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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
-0.58%
1 Year Est. Return
+34.2%
3 Year Est. Return
+122.18%
5 Year Est. Return
+163%
10 Year Est. Return
+649.56%
AUM
$207M
AUM Growth
-$39.2M
Cap. Flow
-$33.4M
Cap. Flow %
-16.11%
Top 10 Hldgs %
52.48%
Holding
60
New
3
Increased
25
Reduced
12
Closed
7

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$585K
2
IBM icon
IBM
IBM
+$276K
3
SFNC icon
Simmons First National
SFNC
+$251K
4
AMZN icon
Amazon
AMZN
+$224K
5
NHC icon
National Healthcare
NHC
+$215K

Top Sells

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$6.65M
2
PANW icon
Palo Alto Networks
PANW
+$6.4M
3
MA icon
Mastercard
MA
+$5.96M
4
TYL icon
Tyler Technologies
TYL
+$5.91M
5
FANG icon
Diamondback Energy
FANG
+$5.67M

Sector Composition

Rank Sector Weight
1 Technology 25.93%
2 Industrials 24.19%
3 Financials 13.66%
4 Communication Services 9.78%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$340B
$1.56M 0.75%
10,766
– –
MSFT icon
27
Microsoft
MSFT
$3.76T
$937K 0.45%
2,530
-36
-1% -$15.1K
CORZ icon
28
Core Scientific
CORZ
$6.25B
$666K 0.32%
44,501
– –
CSCO icon
29
Cisco
CSCO
$483B
$557K 0.27%
7,176
– –
LLY icon
30
Eli Lilly
LLY
$1.1T
$493K 0.24%
536
-16
-3% -$16.2K
COP icon
31
ConocoPhillips
COP
$148B
$481K 0.23%
3,646
+100
+3% +$11.1K
NVDA icon
32
NVIDIA
NVDA
$5.27T
$437K 0.21%
2,507
+555
+28% +$102K
COHR icon
33
Coherent
COHR
$63.6B
$426K 0.21%
1,790
-55
-3% -$12.6K
TSLA icon
34
Tesla
TSLA
$1.31T
$414K 0.2%
1,113
-10
-0.9% -$4.12K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.14T
$405K 0.2%
845
+211
+33% +$104K
CVX icon
36
Chevron
CVX
$382B
$376K 0.18%
1,818
– –
MRSH
37
Marsh
MRSH
$91B
$358K 0.17%
2,066
– –
SLB icon
38
SLB Ltd
SLB
$78.9B
$351K 0.17%
6,826
– –
BE icon
39
Bloom Energy
BE
$62B
$350K 0.17%
2,586
+30
+1% +$4.4K
CL icon
40
Colgate-Palmolive
CL
$74.3B
$324K 0.16%
3,800
– –
PEP icon
41
PepsiCo
PEP
$188B
$319K 0.15%
2,055
– –
COST icon
42
Costco
COST
$423B
$299K 0.14%
300
– –
MRK icon
43
Merck
MRK
$323B
$278K 0.13%
2,311
– –
JPM icon
44
JPMorgan Chase
JPM
$956B
$261K 0.13%
887
-94
-10% -$28.5K
FANG icon
45
Diamondback Energy
FANG
$55.7B
$259K 0.12%
1,310
-33,368
-96% -$5.67M
V icon
46
Visa
V
$675B
$259K 0.12%
857
+189
+28% +$60.8K
SFNC icon
47
Simmons First National
SFNC
$3.4B
$244K 0.12%
+12,554
New +$251K
MCO icon
48
Moody's
MCO
$82.8B
$230K 0.11%
528
– –
NHC icon
49
National Healthcare
NHC
$3.46B
$224K 0.11%
+1,400
New +$215K
RF icon
50
Regions Financial
RF
$26.8B
$209K 0.1%
8,000
– –
1
2
3

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Reliant Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Reliant Investment Management held 60 positions worth $207M, down 16% from $247M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Reliant Investment Management withdrew a net $33.4M in Q1 2026, closing 7 positions and reducing 12 holdings. Its most notable exit was Wells Fargo, an estimated $6.65M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 30% a quarter earlier, followed by Industrials and Financials.

Against the trend, Reliant Investment Management opened a new position in Simmons First National worth $244K.

  • Reliant Investment Management's largest Q1 2026 buy was Simmons First National: 12,554 shares worth $244K.
  • Reliant Investment Management added most to Pinnacle Financial Partners Inc in Q1 2026, an estimated $585K increase.
  • Reliant Investment Management's biggest Q1 2026 reduction was Diamondback Energy, cutting an estimated $5.67M.
  • Reliant Investment Management fully exited Wells Fargo in Q1 2026, selling an estimated $6.65M.
  • Reliant Investment Management's ten largest holdings make up 52% of its $207M portfolio in Q1 2026.
  • Reliant Investment Management opened 3 new positions and closed 7 in Q1 2026.
  • Reliant Investment Management's portfolio value fell 16% quarter-over-quarter to $207M.

Based on Reliant Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.