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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
+3.45%
1 Year Est. Return
+34.2%
3 Year Est. Return
+122.18%
5 Year Est. Return
+163%
10 Year Est. Return
+649.56%
AUM
$247M
AUM Growth
-$17M
Cap. Flow
-$20.8M
Cap. Flow %
-8.44%
Top 10 Hldgs %
44.8%
Holding
64
New
5
Increased
7
Reduced
40
Closed
7

Top Buys

Rank Stock Value
1
LHX icon
L3Harris
LHX
+$5.38M
2
CORZ icon
Core Scientific
CORZ
+$776K
3
SNV
Synovus
SNV
+$394K
4
COHR icon
Coherent
COHR
+$276K
5
MRK icon
Merck
MRK
+$217K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$8.28M
2
BLK icon
Blackrock
BLK
+$5.82M
3
BKNG icon
Booking.com
BKNG
+$5.28M
4
AVGO icon
Broadcom
AVGO
+$2.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$819K

Sector Composition

Rank Sector Weight
1 Technology 29.58%
2 Financials 18.03%
3 Industrials 17.54%
4 Communication Services 10.52%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVAV icon
26
AeroVironment
AVAV
$9.57B
$5.47M 2.22%
22,610
+430
+2% +$135K
LHX icon
27
L3Harris
LHX
$54B
$5.47M 2.22%
+18,620
New +$5.38M
FANG icon
28
Diamondback Energy
FANG
$55.7B
$5.21M 2.11%
34,678
-515
-1% -$76K
PNFP icon
29
Pinnacle Financial Partners Inc
PNFP
$15.8B
$5.2M 2.11%
54,470
-3,944
-7% -$362K
DIS icon
30
Walt Disney
DIS
$178B
$4.76M 1.93%
41,875
+220
+0.5% +$24.2K
PG icon
31
Procter & Gamble
PG
$340B
$1.54M 0.63%
10,766
-121
-1% -$17.8K
MSFT icon
32
Microsoft
MSFT
$3.76T
$1.24M 0.5%
2,566
-92
-3% -$46.1K
XOM icon
33
ExxonMobil
XOM
$662B
$1.23M 0.5%
10,225
– –
CORZ icon
34
Core Scientific
CORZ
$6.25B
$648K 0.26%
+44,501
New +$776K
LLY icon
35
Eli Lilly
LLY
$1.1T
$593K 0.24%
552
-61
-10% -$58.3K
CSCO icon
36
Cisco
CSCO
$483B
$553K 0.22%
7,176
-599
-8% -$44.4K
TSLA icon
37
Tesla
TSLA
$1.31T
$505K 0.2%
1,123
+15
+1% +$6.65K
SNV
38
DELISTED
Synovus
SNV
$410K 0.17%
+8,200
New +$394K
MRSH
39
Marsh
MRSH
$91B
$383K 0.16%
2,066
-170
-8% -$31.8K
NVDA icon
40
NVIDIA
NVDA
$5.27T
$364K 0.15%
1,952
-250
-11% -$46.5K
COHR icon
41
Coherent
COHR
$63.6B
$341K 0.14%
+1,845
New +$276K
COP icon
42
ConocoPhillips
COP
$148B
$332K 0.13%
3,546
-329
-8% -$29.8K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.14T
$319K 0.13%
634
-75
-11% -$37.3K
ORCL icon
44
Oracle
ORCL
$435B
$318K 0.13%
1,629
-34,757
-96% -$8.28M
JPM icon
45
JPMorgan Chase
JPM
$956B
$316K 0.13%
981
+70
+8% +$21.7K
CL icon
46
Colgate-Palmolive
CL
$74.3B
$300K 0.12%
3,800
– –
PEP icon
47
PepsiCo
PEP
$188B
$295K 0.12%
2,055
-166
-7% -$24.4K
CVX icon
48
Chevron
CVX
$382B
$277K 0.11%
1,818
-55
-3% -$8.38K
MCO icon
49
Moody's
MCO
$82.8B
$270K 0.11%
528
– –
SLB icon
50
SLB Ltd
SLB
$78.9B
$262K 0.11%
6,826
-832
-11% -$30.2K
1
2
3

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Reliant Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Reliant Investment Management held 64 positions worth $247M, down 6.4% from $264M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Reliant Investment Management withdrew a net $20.8M in Q4 2025, closing 7 positions and reducing 40 holdings. Its most notable exit was Blackrock, an estimated $5.82M position sold in full.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Industrials.

Against the trend, Reliant Investment Management opened a new position in L3Harris worth $5.47M.

  • Reliant Investment Management's largest Q4 2025 buy was L3Harris: 18,620 shares worth $5.47M.
  • Reliant Investment Management added most to Netflix in Q4 2025, an estimated $193K increase.
  • Reliant Investment Management's biggest Q4 2025 reduction was Oracle, cutting an estimated $8.28M.
  • Reliant Investment Management fully exited Blackrock in Q4 2025, selling an estimated $5.82M.
  • Reliant Investment Management's ten largest holdings make up 45% of its $247M portfolio in Q4 2025.
  • Reliant Investment Management opened 5 new positions and closed 7 in Q4 2025.
  • Reliant Investment Management's portfolio value fell 6.4% quarter-over-quarter to $247M.

Based on Reliant Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.