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PROVIDENT TRUST CO (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $4,782,705,488 · 22 positions · top-10 89.1% · SEC filing history →

13FScore 78/100 — cloning their disclosed top holdings over ~4.7y returned +20%/yr vs S&P +10%/yr (alpha +9%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$GOOG · ALPHABET INC CL C16.8%+174% ≥Q2 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&P
$GOOGL · ALPHABET INC CL A16.8%+183% ≥Q2 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$COST · COSTCO WHSL CORP NEW COM9.8%+145% ≥Q2 '21Operates a global chain of membership warehouse clubs offering bulk groceries, merchandise, and services at low prices to individual and business members.NASDAQS&PBitget →
$PNC · PNC FINANCIAL SVS GRP7.6%+35% ≥Q2 '21US regional bank holding companyS&P
$V · VISA INC7.5%+53% ≥Q2 '21Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$SCHW · SCHWAB CHARLES CP NEW COM7.3%+41% ≥Q2 '21The Charles Schwab Corporation provides brokerage, banking, wealth management, and asset management services to individual investors and financial advisors.S&P
$TJX · TJX COMPANIES INC6.9%+94% Q4 '22Off-price retail (TJ Maxx, Marshalls)S&P
$AXP · AMERICAN EXPRESS CO5.8%+32% Q1 '25American Express is a global payments company that issues credit and charge cards, operates a card network, and provides lending, merchant, and travel services.S&P
ACCENTURE PLC5.5%Accenture is a global professional services firm providing consulting, technology, strategy, digital, and outsourcing services across industries.
$HD · HOME DEPOT5.2%+10% ≥Q2 '21The largest US home-improvement retailer, selling building materials, tools, appliances and garden products to do-it-yourself consumers and professional contractors.S&PCitrini

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker