0001420506-23-001186.txt : 20230515 0001420506-23-001186.hdr.sgml : 20230515 20230515164040 ACCESSION NUMBER: 0001420506-23-001186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23923450 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 03-31-2023 03-31-2023 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 05-11-2023 0 73 923042891 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR PROVIDENT INVESTMENT MANAGEMENT, INC. (6140) ABBOTT LABS COM 002824100 684720 6762 SH SOLE 0 0 6762 ABBVIE INC COM 00287Y109 345674 2169 SH SOLE 0 0 2169 AIR LEASE CORP CL A 00912X302 46494211 1180955 SH SOLE 0 0 1180955 ALIGN TECHNOLOGY INC COM 016255101 52560222 157300 SH SOLE 0 0 157300 ALPHABET INC CAP STK CL A 02079K305 874444 8430 SH SOLE 0 0 8430 ALPHABET INC CAP STK CL C 02079K107 49697648 477862 SH SOLE 0 0 477862 AMAZON COM INC COM 023135106 237567 2300 SH SOLE 0 0 2300 AMERICAS CAR-MART INC COM 03062T105 403971 5100 SH SOLE 0 0 5100 APPLE INC COM 037833100 1501486 9105 SH SOLE 0 0 9105 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 393194 12295 SH SOLE 0 0 12295 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 253191 820 SH SOLE 0 0 820 BLACKROCK INC COM 09247X101 36172159 54059 SH SOLE 0 0 54059 BROADCOM INC COM 11135F101 468966 731 SH SOLE 0 0 731 CHARTER COMMUNICATIONS INC N CL A 16119P108 200262 560 SH SOLE 0 0 560 CHEVRON CORP NEW COM 166764100 286183 1754 SH SOLE 0 0 1754 CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 40288 33573 SH SOLE 0 0 33573 COCA COLA CO COM 191216100 1240600 20000 SH SOLE 0 0 20000 COLGATE PALMOLIVE CO COM 194162103 748344 9958 SH SOLE 0 0 9958 COMCAST CORP NEW CL A 20030N101 446656 11782 SH SOLE 0 0 11782 CONCENTRIX CORP COM 20602D101 42961648 353448 SH SOLE 0 0 353448 CONOCOPHILLIPS COM 20825C104 545655 5500 SH SOLE 0 0 5500 COPART INC COM 217204106 58078741 772221 SH SOLE 0 0 772221 COSTCO WHSL CORP NEW COM 22160K105 248435 500 SH SOLE 0 0 500 CROWN CASTLE INC COM 22822V101 289764 2165 SH SOLE 0 0 2165 CUMMINS INC COM 231021106 412068 1725 SH SOLE 0 0 1725 D R HORTON INC COM 23331A109 48141556 492799 SH SOLE 0 0 492799 DOLLAR GEN CORP NEW COM 256677105 2167738 10300 SH SOLE 0 0 10300 EDWARDS LIFESCIENCES CORP COM 28176E108 35795285 432676 SH SOLE 0 0 432676 ESSENT GROUP LTD COM G3198U102 260325 6500 SH SOLE 0 0 6500 ESSEX PPTY TR INC COM 297178105 2042252 9765 SH SOLE 0 0 9765 EXXON MOBIL CORP COM 30231G102 2004585 18280 SH SOLE 0 0 18280 FACTSET RESH SYS INC COM 303075105 594824 1433 SH SOLE 0 0 1433 FASTENAL CO COM 311900104 48956100 907603 SH SOLE 0 0 907603 FLEETCOR TECHNOLOGIES INC COM 339041105 46138619 218822 SH SOLE 0 0 218822 GILEAD SCIENCES INC COM 375558103 1272594 15338 SH SOLE 0 0 15338 HOME DEPOT INC COM 437076102 228718 775 SH SOLE 0 0 775 IAC INC COM NEW 44891N208 651966 12635 SH SOLE 0 0 12635 ISHARES TR 0-3 MNTH TREASRY 46436E718 629631 6260 SH SOLE 0 0 6260 ISHARES TR CORE HIGH DV ETF 46429B663 213486 2100 SH SOLE 0 0 2100 ISHARES TR MSCI USA QLT FCT 46432F339 1642178 13236 SH SOLE 0 0 13236 ISHARES TR CORE S&P500 ETF 464287200 472742 1150 SH SOLE 0 0 1150 ISHARES TR CORE 1 5 YR USD 46432F859 301792 6400 SH SOLE 0 0 6400 JOHNSON & JOHNSON COM 478160104 480035 3097 SH SOLE 0 0 3097 LIBERTY BROADBAND CORP COM SER C 530307305 28424901 347918 SH SOLE 0 0 347918 MATCH GROUP INC NEW COM 57667L107 615238 16026 SH SOLE 0 0 16026 MCDONALDS CORP COM 580135101 3523086 12600 SH SOLE 0 0 12600 MGM RESORTS INTERNATIONAL COM 552953101 44869184 1010112 SH SOLE 0 0 1010112 MICROSOFT CORP COM 594918104 56827856 197114 SH SOLE 0 0 197114 NICE LTD SPONSORED ADR 653656108 35147433 153556 SH SOLE 0 0 153556 NORTHERN TR CORP COM 665859104 1057560 12000 SH SOLE 0 0 12000 OREILLY AUTOMOTIVE INC COM 67103H107 23317236 27465 SH SOLE 0 0 27465 PAYCHEX INC COM 704326107 206262 1800 SH SOLE 0 0 1800 PAYPAL HLDGS INC COM 70450Y103 1637874 21568 SH SOLE 0 0 21568 PFIZER INC COM 717081103 404124 9905 SH SOLE 0 0 9905 PHILIP MORRIS INTL INC COM 718172109 410201 4218 SH SOLE 0 0 4218 PRICE T ROWE GROUP INC COM 74144T108 458374 4060 SH SOLE 0 0 4060 PROCTER AND GAMBLE CO COM 742718109 909388 6116 SH SOLE 0 0 6116 QURATE RETAIL INC COM SER A 74915M100 11854 12000 SH SOLE 0 0 12000 RESTAURANT BRANDS INTL INC COM 76131D103 303473 4520 SH SOLE 0 0 4520 ROPER TECHNOLOGIES INC COM 776696106 2423795 5500 SH SOLE 0 0 5500 S&P GLOBAL INC COM 78409V104 43273960 125515 SH SOLE 0 0 125515 SCHWAB CHARLES CORP COM 808513105 35246502 672900 SH SOLE 0 0 672900 SKYWORKS SOLUTIONS INC COM 83088M102 384025 3255 SH SOLE 0 0 3255 SMUCKER J M CO COM NEW 832696405 332051 2110 SH SOLE 0 0 2110 SPDR GOLD TR GOLD SHS 78463V107 261089 1425 SH SOLE 0 0 1425 STRYKER CORPORATION COM 863667101 610906 2140 SH SOLE 0 0 2140 UNITEDHEALTH GROUP INC COM 91324P102 38700946 81891 SH SOLE 0 0 81891 VAIL RESORTS INC COM 91879Q109 520639 2228 SH SOLE 0 0 2228 VANGUARD INDEX FDS TOTAL STK MKT 922908769 200426 982 SH SOLE 0 0 982 VERTEX PHARMACEUTICALS INC COM 92532F100 51370273 163044 SH SOLE 0 0 163044 VISA INC COM CL A 92826C839 63168372 280176 SH SOLE 0 0 280176 VMWARE INC CL A COM 928563402 465066 3725 SH SOLE 0 0 3725 WALMART INC COM 931142103 380274 2579 SH SOLE 0 0 2579