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Portfolio (Quarterly) Guide ↗

PROVIDENT TRUST CO

· CIK 0001140436
13F Portfolio $6.0B AUM 22 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 2,800.0 $401K 0.01% NEW $143.31 +3.5%
22 AMZN AMAZON COM INC COM Consumer Cyclical 1,618.0 $373K 0.01% NEW $230.82 +4.6%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 33.8%
Financial Services 33.3%
Consumer Cyclical 14.3%
Consumer Defensive 7.9%
Technology 7.1%
Industrials 3.5%
Healthcare 0.1%
Basic Materials 0.0%