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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
+7.29%
1 Year Est. Return
+34.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow %
100.82%
Top 10 Hldgs %
49.19%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$12.8M
2
DUK icon
Duke Energy
DUK
+$8.01M
3
TFC icon
Truist Financial
TFC
+$7.08M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.79M
5
AAPL icon
Apple
AAPL
+$5.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 29.58%
2 Financials 11.41%
3 Consumer Discretionary 8.43%
4 Utilities 7.79%
5 Healthcare 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
101
iShares Core S&P Small-Cap ETF
IJR
$112B
$234K 0.21%
+2,030
New +$243K
D icon
102
Dominion Energy
D
$59.1B
$231K 0.2%
+4,283
New +$244K
O icon
103
Realty Income
O
$58.4B
$222K 0.2%
+4,159
New +$242K
QTEC icon
104
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.78B
$220K 0.2%
+1,170
New +$228K
AFL icon
105
Aflac
AFL
$61.4B
$219K 0.19%
+2,118
New +$231K
CASY icon
106
Casey's General Stores
CASY
$31.1B
$213K 0.19%
+538
New +$217K
BMY icon
107
Bristol-Myers Squibb
BMY
$133B
$208K 0.18%
+3,681
New +$206K
ERH
108
Allspring Utilities & High Income Fund
ERH
$103M
$112K 0.1%
+10,484
New +$115K
OXSQ icon
109
Oxford Square Capital
OXSQ
$153M
$26K 0.02%
+10,640
New +$29.3K
IRD
110
Opus Genetics
IRD
$307M
$11.9K 0.01%
+10,000
New +$11.5K
1 2 3 4
5

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TGM
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Reliant Investment Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Reliant Investment Partners, which disclosed 110 positions worth $113M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is NVIDIA: 93,000 shares worth $12.5M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, followed by Financials and Consumer Discretionary.

  • Reliant Investment Partners's largest Q4 2024 buy was NVIDIA: 93,000 shares worth $12.5M.
  • Reliant Investment Partners's ten largest holdings make up 49% of its $113M portfolio in Q4 2024.
  • Reliant Investment Partners disclosed 110 positions in Q4 2024, its first 13F filing on record.

Based on Reliant Investment Partners's 13F filing for Q4 2024, filed 20 May 2025.