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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
SLB icon
51
SLB Ltd
SLB
$78.9B
$263K 0.1%
7,658
-1,248
-14% -$43.4K
SFNC icon
52
Simmons First National
SFNC
$3.4B
$261K 0.1%
13,613
– –
MCO icon
53
Moody's
MCO
$82.8B
$252K 0.1%
528
– –
PLTR icon
54
Palantir
PLTR
$421B
$244K 0.09%
+1,340
New +$217K
V icon
55
Visa
V
$675B
$238K 0.09%
697
+10
+1% +$3.46K
HON icon
56
Honeywell
HON
$77B
$226K 0.09%
1,142
-264
-19% -$55.2K
KMB icon
57
Kimberly-Clark
KMB
$35.9B
$214K 0.08%
1,720
– –
RF icon
58
Regions Financial
RF
$26.8B
$211K 0.08%
+8,000
New +$208K
BE icon
59
Bloom Energy
BE
$62B
$209K 0.08%
+2,466
New +$115K
GLOB icon
60
Globant
GLOB
$1.66B
– –
-22,256
Closed -$2.02M
META icon
61
Meta Platforms (Facebook)
META
$1.52T
– –
-426
Closed -$314K
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.