Institutional Fund
Provident Investment Management, Inc.
Novi, MICIK 10769645 filings on record
Portfolio Value
$1.01B
Q1 2026
Holdings
82
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-8.4%
from $1.10B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Visa Inc7.2%
- Vertex Pharmaceuticals Inc6.5%
- Alphabet Inc6.4%
- Microsoft Corp5.8%
- Corpay Inc5.2%
- Taiwan Semiconductor Mfg Ltd5.0%
- Other64.0%
Portfolio Holdings
82 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Visa Inc | 239.5K | $72.40M | 7.2% | −3.5K | Reduced |
| 2 | Vertex Pharmaceuticals Inc | 147.6K | $65.92M | 6.5% | −1.6K | Reduced |
| 3 | Alphabet Inc | 223.8K | $64.20M | 6.4% | −2.5K | Reduced |
| 4 | Microsoft Corp | 157.4K | $58.28M | 5.8% | +989 | Added |
| 5 | Corpay Inc | 179.1K | $52.11M | 5.2% | −1.3K | Reduced |
| 6 | Taiwan Semiconductor Mfg Ltd | 148.1K | $50.06M | 5.0% | −1.3K | Reduced |
| 7 | Caci Intl Inc | 89.8K | $48.82M | 4.8% | −1.5K | Reduced |
| 8 | Blackrock Inc | 50.3K | $48.33M | 4.8% | −1.6K | Reduced |
| 9 | Schwab Charles Corp | 510.5K | $47.98M | 4.8% | −3.4K | Reduced |
| 10 | Intercontinental Exchange In | 296.4K | $46.61M | 4.6% | +10.0K | Added |
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