretionaryALGNAlign Technology$31,738,350$735,415 ▲2.4%152,2153.0%MedicalADBEAdobe$30,759,850$1,121,038 ▲3.8%69,1732.9%Computer and TechnologyORLYO'Reilly Automotive$30,612,613$166,012 ▼-0.5%25,8162.9%Retail/WholesaleDHID.R. Horton$22,501,233$22,303,947 ▼-49.8%160,9302.1%ConstructionUBERUber Technologies$19,838,102$19,838,102 ▲New Holding328,8811.9%Computer and TechnologyLWLamb Weston$19,586,937$18,843,787 ▲2,535.7%293,0861.9%Consumer StaplesMGMMGM Resorts International$15,044,060$11,189,490 ▼-42.7%434,1721.4%Consumer DiscretionarySPGIS&P Global$5,307,5060.0%10,6570.5%Business ServicesMCDMcDonald's$3,179,514$80,589 ▼-2.5%10,9680.3%Retail/WholesaleROPRoper Technologies$2,859,1750.0%5,5000.3%Computer and TechnologyAAPLApple$2,317,770$250 ▲0.0%9,2560.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$2,067,260$161,513 ▲8.5%11,6090.2%ETFESSEssex Property Trust$1,990,659$956,224 ▼-32.4%6,9740.2%FinancePYPLPayPal$1,853,6310.0%21,7180.2%Computer and TechnologyABTAbbott Laboratories$1,814,284$15,270 ▼-0.8%16,0400.2%MedicalGOOGLAlphabet$1,649,501$2,082 ▲0.1%8,7140.2%Computer and TechnologyXOMExxon Mobil$1,633,343$11,833 ▼-0.7%15,1840.2%Oils/EnergyGILDGilead Sciences$1,293,180$85,627 ▼-6.2%14,0000.1%MedicalNTRSNorthern Trust$1,137,750$35,875 ▼-3.1%11,1000.1%FinanceKOCoca-Cola$1,102,0020.0%17,7000.1%Consumer StaplesNVDANVIDIA$1,021,007$27,261 ▲2.7%7,6030.1%Computer and TechnologyESNTEssent Group$998,974$203,606 ▲25.6%18,3500.1%FinanceTFCTruist Financial$995,788$120,380 ▲13.8%22,9550.1%FinanceNOCNorthrop Grumman$944,211$131,401 ▲16.2%2,0120.1%AerospaceMTNVail Resorts$932,751$119,968 ▲14.8%4,9760.1%Consumer DiscretionaryNXSTNexstar Media Group$914,488$27,645 ▲3.1%5,7890.1%Consumer DiscretionaryCVXChevron$907,857$5,504 ▲0.6%6,2680.1%Oils/EnergyCLColgate-Palmolive$905,282$12,182 ▼-1.3%9,9580.1%Consumer StaplesABBVAbbVie$897,740$20,435 ▲2.3%5,0520.1%MedicalAVGOBroadcom$878,674$53,323 ▼-5.7%3,7900.1%Computer and TechnologyAPAMArtisan Partners Asset Management$858,202$53,813 ▼-5.9%19,9350.1%FinanceCOSTCostco Wholesale$842,9680.0%9200.1%Retail/WholesaleDGDollar General$839,7070.0%11,0750.1%Retail/WholesaleTROWT. Rowe Price Group$776,024$9,047 ▲1.2%6,8620.1%FinanceSYKStryker$770,5070.0%2,1400.1%MedicalBALLBall$767,961$186,339 ▲32.0%13,9300.1%Industrial ProductsGSKGSK$733,049$104,842 ▲16.7%21,6750.1%MedicalLAMRLamar Advertising$694,7700.0%5,7070.1%FinanceVICIVICI Properties$684,536$348,475 ▲103.7%23,4350.1%FinanceCTRACoterra Energy$683,578$638 ▲0.1%26,7650.1%Oils/EnergyCMCSAComcast$657,901$12,385 ▼-1.8%17,5300.1%Consumer DiscretionarySWKSSkyworks Solutions$644,083$19,953 ▼-3.0%7,2630.1%Computer and TechnologyCOPConocoPhillips$619,0190.0%6,2420.1%Oils/EnergyCCICrown Castle$591,301$19,967 ▲3.5%6,5150.1%FinanceBRK.BBerkshire Hathaway$583,3710.0%1,2870.1%FinanceSGOViShares 0-3 Month Treasury Bond ETF$543,440$230,638 ▲73.7%5,4170.1%ETFETEnergy Transfer$536,5900.0%27,3910.1%Oils/EnergyFDSFactSet Research Systems$529,749$19,691 ▼-3.6%1,1030.1%Business ServicesNICENICE$494,9140.0%2,9140.0%Computer and TechnologyHONHoneywell International$494,045$494,045 ▲New Holding2,1870.0%Multi-Sector ConglomeratesPGProcter & Gamble$384,7570.0%2,2950.0%Consumer StaplesLKQLKQ$378,5250.0%10,3000.0%Auto/Tires/TrucksJNJJohnson & Johnson$374,1320.0%2,5870.0%MedicalPAYXPaychex$319,2810.0%2,2770.0%Business ServicesHDHome Depot$301,4670.0%7750.0%Retail/WholesaleGLDSPDR Gold Shares$286,924$18,160 ▼-6.0%1,1850.0%FinanceCMICummins$286,898$27,888 ▼-8.9%8230.0%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$274,1600.0%9460.0%ETFCCOClear Channel Outdoor$43,936$5,480 ▼-11.1%32,0700.0%Business ServicesQRTEAQurate Retail$3,9600.0%12,0000.0%Retail/WholesaleBLKBlackRock$0$54,835,317 ▼-100.0%00.0%FinanceTKRTimken$0$30,010,780 ▼-100.0%00.0%Computer and TechnologyVGTVanguard Information Technology ETF$0$304,404 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$205,933 ▼-100.0%00.0%ETFFFord Motor$0$148,526 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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