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Reliant Investment Management, LLC Top Holdings and 13F Report (2026)

About Reliant Investment Management, LLC

Investment Activity

  • Reliant Investment Management, LLC has $280.55 million in total holdings as of June 30, 2026.
  • Reliant Investment Management, LLC owns shares of 55 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 20.01% of the portfolio was purchased this quarter.
  • About 6.91% of the portfolio was sold this quarter.
  • This quarter, Reliant Investment Management, LLC has purchased 53 new stocks and bought additional shares in 21 stocks.
  • Reliant Investment Management, LLC sold shares of 17 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Broadcom
$20,559,799
Quanta Services
$17,964,998
Alphabet
$16,907,889
Caterpillar
$14,987,403
Amphenol
$13,176,041

Largest New Holdings this Quarter

03852U106 - Aramark
$6,996,993 Holding
231561101 - Curtiss-Wright
$5,798,380 Holding
320517105 - First Horizon
$5,730,284 Holding
74834L100 - Quest Diagnostics
$5,470,429 Holding
13646K108 - Canadian Pacific Kansas City
$5,320,310 Holding

Largest Purchases this Quarter

Aramark
122,970 shares (about $7.00M)
Curtiss-Wright
7,652 shares (about $5.80M)
First Horizon
223,490 shares (about $5.73M)
Quest Diagnostics
25,810 shares (about $5.47M)
Canadian Pacific Kansas City
61,400 shares (about $5.32M)

Largest Sales this Quarter

Quanta Services
1,277 shares (about $919.49K)
CORE SCIENTIFIC INC NEW
23,501 shares (about $601.39K)
Broadcom
1,325 shares (about $500.52K)
Caterpillar
346 shares (about $368.46K)
Alphabet
633 shares (about $226.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofReliant Investment Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Broadcom Inc. stock logo
AVGO
Broadcom
$20,559,799$500,519 â–¼-2.4%54,4277.3%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$17,964,998$919,491 â–¼-4.9%24,9506.4%Construction
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,907,889$226,215 â–¼-1.3%47,3126.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$14,987,403$368,455 â–¼-2.4%14,0745.3%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$13,176,041$28,916 â–¼-0.2%74,7284.7%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$13,102,351$44,262 â–²0.3%17,1694.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$12,548,554$100,696 â–¼-0.8%43,3674.5%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$9,705,107$45,512 â–²0.5%9,5963.5%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$9,543,810$69,031 â–²0.7%22,3973.4%Industrials
LINDE PLC
$9,047,200$29,061 â–²0.3%17,4343.2%SHS
American Express Company stock logo
AXP
American Express
$8,975,464$5,412 â–¼-0.1%26,5353.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,899,616$15,015 â–²0.2%37,3403.2%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$7,691,656$875,688 â–²12.8%27,3522.7%Computer and Technology
Aramark stock logo
ARMK
Aramark
$6,996,993$6,996,993 â–²New Holding122,9702.5%Business Services
Hubbell Inc stock logo
HUBB
Hubbell
$6,907,286$99,408 â–²1.5%13,2022.5%Industrials
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$6,766,152$54,415 â–²0.8%50,2352.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$6,734,425$64,893 â–²1.0%19,0952.4%Retail/Wholesale
WALMART INC
$6,623,898$23,671 â–²0.4%58,4842.4%COM
PINNACLE FINL PARTNERS INC
$6,197,563$68,397 â–²1.1%61,4352.2%COM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,039,884$24,065 â–¼-0.4%12,0472.2%Medical
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$5,798,380$5,798,380 â–²New Holding7,6522.1%Aerospace
First Horizon Corporation stock logo
FHN
First Horizon
$5,730,284$5,730,284 â–²New Holding223,4902.0%Finance
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$5,624,369$178,713 â–²3.3%19,3552.0%Aerospace
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$5,470,429$5,470,429 â–²New Holding25,8101.9%Medical
Chevron Corporation stock logo
CVX
Chevron
$5,418,363$5,117,011 â–²1,698.0%32,6881.9%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,324,795$4,823,169 â–²961.5%26,6121.9%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$5,320,310$5,320,310 â–²New Holding61,4001.9%Transportation
ConocoPhillips stock logo
COP
ConocoPhillips
$5,243,846$4,864,808 â–²1,283.5%50,4411.9%Energy
CRH PLC
$5,173,985$5,173,985 â–²New Holding48,3551.8%ORD
Stryker Corporation stock logo
SYK
Stryker
$4,918,430$6,297 â–²0.1%15,6221.8%Medical
SLB Limited stock logo
SLB
SLB
$4,874,988$4,557,647 â–²1,436.2%104,8611.7%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,560,690$18,037 â–¼-1.1%10,6430.6%Consumer Staples
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,432,689$35,684 â–¼-2.4%10,4790.5%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$1,094,068$150,327 â–²15.9%2,9330.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$807,655$35,238 â–¼-4.2%6,8760.3%Computer and Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$782,7820.0%2,5860.3%Energy
Coherent Corp. stock logo
COHR
Coherent
$702,157$3,945 â–¼-0.6%1,7800.3%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$652,490$9,595 â–²1.5%5440.2%Medical
CORE SCIENTIFIC INC NEW
$537,390$601,391 â–¼-52.8%21,0000.2%COM
Tesla, Inc. stock logo
TSLA
Tesla
$481,587$13,459 â–²2.9%1,1450.2%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$422,8300.0%8450.2%Finance
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$348,3840.0%3,8000.1%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$346,218$67,971 â–²24.4%2,5570.1%Consumer Staples
MARSH & MCLENNAN COS INC
$344,3400.0%2,0660.1%COM
National HealthCare Corporation stock logo
NHC
National HealthCare
$295,9040.0%1,4000.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$290,3420.0%8870.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$280,6410.0%3000.1%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$268,436$28,527 â–¼-9.6%2,0890.1%Medical
Regions Financial Corporation stock logo
RF
Regions Financial
$241,6000.0%8,0000.1%Finance
Moody's Corporation stock logo
MCO
Moody's
$239,1420.0%5280.1%Finance
Truist Financial Corporation stock logo
TFC
Truist Financial
$237,143$237,143 â–²New Holding4,7600.1%Finance
Visa Inc. stock logo
V
Visa
$233,301$60,727 â–¼-20.7%6800.1%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$227,848$227,848 â–²New Holding2,2950.1%Computer and Technology
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$224,119$6,152 â–¼-2.7%1,2750.1%Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$223,950$2,016 â–¼-0.9%1,0000.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$0$6,513,201 â–¼-100.0%00.0%Consumer Discretionary
Capital One Financial Corporation stock logo
COF
Capital One Financial
$0$5,032,514 â–¼-100.0%00.0%Finance
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$0$4,207,404 â–¼-100.0%00.0%Aerospace
Simmons First National Corporation stock logo
SFNC
Simmons First National
$0$244,175 â–¼-100.0%00.0%Finance
Oracle Corporation stock logo
ORCL
Oracle
$0$205,954 â–¼-100.0%00.0%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$0$205,461 â–¼-100.0%00.0%Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.
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