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Reliant Investment Partners Portfolio holdings

AUM $121M
1-Year Est. Return 34.77%
This Fund
S&P 500
This Quarter Est. Return
-1.77%
1 Year Est. Return
+34.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.1M
AUM Growth
-$14.7M
Cap. Flow
-$10.7M
Cap. Flow %
-10.9%
Top 10 Hldgs %
50.74%
Holding
114
New
4
Increased
20
Reduced
50
Closed
19

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$237K
2
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$235K
3
NRG icon
NRG Energy
NRG
+$222K
4
NTNX icon
Nutanix
NTNX
+$221K
5
JPM icon
JPMorgan Chase
JPM
+$101K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$936K
2
AMD icon
Advanced Micro Devices
AMD
+$821K
3
DELL icon
Dell
DELL
+$779K
4
ALAB icon
Astera Labs
ALAB
+$732K
5
CRDO icon
Credo Technology Group
CRDO
+$722K

Sector Composition

Rank Sector Weight
1 Technology 23.29%
2 Financials 12.35%
3 Utilities 9.56%
4 Healthcare 9.21%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
26
Abbott
ABT
$187B
$777K 0.79%
5,857
+113
+2% +$14.4K
XMHQ icon
27
Invesco S&P MidCap Quality ETF
XMHQ
$5.62B
$775K 0.79%
8,462
-137
-2% -$13.4K
BX icon
28
Blackstone
BX
$110B
$744K 0.76%
5,322
+1
+0% +$162
TSLA icon
29
Tesla
TSLA
$1.3T
$726K 0.74%
2,803
+89
+3% +$29.7K
PFE icon
30
Pfizer
PFE
$153B
$710K 0.72%
28,012
-651
-2% -$17K
CSCO icon
31
Cisco
CSCO
$479B
$695K 0.71%
11,268
– –
JNJ icon
32
Johnson & Johnson
JNJ
$625B
$695K 0.71%
4,188
-1
-0% -$156
SPYM
33
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$690K 0.7%
10,494
– –
ROAD icon
34
Construction Partners
ROAD
$6.77B
$670K 0.68%
9,325
-1,550
-14% -$122K
JPM icon
35
JPMorgan Chase
JPM
$950B
$637K 0.65%
2,597
+396
+18% +$101K
COST icon
36
Costco
COST
$420B
$615K 0.63%
650
-2
-0.3% -$1.95K
T icon
37
AT&T
T
$163B
$601K 0.61%
21,259
+512
+2% +$12.9K
CORT icon
38
Corcept Therapeutics
CORT
$12B
$595K 0.61%
5,207
-45
-0.9% -$2.74K
MO icon
39
Altria Group
MO
$114B
$580K 0.59%
9,668
-22
-0.2% -$1.2K
SKYY icon
40
First Trust Cloud Computing ETF
SKYY
$3.12B
$579K 0.59%
5,661
– –
SO icon
41
Southern Company
SO
$107B
$555K 0.57%
6,041
-74
-1% -$6.41K
CAT icon
42
Caterpillar
CAT
$387B
$551K 0.56%
1,670
– –
PANW icon
43
Palo Alto Networks
PANW
$297B
$504K 0.51%
2,956
-12
-0.4% -$2.22K
BSV icon
44
Vanguard Short-Term Bond ETF
BSV
$45.6B
$504K 0.51%
6,435
-200
-3% -$15.5K
GE icon
45
GE Aerospace
GE
$384B
$499K 0.51%
2,492
-8
-0.3% -$1.57K
CVX icon
46
Chevron
CVX
$366B
$494K 0.5%
2,955
+1
+0% +$157
PH icon
47
Parker-Hannifin
PH
$135B
$483K 0.49%
795
-4
-0.5% -$2.62K
VYM icon
48
Vanguard High Dividend Yield ETF
VYM
$83.5B
$479K 0.49%
3,711
-25
-0.7% -$3.27K
WM icon
49
Waste Management
WM
$91B
$463K 0.47%
2,002
+102
+5% +$22.6K
UNP icon
50
Union Pacific
UNP
$174B
$458K 0.47%
1,940
– –
1
2
3 4 5

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MW
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TGM
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GCM
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Reliant Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Reliant Investment Partners held 114 positions worth $98.1M, down 13% from $113M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Reliant Investment Partners withdrew a net $10.7M in Q1 2025, closing 19 positions and reducing 50 holdings. Its most notable exit was Broadcom, an estimated $936K position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 30% a quarter earlier, followed by Financials and Utilities.

Against the trend, Reliant Investment Partners opened a new position in Boston Scientific worth $237K.

  • Reliant Investment Partners's largest Q1 2025 buy was Boston Scientific: 2,350 shares worth $237K.
  • Reliant Investment Partners added most to JPMorgan Chase in Q1 2025, an estimated $101K increase.
  • Reliant Investment Partners's biggest Q1 2025 reduction was Duke Energy, cutting an estimated $636K.
  • Reliant Investment Partners fully exited Broadcom in Q1 2025, selling an estimated $936K.
  • Reliant Investment Partners's ten largest holdings make up 51% of its $98.1M portfolio in Q1 2025.
  • Reliant Investment Partners opened 4 new positions and closed 19 in Q1 2025.
  • Reliant Investment Partners's portfolio value fell 13% quarter-over-quarter to $98.1M.

Based on Reliant Investment Partners's 13F filing for Q1 2025, filed 21 May 2025.