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Provident Investment Management, Inc.
Provident Investment Management, Inc. is a Registered Investment Advisor founded in 1981 and headquartered in Novi, Michigan. The firm specializes in investing for high net worth families and provides portfolio management services using proprietary, in-house research. With an employee count of approximately 10, Provident serves clients seeking tailored investment solutions and personal money management across the U.S.
Investment Strategy
Provident Investment Management employs a research-driven investment strategy focused on constructing portfolios for high net worth individuals. The firm believes that enduring wealth is built through ownership, emphasizing equities as the core of most portfolios. Their philosophy centers on identifying and investing in growing companies, aiming to outperform the broader market by conducting thorough in-house analysis and adapting portfolios based on clients' risk and return preferences.
Latest 13F Filing Activity
Provident Investment Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $1B. The fund increased holdings in Blackrock Inc., Abbott Labs, Trane Technologies PLC among other positions. Provident Investment Management, Inc. reduced exposure to Unitedhealth Group Inc., Fastenal Co., Adobe Inc. among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V V | VISA INC | 8.02% | $93.8M | 264,182 | $59.57 | $355.05 | +$373.0K |
M MSFT | MICROSOFT CORP | 7.16% | $83.7M | 168,267 | $164.65 | $497.41 | +$20.5M |
B BKNG | BOOKING HOLDINGS INC | 6.40% | $74.8M | 12,922 | $3586.38 | $5789.24 | +$14.4M |
V VRTX | VERTEX PHARMACEUTICALS INC | 6.04% | $70.7M | 158,707 | $209.25 | $445.20 | -$5.1M |
C CPAY | CORPAY INC | 5.91% | $69.1M | 208,259 | $305.67 | $331.82 | -$4.1M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
K Kathleen Knudson | Senior Investment Officer | Chattanooga, TN , United States |
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