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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
+13.54%
1 Year Est. Return
+34.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
+$12.9M
Cap. Flow
-$179K
Cap. Flow %
-0.14%
Top 10 Hldgs %
48.48%
Holding
115
New
4
Increased
33
Reduced
36
Closed
7

Top Buys

Rank Stock Value
1
BX icon
Blackstone
BX
+$615K
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$490K
3
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$430K
4
APP icon
Applovin
APP
+$340K
5
MPC icon
Marathon Petroleum
MPC
+$198K

Top Sells

Rank Stock Value
1
BROS icon
Dutch Bros
BROS
+$772K
2
KD icon
Kyndryl
KD
+$629K
3
TOST icon
Toast
TOST
+$472K
4
SPOT icon
Spotify
SPOT
+$396K
5
RBRK icon
Rubrik
RBRK
+$375K

Sector Composition

Rank Sector Weight
1 Technology 29.44%
2 Financials 10.73%
3 Utilities 7.5%
4 Healthcare 7.24%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
26
Palantir
PLTR
$413B
$1.21M 0.95%
7,009
+119
+2% +$19.3K
META icon
27
Meta Platforms (Facebook)
META
$1.51T
$1.04M 0.82%
1,465
+9
+0.6% +$6.7K
GLD icon
28
SPDR Gold Trust
GLD
$142B
$1.02M 0.8%
2,858
+75
+3% +$23.9K
SNOW icon
29
Snowflake
SNOW
$115B
$979K 0.77%
4,165
– –
SPMO icon
30
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$902K 0.71%
7,513
+3,694
+97% +$430K
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.32T
$870K 0.68%
3,529
+2,333
+195% +$490K
AVGO icon
32
Broadcom
AVGO
$2.04T
$833K 0.65%
2,461
+110
+5% +$33.7K
SPYM
33
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$826K 0.65%
10,494
– –
VZ icon
34
Verizon
VZ
$196B
$819K 0.64%
18,759
-774
-4% -$33.5K
ABT icon
35
Abbott
ABT
$187B
$817K 0.64%
6,071
+120
+2% +$15.8K
CAT icon
36
Caterpillar
CAT
$387B
$814K 0.64%
1,636
– –
USFD icon
37
US Foods
USFD
$24B
$814K 0.64%
10,680
– –
PFE icon
38
Pfizer
PFE
$153B
$795K 0.62%
29,060
-150
-0.5% -$3.7K
XMHQ icon
39
Invesco S&P MidCap Quality ETF
XMHQ
$5.62B
$790K 0.62%
7,508
-14
-0.2% -$1.44K
JNJ icon
40
Johnson & Johnson
JNJ
$625B
$783K 0.61%
4,153
-37
-0.9% -$6.34K
MRK icon
41
Merck
MRK
$318B
$783K 0.61%
8,775
+11
+0.1% +$906
JPM icon
42
JPMorgan Chase
JPM
$950B
$776K 0.61%
2,504
-16
-0.6% -$4.76K
GE icon
43
GE Aerospace
GE
$384B
$776K 0.61%
2,613
+27
+1% +$7.38K
SKYY icon
44
First Trust Cloud Computing ETF
SKYY
$3.12B
$744K 0.58%
5,511
– –
CSCO icon
45
Cisco
CSCO
$479B
$737K 0.58%
10,849
-384
-3% -$26.2K
NET icon
46
Cloudflare
NET
$107B
$718K 0.56%
3,316
+50
+2% +$10.2K
ANET icon
47
Arista Networks
ANET
$238B
$663K 0.52%
4,558
-85
-2% -$10.9K
MO icon
48
Altria Group
MO
$114B
$639K 0.5%
9,718
-99
-1% -$6.27K
PANW icon
49
Palo Alto Networks
PANW
$297B
$629K 0.49%
3,037
+41
+1% +$7.85K
MTZ icon
50
MasTec
MTZ
$21.9B
$627K 0.49%
2,907
-25
-0.9% -$4.58K
1
2
3 4 5

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MW
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TGM
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Reliant Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Reliant Investment Partners held 115 positions worth $128M, up 11% from $115M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Reliant Investment Partners's Q3 2025 filing shows 4 new, 33 increased, 36 reduced and 7 closed positions. Its largest new stake was Marathon Petroleum: 1,128 shares worth $218K. The largest sale was Dutch Bros, an estimated $772K.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Financials and Utilities.

  • Reliant Investment Partners's largest Q3 2025 buy was Marathon Petroleum: 1,128 shares worth $218K.
  • Reliant Investment Partners added most to Blackstone in Q3 2025, an estimated $615K increase.
  • Reliant Investment Partners's biggest Q3 2025 reduction was Duke Energy, cutting an estimated $134K.
  • Reliant Investment Partners fully exited Dutch Bros in Q3 2025, selling an estimated $772K.
  • Reliant Investment Partners's ten largest holdings make up 48% of its $128M portfolio in Q3 2025.
  • Reliant Investment Partners opened 4 new positions and closed 7 in Q3 2025.
  • Reliant Investment Partners's portfolio value rose 11% quarter-over-quarter to $128M.

Based on Reliant Investment Partners's 13F filing for Q3 2025, filed 28 Oct 2025.