PROVIDENT TRUST CO

Fundamental concentrated ★Highest signal CIK 1140436
League rank
#618
in Fundamental concentrated · #3609 overall
Long book
$4.78B
Q1 2026
Positions
22
Top-10 weight
89%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

PROVIDENT TRUST CO is a concentrated fundamental stock-picker, running a $4.78B US long book across 22 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ALPHABET INC-CL C, ALPHABET INC-CL A, COSTCO WHOLESALE CORP, PNC FINANCIAL SERVICES GROUP, VISA INC-CLASS A SHARES.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.4%
Q2 2024
+4.4%
Q3 2024
+5.1%
Q4 2024
-4.2%
Q1 2025
+2.2%
Q2 2025
+9.2%
Q3 2025
+6.6%
Q4 2025
-6.1%
Q1 2026
+11.7%

Sector allocation

Technology
34%
Consumer discretionary
29%
Financials
25%
Services media
13%
Healthcare
0%
Other
0%

Long book by quarter

$5.38B
Q1 2024
$5.39B
Q2 2024
$5.55B
Q3 2024
$5.78B
Q4 2024
$5.36B
Q1 2025
$5.48B
Q2 2025
$6.00B
Q3 2025
$5.98B
Q4 2025
$4.78B
Q1 2026

What does PROVIDENT TRUST own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GOOG ALPHABET INC-CL CTechnology2.8M$802.4M16.8%-13.3%
GOOGL ALPHABET INC-CL ATechnology2.8M$801.4M16.8%-13.3%
COST COSTCO WHOLESALE CORPConsumer discretionary470.4K$468.7M9.8%-14.1%
PNC PNC FINANCIAL SERVICES GROUPFinancials1.7M$363.3M7.6%-13.8%
V VISA INC-CLASS A SHARESServices media1.2M$356.6M7.5%-14.0%
SCHW SCHWAB (CHARLES) CORPFinancials3.7M$348.0M7.3%-15.3%
TJX TJX COMPANIES INCConsumer discretionary2.1M$330.9M6.9%-19.2%
AXP AMERICAN EXPRESS COFinancials917.0K$277.4M5.8%-14.9%
ACN ACCENTURE PLC-CL AServices media1.3M$264.3M5.5%-13.2%
HD HOME DEPOT INCConsumer discretionary756.3K$248.7M5.2%-14.7%
FAST FASTENAL COConsumer discretionary4.5M$209.7M4.4%-12.6%
TROW T ROWE PRICE GROUP INCFinancials2.1M$185.0M3.9%-16.0%
TSCO TRACTOR SUPPLY COMPANYConsumer discretionary2.4M$106.8M2.2%-24.6%
AAPL APPLE INCTechnology30.0K$7.6M0.2%Held
MSFT MICROSOFT CORPTechnology9.1K$3.4M0.1%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials6.1K$2.9M0.1%Held
ABBV ABBVIE INCHealthcare10.8K$2.3M0.0%Held
MA MASTERCARD INC - AServices media2.4K$1.2M0.0%Held
SHW SHERWIN-WILLIAMS CO/THEConsumer discretionary3.0K$962K0.0%Held
TMO THERMO FISHER SCIENTIFIC INCOther1.0K$496K0.0%Held
PG PROCTER & GAMBLE CO/THEOther2.8K$404K0.0%Held
AMZN AMAZON.COM INCConsumer discretionary1.6K$337K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 27, 202622$4.78B canonicalSEC ↗
Q4 202513F-HRFeb 2, 202622$5.98B canonicalSEC ↗
Q3 202513F-HROct 31, 202523$6.00B canonicalSEC ↗
Q2 202513F-HRAug 4, 202523$5.48B canonicalSEC ↗
Q1 202513F-HRMay 2, 202527$5.36B canonicalSEC ↗
Q4 202413F-HRJan 31, 202526$5.78B canonicalSEC ↗
Q3 202413F-HRNov 1, 202429$5.55B canonicalSEC ↗
Q2 202413F-HRAug 5, 202427$5.39B canonicalSEC ↗
Q1 202413F-HRMay 3, 202427$5.38B canonicalSEC ↗