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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
+15.89%
1 Year Est. Return
+34.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
+$16.6M
Cap. Flow
+$5.13M
Cap. Flow %
4.48%
Top 10 Hldgs %
47.26%
Holding
113
New
18
Increased
25
Reduced
40
Closed
2

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.62M
2
PLTR icon
Palantir
PLTR
+$808K
3
USFD icon
US Foods
USFD
+$762K
4
SNOW icon
Snowflake
SNOW
+$753K
5
BROS icon
Dutch Bros
BROS
+$736K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$2.81M
2
BMY icon
Bristol-Myers Squibb
BMY
+$230K
3
TGT icon
Target
TGT
+$212K
4
AAPL icon
Apple
AAPL
+$205K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$88.7K

Sector Composition

Rank Sector Weight
1 Technology 29.55%
2 Financials 10.81%
3 Utilities 8.05%
4 Consumer Discretionary 7.67%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
51
Southern Company
SO
$107B
$555K 0.48%
6,042
+1
+0% +$90
PH icon
52
Parker-Hannifin
PH
$135B
$541K 0.47%
774
-21
-3% -$13.3K
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$45.6B
$506K 0.44%
6,435
– –
MTZ icon
54
MasTec
MTZ
$21.9B
$500K 0.44%
+2,932
New +$422K
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$83.5B
$495K 0.43%
3,713
+2
+0.1% +$253
WM icon
56
Waste Management
WM
$91B
$483K 0.42%
2,109
+107
+5% +$24.8K
ANET icon
57
Arista Networks
ANET
$238B
$475K 0.41%
4,643
-180
-4% -$15.6K
PNFP icon
58
Pinnacle Financial Partners Inc
PNFP
$15.8B
$475K 0.41%
4,300
– –
TOST icon
59
Toast
TOST
$19.9B
$472K 0.41%
+10,665
New +$419K
ARES icon
60
Ares Management
ARES
$30.9B
$468K 0.41%
2,703
– –
TSCO icon
61
Tractor Supply
TSCO
$18B
$438K 0.38%
8,300
– –
XLU icon
62
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$434K 0.38%
10,638
-296
-3% -$11.8K
HD icon
63
Home Depot
HD
$355B
$433K 0.38%
1,181
– –
SPMO icon
64
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$430K 0.37%
+3,819
New +$381K
NEE icon
65
NextEra Energy
NEE
$177B
$428K 0.37%
6,168
+12
+0.2% +$834
CRM icon
66
Salesforce
CRM
$158B
$427K 0.37%
1,565
– –
PG icon
67
Procter & Gamble
PG
$339B
$426K 0.37%
2,674
-10
-0.4% -$1.63K
IVV icon
68
iShares Core S&P 500 ETF
IVV
$904B
$422K 0.37%
679
– –
PM icon
69
Philip Morris
PM
$295B
$420K 0.37%
2,307
+1
+0% +$172
CVS icon
70
CVS Health
CVS
$122B
$414K 0.36%
6,000
– –
CVX icon
71
Chevron
CVX
$366B
$408K 0.36%
2,848
-107
-4% -$15.1K
UNP icon
72
Union Pacific
UNP
$174B
$406K 0.35%
1,765
-175
-9% -$38.9K
ENB icon
73
Enbridge
ENB
$112B
$401K 0.35%
8,846
-222
-2% -$10.1K
NRG icon
74
NRG Energy
NRG
$24.8B
$397K 0.35%
2,471
+279
+13% +$36.8K
SPOT icon
75
Spotify
SPOT
$100B
$396K 0.35%
+516
New +$331K
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
MW
Merited Wealth North Bay Village, Florida $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
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $120M AUM 29% 1-Year Est. Return
DWA
Davis Wealth Advisors Salem, New Hampshire $120M AUM

Reliant Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Reliant Investment Partners held 113 positions worth $115M, up 17% from $98.1M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Reliant Investment Partners deployed $5.13M of net new capital in Q2 2025, opening 18 new positions and adding to 25 existing holdings. Its largest new stake was Invesco NASDAQ 100 ETF: 7,898 shares worth $1.79M.

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

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $2.81M trimmed.

  • Reliant Investment Partners's largest Q2 2025 buy was Invesco NASDAQ 100 ETF: 7,898 shares worth $1.79M.
  • Reliant Investment Partners added most to CrowdStrike in Q2 2025, an estimated $81.9K increase.
  • Reliant Investment Partners's biggest Q2 2025 reduction was Invesco QQQ Trust, cutting an estimated $2.81M.
  • Reliant Investment Partners fully exited Bristol-Myers Squibb in Q2 2025, selling an estimated $230K.
  • Reliant Investment Partners's ten largest holdings make up 47% of its $115M portfolio in Q2 2025.
  • Reliant Investment Partners opened 18 new positions and closed 2 in Q2 2025.
  • Reliant Investment Partners's portfolio value rose 17% quarter-over-quarter to $115M.

Based on Reliant Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.