Provident Investment Management, Inc. has filed its Form 13F-HR, disclosing equity securities held by the firm as of the close of business on September 30, 2026. The filing details the firm's positions in a diverse portfolio of U.S. and international equities.
The report lists a total of 100 different securities held by Provident Investment Management. The largest position disclosed in the filing is Visa Inc. Class A, for which the firm reported holding 21,135,600 shares. Another significant holding is Taiwan Semiconductor ADR Sponsored ADS, with 13,800,200 shares. Vertex Pharmaceuticals Inc. is also listed as a major holding, with 131,577 shares.
The portfolio includes a mix of technology, healthcare, and consumer staples companies. Major technology holdings include Microsoft (141,311 shares), NVIDIA (139,984 shares), and Apple (100,803 shares). Healthcare positions include Medtronic Inc. (17,175 shares) and Gilead Sciences Inc. (14,000 shares). The filing also lists positions in companies such as Costco Wholesale Corp., Procter & Gamble, and UnitedHealth Group Inc.
The filing indicates that all positions listed are held in a sole voting capacity with no shared investment power.
