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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
-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
AVGO icon
1
Broadcom
AVGO
$1.85T
$17.3M 8.32%
55,752
-2,251
-4% -$741K
PWR icon
2
Quanta Services
PWR
$98.7B
$14.4M 6.94%
26,227
+64
+0.2% +$33K
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.08T
$13.8M 6.64%
47,945
-48
-0.1% -$15.1K
AAPL icon
4
Apple
AAPL
$4.9T
$11.1M 5.35%
43,715
+410
+0.9% +$107K
CAT icon
5
Caterpillar
CAT
$373B
$10.2M 4.92%
14,420
-15
-0.1% -$10.4K
APH icon
6
Amphenol
APH
$197B
$9.46M 4.56%
74,892
+410
+0.6% +$57.7K
LIN icon
7
Linde
LIN
$235B
$8.62M 4.15%
17,378
-95
-0.5% -$44.8K
GS icon
8
Goldman Sachs
GS
$302B
$8.08M 3.89%
9,551
+80
+0.8% +$71.4K
AXP icon
9
American Express
AXP
$228B
$8.03M 3.87%
26,551
+407
+2% +$136K
ETN icon
10
Eaton
ETN
$150B
$7.95M 3.83%
22,235
+105
+0.5% +$37.4K
AMZN icon
11
Amazon
AMZN
$2.53T
$7.76M 3.74%
37,277
+1,017
+3% +$224K
WMT icon
12
Walmart Inc
WMT
$884B
$7.24M 3.49%
58,275
+750
+1% +$92.1K
CBRE icon
13
CBRE Group
CBRE
$43.3B
$6.75M 3.25%
49,831
+1,099
+2% +$167K
CRWD icon
14
CrowdStrike
CRWD
$189B
$6.68M 3.22%
68,444
+976
+1% +$103K
NFLX icon
15
Netflix
NFLX
$305B
$6.51M 3.14%
67,740
+2,100
+3% +$185K
LHX icon
16
L3Harris
LHX
$50.7B
$6.47M 3.12%
18,740
+120
+0.6% +$41.9K
HUBB icon
17
Hubbell
HUBB
$25B
$6.39M 3.08%
13,012
+55
+0.4% +$27K
HD icon
18
Home Depot
HD
$332B
$6.22M 3%
18,911
+59
+0.3% +$21.5K
TMO icon
19
Thermo Fisher Scientific
TMO
$214B
$5.95M 2.87%
12,095
+135
+1% +$73.3K
IBM icon
20
IBM
IBM
$209B
$5.88M 2.83%
24,238
+1,019
+4% +$276K
PNFP icon
21
Pinnacle Financial Partners Inc
PNFP
$15.8B
$5.23M 2.52%
60,757
+6,287
+12% +$585K
SYK icon
22
Stryker
SYK
$133B
$5.13M 2.47%
15,602
-55
-0.4% -$19.7K
COF icon
23
Capital One
COF
$129B
$5.03M 2.43%
27,586
+700
+3% +$146K
AVAV icon
24
AeroVironment
AVAV
$7.42B
$4.21M 2.03%
22,985
+375
+2% +$98.8K
XOM icon
25
ExxonMobil
XOM
$651B
$1.82M 0.88%
10,740
+515
+5% +$75.2K
1
2 3

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OFCM
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ACC
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IP
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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.