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
TSM icon
51
TSMC
TSM
$2.25T
$682K 0.46%
1,428
+27
+2% +$11K
META icon
52
Meta Platforms (Facebook)
META
$1.7T
$642K 0.44%
1,139
-5
-0.4% -$3.06K
MO icon
53
Altria Group
MO
$116B
$639K 0.44%
8,888
-681
-7% -$47.5K
SKYY icon
54
First Trust Cloud Computing ETF
SKYY
$3.35B
$632K 0.43%
4,700
-25
-0.5% -$3.18K
CVS icon
55
CVS Health
CVS
$114B
$621K 0.42%
6,000
– –
PLTR icon
56
Palantir
PLTR
$427B
$618K 0.42%
5,299
-1,869
-26% -$255K
JPM icon
57
JPMorgan Chase
JPM
$929B
$601K 0.41%
1,836
-18
-1% -$5.59K
SO icon
58
Southern Company
SO
$98.4B
$564K 0.38%
5,891
-54
-0.9% -$5.08K
VYM icon
59
Vanguard High Dividend Yield ETF
VYM
$80.8B
$560K 0.38%
3,544
-50
-1% -$7.81K
NEE icon
60
NextEra Energy
NEE
$168B
$560K 0.38%
6,376
– –
MRVL icon
61
Marvell Technology
MRVL
$220B
$558K 0.38%
+1,874
New +$376K
CIEN icon
62
Ciena
CIEN
$49.5B
$535K 0.36%
1,091
+81
+8% +$41.3K
FIX icon
63
Comfort Systems
FIX
$58.1B
$527K 0.36%
266
+25
+10% +$45.4K
CVX icon
64
Chevron
CVX
$411B
$512K 0.35%
3,090
+56
+2% +$10.4K
XMMO icon
65
Invesco S&P MidCap Momentum ETF
XMMO
$7.07B
$509K 0.35%
2,993
+300
+11% +$48.9K
IMTB icon
66
iShares Core 5-10 Year USD Bond ETF
IMTB
$269M
$493K 0.34%
11,304
+111
+1% +$4.85K
XLU icon
67
State Street Utilities Select Sector SPDR ETF
XLU
$21.3B
$488K 0.33%
10,759
-655
-6% -$29.7K
WM icon
68
Waste Management
WM
$84.4B
$464K 0.32%
2,081
-12
-0.6% -$2.67K
ABT icon
69
Abbott
ABT
$178B
$450K 0.31%
4,960
-10
-0.2% -$913
UNP icon
70
Union Pacific
UNP
$166B
$439K 0.3%
1,615
-150
-8% -$39.4K
PNFP icon
71
Pinnacle Financial Partners Inc
PNFP
$14.6B
$434K 0.3%
+4,300
New +$413K
BSV icon
72
Vanguard Short-Term Bond ETF
BSV
$46.1B
$427K 0.29%
5,485
-125
-2% -$9.76K
PM icon
73
Philip Morris
PM
$294B
$418K 0.28%
2,313
+2
+0.1% +$347
HD icon
74
Home Depot
HD
$299B
$417K 0.28%
1,181
– –
DON icon
75
WisdomTree US MidCap Dividend Fund
DON
$3.88B
$403K 0.27%
7,137
-28
-0.4% -$1.54K
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.