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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
JPM icon
51
JPMorgan Chase
JPM
$956B
$264K 0.11%
911
-157
-15% -$40.1K
SFNC icon
52
Simmons First National
SFNC
$3.4B
$258K 0.11%
13,613
– –
V icon
53
Visa
V
$675B
$244K 0.11%
687
– –
AZO icon
54
AutoZone
AZO
$50.1B
$238K 0.1%
64
– –
CVX icon
55
Chevron
CVX
$382B
$229K 0.1%
1,598
-495
-24% -$69.8K
KMB icon
56
Kimberly-Clark
KMB
$35.9B
$222K 0.1%
1,720
– –
DOV icon
57
Dover
DOV
$28.3B
– –
-1,605
Closed -$282K
FDX icon
58
FedEx
FDX
$76.9B
– –
-912
Closed -$222K
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.35T
– –
-1,597
Closed -$249K
MSI icon
60
Motorola Solutions
MSI
$76.5B
– –
-11,383
Closed -$4.98M
TMUS icon
61
T-Mobile US
TMUS
$191B
– –
-24,460
Closed -$6.52M
UNH icon
62
UnitedHealth
UNH
$371B
– –
-409
Closed -$214K
UNP icon
63
Union Pacific
UNP
$174B
– –
-976
Closed -$231K
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.