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RIM

Reliant Investment Management Portfolio holdings

AUM $281M
1-Year Est. Return 34.2%
This Fund
S&P 500
This Quarter Est. Return
-5.59%
1 Year Est. Return
+34.2%
3 Year Est. Return
+122.18%
5 Year Est. Return
+163%
10 Year Est. Return
+649.56%
AUM
$193M
AUM Growth
-$33.6M
Cap. Flow
-$18.4M
Cap. Flow %
-9.57%
Top 10 Hldgs %
41.34%
Holding
64
New
3
Increased
16
Reduced
26
Closed
6

Top Buys

Rank Stock Value
1
APH icon
Amphenol
APH
+$5.12M
2
GS icon
Goldman Sachs
GS
+$4.95M
3
PG icon
Procter & Gamble
PG
+$804K
4
MSI icon
Motorola Solutions
MSI
+$433K
5
DOV icon
Dover
DOV
+$309K

Top Sells

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$5.17M
2
SLB icon
SLB Ltd
SLB
+$4.8M
3
AMD icon
Advanced Micro Devices
AMD
+$4.59M
4
LMT icon
Lockheed Martin
LMT
+$4.54M
5
CLH icon
Clean Harbors
CLH
+$4.39M

Sector Composition

Rank Sector Weight
1 Technology 34.36%
2 Financials 18.19%
3 Communication Services 12.95%
4 Industrials 9.68%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
26
Caterpillar
CAT
$385B
$4.56M 2.37%
13,830
-45
-0.3% -$16K
BLK icon
27
Blackrock
BLK
$175B
$4.39M 2.28%
4,636
+139
+3% +$136K
DIS icon
28
Walt Disney
DIS
$178B
$4.06M 2.11%
41,125
-375
-0.9% -$40.3K
GLOB icon
29
Globant
GLOB
$1.66B
$2.75M 1.43%
23,346
+415
+2% +$74.4K
PG icon
30
Procter & Gamble
PG
$340B
$2M 1.04%
11,713
+4,800
+69% +$804K
XOM icon
31
ExxonMobil
XOM
$662B
$1.45M 0.75%
12,184
+450
+4% +$49.8K
IBM icon
32
IBM
IBM
$223B
$970K 0.5%
3,900
– –
LLY icon
33
Eli Lilly
LLY
$1.1T
$827K 0.43%
1,001
-10
-1% -$8.32K
CSCO icon
34
Cisco
CSCO
$483B
$539K 0.28%
8,740
– –
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.14T
$538K 0.28%
1,010
+401
+66% +$195K
WMT icon
36
Walmart Inc
WMT
$897B
$510K 0.26%
5,814
– –
SLB icon
37
SLB Ltd
SLB
$78.9B
$421K 0.22%
10,061
-117,082
-92% -$4.8M
PEP icon
38
PepsiCo
PEP
$188B
$370K 0.19%
2,470
-9,532
-79% -$1.42M
CL icon
39
Colgate-Palmolive
CL
$74.3B
$356K 0.18%
3,800
– –
CVX icon
40
Chevron
CVX
$382B
$350K 0.18%
2,093
+315
+18% +$49.3K
COP icon
41
ConocoPhillips
COP
$148B
$344K 0.18%
3,275
-51,846
-94% -$5.17M
ADP icon
42
Automatic Data Processing
ADP
$109B
$308K 0.16%
1,009
– –
DOV icon
43
Dover
DOV
$28.3B
$282K 0.15%
+1,605
New +$309K
HON icon
44
Honeywell
HON
$77B
$281K 0.15%
1,408
– –
SFNC icon
45
Simmons First National
SFNC
$3.4B
$279K 0.15%
13,613
-1,500
-10% -$32.5K
COST icon
46
Costco
COST
$423B
$267K 0.14%
282
-100
-26% -$97.5K
JPM icon
47
JPMorgan Chase
JPM
$956B
$262K 0.14%
1,068
+157
+17% +$40K
NVDA icon
48
NVIDIA
NVDA
$5.27T
$255K 0.13%
2,350
+525
+29% +$66.5K
GOOG icon
49
Alphabet (Google) Class C
GOOG
$4.35T
$249K 0.13%
+1,597
New +$292K
MCO icon
50
Moody's
MCO
$82.8B
$246K 0.13%
528
– –
1
2
3

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Reliant Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Reliant Investment Management held 64 positions worth $193M, down 15% from $226M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Reliant Investment Management withdrew a net $18.4M in Q1 2025, closing 6 positions and reducing 26 holdings. Its most notable exit was Advanced Micro Devices, an estimated $4.59M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 34% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Reliant Investment Management opened a new position in Amphenol worth $4.92M.

  • Reliant Investment Management's largest Q1 2025 buy was Amphenol: 75,022 shares worth $4.92M.
  • Reliant Investment Management added most to Goldman Sachs in Q1 2025, an estimated $4.95M increase.
  • Reliant Investment Management's biggest Q1 2025 reduction was ConocoPhillips, cutting an estimated $5.17M.
  • Reliant Investment Management fully exited Advanced Micro Devices in Q1 2025, selling an estimated $4.59M.
  • Reliant Investment Management's ten largest holdings make up 41% of its $193M portfolio in Q1 2025.
  • Reliant Investment Management opened 3 new positions and closed 6 in Q1 2025.
  • Reliant Investment Management's portfolio value fell 15% quarter-over-quarter to $193M.

Based on Reliant Investment Management's 13F filing for Q1 2025, filed 11 Apr 2025.