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Provident Investment Management, Inc. 13F Holdings
Holdings from the most recent 13F from Provident Investment Management, Inc.
Filed: 2018-08-09 (Q2 2018) | Holdings: 60 | Value: $704.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| V - VISA INC | New Purchase | 8.01% | $56.4M | +161.10% | +0.04% | +26.90% | |
| CTSH - COGNIZANT TECHNOLOGY SOLUTIO | New Purchase | 5.17% | $36.4M | -0.84% | -8.21% | -18.54% | |
| ROP - ROPER TECHNOLOGIES INC | New Purchase | 5.11% | $36.0M | +69.34% | -1.67% | +20.23% | |
| SPGI - S&P GLOBAL INC | New Purchase | 5.08% | $35.8M | +160.06% | -8.88% | +28.13% | |
| AL - AIR LEASE CORP | New Purchase | 4.84% | $34.1M | +62.28% | -13.64% | -11.02% | |
| SWKS - SKYWORKS SOLUTIONS INC | New Purchase | 4.65% | $32.8M | -7.17% | -22.07% | -17.12% | |
| SUPN - SUPERNUS PHARMACEUTICALS INC | New Purchase | 4.61% | $32.5M | +10.06% | -6.88% | -41.08% | |
| IPGP - IPG PHOTONICS CORP | New Purchase | 4.59% | $32.3M | -46.89% | -20.84% | -27.27% | |
| BKNG - BOOKING HLDGS INC | New Purchase | 4.43% | $31.2M | +173.34% | -0.19% | +0.37% | |
| GNTX - GENTEX CORP | New Purchase | 4.35% | $30.6M | +13.95% | -6.70% | +16.95% | |
| FAST - FASTENAL CO | New Purchase | 4.30% | $30.3M | +258.93% | -4.89% | +5.42% | |
| DG - DOLLAR GEN CORP NEW | New Purchase | 4.16% | $29.3M | +9.74% | +13.49% | +33.30% | |
| GILD - GILEAD SCIENCES INC | New Purchase | 4.07% | $28.7M | +106.23% | -8.36% | -14.51% | |
| SBNY - SIGNATURE BK NEW YORK N Y | New Purchase | 3.92% | $27.6M | -99.37% | +3.30% | +10.27% | |
| ULTA - ULTA BEAUTY INC | New Purchase | 3.75% | $26.4M | +120.99% | +31.91% | +43.65% | |
| KAR - KAR AUCTION SVCS INC | New Purchase | 3.69% | $26.0M | +20.59% | -8.73% | +8.70% | |
| BIIB - BIOGEN INC | New Purchase | 3.59% | $25.3M | -56.54% | -7.55% | -33.04% | |
| CMCSA - COMCAST CORP NEW | New Purchase | 3.45% | $24.3M | +0.17% | +8.35% | +22.98% | |
| FFBC - FIRST FINL BANCORP OH | New Purchase | 3.08% | $21.7M | +5.16% | -12.76% | -20.47% | |
| ABT - ABBOTT LABS | New Purchase | 2.74% | $19.3M | +123.40% | +9.95% | +33.57% | |
| TSCO - TRACTOR SUPPLY CO | New Purchase | 1.91% | $13.4M | +290.33% | +19.89% | +29.08% | |
| ORLY - O REILLY AUTOMOTIVE INC NEW | New Purchase | 1.86% | $13.1M | +361.58% | +10.54% | +17.32% | |
| FDS - FACTSET RESH SYS INC | New Purchase | 1.49% | $10.5M | +43.82% | +7.16% | +30.27% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 1.39% | $9.8M | +73.72% | +2.42% | +20.79% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.72% | $5.1M | +125.91% | +15.03% | +47.09% | |
| WAT - WATERS CORP | New Purchase | 0.44% | $3.1M | +87.95% | +2.32% | +7.61% | |
| IVV - ISHARES TR | New Purchase | 0.41% | $2.9M | +168.73% | -3.41% | +3.71% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.40% | $2.8M | -19.39% | -3.20% | +18.68% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.35% | $2.4M | +177.30% | +6.95% | +4.55% | |
| AMGN - AMGEN INC | New Purchase | 0.35% | $2.4M | +88.32% | -0.23% | +9.70% | |
| MCD - MCDONALDS CORP | New Purchase | 0.29% | $2.0M | +128.69% | +17.17% | +40.56% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.28% | $2.0M | +101.21% | +1.42% | -8.41% | |
| SHPG - SHIRE PLC | New Purchase | 0.22% | $1.5M | ||||
| NTRS - NORTHERN TR CORP | New Purchase | 0.18% | $1.2M | +43.33% | -11.48% | -17.57% | |
| O - REALTY INCOME CORP | New Purchase | 0.17% | $1.2M | +52.84% | +11.76% | +33.16% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.17% | $1.2M | +77.86% | +11.74% | +3.26% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.16% | $1.1M | +167.65% | -3.40% | +3.64% | |
| NSC - NORFOLK SOUTHERN CORP | New Purchase | 0.16% | $1.1M | +89.20% | -1.87% | +4.05% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.15% | $1.0M | +218.73% | -5.01% | -3.96% | |
| SUB - ISHARES TR | New Purchase | 0.14% | $1.0M | +12.82% | -0.21% | +3.62% | |
| KO - COCA COLA CO | New Purchase | 0.14% | $965.0K | +88.84% | +8.84% | +18.97% | |
| NEOG - NEOGEN CORP | New Purchase | 0.13% | $902.0K | -85.18% | -24.45% | -16.03% | |
| CL - COLGATE PALMOLIVE CO | New Purchase | 0.11% | $769.0K | +41.01% | -6.09% | +10.32% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.09% | $635.0K | +137.39% | +3.92% | -4.87% | |
| SYK - STRYKER CORP | New Purchase | 0.07% | $468.0K | +147.99% | +2.43% | +31.99% | |
| NOVO B - NOVO-NORDISK A S | New Purchase | 0.07% | $467.0K | +148.98% | -4.62% | +8.96% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.07% | $465.0K | +55.75% | -8.64% | -24.40% | |
| AZPN1 - ASPEN TECHNOLOGY INC | New Purchase | 0.07% | $464.0K | -22.13% | +29.96% | ||
| TROW - PRICE T ROWE GROUP INC | New Purchase | 0.06% | $417.0K | +16.00% | -18.45% | -7.00% | |
| WAB - WABTEC CORP | New Purchase | 0.05% | $343.0K | +85.70% | -24.35% | -38.19% | |