Latest Reliant Investment Management, LLC Stock Portfolio
Reliant Investment Management, LLC Performance:
2025 Q1: -5.74%YTD: -5.74%2024: 16.99%
Performance for 2025 Q1 is -5.74%, and YTD is -5.74%, and 2024 is 16.99%.
About Reliant Investment Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Reliant Investment Management, LLC reported an equity portfolio of $192.7 Millions as of 31 Mar, 2025.
The top stock holdings of Reliant Investment Management, LLC are AVGO, AAPL, LIN. The fund has invested 6.2% of it's portfolio in BROADCOM INC and 5.1% of portfolio in APPLE INC.
The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), LOCKHEED MARTIN CORP (LMT) and CLEAN HARBORS INC (CLH) stocks. They significantly reduced their stock positions in CONOCOPHILLIPS (COP), SCHLUMBERGER LTD (SLB) and PEPSICO INC (PEP). Reliant Investment Management, LLC opened new stock positions in AMPHENOL CORP NEW (APH), DOVER CORP (DOV) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS GROUP INC (GS), PROCTER AND GAMBLE CO (PG) and BERKSHIRE HATHAWAY INC DEL.
The top stock holdings of Reliant Investment Management, LLC are AVGO, AAPL, LIN. The fund has invested 6.2% of it's portfolio in BROADCOM INC and 5.1% of portfolio in APPLE INC.
The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), LOCKHEED MARTIN CORP (LMT) and CLEAN HARBORS INC (CLH) stocks. They significantly reduced their stock positions in CONOCOPHILLIPS (COP), SCHLUMBERGER LTD (SLB) and PEPSICO INC (PEP). Reliant Investment Management, LLC opened new stock positions in AMPHENOL CORP NEW (APH), DOVER CORP (DOV) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS GROUP INC (GS), PROCTER AND GAMBLE CO (PG) and BERKSHIRE HATHAWAY INC DEL.
Reliant Investment Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Reliant Investment Management, LLC made a return of -5.74% in the last quarter. In trailing 12 months, it's portfolio return was -0.02%.
New Buys
| Ticker | $ Bought |
|---|---|
| amphenol corp new | 4,920,690 |
| dover corp | 281,966 |
| alphabet inc | 249,499 |
New stocks bought by Reliant Investment Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| goldman sachs group inc | 846 |
| procter and gamble co | 69.43 |
| berkshire hathaway inc del | 65.85 |
| nvidia corporation | 28.77 |
| chevron corp new | 17.72 |
| jpmorgan chase & co. | 17.23 |
| motorola solutions inc | 9.32 |
| eaton corp plc | 3.98 |
Additions to existing portfolio by Reliant Investment Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| conocophillips | -94.06 |
| schlumberger ltd | -92.09 |
| pepsico inc | -79.42 |
| costco whsl corp new | -26.18 |
| simmons 1st natl corp | -9.93 |
| microsoft corp | -5.74 |
| crowdstrike hldgs inc | -5.61 |
| broadcom inc | -4.15 |
Reliant Investment Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| advanced micro devices inc | -4,592,680 |
| old dominion freight line in | -3,854,340 |
| clean harbors inc | -4,386,470 |
| lockheed martin corp | -4,543,050 |
| vulcan matls co | -216,073 |
| tesla inc | -253,612 |
Reliant Investment Management, LLC got rid off the above stocks
Sector Distribution
Reliant Investment Management, LLC has about 32.8% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 32.8 |
| Financial Services | 15.6 |
| Communication Services | 13 |
| Industrials | 9.8 |
| Consumer Cyclical | 7.2 |
| Healthcare | 6.7 |
| Basic Materials | 4.3 |
| Others | 4 |
| Real Estate | 3.2 |
| Consumer Defensive | 1.9 |
| Energy | 1.4 |
Market Cap. Distribution
Reliant Investment Management, LLC has about 95.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 48.5 |
| LARGE-CAP | 47.3 |
| UNALLOCATED | 4 |
Stocks belong to which Index?
About 92.7% of the stocks held by Reliant Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 92.7 |
| Others | 7.2 |
Reliant Investment Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Reliant Investment Management, LLC
Reliant Investment Management, LLC has 58 stocks in it's portfolio. About 41.3% of the portfolio is in top 10 stocks. AVGO proved to be the most loss making stock for the portfolio. TMUS was the most profitable stock for Reliant Investment Management, LLC last quarter.
Last Reported on: 11 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.08 | 44,099 | 9,795,620 | reduced | -0.34 | ||
| ADP | automatic data processing in | 0.16 | 1,009 | 308,280 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 3.47 | 35,124 | 6,682,690 | reduced | -0.85 | ||
| APH | amphenol corp new | 2.55 | 75,022 | 4,920,690 | new | |||
| AVGO | broadcom inc | 6.23 | 71,755 | 12,013,900 | reduced | -4.15 | ||
| AXP | american express co | 3.59 | 25,709 | 6,917,010 | reduced | -1.44 | ||
| AZO | autozone inc | 0.13 | 64.00 | 244,018 | reduced | -1.54 | ||
| CAT | caterpillar inc | 2.37 | 13,830 | 4,561,130 | reduced | -0.32 | ||
| CBRE | cbre group inc | 3.21 | 47,233 | 6,177,130 | reduced | -0.62 | ||
| CL | colgate palmolive co | 0.18 | 3,800 | 356,060 | unchanged | 0.00 | ||
| CLH | clean harbors inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COP | conocophillips | 0.18 | 3,275 | 343,940 | reduced | -94.06 | ||
| COST | costco whsl corp new | 0.14 | 282 | 266,710 | reduced | -26.18 | ||
| CRWD | crowdstrike hldgs inc | 3.18 | 17,408 | 6,137,710 | reduced | -5.61 | ||
| CSCO | cisco sys inc | 0.28 | 8,740 | 539,345 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.18 | 2,093 | 350,138 | added | 17.72 | ||
| DIS | disney walt co | 2.11 | 41,125 | 4,059,040 | reduced | -0.9 | ||
| DOV | dover corp | 0.15 | 1,605 | 281,966 | new | |||
| ETN | eaton corp plc | 3.15 | 22,357 | 6,077,300 | added | 3.98 | ||