Latest Reliant Investment Management, LLC Stock Portfolio

Reliant Investment Management, LLC Performance:

2025 Q2: 16.38%YTD: 9.7%2024: 16.99%

Performance for 2025 Q2 is 16.38%, and YTD is 9.7%, 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 $231 Millions as of 30 Jun, 2025.

The top stock holdings of Reliant Investment Management, LLC are AVGO, PWR, AAPL. The fund has invested 8.6% of it's portfolio in BROADCOM INC and 4.5% of portfolio in QUANTA SVCS INC.

The fund managers got completely rid off T-MOBILE US INC (TMUS), MOTOROLA SOLUTIONS INC (MSI) and DOVER CORP (DOV) stocks. They significantly reduced their stock positions in MARSH & MCLENNAN COS INC (MMC), MICROSOFT CORP (MSFT) and CHEVRON CORP NEW (CVX). Reliant Investment Management, LLC opened new stock positions in WELLS FARGO CO NEW (WFC), CAPITAL ONE FINL CORP (COF) and BOOKING HOLDINGS INC (BKNG). The fund showed a lot of confidence in some stocks as they added substantially to DIAMONDBACK ENERGY INC (FANG), WALMART INC (WMT) and NVIDIA CORPORATION (NVDA).

Reliant Investment Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Reliant Investment Management, LLC made a return of 16.38% in the last quarter. In trailing 12 months, it's portfolio return was 14.94%.

New Buys

Ticker	$ Bought
wells fargo co new	5,682,350
capital one finl corp	5,662,820
booking holdings inc	5,436,100
hubbell inc	5,170,470
tesla inc	301,142

New stocks bought by Reliant Investment Management, LLC

Additions

Ticker	% Inc.
diamondback energy inc	2,670
walmart inc	40.87
nvidia corporation	26.26
cisco sys inc	21.8
conocophillips	18.32
thermo fisher scientific inc	6.97
international business machs	6.28
caterpillar inc	6.22

Additions to existing portfolio by Reliant Investment Management, LLC

Reductions

Ticker	% Reduced
marsh & mclennan cos inc	-90.32
microsoft corp	-80.41
chevron corp new	-23.65
berkshire hathaway inc del	-19.9
jpmorgan chase & co.	-14.7
schlumberger ltd	-11.48
exxon mobil corp	-6.31
globant s a	-4.67

Reliant Investment Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
t-mobile us inc	-6,523,730
motorola solutions inc	-4,983,590
dover corp	-281,966
alphabet inc	-249,499
union pac corp	-230,570
fedex corp	-222,327
unitedhealth group inc	-214,214

Reliant Investment Management, LLC got rid off the above stocks

Sector Distribution

Reliant Investment Management, LLC has about 31.2% of it's holdings in Technology sector.

Sector	%
Technology	31.2
Financial Services	17.1
Industrials	13
Communication Services	9.9
Consumer Cyclical	9.1
Healthcare	5.3
Basic Materials	3.6
Others	3.2
Real Estate	3
Energy	3
Consumer Defensive	1.6

Market Cap. Distribution

Reliant Investment Management, LLC has about 96.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	54.3
MEGA-CAP	42.3
UNALLOCATED	3.2

Stocks belong to which Index?

About 92.8% of the stocks held by Reliant Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	92.8
Others	7.1

Top 5 Winners (%)		%
AVGO	broadcom inc	64.6 %
ORCL	oracle corp	56.4 %
APH	amphenol corp new	50.4 %
PWR	quanta svcs inc	48.6 %
CRWD	crowdstrike hldgs inc	44.1 %

Top 5 Winners ($)		$
AVGO	broadcom inc	7.8 M
PWR	quanta svcs inc	3.4 M
ORCL	oracle corp	2.9 M
CRWD	crowdstrike hldgs inc	2.7 M
NFLX	netflix inc	2.6 M

Top 5 Losers (%)		%
SLB	schlumberger ltd	-18.9 %
TMO	thermo fisher scientific inc	-17.6 %
CVX	chevron corp new	-15.0 %
COP	conocophillips	-12.5 %
PEP	pepsico inc	-11.9 %

Top 5 Losers ($)		$
TMO	thermo fisher scientific inc	-1.1 M
AAPL	apple inc	-0.7 M
MMC	marsh & mclennan cos inc	-0.4 M
XOM	exxon mobil corp	-0.1 M
PG	procter and gamble co	-0.1 M

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 56 stocks in it's portfolio. About 42.8% of the portfolio is in top 10 stocks. TMO 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: 30 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AVGO	broadcom inc	8.55	71,625	19,743,400	reduced	-0.18
Historical Trend of BROADCOM INC Position Held By Reliant Investment Management, LLC What % of Portfolio is AVGO?: Number of AVGO shares held: Change in No. of Shares Held:
	PWR	quanta svcs inc	4.52	27,624	10,444,100	added	0.25

	AAPL	apple inc	4.05	45,562	9,347,870	added	3.32

	GOOG	alphabet inc	3.95	51,787	9,126,420	added	1.04

	CRWD	crowdstrike hldgs inc	3.88	17,583	8,955,200	added	1.01

	NFLX	netflix inc	3.69	6,372	8,532,940	reduced	-0.19

	AXP	american express co	3.62	26,189	8,353,770	added	1.87

	LIN	linde plc	3.59	17,666	8,288,530	added	0.21

	ORCL	oracle corp	3.47	36,676	8,018,470	added	0.08

	ETN	eaton corp plc	3.46	22,381	7,989,790	added	0.11

	AMZN	amazon com inc	3.43	36,118	7,923,930	added	2.83

	TYL	tyler technologies inc	3.37	13,128	7,782,800	added	0.88

	APH	amphenol corp new	3.22	75,277	7,433,600	added	0.34

	HD	home depot inc	3.06	19,313	7,080,920	added	0.73

	PANW	palo alto networks inc	3.01	34,020	6,961,850	added	1.14

	CBRE	cbre group inc	3.00	49,483	6,933,560	added	4.76

	GS	goldman sachs group inc	2.93	9,575	6,776,710	added	4.04

	SYK	stryker corporation	2.66	15,533	6,145,320	reduced	-0.38

	MA	mastercard incorporated	2.59	10,653	5,986,350	added	0.71

	CAT	caterpillar inc	2.47	14,690	5,702,800	added	6.22