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Portfolio (Quarterly) Guide ↗

PROVIDENT TRUST CO

· CIK 0001140436
13F Portfolio $4.8B AUM 22 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 Reduced
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 $404K 0.01% $144.44 +3.6%
22 AMZN AMAZON COM INC COM Consumer Cyclical 1,618.0 $337K 0.01% $208.27 +14.5%
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 33.6%
Financial Services 32.0%
Consumer Cyclical 14.4%
Consumer Defensive 9.8%
Technology 5.8%
Industrials 4.4%
Healthcare 0.1%
Basic Materials 0.0%