StockDriftsStockDriftsTop 50 Provident Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc. | 7.19% | 239.5K | $72.4M | -1.43%(-3.46K) | $29.64(+988.04%) | 2026-03-31 | |
| VRTX | Vertex Pharmaceuticals Inc. | 6.55% | 147.6K | $65.9M | -1.10%(-1.64K) | $214.19(+110.28%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Cl C | 6.38% | 223.8K | $64.2M | -1.11%(-2.52K) | $58.60(+577.79%) | 2026-03-31 | |
| MSFT | Microsoft | 5.79% | 157.4K | $58.3M | +0.63%(+989) | $165.85(+146.86%) | 2026-03-31 | |
| CPAY | Corpay, Inc. | 5.17% | 179.1K | $52.1M | -0.72%(-1.30K) | $295.53(+11.38%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor ADR | 4.97% | 148.1K | $50.1M | -0.87%(-1.29K) | $259.84(+60.76%) | 2026-03-31 | |
| CACI | CACI International Inc. | 4.85% | 89.8K | $48.8M | -1.68%(-1.53K) | $389.67(+29.39%) | 2026-03-31 | |
| BLK | BlackRock Inc. | 4.8% | 50.3K | $48.3M | -3.05%(-1.58K) | $498.48(+121.48%) | 2026-03-31 | |
| SCHW | Schwab Charles Corp. | 4.76% | 510.5K | $48.0M | -0.67%(-3.43K) | $75.03(+19.20%) | 2026-03-31 | |
| ICE | Intercontinental Exchange Inc. | 4.63% | 296.4K | $46.6M | +3.51%(+10.04K) | $118.55(+31.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.80% | +36.03% |
| Top 20 Holdings Unweighted | +11.23% | +37.61% |
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