PROVIDENT INVESTMENT MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PNTG | 983K | $29.96M |
 | SCHW | 510K | $47.98M |
 | ORLY | 383K | $35.38M |
 | ICE | 296K | $46.61M |
 | NFLX | 286K | $27.54M |
 | GLW | 286K | $38.89M |
 | ABT | 260K | $26.74M |
 | V | 240K | $72.40M |
 | GOOG | 224K | $64.20M |
 | AMZN | 216K | $45.07M |
 | CPAY | 179K | $52.11M |
 | TTWO | 161K | $31.77M |
 | MSFT | 157K | $58.28M |
 | FAST | 153K | $7.08M |
 | TSM | 148K | $50.06M |
 | VRTX | 148K | $65.92M |
 | NVDA | 118K | $20.56M |
 | DASH | 101K | $15.22M |
 | CACI | 90K | $48.82M |
 | TT | 67K | $27.85M |
The Pennant Group, Inc.
PNTG
Shares Held
983K
Value
$29.96M
The Charles Schwab Corporation
SCHW
Shares Held
510K
Value
$47.98M
O'Reilly Automotive, Inc.
ORLY
Shares Held
383K
Value
$35.38M
Intercontinental Exchange, Inc.
ICE
Shares Held
296K
Value
$46.61M
Netflix, Inc.
NFLX
Shares Held
286K
Value
$27.54M
Corning Inc
GLW
Shares Held
286K
Value
$38.89M
Abbott Laboratories
ABT
Shares Held
260K
Value
$26.74M
Visa Inc.
V
Shares Held
240K
Value
$72.40M
Alphabet Inc.
GOOG
Shares Held
224K
Value
$64.20M
Amazon.com, Inc.
AMZN
Shares Held
216K
Value
$45.07M
Corpay, Inc.
CPAY
Shares Held
179K
Value
$52.11M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
161K
Value
$31.77M
Microsoft Corporation
MSFT
Shares Held
157K
Value
$58.28M
Fastenal Company
FAST
Shares Held
153K
Value
$7.08M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
148K
Value
$50.06M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
148K
Value
$65.92M
NVIDIA Corporation
NVDA
Shares Held
118K
Value
$20.56M
DoorDash, Inc.
DASH
Shares Held
101K
Value
$15.22M
CACI International Inc
CACI
Shares Held
90K
Value
$48.82M
Trane Technologies plc
TT
Shares Held
67K
Value
$27.85M