CIK: 0002069207
Total reported value
$120.7M
Reporting period: 2026-03-31 · Number of holdings: 113
Reliant Investment Partners, LLC disclosed 113 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $120.7M and a quarterly turnover rate of 19.5%.
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Reliant Investment Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 28 equally-sized positions, well below its 113 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.73), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim APP
-5.8% -$1.8M
Trim BX
-72.8% -$1.0M
Add DUK
-4.2% $513.4K
Trim MSFT
-1.9% -$947.4K
Add XOM
+0.5% $618.8K
Trim AAPL
-7.8% -$837.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.26% | -0.42% | -2.04% | |
| 2 | DUK | Duke Energy CORP | Stock-Utilities | 6.49% | +0.74% | -4.21% | |
| 3 | TFC | Truist Financial CORP | Stock-Financials | 5.88% | -0.11% | -0.41% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.58% | — | +3.03% | |
| 5 | AAPL | Apple INC | Stock-Tech | 4.30% | -0.43% | -7.77% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.96% | -0.08% | -0.44% | |
| 7 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 2.71% | — | +0.08% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | -0.26% | -0.25% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.62% | -1.91% | |
| 10 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.01% | -0.12% | -0.61% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.86% | — | +3.51% | |
| 12 | APP | Applovin Corp-class A | Stock-Tech | 1.85% | -1.30% | -5.75% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.74% | +0.57% | +0.49% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.65% | — | -2.80% | |
| 15 | KLAC | Kla CORP | Stock-Tech | 1.47% | +0.31% | -1.48% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 1.46% | -0.31% | -6.17% | |
| 17 | ABBV | Abbvie INC | Stock-Healthcare | 1.29% | — | +0.11% | |
| 18 | CAT | Caterpillar INC | Stock-Industrials | 1.15% | +0.31% | +5.53% | |
| 19 | CSX | Csx CORP | Stock-Industrials | 1.14% | — | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.03% | — | -0.45% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | — | +0.23% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | — | -4.81% | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.96% | — | -3.51% | |
| 24 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.90% | — | +5.12% | |
| 25 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.88% | — | +0.09% | |
| 26 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.87% | — | -5.00% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.87% | -0.12% | +1.50% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | — | +0.07% | |
| 29 | MA | Mastercard INC - A | Stock-Financials | 0.81% | -0.16% | -10.11% | |
| 30 | TSLA | Tesla INC | Stock-Consumer Disc | 0.77% | -0.21% | -9.44% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | — | -3.64% | |
| 32 | VZ | Verizon Communications INC | Stock-Comm Services | 0.75% | — | -1.88% | |
| 33 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.74% | — | — | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.69% | +0.36% | +29.24% | |
| 35 | CSCO | Cisco Systems INC | Stock-Tech | 0.68% | — | -0.93% | |
| 36 | MTZ | Mastec INC | Stock-Industrials | 0.67% | +0.21% | -5.59% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | — | — | |
| 38 | PFE | Pfizer INC | Stock-Healthcare | 0.66% | — | -0.18% | |
| 39 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.63% | — | -1.02% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.62% | — | +0.72% | |
| 41 | GE | General Electric | Stock-Industrials | 0.61% | — | -0.19% | |
| 42 | AVGO | Broadcom INC | Stock-Tech | 0.56% | — | -8.48% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.27% | -26.67% | |
| 44 | MO | Altria Group INC | Stock-Consumer Staples | 0.52% | — | -1.77% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.52% | +0.18% | +7.06% | |
