0001420506-23-001431.txt : 20230809 0001420506-23-001431.hdr.sgml : 20230809 20230809164247 ACCESSION NUMBER: 0001420506-23-001431 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230809 DATE AS OF CHANGE: 20230809 EFFECTIVENESS DATE: 20230809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Provident Investment Management, Inc. CENTRAL INDEX KEY: 0001076964 IRS NUMBER: 000000000 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13006 FILM NUMBER: 231155873 BUSINESS ADDRESS: STREET 1: 39555 ORCHARD HILL PLACE, STE. 139 CITY: NOVI STATE: MI ZIP: 48375 BUSINESS PHONE: 248-380-1700 MAIL ADDRESS: STREET 1: 39555 ORCHARD HILL PLACE, STE. 139 CITY: NOVI STATE: MI ZIP: 48375 FORMER COMPANY: FORMER CONFORMED NAME: SEGER ELVEKROG INC DATE OF NAME CHANGE: 19990115 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001076964 XXXXXXXX 06-30-2023 06-30-2023 false Provident Investment Management, Inc.

39555 Orchard HIll Place, Ste. 139 NOVI MI 48375

13F HOLDINGS REPORT 028-13006 N Scott D. Horsburgh 248-380-1700 Scott D. Horsburgh, President NOVI MI 08-09-2023 0 76 945125089 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR PROVIDENT INVESTMENT MANAGEMENT, INC. (6454) ABBOTT LABS COM 002824100 737193 6762 SH SOLE 0 0 6762 ABBVIE INC COM 00287Y109 376570 2795 SH SOLE 0 0 2795 AIR LEASE CORP CL A 00912X302 49347660 1179156 SH SOLE 0 0 1179156 ALIGN TECHNOLOGY INC COM 016255101 55597513 157215 SH SOLE 0 0 157215 ALPHABET INC CAP STK CL A 02079K305 1000094 8355 SH SOLE 0 0 8355 ALPHABET INC CAP STK CL C 02079K107 54633318 451627 SH SOLE 0 0 451627 AMAZON COM INC COM 023135106 299828 2300 SH SOLE 0 0 2300 AMERICAS CAR-MART INC COM 03062T105 396626 3975 SH SOLE 0 0 3975 APPLE INC COM 037833100 1689562 8710 SH SOLE 0 0 8710 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 626995 15950 SH SOLE 0 0 15950 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 279620 820 SH SOLE 0 0 820 BLACKROCK INC COM 09247X101 39625411 57333 SH SOLE 0 0 57333 BROADCOM INC COM 11135F101 634091 731 SH SOLE 0 0 731 CHARTER COMMUNICATIONS INC N CL A 16119P108 205727 560 SH SOLE 0 0 560 CHEVRON CORP NEW COM 166764100 358758 2280 SH SOLE 0 0 2280 CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 46406 33873 SH SOLE 0 0 33873 COCA COLA CO COM 191216100 1096004 18200 SH SOLE 0 0 18200 COLGATE PALMOLIVE CO COM 194162103 767164 9958 SH SOLE 0 0 9958 COMCAST CORP NEW CL A 20030N101 591880 14245 SH SOLE 0 0 14245 CONCENTRIX CORP COM 20602D101 29039374 359621 SH SOLE 0 0 359621 CONOCOPHILLIPS COM 20825C104 569855 5500 SH SOLE 0 0 5500 COPART INC COM 217204106 65941273 722961 SH SOLE 0 0 722961 COSTCO WHSL CORP NEW COM 22160K105 269190 500 SH SOLE 0 0 500 CROWN CASTLE INC COM 22822V101 401183 3521 SH SOLE 0 0 3521 CUMMINS INC COM 231021106 422901 1725 SH SOLE 0 0 1725 D R HORTON INC COM 23331A109 43220616 355170 SH SOLE 0 0 355170 DOLLAR GEN CORP NEW COM 256677105 1748734 10300 SH SOLE 0 0 10300 EDWARDS LIFESCIENCES CORP COM 28176E108 40764804 432151 SH SOLE 0 0 432151 ESSENT GROUP LTD COM G3198U102 433134 9255 SH SOLE 0 0 9255 ESSEX