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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
+21.76%
1 Year Est. Return
+34.2%
3 Year Est. Return
+122.18%
5 Year Est. Return
+163%
10 Year Est. Return
+649.56%
AUM
$231M
AUM Growth
+$38.3M
Cap. Flow
+$4.26M
Cap. Flow %
1.85%
Top 10 Hldgs %
42.77%
Holding
63
New
5
Increased
25
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$5.11M
2
COF icon
Capital One
COF
+$4.97M
3
BKNG icon
Booking.com
BKNG
+$4.81M
4
HUBB icon
Hubbell
HUBB
+$4.69M
5
FANG icon
Diamondback Energy
FANG
+$4.67M

Top Sells

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$6.52M
2
MRSH
Marsh
MRSH
+$5.08M
3
MSI icon
Motorola Solutions
MSI
+$4.98M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
DOV icon
Dover
DOV
+$282K

Sector Composition

Rank Sector Weight
1 Technology 32.18%
2 Financials 19.46%
3 Industrials 12.82%
4 Communication Services 9.93%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
26
Hubbell
HUBB
$27.2B
$5.17M 2.24%
+12,660
New +$4.69M
BLK icon
27
Blackrock
BLK
$176B
$5.08M 2.2%
4,844
+208
+4% +$197K
DIS icon
28
Walt Disney
DIS
$181B
$4.97M 2.15%
40,040
-1,085
-3% -$113K
FANG icon
29
Diamondback Energy
FANG
$52.7B
$4.8M 2.08%
34,936
+33,675
+2,670% +$4.67M
GLOB icon
30
Globant
GLOB
$1.61B
$2.02M 0.88%
22,256
-1,090
-5% -$116K
PG icon
31
Procter & Gamble
PG
$339B
$1.83M 0.79%
11,473
-240
-2% -$39.2K
MSFT icon
32
Microsoft
MSFT
$3.71T
$1.33M 0.57%
2,667
-10,946
-80% -$4.75M
XOM icon
33
ExxonMobil
XOM
$634B
$1.23M 0.53%
11,415
-769
-6% -$82.2K
IBM icon
34
IBM
IBM
$224B
$1.22M 0.53%
4,145
+245
+6% +$63.1K
WMT icon
35
Walmart Inc
WMT
$890B
$801K 0.35%
8,190
+2,376
+41% +$226K
LLY icon
36
Eli Lilly
LLY
$1.06T
$763K 0.33%
979
-22
-2% -$17.1K
CSCO icon
37
Cisco
CSCO
$479B
$739K 0.32%
10,645
+1,905
+22% +$117K
MRSH
38
Marsh
MRSH
$91.5B
$527K 0.23%
2,411
-22,493
-90% -$5.08M
NVDA icon
39
NVIDIA
NVDA
$5.42T
$469K 0.2%
2,967
+617
+26% +$77.6K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.13T
$393K 0.17%
809
-201
-20% -$102K
COP icon
41
ConocoPhillips
COP
$141B
$348K 0.15%
3,875
+600
+18% +$54K
CL icon
42
Colgate-Palmolive
CL
$74.4B
$345K 0.15%
3,800
– –
PEP icon
43
PepsiCo
PEP
$190B
$326K 0.14%
2,470
– –
META icon
44
Meta Platforms (Facebook)
META
$1.51T
$314K 0.14%
426
– –
ADP icon
45
Automatic Data Processing
ADP
$108B
$311K 0.13%
1,009
– –
HON icon
46
Honeywell
HON
$78B
$309K 0.13%
1,406
-2
-0.1% -$405
TSLA icon
47
Tesla
TSLA
$1.3T
$301K 0.13%
+948
New +$286K
SLB icon
48
SLB Ltd
SLB
$75B
$301K 0.13%
8,906
-1,155
-11% -$40.1K
COST icon
49
Costco
COST
$420B
$274K 0.12%
277
-5
-2% -$4.97K
MCO icon
50
Moody's
MCO
$82.7B
$265K 0.11%
528
– –
1
2
3

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Reliant Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Reliant Investment Management held 63 positions worth $231M, up 20% from $193M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Reliant Investment Management's Q2 2025 filing shows 5 new, 25 increased, 17 reduced and 7 closed positions. Its largest new stake was Wells Fargo: 70,923 shares worth $5.68M. The largest sale was T-Mobile US, an estimated $6.52M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Financials and Industrials.

  • Reliant Investment Management's largest Q2 2025 buy was Wells Fargo: 70,923 shares worth $5.68M.
  • Reliant Investment Management added most to Diamondback Energy in Q2 2025, an estimated $4.67M increase.
  • Reliant Investment Management's biggest Q2 2025 reduction was Marsh, cutting an estimated $5.08M.
  • Reliant Investment Management fully exited T-Mobile US in Q2 2025, selling an estimated $6.52M.
  • Reliant Investment Management's ten largest holdings make up 43% of its $231M portfolio in Q2 2025.
  • Reliant Investment Management opened 5 new positions and closed 7 in Q2 2025.
  • Reliant Investment Management's portfolio value rose 20% quarter-over-quarter to $231M.

Based on Reliant Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.