Reliant Investment Management, LLC

13F filer · CIK 0001517429

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$281MU.S. long equity reported on 13F

Positions558 new · 6 closed

Net flow last quarter+$38.4MBuys minus sells

Top 10 positions weight49.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 202655 positions
AVGOBroadcom Inc.	$20.6M	7.33%	0.00%	-2.4%	Q4 2018
PWRQuanta Services, Inc.	$18M	6.40%	0.02%	-4.9%	Q3 2022
GOOGLAlphabet Inc.	$16.9M	6.03%	0.00%	-1.3%	Q1 2016
CATCaterpillar Inc	$15M	5.34%	0.00%	-2.4%	Q1 2019
APHAmphenol Corp	$13.2M	4.70%	0.01%	-0.2%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$13.1M	4.67%	0.01%	+0.3%	Q2 2023
AAPLApple Inc.	$12.5M	4.47%	0.00%	-0.8%	Q4 2013
GSGoldman Sachs Group Inc	$9.71M	3.46%	0.00%	+0.5%	Q4 2013
ETNEaton Corp plc	$9.54M	3.40%	0.01%	+0.7%	Q4 2017
LINLinde PLC	$9.05M	3.22%	0.00%	+0.3%	Q4 2018
AXPAmerican Express Co	$8.98M	3.20%	0.00%	-0.1%	Q3 2015
AMZNAmazon Com Inc	$8.9M	3.17%	0.00%	+0.2%	Q3 2015
IBMInternational Business Machines Corp	$7.69M	2.74%	0.00%	+12.9%	Q4 2013
ARMKAramark	$7M	2.49%	0.05%	New	Q2 2026
HUBBHubbell Inc	$6.91M	2.46%	0.03%	+1.5%	Q4 2017
CBRECbre Group, Inc.	$6.77M	2.41%	0.02%	+0.8%	Q2 2024
HDHome Depot, Inc.	$6.73M	2.40%	0.00%	+1.0%	Q4 2013
WMTWalmart Inc.	$6.62M	2.36%	0.00%	+0.4%	Q1 2020
PNFPPinnacle Financial Partners, Inc.	$6.2M	2.21%	0.04%	+1.1%	Q3 2025
TMOThermo Fisher Scientific Inc.	$6.04M	2.15%	0.00%	-0.4%	Q4 2013
CWCurtiss Wright Corp	$5.8M	2.07%	0.02%	New	Q2 2026
FHNFirst Horizon Corp	$5.73M	2.04%	0.05%	Not reported	Q1 2019
LHXL3harris Technologies, Inc.	$5.62M	2.00%	0.01%	+3.3%	Q3 2019
