We are live on ! Find out more
RIP

Reliant Investment Partners Portfolio holdings

AUM $147M
1-Year Est. Return 47.63%
This Fund
S&P 500
This Quarter Est. Return
+26.95%
1 Year Est. Return
+47.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$26.3M
Cap. Flow
+$5.3M
Cap. Flow %
3.6%
Top 10 Hldgs %
44%
Holding
131
New
18
Increased
38
Reduced
46
Closed
5

Top Buys

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$1.23M
2
VRT icon
Vertiv
VRT
+$1.16M
3
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$413K
4
MRVL icon
Marvell Technology
MRVL
+$376K
5
DUK icon
Duke Energy
DUK
+$304K

Top Sells

Rank Stock Value
1
NRG icon
NRG Energy
NRG
+$376K
2
TFC icon
Truist Financial
TFC
+$299K
3
CASY icon
Casey's General Stores
CASY
+$298K
4
D icon
Dominion Energy
D
+$262K
5
PLTR icon
Palantir
PLTR
+$255K

Sector Composition

Rank Sector Weight
1 Technology 30.74%
2 Miscellaneous 23.91%
3 Industrials 8.99%
4 Financials 8.39%
5 Healthcare 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.37T
$16.9M 11.52%
84,617
-256
-0.3% -$52.6K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.04T
$8.01M 5.45%
11,661
+395
+4% +$263K
DUK icon
3
Duke Energy
DUK
$91.6B
$7.88M 5.36%
62,256
+2,408
+4% +$304K
TFC icon
4
Truist Financial
TFC
$59.3B
$7.39M 5.03%
148,329
-6,075
-4% -$299K
AAPL icon
5
Apple
AAPL
$4.91T
$5.84M 3.97%
20,173
-274
-1% -$78.4K
FTEC icon
6
Fidelity MSCI Information Technology Index ETF
FTEC
$21.4B
$4.73M 3.22%
16,554
-620
-4% -$162K
LLY icon
7
Eli Lilly
LLY
$1.03T
$3.72M 2.53%
3,098
-46
-1% -$47K
KLAC icon
8
KLA
KLAC
$231B
$3.66M 2.49%
12,121
+101
+0.8% +$20.1K
CRWD icon
9
CrowdStrike
CRWD
$243B
$3.49M 2.37%
18,288
+280
+2% +$39.8K
LOW icon
10
Lowe's Companies
LOW
$108B
$3.04M 2.07%
13,779
-55
-0.4% -$12.5K
APP icon
11
Applovin
APP
$103B
$2.88M 1.96%
5,583
-35
-0.6% -$16.9K
QQQM icon
12
Invesco NASDAQ 100 ETF
QQQM
$105B
$2.86M 1.95%
9,437
-33
-0.3% -$9.35K
MSFT icon
13
Microsoft
MSFT
$3.67T
$2.85M 1.94%
7,650
-62
-0.8% -$25.1K
AMZN icon
14
Amazon
AMZN
$2.74T
$2.8M 1.91%
11,750
+89
+0.8% +$22.3K
VRT icon
15
Vertiv
VRT
$96B
$2.34M 1.59%
6,991
+3,663
+110% +$1.16M
VO icon
16
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$2.17M 1.47%
26,894
-866
-3% -$67.1K
CAT icon
17
Caterpillar
CAT
$372B
$2.14M 1.46%
2,013
+47
+2% +$41.3K
FTXL icon
18
First Trust Nasdaq Semiconductor ETF
FTXL
$1.26B
$1.98M 1.35%
6,953
+5,300
+321% +$1.23M
MU icon
19
Micron Technology
MU
$1.15T
$1.92M 1.31%
1,663
+208
+14% +$156K
ABBV icon
20
AbbVie
ABBV
$466B
$1.78M 1.21%
7,057
-123
-2% -$26.5K
XOM icon
21
ExxonMobil
XOM
$672B
$1.72M 1.17%
12,604
+203
+2% +$30.4K
SPMO icon
22
Invesco S&P 500 Momentum ETF
SPMO
$22.6B
$1.64M 1.11%
10,134
+476
+5% +$67.1K
CSX icon
23
CSX Corp
CSX
$87.3B
$1.6M 1.09%
33,566
-100
-0.3% -$4.51K
QQQ icon
24
Invesco QQQ Trust
QQQ
$485B
$1.58M 1.08%
2,149
-1
-0% -$688
TDIV icon
25
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.36B
$1.41M 0.96%
12,303
-75
-0.6% -$8.31K
1
2 3 4 5

Similar funds

CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
MW
Mueller Wealth Mishicot, Wisconsin $147M AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
MWA
Madson Wealth Advisors Santa Rosa, California $147M AUM
MVF
Markin Volterra Fund Rye, New York $147M AUM

Reliant Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Reliant Investment Partners held 131 positions worth $147M, up 22% from $121M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Reliant Investment Partners deployed $5.3M of net new capital in Q2 2026, opening 18 new positions and adding to 38 existing holdings. Its largest new stake was Pinnacle Financial Partners Inc: 4,300 shares worth $434K.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 27% a quarter earlier, followed by Miscellaneous and Industrials.

On the sell side, the largest reduction was Truist Financial, an estimated $299K trimmed.

  • Reliant Investment Partners's largest Q2 2026 buy was Pinnacle Financial Partners Inc: 4,300 shares worth $434K.
  • Reliant Investment Partners added most to First Trust Nasdaq Semiconductor ETF in Q2 2026, an estimated $1.23M increase.
  • Reliant Investment Partners's biggest Q2 2026 reduction was Truist Financial, cutting an estimated $299K.
  • Reliant Investment Partners fully exited NRG Energy in Q2 2026, selling an estimated $376K.
  • Reliant Investment Partners's ten largest holdings make up 44% of its $147M portfolio in Q2 2026.
  • Reliant Investment Partners opened 18 new positions and closed 5 in Q2 2026.
  • Reliant Investment Partners's portfolio value rose 22% quarter-over-quarter to $147M.

Based on Reliant Investment Partners's 13F filing for Q2 2026, filed 11 Aug 2026.