Latest Reliant Investment Management, LLC Stock Portfolio
Reliant Investment Management, LLC Performance:
2025 Q3: 6.95%YTD: 16.77%2024: 19.43%
Performance for 2025 Q3 is 6.95%, and YTD is 16.77%, and 2024 is 19.43%.
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 $263.6 Millions as of 30 Sep, 2025.
The top stock holdings of Reliant Investment Management, LLC are AVGO, GOOG, AAPL. The fund has invested 8.2% of it's portfolio in BROADCOM INC and 4.7% of portfolio in ALPHABET INC.
The fund managers got completely rid off GLOBANT S A and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in S&P GLOBAL INC (SPGI), ELI LILLY & CO (LLY) and CISCO SYS INC (CSCO). Reliant Investment Management, LLC opened new stock positions in AEROVIRONMENT INC (AVAV), PINNACLE FINL PARTNERS INC (PNFP) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), INTERNATIONAL BUSINESS MACHS (IBM) and CHEVRON CORP NEW (CVX).
The top stock holdings of Reliant Investment Management, LLC are AVGO, GOOG, AAPL. The fund has invested 8.2% of it's portfolio in BROADCOM INC and 4.7% of portfolio in ALPHABET INC.
The fund managers got completely rid off GLOBANT S A and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in S&P GLOBAL INC (SPGI), ELI LILLY & CO (LLY) and CISCO SYS INC (CSCO). Reliant Investment Management, LLC opened new stock positions in AEROVIRONMENT INC (AVAV), PINNACLE FINL PARTNERS INC (PNFP) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), INTERNATIONAL BUSINESS MACHS (IBM) and CHEVRON CORP NEW (CVX).
Reliant Investment Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Reliant Investment Management, LLC made a return of 6.95% in the last quarter. In trailing 12 months, it's portfolio return was 17.32%.
New Buys
| Ticker | $ Bought |
|---|---|
| aerovironment inc | 6,984,260 |
| pinnacle finl partners inc | 5,478,650 |
| palantir technologies inc | 244,443 |
| regions financial corp new | 210,960 |
| bloom energy corp | 208,550 |
New stocks bought by Reliant Investment Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| walmart inc | 612 |
| international business machs | 460 |
| chevron corp new | 17.21 |
| tesla inc | 16.88 |
| costco whsl corp new | 14.44 |
| booking holdings inc | 4.15 |
| disney walt co | 4.03 |
| stryker corporation | 3.99 |
Additions to existing portfolio by Reliant Investment Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| s&p global inc | -93.81 |
| eli lilly & co | -37.39 |
| cisco sys inc | -26.96 |
| nvidia corporation | -25.78 |
| honeywell intl inc | -18.79 |
| schlumberger ltd | -14.01 |
| berkshire hathaway inc del | -12.36 |
| exxon mobil corp | -10.42 |
Reliant Investment Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| globant s a | -2,021,740 |
| meta platforms inc | -314,426 |
Reliant Investment Management, LLC got rid off the above stocks
Sector Distribution
Reliant Investment Management, LLC has about 31.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31.9 |
| Financial Services | 15.9 |
| Industrials | 15.2 |
| Communication Services | 9.4 |
| Consumer Cyclical | 8.3 |
| Healthcare | 4.8 |
| Consumer Defensive | 3.3 |
| Basic Materials | 3.2 |
| Real Estate | 2.9 |
| Energy | 2.7 |
| Others | 2.3 |
Market Cap. Distribution
Reliant Investment Management, LLC has about 92.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 50 |
| MEGA-CAP | 42.8 |
| MID-CAP | 4.9 |
| UNALLOCATED | 2.3 |
Stocks belong to which Index?
About 92.2% of the stocks held by Reliant Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 89.4 |
| Others | 7.8 |
| RUSSELL 2000 | 2.8 |
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 59 stocks in it's portfolio. About 41.9% of the portfolio is in top 10 stocks. TYL proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Reliant Investment Management, LLC last quarter.
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.32 | 44,705 | 11,383,200 | reduced | -1.88 | ||
| ADP | automatic data processing in | 0.11 | 1,009 | 296,141 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 3.04 | 36,440 | 8,001,130 | added | 0.89 | ||
| APH | amphenol corp new | 3.54 | 75,372 | 9,327,280 | added | 0.13 | ||
| AVAV | aerovironment inc | 2.65 | 22,180 | 6,984,260 | new | |||
| AVGO | broadcom inc | 8.16 | 65,176 | 21,502,200 | reduced | -9.00 | ||
| AXP | american express co | 3.33 | 26,434 | 8,780,320 | added | 0.94 | ||
| AZO | autozone inc | 0.10 | 64.00 | 274,575 | unchanged | 0.00 | ||
| BE | bloom energy corp | 0.08 | 2,466 | 208,550 | new | |||
| BKNG | booking holdings inc | 2.00 | 978 | 5,280,490 | added | 4.15 | ||
| CAT | caterpillar inc | 2.62 | 14,490 | 6,913,900 | reduced | -1.36 | ||
| CBRE | cbre group inc | 2.94 | 49,138 | 7,742,180 | reduced | -0.7 | ||
| CL | colgate palmolive co | 0.12 | 3,800 | 303,772 | unchanged | 0.00 | ||
| COF | capital one finl corp | 2.18 | 27,076 | 5,755,820 | added | 1.73 | ||
| COP | conocophillips | 0.14 | 3,875 | 366,536 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.11 | 317 | 293,425 | added | 14.44 | ||
| CRWD | crowdstrike hldgs inc | 3.24 | 17,440 | 8,552,230 | reduced | -0.81 | ||
| CSCO | cisco sys inc | 0.20 | 7,775 | 531,965 | reduced | -26.96 | ||
| CVX | chevron corp new | 0.11 | 1,873 | 290,858 | added | 17.21 | ||
| DIS | disney walt co | 1.81 | 41,655 | 4,769,500 | added | 4.03 | ||