Provident Trust Co Portfolio Stock Holdings

According to the SEC 13F filed on July 28, 2026, Provident Trust Co disclosed 22 stock positions valued at approximately $4.77B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC CL A, ALPHABET INC CL C, and COSTCO WHSL CORP NEW COM.

Report Period
June 30, 2026
No. of Stocks
22
Portfolio Value
$4.77B
Holdings by Sector
Provident Trust Co Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INC CL AGOOGLCommunication Services16.48%2,199,460-587,394-21.08%$786,021,020
ALPHABET INC CL CGOOGCommunication Services16.30%2,201,588-595,464-21.29%$777,887,088
COSTCO WHSL CORP NEW COMCOSTConsumer Defensive9.22%470,400+36+0.01%$440,045,088
PNC FINANCIAL SVS GRPPNCFinancial Services9.03%1,750,507+4,747+0.27%$431,009,834
VISA INCVFinancial Services8.51%1,183,146+3,298+0.28%$405,925,561
SCHWAB CHARLES CP NEW COMSCHWFinancial Services7.19%3,716,441+13,616+0.37%$342,916,011
TJX COMPANIES INCTJXConsumer Cyclical6.62%2,085,679+13,772+0.66%$315,980,368
AMERICAN EXPRESS COAXPFinancial Services6.53%920,817+3,786+0.41%$311,466,350
HOME DEPOTHDConsumer Cyclical6.14%831,190+74,910+9.91%$293,144,089
T ROWE PRICE GRP INCTROWFinancial Services4.91%2,061,353+8,524+0.42%$234,355,223
FASTENAL INC COMFASTIndustrials4.55%4,520,644+316+0.01%$217,126,531
ACCENTURE PLCACNTechnology2.58%987,533-345,122-25.90%$122,888,607
TRACTOR SUPPLY CO COMTSCOConsumer Cyclical1.57%2,376,838+19,786+0.84%$75,131,849
APPLE COMPUTER INCAAPLTechnology0.18%29,951--$8,666,621
BERKSHIRE HATHAWAY INC CL B NEBRK-BFinancial Services0.06%6,053--$3,028,861
MICROSOFT CORP COMMSFTTechnology0.05%6,072-3,000-33.07%$2,264,977
MASTERCARD INC CL AMAFinancial Services0.03%2,380--$1,222,368
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.01%1,010--$506,374
PROCTER & GAMBLE COPGConsumer Defensive0.01%2,800--$410,592
AMAZON COM INC COMAMZNConsumer Cyclical0.01%1,618--$385,634
INTEL CORP COMINTCTechnology0.01%2,668+2,668+100.00%$372,533
NVIDIA CORP COMNVDATechnology0.00%1,058+1,058+100.00%$211,695
Showing 22 of 22 holdings in the latest reporting period.