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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
AVGO icon
1
Broadcom
AVGO
$1.85T
$21.5M 8.16%
65,176
-6,449
-9% -$1.98M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.36T
$12.4M 4.69%
50,860
-927
-2% -$194K
AAPL icon
3
Apple
AAPL
$4.54T
$11.4M 4.32%
44,705
-857
-2% -$194K
PWR icon
4
Quanta Services
PWR
$100B
$11.4M 4.31%
27,401
-223
-0.8% -$86.7K
ORCL icon
5
Oracle
ORCL
$374B
$10.2M 3.88%
36,386
-290
-0.8% -$73.8K
APH icon
6
Amphenol
APH
$198B
$9.33M 3.54%
75,372
+95
+0.1% +$10.4K
AXP icon
7
American Express
AXP
$227B
$8.78M 3.33%
26,434
+245
+0.9% +$77.9K
CRWD icon
8
CrowdStrike
CRWD
$194B
$8.55M 3.24%
69,760
-572
-0.8% -$65K
LIN icon
9
Linde
LIN
$221B
$8.44M 3.2%
17,766
+100
+0.6% +$47.3K
ETN icon
10
Eaton
ETN
$161B
$8.44M 3.2%
22,546
+165
+0.7% +$60K
AMZN icon
11
Amazon
AMZN
$2.92T
$8M 3.03%
36,440
+322
+0.9% +$72.9K
HD icon
12
Home Depot
HD
$331B
$7.92M 3.01%
19,556
+243
+1% +$95.5K
CBRE icon
13
CBRE Group
CBRE
$42.5B
$7.74M 2.94%
49,138
-345
-0.7% -$53.4K
NFLX icon
14
Netflix
NFLX
$299B
$7.66M 2.9%
63,850
+130
+0.2% +$15.9K
GS icon
15
Goldman Sachs
GS
$300B
$7.61M 2.88%
9,550
-25
-0.3% -$18.5K
PANW icon
16
Palo Alto Networks
PANW
$270B
$7.14M 2.71%
35,055
+1,035
+3% +$198K
AVAV icon
17
AeroVironment
AVAV
$7.56B
$6.98M 2.65%
+22,180
New +$5.74M
TYL icon
18
Tyler Technologies
TYL
$12.7B
$6.93M 2.63%
13,244
+116
+0.9% +$65.1K
CAT icon
19
Caterpillar
CAT
$375B
$6.91M 2.62%
14,490
-200
-1% -$85.4K
IBM icon
20
IBM
IBM
$211B
$6.55M 2.48%
23,215
+19,070
+460% +$4.99M
TMO icon
21
Thermo Fisher Scientific
TMO
$213B
$6.16M 2.34%
12,705
-491
-4% -$229K
MA icon
22
Mastercard
MA
$502B
$6.15M 2.33%
10,819
+166
+2% +$95.3K
WFC icon
23
Wells Fargo
WFC
$261B
$6.04M 2.29%
72,043
+1,120
+2% +$90.8K
WMT icon
24
Walmart Inc
WMT
$885B
$6.02M 2.28%
58,385
+50,195
+613% +$5M
SYK icon
25
Stryker
SYK
$125B
$5.97M 2.26%
16,152
+619
+4% +$239K
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.