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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
AVGO icon
1
Broadcom
AVGO
$1.85T
$19.7M 8.55%
71,625
-130
-0.2% -$28.2K
PWR icon
2
Quanta Services
PWR
$100B
$10.4M 4.52%
27,624
+70
+0.3% +$22.5K
AAPL icon
3
Apple
AAPL
$4.54T
$9.35M 4.05%
45,562
+1,463
+3% +$295K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.36T
$9.13M 3.95%
51,787
+535
+1% +$87.6K
CRWD icon
5
CrowdStrike
CRWD
$194B
$8.96M 3.88%
70,332
+700
+1% +$75.9K
NFLX icon
6
Netflix
NFLX
$299B
$8.53M 3.69%
63,720
-120
-0.2% -$13.6K
AXP icon
7
American Express
AXP
$227B
$8.35M 3.62%
26,189
+480
+2% +$135K
LIN icon
8
Linde
LIN
$221B
$8.29M 3.59%
17,666
+37
+0.2% +$16.9K
ORCL icon
9
Oracle
ORCL
$374B
$8.02M 3.47%
36,676
+30
+0.1% +$4.84K
ETN icon
10
Eaton
ETN
$161B
$7.99M 3.46%
22,381
+24
+0.1% +$7.39K
AMZN icon
11
Amazon
AMZN
$2.92T
$7.92M 3.43%
36,118
+994
+3% +$197K
TYL icon
12
Tyler Technologies
TYL
$12.7B
$7.78M 3.37%
13,128
+115
+0.9% +$65.1K
APH icon
13
Amphenol
APH
$198B
$7.43M 3.22%
75,277
+255
+0.3% +$20.9K
HD icon
14
Home Depot
HD
$331B
$7.08M 3.07%
19,313
+140
+0.7% +$50.7K
PANW icon
15
Palo Alto Networks
PANW
$270B
$6.96M 3.01%
34,020
+385
+1% +$71.5K
CBRE icon
16
CBRE Group
CBRE
$42.5B
$6.93M 3%
49,483
+2,250
+5% +$285K
GS icon
17
Goldman Sachs
GS
$300B
$6.78M 2.93%
9,575
+372
+4% +$216K
SYK icon
18
Stryker
SYK
$125B
$6.15M 2.66%
15,533
-60
-0.4% -$22.4K
MA icon
19
Mastercard
MA
$502B
$5.99M 2.59%
10,653
+75
+0.7% +$41.5K
CAT icon
20
Caterpillar
CAT
$375B
$5.7M 2.47%
14,690
+860
+6% +$287K
WFC icon
21
Wells Fargo
WFC
$261B
$5.68M 2.46%
+70,923
New +$5.11M
COF icon
22
Capital One
COF
$128B
$5.66M 2.45%
+26,616
New +$4.97M
SPGI icon
23
S&P Global
SPGI
$121B
$5.45M 2.36%
10,343
-30
-0.3% -$15K
BKNG icon
24
Booking.com
BKNG
$149B
$5.44M 2.35%
+23,475
New +$4.81M
TMO icon
25
Thermo Fisher Scientific
TMO
$213B
$5.35M 2.32%
13,196
+860
+7% +$360K
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.