DGXQuest Diagnostics Inc	$5.47M	1.95%	0.02%	New	Q2 2026
CVXChevron Corp	$5.42M	1.93%	0.00%	+1698.0%	Q1 2020
NVDANvidia Corp	$5.32M	1.90%	0.00%	+961.5%	Q1 2022
CPCanadian Pacific Kansas City Ltd	$5.32M	1.90%	0.01%	New	Q2 2026
COPConocophillips	$5.24M	1.87%	0.00%	+1283.5%	Q4 2013
CRHCRH Public Ltd Co	$5.17M	1.84%	0.01%	New	Q2 2026
SYKStryker Corp	$4.92M	1.75%	0.00%	+0.1%	Q3 2023
SLBSLB Limited	$4.87M	1.74%	0.01%	+1436.2%	Q3 2015
PGPROCTER & GAMBLE Co	$1.56M	0.56%	0.00%	-1.1%	Q4 2013
XOMExxonMobil Holdings Corp	$1.43M	0.51%	0.00%	-2.4%	Q4 2013
MSFTMicrosoft Corp	$1.09M	0.39%	0.00%	+15.9%	Q4 2013
CSCOCisco Systems, Inc.	$808K	0.29%	0.00%	-4.2%	Q4 2013
BEBloom Energy Corp	$783K	0.28%	0.00%	Not reported	Q3 2025
COHRCoherent Corp.	$702K	0.25%	0.00%	-0.6%	Q4 2025
LLYELI LILLY & Co	$652K	0.23%	0.00%	+1.5%	Q4 2017
CORZCore Scientific, Inc./tx	$537K	0.19%	0.01%	-52.8%	Q4 2025
TSLATesla, Inc.	$482K	0.17%	0.00%	+2.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$423K	0.15%	Not reported	Not reported	Q3 2023
CLColgate Palmolive Co	$348K	0.12%	0.00%	Not reported	Q4 2013
PEPPepsico Inc	$346K	0.12%	0.00%	+24.4%	Q4 2013
MRSHMarsh & Mclennan Companies, Inc.	$344K	0.12%	0.00%	Not reported	Q3 2015
NHCNational Healthcare Corp	$296K	0.11%	0.01%	Not reported	Q3 2024
JPMJPMorgan Chase & Co	$290K	0.10%	0.00%	Not reported	Q3 2019
COSTCostco Wholesale Corp	$281K	0.10%	0.00%	Not reported	Q2 2023
MRKMerck & Co., Inc.	$268K	0.10%	0.00%	-9.6%	Q4 2025
RFRegions Financial Corp	$242K	0.09%	0.00%	Not reported	Q2 2014
MCOMoodys Corp	$239K	0.09%	0.00%	Not reported	Q4 2021

