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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
PG icon
51
Procter & Gamble
PG
$340B
$457K 0.47%
2,684
-51
-2% -$8.54K
TSCO icon
52
Tractor Supply
TSCO
$18B
$457K 0.47%
8,300
-25
-0.3% -$1.37K
PNFP icon
53
Pinnacle Financial Partners Inc
PNFP
$15.8B
$456K 0.46%
4,300
– –
NEE icon
54
NextEra Energy
NEE
$177B
$436K 0.44%
6,156
– –
HD icon
55
Home Depot
HD
$350B
$433K 0.44%
1,181
– –
XLU icon
56
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$431K 0.44%
10,934
-648
-6% -$25.3K
SLB icon
57
SLB Ltd
SLB
$78.9B
$427K 0.44%
10,225
– –
CRM icon
58
Salesforce
CRM
$162B
$420K 0.43%
1,565
-25
-2% -$7.78K
CVS icon
59
CVS Health
CVS
$122B
$407K 0.41%
6,000
– –
ENB icon
60
Enbridge
ENB
$112B
$402K 0.41%
9,068
-2,593
-22% -$113K
DON icon
61
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$402K 0.41%
8,111
-71
-0.9% -$3.62K
ARES icon
62
Ares Management
ARES
$31B
$396K 0.4%
2,703
-50
-2% -$8.64K
XLV icon
63
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$394K 0.4%
2,699
-9
-0.3% -$1.31K
IMTB icon
64
iShares Core 5-10 Year USD Bond ETF
IMTB
$275M
$390K 0.4%
8,994
-366
-4% -$15.7K
IVV icon
65
iShares Core S&P 500 ETF
IVV
$904B
$382K 0.39%
679
– –
ANET icon
66
Arista Networks
ANET
$242B
$374K 0.38%
4,823
+192
+4% +$19.5K
PM icon
67
Philip Morris
PM
$290B
$366K 0.37%
2,306
+2
+0.1% +$283
CB icon
68
Chubb
CB
$134B
$350K 0.36%
1,160
-15
-1% -$4.17K
ORLY icon
69
O'Reilly Automotive
ORLY
$75.3B
$347K 0.35%
3,630
-15
-0.4% -$1.3K
RPM icon
70
RPM International
RPM
$14.8B
$343K 0.35%
2,967
– –
SBUX icon
71
Starbucks
SBUX
$119B
$324K 0.33%
3,300
– –
DLR icon
72
Digital Realty Trust
DLR
$70.8B
$319K 0.33%
2,225
-1
-0% -$163
MIRM icon
73
Mirum Pharmaceuticals
MIRM
$6.02B
$314K 0.32%
6,975
– –
KO icon
74
Coca-Cola
KO
$374B
$307K 0.31%
4,285
-185
-4% -$12.4K
XMMO icon
75
Invesco S&P MidCap Momentum ETF
XMMO
$7.52B
$298K 0.3%
2,619
+205
+8% +$25.3K
1 2
3
4 5

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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.