Reliant Investment Partners, LLC — 13F Holdings & Portfolio
CIK 2069207 · latest 13F-HR filed 2026-08-11
Reliant Investment Partners, LLC manages $147.0M in 13F-reported U.S. long-equity assets across 126 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (11.52%), VOO (5.45%), DUK (5.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 5, added to 67, and trimmed 20.
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 11B-4
PINEHURST, NC 28374
$147.0M
Long-equity book
126
Distinct positions
2026-06-30
Filed 2026-08-11
+18 / −5 / ↑67 / ↓20
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$2.1M +14.4%
- KLA CORP$1.9M +106.6%
- FIRST TR EXCHANGE TRADED FD$1.7M +712.8%
- CROWDSTRIKE HLDGS INC$1.7M +98.5%
- VERTIV HOLDINGS CO$1.5M +180.7%
Top Trims
- PALANTIR TECHNOLOGIES INC-$430.3K -41.0%
- EXXON MOBIL CORP-$380.6K -18.1%
- LOWES COS INC-$230.6K -7.1%
- SPDR GOLD TR-$216.2K -17.3%
- AT&T INC-$179.0K -31.9%
New Positions
- MARVELL TECHNOLOGY INC$558.3K
- PINNACLE FINL PARTNERS INC$433.8K
- INTEL CORP$402.6K
- SANDISK CORP$397.9K
- ADVANCED MICRO DEVICES INC$314.3K
Exited Positions
- NRG ENERGY INC$375.9K
- CASEYS GEN STORES INC$298.4K
- DOMINION ENERGY INC$261.6K
- ISHARES GOLD TR$210.4K
- OPUS GENETICS INC$45.5K
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 | NVIDIA CORPORATION | NVDA | 67066G104 | $16.9M | 11.52% | 84,617 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $8.0M | 5.45% | 11,661 | SH |
| 3 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $7.9M | 5.36% | 62,256 | SH |
| 4 | TRUIST FINL CORP | TFC | 89832Q109 | $7.4M | 5.03% | 148,329 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $5.8M | 3.97% | 20,173 | SH |
| 6 | FIDELITY COVINGTON TRUST | FTEC | 316092808 | $4.7M | 3.22% | 16,554 | SH |
| 7 | ELI LILLY & CO | LLY | 532457108 | $3.7M | 2.53% | 3,098 | SH |
| 8 | KLA CORP | KLAC | 482480100 | $3.7M | 2.49% | 12,121 | SH |
| 9 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $3.5M | 2.37% | 4,572 | SH |
| 10 | LOWES COS INC | LOW | 548661107 | $3.0M | 2.07% | 13,779 | SH |
| 11 | APPLOVIN CORP | APP | 03831W108 | $2.9M | 1.96% | 5,583 | SH |
| 12 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $2.9M | 1.95% | 9,437 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $2.9M | 1.94% | 7,650 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $2.8M | 1.91% | 11,750 | SH |
| 15 | VERTIV HOLDINGS CO | VRT | 92537N108 | $2.3M | 1.59% | 6,991 | SH |
| 16 | VANGUARD INDEX FDS | VO | 922908629 | $2.2M | 1.47% | 26,894 | SH |
| 17 | CATERPILLAR INC | CAT | 149123101 | $2.1M | 1.46% | 2,013 | SH |
| 18 | FIRST TR EXCHANGE TRADED FD | FTXL | 33738R811 | $2.0M | 1.35% | 6,953 | SH |
| 19 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.9M | 1.31% | 1,663 | SH |
| 20 | ABBVIE INC | ABBV | 00287Y109 | $1.8M | 1.21% | 7,057 | SH |
| 21 | EXXON MOBIL CORP | XOM | 30231G102 | $1.7M | 1.17% | 12,604 | SH |
| 22 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $1.6M | 1.11% | 10,134 | SH |
| 23 | CSX CORP | CSX | 126408103 | $1.6M | 1.09% | 33,566 | SH |
| 24 | INVESCO QQQ TR | QQQ | 46090E103 | $1.6M | 1.08% | 2,149 | SH |
| 25 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $1.4M | 0.96% | 12,303 | SH |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.3M | 0.85% | 2,504 | SH |
| 27 | CISCO SYS INC | CSCO | 17275R102 | $1.3M | 0.85% | 10,642 | SH |
| 28 | ALPHABET INC | GOOG | 02079K107 | $1.1M | 0.77% | 3,205 | SH |
| 29 | MERCK & CO INC | MRK | 58933Y105 | $1.1M | 0.77% | 8,800 | SH |
| 30 | CONSTRUCTION PARTNERS INC | ROAD | 21044C107 | $1.1M | 0.77% | 9,505 | SH |
| 31 | MASTEC INC | MTZ | 576323109 | $1.1M | 0.75% | 2,633 | SH |
| 32 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.1M | 0.73% | 4,207 | SH |
| 33 | TESLA INC | TSLA | 88160R101 | $1.1M | 0.73% | 2,535 | SH |
| 34 | SPDR GOLD TR | GLD | 78463V107 | $1.0M | 0.70% | 2,804 | SH |
| 35 | SNOWFLAKE INC | SNOW | 833445109 | $993.8K | 0.68% | 3,905 | SH |
| 36 | US FOODS HLDG CORP | USFD | 912008109 | $992.3K | 0.68% | 9,705 | SH |
| 37 | GE AEROSPACE | GE | 369604301 | $973.4K | 0.66% | 2,605 | SH |
| 38 | SPDR SERIES TRUST | SPYM | 78464A854 | $922.2K | 0.63% | 10,494 | SH |
| 39 | MASTERCARD INCORPORATED | MA | 57636Q104 | $875.7K | 0.60% | 1,705 | SH |
| 40 | ARISTA NETWORKS INC | ANET | 040413205 | $835.8K | 0.57% | 4,920 | SH |
| 41 | BROADCOM INC | AVGO | 11135F101 | $831.4K | 0.57% | 2,201 | SH |
| 42 | PARKER-HANNIFIN CORP | PH | 701094104 | $814.8K | 0.55% | 833 | SH |
| 43 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $808.7K | 0.55% | 7,164 | SH |
| 44 | WESTERN DIGITAL CORP | WDC | 958102105 | $769.0K | 0.52% | 1,204 | SH |
| 45 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $766.3K | 0.52% | 18,098 | SH |
| 46 | GE VERNOVA INC | GEV | 36828A101 | $753.2K | 0.51% | 641 | SH |
| 47 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $748.8K | 0.51% | 776 | SH |
| 48 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $699.5K | 0.48% | 5,975 | SH |
| 49 | PFIZER INC | PFE | 717081103 | $685.0K | 0.47% | 28,447 | SH |
| 50 | ISHARES TR | IVV | 464287200 | $684.5K | 0.47% | 914 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $147.0M | 126 | 0002063364-26-000297 |
| 2026-03-31 | 2026-05-11 | $120.7M | 113 | 0002063364-26-000153 |
| 2025-12-31 | 2026-02-06 | $127.4M | 109 | 0002063364-26-000060 |
| 2025-09-30 | 2025-10-28 | $127.6M | 108 | 0002063364-25-000266 |