Q1 2026Reported Apr 24, 202653 positions
AVGOBroadcom Inc.	$17.3M	8.32%	0.00%	-3.9%	Q4 2018
PWRQuanta Services, Inc.	$14.4M	6.94%	0.02%	+0.2%	Q3 2022
GOOGLAlphabet Inc.	$13.8M	6.64%	0.00%	-0.1%	Q1 2016
AAPLApple Inc.	$11.1M	5.35%	0.00%	+1.0%	Q4 2013
CATCaterpillar Inc	$10.2M	4.92%	0.00%	-0.1%	Q1 2019
APHAmphenol Corp	$9.46M	4.56%	0.01%	+0.6%	Q1 2025
LINLinde PLC	$8.62M	4.15%	0.00%	-0.5%	Q4 2018
GSGoldman Sachs Group Inc	$8.08M	3.89%	0.00%	+0.8%	Q4 2013
AXPAmerican Express Co	$8.03M	3.87%	0.00%	+1.6%	Q3 2015
ETNEaton Corp plc	$7.95M	3.83%	0.01%	+0.5%	Q4 2017
AMZNAmazon Com Inc	$7.76M	3.74%	0.00%	+2.8%	Q3 2015
WMTWalmart Inc.	$7.24M	3.49%	0.00%	+1.3%	Q1 2020
CBRECbre Group, Inc.	$6.75M	3.25%	0.02%	+2.3%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$6.68M	3.22%	0.01%	+1.5%	Q2 2023
NFLXNetflix Inc	$6.51M	3.14%	0.00%	+3.2%	Q4 2024
LHXL3harris Technologies, Inc.	$6.47M	3.12%	0.01%	+0.6%	Q3 2019
HUBBHubbell Inc	$6.39M	3.08%	0.02%	+0.4%	Q4 2017
HDHome Depot, Inc.	$6.22M	3.00%	0.00%	+0.3%	Q4 2013
TMOThermo Fisher Scientific Inc.	$5.95M	2.87%	0.00%	+1.1%	Q4 2013
IBMInternational Business Machines Corp	$5.88M	2.83%	0.00%	+4.4%	Q4 2013
PNFPPinnacle Financial Partners, Inc.	$5.23M	2.52%	0.04%	+11.5%	Q3 2025
SYKStryker Corp	$5.13M	2.47%	0.00%	-0.4%	Q3 2023
COFCapital One Financial Corp	$5.03M	2.43%	0.00%	+2.6%	Q2 2015
AVAVAeroVironment Inc	$4.21M	2.03%	0.05%	+1.7%	Q3 2025
XOMExxonMobil Holdings Corp	$1.82M	0.88%	0.00%	+5.0%	Q4 2013
PGPROCTER & GAMBLE Co	$1.56M	0.75%	0.00%	Not reported	Q4 2013
MSFTMicrosoft Corp	$937K	0.45%	0.00%	-1.4%	Q4 2013
CORZCore Scientific, Inc./tx	$666K	0.32%	0.01%	Not reported	Q4 2025
CSCOCisco Systems, Inc.	$557K	0.27%	0.00%	Not reported	Q4 2013
LLYELI LILLY & Co	$493K	0.24%	0.00%	-2.9%	Q4 2017
COPConocophillips	$481K	0.23%	0.00%	+2.8%	Q4 2013
NVDANvidia Corp	$437K	0.21%	0.00%	+28.4%	Q1 2022
COHRCoherent Corp.	$426K	0.21%	0.00%	-3.0%	Q4 2025
TSLATesla, Inc.	$414K	0.20%	0.00%	-0.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$405K	0.20%	Not reported	+33.3%	Q3 2023
CVXChevron Corp	$376K	0.18%	0.00%	Not reported	Q1 2020
MRSHMarsh & Mclennan Companies, Inc.	$358K	0.17%	0.00%	Not reported	Q3 2015
SLBSLB Limited	$351K	0.17%	0.00%	Not reported	Q3 2015
BEBloom Energy Corp	$350K	0.17%	0.00%	+1.2%	Q3 2025
CLColgate Palmolive Co	$324K	0.16%	0.00%	Not reported	Q4 2013
PEPPepsico Inc	$319K	0.15%	0.00%	Not reported	Q4 2013
COSTCostco Wholesale Corp	$299K	0.14%	0.00%	Not reported	Q2 2023
MRKMerck & Co., Inc.	$278K	0.13%	0.00%	Not reported	Q4 2025
JPMJPMorgan Chase & Co	$261K	0.13%	0.00%	-9.6%	Q3 2019
FANGDiamondback Energy, Inc.	$259K	0.12%	0.00%	-96.2%	Q1 2024
VVisa Inc.	$259K	0.12%	0.00%	+28.3%	Q4 2018
SFNCSimmons First National Corp	$244K	0.12%	0.01%	Not reported	Q1 2017
MCOMoodys Corp	$230K	0.11%	0.00%	Not reported	Q4 2021
NHCNational Healthcare Corp	$224K	0.11%	0.01%	Not reported	Q3 2024
RFRegions Financial Corp	$209K	0.10%	0.00%	Not reported	Q2 2014

Q4 2025Reported Jan 20, 202657 positions
AVGOBroadcom Inc.	$20.1M	8.14%	0.00%	-11.0%	Q4 2018
GOOGLAlphabet Inc.	$15M	6.09%	0.00%	-5.6%	Q1 2016
AAPLApple Inc.	$11.8M	4.77%	0.00%	-3.1%	Q4 2013
PWRQuanta Services, Inc.	$11M	4.48%	0.02%	-4.5%	Q3 2022
APHAmphenol Corp	$10.1M	4.08%	0.01%	-1.2%	Q1 2025
AXPAmerican Express Co	$9.67M	3.92%	0.00%	-1.1%	Q3 2015
AMZNAmazon Com Inc	$8.37M	3.39%	0.00%	-0.5%	Q3 2015
GSGoldman Sachs Group Inc	$8.33M	3.37%	0.00%	-0.8%	Q4 2013
CATCaterpillar Inc	$8.27M	3.35%	0.00%	-0.4%	Q1 2019
CRWDCrowdStrike Holdings, Inc.	$7.91M	3.21%	0.01%	-3.3%	Q2 2023
CBRECbre Group, Inc.	$7.84M	3.18%	0.02%	-0.8%	Q2 2024
LINLinde PLC	$7.45M	3.02%	0.00%	-1.7%	Q4 2018
ETNEaton Corp plc	$7.05M	2.86%	0.01%	-1.9%	Q4 2017
TMOThermo Fisher Scientific Inc.	$6.93M	2.81%	0.00%	-5.9%	Q4 2013
IBMInternational Business Machines Corp	$6.88M	2.79%	0.00%	0.0%	Q4 2013
WFCWells Fargo & Company	$6.65M	2.70%	0.00%	-1.0%	Q4 2017
COFCapital One Financial Corp	$6.52M	2.64%	0.00%	-0.7%	Q2 2015
HDHome Depot, Inc.	$6.49M	2.63%	0.00%	-3.6%	Q4 2013
WMTWalmart Inc.	$6.41M	2.60%	0.00%	-1.5%	Q1 2020
PANWPalo Alto Networks Inc	$6.4M	2.60%	0.01%	-0.8%	Q1 2018
NFLXNetflix Inc	$6.15M	2.49%	0.00%	+2.8%	Q4 2024
MAMastercard Inc	$5.96M	2.42%	0.00%	-3.5%	Q4 2023
TYLTyler Technologies Inc	$5.91M	2.40%	0.03%	-1.7%	Q1 2019
HUBBHubbell Inc	$5.75M	2.33%	0.02%	0.0%	Q4 2017
SYKStryker Corp	$5.5M	2.23%	0.00%	-3.1%	Q3 2023
AVAVAeroVironment Inc	$5.47M	2.22%	0.05%	+1.9%	Q3 2025
LHXL3harris Technologies, Inc.	$5.47M	2.22%	0.01%	Not reported	Q3 2019
FANGDiamondback Energy, Inc.	$5.21M	2.11%	0.01%	-1.5%	Q1 2024
PNFPPinnacle Financial Partners, Inc.	$5.2M	2.11%	0.07%	-6.8%	Q3 2025
DISWalt Disney Co	$4.76M	1.93%	0.00%	+0.5%	Q3 2015
PGPROCTER & GAMBLE Co	$1.54M	0.63%	0.00%	-1.1%	Q4 2013
MSFTMicrosoft Corp	$1.24M	0.50%	0.00%	-3.5%	Q4 2013
XOMExxonMobil Holdings Corp	$1.23M	0.50%	0.00%	Not reported	Q4 2013
CORZCore Scientific, Inc./tx	$648K	0.26%	0.01%	New	Q4 2025
LLYELI LILLY & Co	$593K	0.24%	0.00%	-10.0%	Q4 2017
CSCOCisco Systems, Inc.	$553K	0.22%	0.00%	-7.7%	Q4 2013
TSLATesla, Inc.	$505K	0.20%	0.00%	+1.4%	Q4 2024
SNVSynovus Financial Corp	$410K	0.17%	0.01%	Not reported	Q2 2021
MRSHMarsh & Mclennan Companies, Inc.	$383K	0.16%	0.00%	-7.6%	Q3 2015
NVDANvidia Corp	$364K	0.15%	0.00%	-11.4%	Q1 2022
COHRCoherent Corp.	$341K	0.14%	0.00%	New	Q4 2025
COPConocophillips	$332K	0.13%	0.00%	-8.5%	Q4 2013
BRK.BBerkshire Hathaway Inc	$319K	0.13%	Not reported	-10.6%	Q3 2023
ORCLOracle Corp	$318K	0.13%	0.00%	-95.5%	Q3 2023
JPMJPMorgan Chase & Co	$316K	0.13%	0.00%	+7.7%	Q3 2019
CLColgate Palmolive Co	$300K	0.12%	0.00%	Not reported	Q4 2013
PEPPepsico Inc	$295K	0.12%	0.00%	-7.5%	Q4 2013
CVXChevron Corp	$277K	0.11%	0.00%	-2.9%	Q1 2020
MCOMoodys Corp	$270K	0.11%	0.00%	Not reported	Q4 2021
SLBSLB Limited	$262K	0.11%	0.00%	-10.9%	Q3 2015

Q3 2025Reported Oct 24, 202559 positions
AVGOBroadcom Inc.	$21.5M	8.16%	0.00%	-9.0%	Q4 2018
GOOGLAlphabet Inc.	$12.4M	4.69%	0.00%	-1.8%	Q1 2016
AAPLApple Inc.	$11.4M	4.32%	0.00%	-1.9%	Q4 2013
PWRQuanta Services, Inc.	$11.4M	4.31%	0.02%	-0.8%	Q3 2022
ORCLOracle Corp	$10.2M	3.88%	0.00%	-0.8%	Q3 2023
APHAmphenol Corp	$9.33M	3.54%	0.01%	+0.1%	Q1 2025
AXPAmerican Express Co	$8.78M	3.33%	0.00%	+0.9%	Q3 2015
CRWDCrowdStrike Holdings, Inc.	$8.55M	3.24%	0.01%	-0.8%	Q2 2023
LINLinde PLC	$8.44M	3.20%	0.00%	+0.6%	Q4 2018
ETNEaton Corp plc	$8.44M	3.20%	0.01%	+0.7%	Q4 2017
AMZNAmazon Com Inc	$8M	3.03%	0.00%	+0.9%	Q3 2015
HDHome Depot, Inc.	$7.92M	3.01%	0.00%	+1.3%	Q4 2013
CBRECbre Group, Inc.	$7.74M	2.94%	0.02%	-0.7%	Q2 2024
NFLXNetflix Inc	$7.66M	2.90%	0.00%	+0.2%	Q4 2024
GSGoldman Sachs Group Inc	$7.61M	2.88%	0.00%	-0.3%	Q4 2013
PANWPalo Alto Networks Inc	$7.14M	2.71%	0.01%	+3.0%	Q1 2018
AVAVAeroVironment Inc	$6.98M	2.65%	0.04%	New	Q3 2025
TYLTyler Technologies Inc	$6.93M	2.63%	0.03%	+0.9%	Q1 2019
CATCaterpillar Inc	$6.91M	2.62%	0.00%	-1.4%	Q1 2019
IBMInternational Business Machines Corp	$6.55M	2.48%	0.00%	+460.1%	Q4 2013
TMOThermo Fisher Scientific Inc.	$6.16M	2.34%	0.00%	-3.7%	Q4 2013
MAMastercard Inc	$6.15M	2.33%	0.00%	+1.6%	Q4 2023
WFCWells Fargo & Company	$6.04M	2.29%	0.00%	+1.6%	Q4 2017
WMTWalmart Inc.	$6.02M	2.28%	0.00%	+612.9%	Q1 2020
SYKStryker Corp	$5.97M	2.26%	0.00%	+4.0%	Q3 2023
BLKBlackRock, Inc.	$5.82M	2.21%	0.00%	+3.0%	Q4 2013
COFCapital One Financial Corp	$5.76M	2.18%	0.00%	+1.7%	Q2 2015
HUBBHubbell Inc	$5.58M	2.12%	0.02%	+2.4%	Q4 2017
PNFPPinnacle Financial Partners, Inc.	$5.48M	2.08%	0.08%	New	Q3 2025
BKNGBooking Holdings Inc.	$5.28M	2.00%	0.00%	+4.2%	Q2 2025
FANGDiamondback Energy, Inc.	$5.04M	1.91%	0.01%	+0.7%	Q1 2024
DISWalt Disney Co	$4.77M	1.81%	0.00%	+4.0%	Q3 2015
PGPROCTER & GAMBLE Co	$1.67M	0.63%	0.00%	-5.1%	Q4 2013
MSFTMicrosoft Corp	$1.38M	0.52%	0.00%	-0.3%	Q4 2013
XOMExxonMobil Holdings Corp	$1.15M	0.44%	0.00%	-10.4%	Q4 2013
CSCOCisco Systems, Inc.	$532K	0.20%	0.00%	-27.0%	Q4 2013
TSLATesla, Inc.	$493K	0.19%	0.00%	+16.9%	Q4 2024
LLYELI LILLY & Co	$468K	0.18%	0.00%	-37.4%	Q4 2017
MRSHMarsh & Mclennan Companies, Inc.	$451K	0.17%	0.00%	-7.3%	Q3 2015
NVDANvidia Corp	$411K	0.16%	0.00%	-25.8%	Q1 2022
COPConocophillips	$367K	0.14%	0.00%	Not reported	Q4 2013
BRK.BBerkshire Hathaway Inc	$356K	0.14%	Not reported	-12.4%	Q3 2023
PEPPepsico Inc	$312K	0.12%	0.00%	-10.1%	Q4 2013
SPGIS&P Global Inc.	$311K	0.12%	0.00%	-93.8%	Q3 2023
CLColgate Palmolive Co	$304K	0.12%	0.00%	Not reported	Q4 2013
ADPAutomatic Data Processing Inc	$296K	0.11%	0.00%	Not reported	Q3 2018
COSTCostco Wholesale Corp	$293K	0.11%	0.00%	+14.4%	Q2 2023
CVXChevron Corp	$291K	0.11%	0.00%	+17.2%	Q1 2020
JPMJPMorgan Chase & Co	$287K	0.11%	0.00%	Not reported	Q3 2019
AZOAutozone Inc	$275K	0.10%	0.00%	Not reported	Q3 2015

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