| 46 | NEE | Nextera Energy INC | Stock-Utilities | 0.49% | — | +0.09% | |
| 47 | SNOW | Snowflake INC | Stock-Tech | 0.48% | -0.22% | -5.20% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.48% | — | +0.02% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.25% | +116.34% | |
| 50 | ANET | Arista Networks INC | Stock-Tech | 0.46% | — | -0.26% |
Performance for Q3 2026
+4.3%
Performance Last 4 Quarters
+19.7%
Based on 68% of reported portfolio value with available pricing
Reliant Investment Partners, LLC's most significant position changes for 2026-03-31: Sold out: Cloudflare INC - Class A (NET); Sold out: Palo Alto Networks INC (PANW); Sold out: Salesforce INC (CRM); Sold out: Pinnacle Financial Partners, Inc. (PNW); New buy: Ciena CORP (CIEN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy CORP | +0.7% | -4.21% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.6% | +0.49% | Add |
| 3 | VRT | Vertiv Holdings Co-a | +0.4% | +29.24% | Add |
| 4 | CAT | Caterpillar INC | +0.3% | +5.53% | Add |
| 5 | KLAC | Kla CORP | +0.3% | -1.48% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +116.34% | Add |
| 7 | MTZ | Mastec INC | +0.2% | -5.59% | Trim |
| 8 | CVX | Chevron CORP | +0.2% | +7.06% | Add |
| 9 | GEV | GE Vernova INC | +0.2% | +12.61% | Add |
| 10 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | -0.44% | Trim |
| 11 | TFC | Truist Financial CORP | -0.1% | -0.41% | Trim |
| 12 | AMZN | Amazon.com INC | -0.1% | -0.61% | Trim |
| 13 | PLTR | Palantir Technologies Inc-a | -0.1% | +1.50% | Add |
| 14 | SKYY | First Trust Cloud Computing | -0.1% | -13.40% | Trim |
| 15 | ABT | Abbott Laboratories | -0.1% | -13.04% | Trim |
| 16 | ARES | Ares Management CORP - A | -0.1% | -18.50% | Trim |
| 17 | MA | Mastercard INC - A | -0.2% | -10.11% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | -0.2% | -25.84% | Trim |
| 19 | TSLA | Tesla INC | -0.2% | -9.44% | Trim |
| 20 | SNOW | Snowflake INC | -0.2% | -5.20% | Trim |
| 21 | LLY | Eli Lilly & Co | -0.3% | -0.25% | Trim |
| 22 | META | Meta Platforms Inc-class A | -0.3% | -26.67% | Trim |
| 23 | CRWD | Crowdstrike Holdings INC - A | -0.3% | -6.17% | Trim |
| 24 | NVDA | Nvidia CORP | -0.4% | -2.04% | Trim |
| 25 | AAPL | Apple INC | -0.4% | -7.77% | Trim |
| 26 | MSFT | Microsoft CORP | -0.6% | -1.91% | Trim |
| 27 | BX | Blackstone INC | -0.8% | -72.84% | Trim |
| 28 | APP | Applovin Corp-class A | -1.3% | -5.75% | Trim |
| 29 | NET | Cloudflare INC - Class A | — | EXIT | Sold out |
| 30 | PANW | Palo Alto Networks INC | — | EXIT | Sold out |
| 31 | CRM | Salesforce INC | — | EXIT | Sold out |
| 32 | PNW | Pinnacle Financial Partners, Inc. | — | EXIT | Sold out |
| 33 | CIEN | Ciena CORP | — | NEW | New buy |
| 34 | ORLY | O'reilly Automotive INC | — | EXIT | Sold out |
| 35 | FIX | Comfort Systems USA INC | — | NEW | New buy |
| 36 | WDC | Western Digital CORP | — | NEW | New buy |
| 37 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 38 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 39 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 40 | PWR | Quanta Services INC | — | NEW | New buy |
| 41 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 42 | FTXL | First Trust Nasdaq Semicondu | — | NEW | New buy |
| 43 | BKGI | Bny Mellon Glbl Infra INC | — | NEW | New buy |
| 44 | HOOD | Robinhood Markets INC - A | — | EXIT | Sold out |
| 45 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 46 | TGT | Target CORP | — | NEW | New buy |
| 47 | VUG | Vanguard Growth ETF | — | EXIT | Sold out |
| 48 | AMGN | Amgen INC | — | NEW | New buy |
| 49 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 50 | DE | Deere & Co | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-28 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-21 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-05-20 | 13F-HR | View on EDGAR |
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