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| Happy Holidays!! thanks for using AUM13F!! |
| Provident Trust Company
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| CRD # | 110118 |
| SEC # | 801-58213 |
| CIK # | 0001076964, 0001140436, 0001852897, 0001778784 |
| AUM | $6.6 B (2025-07-25) |
| Employees | 12 (17% Investors, 0% Brokers) |
| Phone | 262-521-2300 |
| Address | N16 W23217 Stone Ridge Drive Waukesha, WI 53188-1199 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| VISA Inc | 0.5 | ||
| Accenture PLC | 0.5 | ||
| Schwab Charles Corp | 0.4 | ||
| PNC Financial Services Group Inc | 0.4 | ||
| American Express Co | 0.4 | ||
| TJX Companies Inc /DE/ | 0.3 | ||
| Home Depot Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 0.0 |
| (b) Individuals (high net worth individuals) | 848 | 5.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 40 | 0.8 |
| (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 | 1,069 | 6.6 |
| By Discretionary | ||
| Discretionary | 1,066 | 6.6 |
| Non-Discretionary | 3 | 0.0 |
| Total | 1,069 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.6 | |
| Total | 1,069 | 6.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001076964] | |
| 13F-HR | [0001140436] | |
| 10-K | [0001778784] | |
| 10-Q | [0001778784] | |
| 3 | [0001778784] | |
| 4 | [0001778784] | |
| 8-K | [0001778784] | |
| SC 13D | [0001778784] | |
| SC 13G | [0001778784] | |
| D | [0001852897] |
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