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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
+9.01%
1 Year Est. Return
+34.2%
3 Year Est. Return
+122.18%
5 Year Est. Return
+163%
10 Year Est. Return
+649.56%
AUM
$264M
AUM Growth
+$32.6M
Cap. Flow
+$12.6M
Cap. Flow %
4.77%
Top 10 Hldgs %
41.87%
Holding
61
New
5
Increased
24
Reduced
22
Closed
2

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$5.83M
2
AVAV icon
AeroVironment
AVAV
+$5.74M
3
WMT icon
Walmart Inc
WMT
+$5M
4
IBM icon
IBM
IBM
+$4.99M
5
SYK icon
Stryker
SYK
+$239K

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$5.2M
2
GLOB icon
Globant
GLOB
+$2.02M
3
AVGO icon
Broadcom
AVGO
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$314K
5
LLY icon
Eli Lilly
LLY
+$272K

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 18.21%
3 Industrials 15.06%
4 Communication Services 9.4%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
26
Blackrock
BLK
$175B
$5.82M 2.21%
4,991
+147
+3% +$164K
COF icon
27
Capital One
COF
$134B
$5.76M 2.18%
27,076
+460
+2% +$101K
HUBB icon
28
Hubbell
HUBB
$26.7B
$5.58M 2.12%
12,959
+299
+2% +$129K
PNFP icon
29
Pinnacle Financial Partners Inc
PNFP
$15.8B
$5.48M 2.08%
+58,414
New +$5.83M
BKNG icon
30
Booking.com
BKNG
$160B
$5.28M 2%
24,450
+975
+4% +$218K
FANG icon
31
Diamondback Energy
FANG
$55.7B
$5.04M 1.91%
35,193
+257
+0.7% +$36.6K
DIS icon
32
Walt Disney
DIS
$178B
$4.77M 1.81%
41,655
+1,615
+4% +$190K
PG icon
33
Procter & Gamble
PG
$340B
$1.67M 0.63%
10,887
-586
-5% -$91.5K
MSFT icon
34
Microsoft
MSFT
$3.76T
$1.38M 0.52%
2,658
-9
-0.3% -$4.59K
XOM icon
35
ExxonMobil
XOM
$662B
$1.15M 0.44%
10,225
-1,190
-10% -$132K
CSCO icon
36
Cisco
CSCO
$483B
$532K 0.2%
7,775
-2,870
-27% -$196K
TSLA icon
37
Tesla
TSLA
$1.31T
$493K 0.19%
1,108
+160
+17% +$55.5K
LLY icon
38
Eli Lilly
LLY
$1.1T
$468K 0.18%
613
-366
-37% -$272K
MRSH
39
Marsh
MRSH
$91B
$451K 0.17%
2,236
-175
-7% -$36K
NVDA icon
40
NVIDIA
NVDA
$5.27T
$411K 0.16%
2,202
-765
-26% -$133K
COP icon
41
ConocoPhillips
COP
$148B
$367K 0.14%
3,875
– –
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.14T
$356K 0.14%
709
-100
-12% -$48.4K
PEP icon
43
PepsiCo
PEP
$188B
$312K 0.12%
2,221
-249
-10% -$35.6K
SPGI icon
44
S&P Global
SPGI
$121B
$311K 0.12%
640
-9,703
-94% -$5.2M
CL icon
45
Colgate-Palmolive
CL
$74.3B
$304K 0.12%
3,800
– –
ADP icon
46
Automatic Data Processing
ADP
$109B
$296K 0.11%
1,009
– –
COST icon
47
Costco
COST
$423B
$293K 0.11%
317
+40
+14% +$38.3K
CVX icon
48
Chevron
CVX
$382B
$291K 0.11%
1,873
+275
+17% +$42.6K
JPM icon
49
JPMorgan Chase
JPM
$956B
$287K 0.11%
911
– –
AZO icon
50
AutoZone
AZO
$50.1B
$275K 0.1%
64
– –
1
2
3

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Reliant Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Reliant Investment Management held 61 positions worth $264M, up 14% from $231M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Reliant Investment Management deployed $12.6M of net new capital in Q3 2025, opening 5 new positions and adding to 24 existing holdings. Its largest new stake was Pinnacle Financial Partners Inc: 58,414 shares worth $5.48M.

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

On the sell side, the largest reduction was S&P Global, an estimated $5.2M trimmed.

  • Reliant Investment Management's largest Q3 2025 buy was Pinnacle Financial Partners Inc: 58,414 shares worth $5.48M.
  • Reliant Investment Management added most to Walmart Inc in Q3 2025, an estimated $5M increase.
  • Reliant Investment Management's biggest Q3 2025 reduction was S&P Global, cutting an estimated $5.2M.
  • Reliant Investment Management fully exited Globant in Q3 2025, selling an estimated $2.02M.
  • Reliant Investment Management's ten largest holdings make up 42% of its $264M portfolio in Q3 2025.
  • Reliant Investment Management opened 5 new positions and closed 2 in Q3 2025.
  • Reliant Investment Management's portfolio value rose 14% quarter-over-quarter to $264M.

Based on Reliant Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.