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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
+0.17%
1 Year Est. Return
+34.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$121M
AUM Growth
-$6.68M
Cap. Flow
-$2.8M
Cap. Flow %
-2.32%
Top 10 Hldgs %
46.95%
Holding
122
New
13
Increased
34
Reduced
47
Closed
9

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$321K
2
CIEN icon
Ciena
CIEN
+$309K
3
FIX icon
Comfort Systems
FIX
+$306K
4
WDC icon
Western Digital
WDC
+$278K
5
STX icon
Seagate
STX
+$252K

Top Sells

Rank Stock Value
1
BX icon
Blackstone
BX
+$774K
2
NET icon
Cloudflare
NET
+$666K
3
PANW icon
Palo Alto Networks
PANW
+$558K
4
AAPL icon
Apple
AAPL
+$448K
5
CRM icon
Salesforce
CRM
+$415K

Sector Composition

Rank Sector Weight
1 Technology 26.72%
2 Financials 9.53%
3 Utilities 7.99%
4 Industrials 7.86%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
51
AT&T
T
$158B
$560K 0.46%
19,332
-641
-3% -$17.1K
MIRM icon
52
Mirum Pharmaceuticals
MIRM
$6.45B
$552K 0.46%
5,975
– –
JPM icon
53
JPMorgan Chase
JPM
$955B
$545K 0.45%
1,854
-646
-26% -$196K
GEV icon
54
GE Vernova
GEV
$271B
$538K 0.45%
616
+69
+13% +$53.8K
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$82.5B
$532K 0.44%
3,594
+6
+0.2% +$902
XLU icon
56
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$524K 0.43%
11,414
+264
+2% +$11.8K
SKYY icon
57
First Trust Cloud Computing ETF
SKYY
$3.07B
$517K 0.43%
4,725
-731
-13% -$85.1K
ABT icon
58
Abbott
ABT
$183B
$510K 0.42%
4,970
-745
-13% -$84.1K
MU icon
59
Micron Technology
MU
$1.01T
$492K 0.41%
1,455
+304
+26% +$119K
IMTB icon
60
iShares Core 5-10 Year USD Bond ETF
IMTB
$276M
$490K 0.41%
11,193
+1,207
+12% +$53.3K
WM icon
61
Waste Management
WM
$89.7B
$481K 0.4%
2,093
– –
TSM icon
62
TSMC
TSM
$2.15T
$473K 0.39%
1,401
+34
+2% +$11.7K
ENB icon
63
Enbridge
ENB
$113B
$462K 0.38%
8,541
-309
-3% -$15.7K
BSV icon
64
Vanguard Short-Term Bond ETF
BSV
$44.6B
$440K 0.36%
5,610
-545
-9% -$42.9K
CVS icon
65
CVS Health
CVS
$126B
$431K 0.36%
6,000
– –
SLV icon
66
iShares Silver Trust
SLV
$29.9B
$429K 0.36%
6,289
+677
+12% +$51.4K
UNP icon
67
Union Pacific
UNP
$176B
$428K 0.35%
1,765
– –
SLB icon
68
SLB Ltd
SLB
$74.1B
$394K 0.33%
7,675
-500
-6% -$24.3K
CIEN icon
69
Ciena
CIEN
$57.9B
$392K 0.32%
+1,010
New +$309K
XMMO icon
70
Invesco S&P MidCap Momentum ETF
XMMO
$7.4B
$391K 0.32%
2,693
+13
+0.5% +$1.88K
HD icon
71
Home Depot
HD
$352B
$388K 0.32%
1,181
– –
PM icon
72
Philip Morris
PM
$294B
$382K 0.32%
2,311
+1
+0% +$174
DON icon
73
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$376K 0.31%
7,165
– –
NRG icon
74
NRG Energy
NRG
$25.5B
$376K 0.31%
2,572
-17
-0.7% -$2.67K
XLV icon
75
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$375K 0.31%
2,559
– –
1 2
3
4 5

Similar funds

SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
CF
Conquis Financial Milbrae, California $121M AUM 16.22% 1-Year Est. Return
WIM
Wiregrass Investment Management Thomasville, Georgia $121M AUM
MW
Merited Wealth North Bay Village, Florida $121M AUM
AFC
Avise Financial Cooperative Los Angeles, California $121M AUM
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM
GCM
Goldstream Capital Management Central, Hong Kong $120M AUM 122.01% 1-Year Est. Return

Reliant Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Reliant Investment Partners held 122 positions worth $121M, down 5.2% from $127M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Reliant Investment Partners's Q1 2026 filing shows 13 new, 34 increased, 47 reduced and 9 closed positions. Its largest new stake was Ciena: 1,010 shares worth $392K. The largest sale was Blackstone, an estimated $774K.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Financials and Utilities.

  • Reliant Investment Partners's largest Q1 2026 buy was Ciena: 1,010 shares worth $392K.
  • Reliant Investment Partners added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $321K increase.
  • Reliant Investment Partners's biggest Q1 2026 reduction was Blackstone, cutting an estimated $774K.
  • Reliant Investment Partners fully exited Cloudflare in Q1 2026, selling an estimated $666K.
  • Reliant Investment Partners's ten largest holdings make up 47% of its $121M portfolio in Q1 2026.
  • Reliant Investment Partners opened 13 new positions and closed 9 in Q1 2026.
  • Reliant Investment Partners's portfolio value fell 5.2% quarter-over-quarter to $121M.

Based on Reliant Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.