Provident Investment Management, Inc. has filed its 13F form on August 26, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $93.8M, Microsoft Corp with a value of $83.7M, Booking Holdings Inc. with a value of $74.8M, Vertex Pharmaceuticals Inc with a value of $70.7M, and Copart Inc with a value of $63.2M.
Examining the 13F form we can see an increase of $48.6M in the current position value, from $973M to 1.02B.
Provident Investment Management, Inc. is based out at Novi, MI
Below you can find more details about Provident Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.02 Billion
Consumer Cyclical: $229 Million
Financial Services: $221 Million
Technology: $197 Million
Healthcare: $146 Million
Communication Services: $140 Million
Industrials: $70.8 Million
Consumer Defensive: $5.47 Million
Energy: $4.69 Million
Other: $8.21 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions