Reliant Investment Management, LLC — 13F Holdings & Portfolio
CIK 1517429 · latest 13F-HR filed 2026-07-15
Reliant Investment Management, LLC manages $280.5M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (7.33%), PWR (6.40%), GOOGL (6.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 6, added to 32, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 504
MEMPHIS, TN 38120
$280.5M
Long-equity book
55
Distinct positions
2026-06-30
Filed 2026-07-15
+8 / −6 / ↑32 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CROWDSTRIKE HLDGS INC$6.4M +96.1%
- CHEVRON CORPORATION$5.0M +1340.5%
- NVIDIA CORPORATION$4.9M +1117.9%
- CATERPILLAR INC$4.8M +46.7%
- CONOCOPHILLIPS$4.8M +989.6%
Top Trims
- L3HARRIS TECHNOLOGIES INC-$843.7K -13.0%
- WALMART INC-$618.5K -8.5%
- EXXON MOBIL CORP-$389.5K -21.4%
- CORE SCIENTIFIC INC NEW-$128.3K -19.3%
- DIAMONDBACK ENERGY INC-$35.0K -13.5%
New Positions
- ARAMARK$7.0M
- CURTISS WRIGHT CORP$5.8M
- FIRST HORIZON CORPORATION$5.7M
- QUEST DIAGNOSTICS INC$5.5M
- CANADIAN PACIFIC KANSAS CITY$5.3M
Exited Positions
- NETFLIX INC.$6.5M
- CAPITAL ONE FINL CORP$5.0M
- AEROVIRONMENT INC$4.2M
- SIMMONS FIRST NATL CORP$244.2K
- ORACLE CORP$206.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 11135F101 | $20.6M | 7.33% | 54,427 | SH |
| 2 | QUANTA SVCS INC | PWR | 74762E102 | $18.0M | 6.40% | 24,950 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $16.9M | 6.03% | 47,312 | SH |
| 4 | CATERPILLAR INC | CAT | 149123101 | $15.0M | 5.34% | 14,074 | SH |
| 5 | AMPHENOL CORP | APH | 032095101 | $13.2M | 4.70% | 74,728 | SH |
| 6 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $13.1M | 4.67% | 17,169 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $12.5M | 4.47% | 43,367 | SH |
| 8 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $9.7M | 3.46% | 9,596 | SH |
| 9 | EATON CORP PLC | ETN | G29183103 | $9.5M | 3.40% | 22,397 | SH |
| 10 | LINDE PLC | LIN | G54950103 | $9.0M | 3.22% | 17,434 | SH |
| 11 | AMERICAN EXPRESS CO | AXP | 025816109 | $9.0M | 3.20% | 26,535 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $8.9M | 3.17% | 37,340 | SH |
| 13 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $7.7M | 2.74% | 27,352 | SH |
| 14 | ARAMARK | ARMK | 03852U106 | $7.0M | 2.49% | 122,970 | SH |
| 15 | HUBBELL INC | HUBB | 443510607 | $6.9M | 2.46% | 13,202 | SH |
| 16 | CBRE GROUP INC | CBRE | 12504L109 | $6.8M | 2.41% | 50,235 | SH |
| 17 | HOME DEPOT INC | HD | 437076102 | $6.7M | 2.40% | 19,095 | SH |
| 18 | WALMART INC | WMT | 931142103 | $6.6M | 2.36% | 58,484 | SH |
| 19 | PINNACLE FINL PARTNERS INC | PNFP | 72348N109 | $6.2M | 2.21% | 61,435 | SH |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $6.0M | 2.15% | 12,047 | SH |
| 21 | CURTISS WRIGHT CORP | CW | 231561101 | $5.8M | 2.07% | 7,652 | SH |
| 22 | FIRST HORIZON CORPORATION | FHN | 320517105 | $5.7M | 2.04% | 223,490 | SH |
| 23 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $5.6M | 2.00% | 19,355 | SH |
| 24 | QUEST DIAGNOSTICS INC | DGX | 74834L100 | $5.5M | 1.95% | 25,810 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $5.4M | 1.93% | 32,688 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.3M | 1.90% | 26,612 | SH |
| 27 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $5.3M | 1.90% | 61,400 | SH |
| 28 | CONOCOPHILLIPS | COP | 20825C104 | $5.2M | 1.87% | 50,441 | SH |
| 29 | CRH PLC | CRH | G25508105 | $5.2M | 1.84% | 48,355 | SH |
| 30 | STRYKER CORPORATION | SYK | 863667101 | $4.9M | 1.75% | 15,622 | SH |
| 31 | SLB LIMITED | SLB | 806857108 | $4.9M | 1.74% | 104,861 | SH |
| 32 | PROCTER & GAMBLE CO | PG | 742718109 | $1.6M | 0.56% | 10,643 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $1.4M | 0.51% | 10,479 | SH |
| 34 | MICROSOFT CORP | MSFT | 594918104 | $1.1M | 0.39% | 2,933 | SH |
| 35 | CISCO SYS INC | CSCO | 17275R102 | $807.7K | 0.29% | 6,876 | SH |
| 36 | BLOOM ENERGY CORP | BE | 093712107 | $782.8K | 0.28% | 2,586 | SH |
| 37 | COHERENT CORP | COHR | 19247G107 | $702.2K | 0.25% | 1,780 | SH |
| 38 | ELI LILLY & CO | LLY | 532457108 | $652.5K | 0.23% | 544 | SH |
| 39 | CORE SCIENTIFIC INC NEW | CORZ | 21874A106 | $537.4K | 0.19% | 21,000 | SH |
| 40 | TESLA INC | TSLA | 88160R101 | $481.6K | 0.17% | 1,145 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $422.8K | 0.15% | 845 | SH |
| 42 | COLGATE PALMOLIVE CO | CL | 194162103 | $348.4K | 0.12% | 3,800 | SH |
| 43 | PEPSICO INC | PEP | 713448108 | $346.2K | 0.12% | 2,557 | SH |
| 44 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $344.3K | 0.12% | 2,066 | SH |
| 45 | NATIONAL HEALTHCARE CORP | NHC | 635906100 | $295.9K | 0.11% | 1,400 | SH |
| 46 | JPMORGAN CHASE & CO | JPM | 46625H100 | $290.3K | 0.10% | 887 | SH |
| 47 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $280.6K | 0.10% | 300 | SH |
| 48 | MERCK & CO INC | MRK | 58933Y105 | $268.4K | 0.10% | 2,089 | SH |
| 49 | REGIONS FINANCIAL CORP NEW | RF | 7591EP100 | $241.6K | 0.09% | 8,000 | SH |
| 50 | MOODYS CORP | MCO | 615369105 | $239.1K | 0.09% | 528 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-15 | $280.5M | 55 | 0001941040-26-000418 |
| 2026-03-31 | 2026-04-24 | $207.5M | 53 | 0001941040-26-000265 |
| 2025-12-31 | 2026-01-20 | $246.7M | 57 | 0001941040-26-000031 |