We are live on !
Find out more
Reliant Investment Management Portfolio holdings
AUM
$271M
Turnover
7.02%
1-Year Est. Return
26.2%
This Fund
S&P 500
This Quarter Est. Return
+2.52%
1 Year Est. Return
+26.2%
3 Year Est. Return
+128.53%
5 Year Est. Return
+164.46%
10 Year Est. Return
+611.41%
AUM
$271M
AUM Growth
-$9.9M
(-3.5%)
Cap. Flow
-$5.18M
Cap. Flow % of AUM
Cap. Flow %
-1.91%
Top 10 Holdings %
Top 10 Hldgs %
49.61%
Holding
57
New
2
Increased
29
Reduced
19
Closed
2
Avg Time Held
4.1
years
Top 10 Avg Time Held
2.8
years
Top 20 Avg Time Held
2.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ServiceNow
NOW
|
+$6.05M |
| 2 |
Eli Lilly
LLY
|
+$5.6M |
| 3 |
Microsoft
MSFT
|
+$5.09M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$260K |
| 5 |
Morgan Stanley
MS
|
+$256K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$5.75M |
| 2 |
IBM
IBM
|
+$5.65M |
| 3 |
L3Harris
LHX
|
+$5.62M |
| 4 |
Stryker
SYK
|
+$4.92M |
| 5 |
Quanta Services
PWR
|
+$464K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.06% |
| 2 | Industrials | 21.88% |
| 3 | Financials | 11.07% |
| 4 | Healthcare | 7.74% |
| 5 | Energy | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.56T
| $18.7M | 6.92% |
53,359
-1,068
| -2% | -$402K |
2018 Q4
31 quarters
|
|
2
CrowdStrike
CRWD
$256B
| $18.1M | 6.7% |
68,461
-215
| -0.3% | -$45.6K |
2023 Q2
13 quarters
|
|
3
Alphabet (Google) Class A
GOOGL
$3.44T
| $16.1M | 5.95% |
46,811
-501
| -1% | -$174K |
2016 Q1
42 quarters
|
|
|
4
Quanta Services
PWR
$93.5B
| $15.6M | 5.75% |
24,230
-720
| -3% | -$464K |
2022 Q3
16 quarters
|
|
5
Apple
AAPL
$5.03T
| $14.6M | 5.38% |
43,702
+335
| +0.8% | +$108K |
2013 Q4
51 quarters
|
|
6
Amphenol
APH
$196B
| $12.4M | 4.58% |
147,180
-2,276
| -2% | -$183K |
2025 Q1
6 quarters
|
|
7
Caterpillar
CAT
$286B
| $11.2M | 4.13% |
13,770
-304
| -2% | -$258K |
2020 Q4
23 quarters
|
|
8
Eaton
ETN
$144B
| $9.6M | 3.55% |
22,336
-61
| -0.3% | -$25.5K |
2022 Q1
18 quarters
|
|
9
Amazon
AMZN
$2.6T
| $9.49M | 3.51% |
38,086
+746
| +2% | +$190K |
2023 Q3
12 quarters
|
|
10
Goldman Sachs
GS
$260B
| $8.51M | 3.14% |
9,450
-146
| -2% | -$149K |
2024 Q3
8 quarters
|
|
11
Linde
LIN
$236B
| $8.23M | 3.04% |
17,343
-91
| -0.5% | -$44.7K |
2018 Q4
31 quarters
|
|
12
Thermo Fisher Scientific
TMO
$258B
| $8.14M | 3.01% |
12,053
+6
| +0% | +$3.56K |
2013 Q4
51 quarters
|
|
13
American Express
AXP
$214B
| $8.08M | 2.98% |
26,556
+21
| +0.1% | +$7.02K |
2020 Q3
24 quarters
|
|
|
14
Microsoft
MSFT
$3.88T
| $7.15M | 2.64% |
13,948
+11,015
| +376% | +$5.09M |
2020 Q3
24 quarters
|
|
|
15
ServiceNow
NOW
$109B
| $6.91M | 2.55% |
51,541
+49,246
| +2,146% | +$6.05M |
2026 Q2
1 quarter
|
|
16
Chevron
CVX
$459B
| $6.76M | 2.5% |
33,097
+409
| +1% | +$80.5K |
2024 Q2
9 quarters
|
|
17
Aramark
ARMK
$14.2B
| $6.57M | 2.43% |
122,615
-355
| -0.3% | -$20.4K |
2026 Q2
1 quarter
|
|
18
ConocoPhillips
COP
$185B
| $6.47M | 2.39% |
51,722
+1,281
| +3% | +$159K |
2021 Q2
21 quarters
|
|
19
CBRE Group
CBRE
$37.1B
| $6.39M | 2.36% |
49,723
-512
| -1% | -$73.4K |
2024 Q2
9 quarters
|
|
20
NVIDIA
NVDA
$4.94T
| $6.35M | 2.35% |
27,792
+1,180
| +4% | +$253K |
2024 Q3
8 quarters
|
|
|
21
Eli Lilly
LLY
$1.26T
| $6.12M | 2.26% |
5,288
+4,744
| +872% | +$5.6M |
2020 Q2
25 quarters
|
|
22
Quest Diagnostics
DGX
$27.8B
| $6.08M | 2.25% |
26,100
+290
| +1% | +$67K |
2026 Q2
1 quarter
|
|
23
Hubbell
HUBB
$22.3B
| $5.96M | 2.2% |
13,137
-65
| -0.5% | -$30.9K |
2025 Q2
5 quarters
|
|
24
Pinnacle Financial Partners Inc
PNFP
$15.4B
| $5.78M | 2.13% |
61,711
+276
| +0.4% | +$27.8K |
2025 Q3
4 quarters
|
|
25
Home Depot
HD
$328B
| $5.39M | 1.99% |
18,957
-138
| -0.7% | -$45.3K |
2013 Q4
51 quarters
|
|
Similar funds
Reliant Investment Management's Q3 2026 Portfolio in Review
As of Q3 2026, Reliant Investment Management held 57 positions worth $271M, down 3.5% from $281M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Reliant Investment Management's Q3 2026 filing shows 2 new, 29 increased, 19 reduced and 2 closed positions. Its largest new stake was Alphabet (Google) Class C: 753 shares worth $257K. The largest sale was Walmart Inc, an estimated $5.75M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 27% a quarter earlier, followed by Industrials and Financials.
- Reliant Investment Management's largest Q3 2026 buy was Alphabet (Google) Class C: 753 shares worth $257K.
- Reliant Investment Management added most to ServiceNow in Q3 2026, an estimated $6.05M increase.
- Reliant Investment Management's biggest Q3 2026 reduction was Walmart Inc, cutting an estimated $5.75M.
- Reliant Investment Management fully exited L3Harris in Q3 2026, selling an estimated $5.62M.
- Reliant Investment Management's ten largest holdings make up 50% of its $271M portfolio in Q3 2026.
- Reliant Investment Management opened 2 new positions and closed 2 in Q3 2026.
- Reliant Investment Management's portfolio value fell 3.5% quarter-over-quarter to $271M.
Based on Reliant Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.