PROVIDENT TRUST CO just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 21,522 shares of $HD (~$8,720,499). This was an increase of ~2% over their previous position.
- An addition of 17,336 shares of $AXP (~$5,758,326). This was an increase of ~2% over their previous position.
- An addition of 6,125 shares of $COST (~$5,669,484). This was an increase of ~1% over their previous position.
- An addition of 15,058 shares of $ACN (~$3,713,303). This was an increase of ~1% over their previous position.
- An addition of 24,729 shares of $FI (~$3,188,310). This was an increase of ~2% over their previous position.
- An addition of 18,596 shares of $TJX (~$2,687,866). This was an increase of ~1% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for PROVIDENT TRUST CO for more details.