PPTY TR INC COM 297178105 2475614 10566 SH SOLE 0 0 10566 EXXON MOBIL CORP COM 30231G102 1720505 16042 SH SOLE 0 0 16042 FACTSET RESH SYS INC COM 303075105 566118 1413 SH SOLE 0 0 1413 FASTENAL CO COM 311900104 53288073 903341 SH SOLE 0 0 903341 FLEETCOR TECHNOLOGIES INC COM 339041105 54817543 218327 SH SOLE 0 0 218327 GILEAD SCIENCES INC COM 375558103 1182100 15338 SH SOLE 0 0 15338 HOME DEPOT INC COM 437076102 240746 775 SH SOLE 0 0 775 IAC INC COM NEW 44891N208 793478 12635 SH SOLE 0 0 12635 ISHARES TR 0-3 MNTH TREASRY 46436E718 965444 9594 SH SOLE 0 0 9594 ISHARES TR USD INV GRDE ETF 464288620 241434 4820 SH SOLE 0 0 4820 ISHARES TR CORE HIGH DV ETF 46429B663 216699 2150 SH SOLE 0 0 2150 ISHARES TR CORE S&P500 ETF 464287200 512567 1150 SH SOLE 0 0 1150 ISHARES TR CORE 1 5 YR USD 46432F859 298496 6400 SH SOLE 0 0 6400 ISHARES TR MSCI USA QLT FCT 46432F339 1734294 12859 SH SOLE 0 0 12859 JOHNSON & JOHNSON COM 478160104 512615 3097 SH SOLE 0 0 3097 LIBERTY BROADBAND CORP COM SER C 530307305 228554 2853 SH SOLE 0 0 2853 MATCH GROUP INC NEW COM 57667L107 488599 11675 SH SOLE 0 0 11675 MCDONALDS CORP COM 580135101 3655523 12250 SH SOLE 0 0 12250 MGM RESORTS INTERNATIONAL COM 552953101 44499621 1013197 SH SOLE 0 0 1013197 MICROSOFT CORP COM 594918104 62831110 184504 SH SOLE 0 0 184504 NICE LTD SPONSORED ADR 653656108 31748549 153746 SH SOLE 0 0 153746 NORTHERN TR CORP COM 665859104 889680 12000 SH SOLE 0 0 12000 OREILLY AUTOMOTIVE INC COM 67103H107 26022372 27240 SH SOLE 0 0 27240 PAYCHEX INC COM 704326107 201366 1800 SH SOLE 0 0 1800 PAYPAL HLDGS INC COM 70450Y103 1439233 21568 SH SOLE 0 0 21568 PFIZER INC COM 717081103 457033 12460 SH SOLE 0 0 12460 PHILIP MORRIS INTL INC COM 718172109 408637 4186 SH SOLE 0 0 4186 PRICE T ROWE GROUP INC COM 74144T108 553155 4938 SH SOLE 0 0 4938 PROCTER AND GAMBLE CO COM 742718109 928042 6116 SH SOLE 0 0 6116 QURATE RETAIL INC COM SER A 74915M100 11878 12000 SH SOLE 0 0 12000 RESTAURANT BRANDS INTL INC COM 76131D103 234343 3023 SH SOLE 0 0 3023 ROPER TECHNOLOGIES INC COM 776696106 2644400 5500 SH SOLE 0 0 5500 S&P GLOBAL INC COM 78409V104 50178448 125168 SH SOLE 0 0 125168 SCHWAB CHARLES CORP COM 808513105 38859525 685595 SH SOLE 0 0 685595 SKYWORKS SOLUTIONS INC COM 83088M102 479509 4332 SH SOLE 0 0 4332 SMUCKER J M CO COM NEW 832696405 311584 2110 SH SOLE 0 0 2110 SPDR GOLD TR GOLD SHS 78463V107 254035 1425 SH SOLE 0 0 1425 STRYKER CORPORATION COM 863667101 652893 2140 SH SOLE 0 0 2140 UNITEDHEALTH GROUP INC COM 91324P102 40908021 85112 SH SOLE 0 0 85112 VAIL RESORTS INC COM 91879Q109 611525 2429 SH SOLE 0 0 2429 VANGUARD BD INDEX FDS INTERMED TERM 921937819 220800 2935 SH SOLE 0 0 2935 VANGUARD INDEX FDS TOTAL STK MKT 922908769 200426 982 SH SOLE 0 0 982 VANGUARD INDEX FDS TOTAL STK MKT 922908769 216315 982 SH SOLE 0 0 982 VERTEX PHARMACEUTICALS INC COM 92532F100 57090007 162229 SH SOLE 0 0 162229 VISA INC COM CL A 92826C839 66245049 278950 SH SOLE 0 0 278950 VMWARE INC CL A COM 928563402 535245 3725 SH SOLE 0 0 3725 WALMART INC COM 931142103 432402 2751 SH SOLE 0 0 2751