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| Provident Trust Company
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|
|---|---|
| CRD # | 110118 |
| SEC # | 801-58213 |
| CIK # | 0001076964, 0001140436, 0001852897 |
| AUM | $4.8 BB (2023-03-30) |
| Employees | 13 (15% Investors, 0% Brokers) |
| Phone | 262-521-2300 |
| Address | N16 W23217 Stone Ridge Drive Waukesha, WI 53188-1199 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| V | 419.3 | 0.1 | |
| CPRT | 25.9 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| ALGN | 19.1 | 0.1 | |
| VRTX | 70.6 | 0.1 | |
| GOOG | 1,482.6 | 0.0 | |
| FAST | 28.3 | 0.0 | |
| DHI | 23.2 | 0.0 | |
| AL | 3.6 | 0.0 | |
| FLT | 16.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 0.0 |
| (b) Individuals (high net worth individuals) | 944 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 51 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 0.0 |
| Total | 1,206 | 4.8 |
| By Discretionary | ||
| Discretionary | 1,203 | 4.8 |
| Non-Discretionary | 3 | 0.0 |
| Total | 1,206 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 1,206 | 4.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001076964] | |
| 13F-HR | [0001140436] | |
| D | [0001852897] |
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