We are live on ! Find out more
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
ORCL icon
51
Oracle
ORCL
$435B
$206K 0.1%
1,400
-229
-14% -$37.2K
HON icon
52
Honeywell
HON
$77B
$205K 0.1%
+909
New +$208K
ADP icon
53
Automatic Data Processing
ADP
$109B
$205K 0.1%
1,009
– –
DIS icon
54
Walt Disney
DIS
$178B
– –
-41,875
Closed -$4.76M
MA icon
55
Mastercard
MA
$493B
– –
-10,438
Closed -$5.96M
PANW icon
56
Palo Alto Networks
PANW
$314B
– –
-34,759
Closed -$6.4M
PLTR icon
57
Palantir
PLTR
$421B
– –
-1,240
Closed -$220K
SNV
58
DELISTED
Synovus
SNV
– –
-8,200
Closed -$410K
TYL icon
59
Tyler Technologies
TYL
$13B
– –
-13,022
Closed -$5.91M
WFC icon
60
Wells Fargo
WFC
$265B
– –
-71,344
Closed -$6.65M
1 2
3

Similar funds

VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
PHC
Panoramic Hills Capital Road Town $280M AUM
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
IB
Iyo Bank Matsuyama, Japan $281M AUM 21.44% 1-Year Est. Return
HCM
Hall Capital Management Barrington, Rhode Island $280M AUM 14.82% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return

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.