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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
OXSQ icon
126
Oxford Square Capital
OXSQ
$137M
$17.8K 0.01%
13,462
+865
+7% +$1.39K
CASY icon
127
Casey's General Stores
CASY
$22.1B
– –
-410
Closed -$298K
D icon
128
Dominion Energy
D
$55.9B
– –
-4,231
Closed -$262K
IAU icon
129
iShares Gold Trust
IAU
$64.8B
– –
-2,387
Closed -$210K
NRG icon
130
NRG Energy
NRG
$21.8B
– –
-2,572
Closed -$376K
IRD
131
Opus Genetics
IRD
$431M
– –
-10,000
Closed -$45.5K
2 3 4 5
6

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DAM
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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.