RI
Reliant Investment Partners, LLC SEC 13F Filing (Q2 2026) — Holdings & Portfolio
Reliant Investment Partners, LLCCIK: 0002069207
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$147.0M
Reporting period: 2026-06-30 · Number of holdings: 126
Reliant Investment Partners, LLC disclosed 126 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $147.0M and a quarterly turnover rate of 25.3%.
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Personality snowflake
- Concentration
- 12.53
- Portfolio Stability
- 25.27
- Momentum
- 100
- Sector conviction
- 71.7
- Diversification
- 100
- Sizing Uniformity
- 82.76
Reliant Investment Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 32 equally-sized positions, well below its 126 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 1.72), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd FTXL
+320.6% $1.7M
Trim DUK
+4.0% $43.8K
Add KLAC
+908.4% $1.9M
Add CRWD
+1.6% $1.7M
Add VRT
+110.1% $1.5M
Add MU
+14.3% $1.4M
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.52% | -0.74% | -0.30% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.45% | -0.13% | +3.51% | |
| 3 | DUK | Duke Energy CORP | Stock-Utilities | 5.36% | -1.13% | +4.02% | |
| 4 | TFC | Truist Financial CORP | Stock-Financials | 5.03% | -0.85% | -3.93% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.97% | -0.33% | -1.34% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.22% | +0.26% | -3.61% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.53% | +0.13% | -1.46% | |
| 8 | KLAC | Kla CORP | Stock-Tech | 2.49% | +1.02% | +908.40% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.37% | +0.91% | +1.55% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.07% | -0.64% | -0.40% | |
| 11 | APP | Applovin Corp-class A | Stock-Tech | 1.96% | +0.11% | -0.62% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.95% | +0.08% | -0.35% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.42% | -0.80% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.10% | +0.76% | |
| 15 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.59% | +0.90% | +110.07% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.47% | -0.18% | +287.52% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.46% | +0.31% | +2.39% | |
| 18 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 1.35% | +1.15% | +320.63% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 1.31% | +0.90% | +14.30% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.21% | -0.08% | -1.71% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.57% | +1.64% | |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.11% | +0.21% | +4.93% | |
| 23 | CSX | Csx CORP | Stock-Industrials | 1.09% | -0.05% | -0.30% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.05% | -0.05% | |
| 25 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.96% | — | -0.61% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.16% | -1.18% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.17% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.01% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.11% | +0.09% | |
| 30 | ROAD | Construction Partners Inc-a | Stock-Industrials | 0.77% | -0.10% | — | |
| 31 | MTZ | Mastec Inc | Stock-Industrials | 0.75% | +0.08% | +3.99% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.12% | +0.72% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.04% | +0.84% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | -0.33% | -3.41% | |
| 35 | SNOW | Snowflake Inc | Stock-Tech | 0.68% | +0.20% | +1.96% | |
| 36 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.68% | -0.06% | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.66% | +0.05% | -0.31% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.04% | — | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.21% | -12.79% | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.57% | +0.11% | +7.78% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.01% | — | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.55% | -0.07% | -0.72% | |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.55% | -0.08% | -2.62% | |
| 44 | WDC | Western Digital CORP | Stock-Tech | 0.52% | +0.28% | +12.95% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.23% | -0.27% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | +0.06% | +4.06% | |
| 47 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.51% | +0.30% | +17.40% | |
| 48 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.48% | +0.02% | — | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | -0.19% | +0.71% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | +4.58% |
1–50 of 126
Portfolio Performance
Performance for Q3 2026
+1.4%
Performance Last 4 Quarters
+17.9%
- Stdev
- +13.4%
- Beta
- +0.98
- Alpha
- +0.9%
- Max Drawdown
- -4.5%
- Annualized Perf
- +20.4%
- Batting Avg vs S&P
- +61.1%
- Sortino
- +2.99
- Stutzer
- +0.43
- Treynor
- +0.2
- Sterling
- +1.41
- Calmar
- +4.54
- Information Ratio
- +0.14
- Tracking Error
- +3.3%
- Stdev Down
- +6.5%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +33.4%
- Worst 12 Months
- +17.9%
- Efficiency Ratio
- +0.55
- Sharpe
- +1.45
- Stdev Sectors
- +11.6%
- Skewness
- -0.15
- Kurtosis
- -0.36
- Upside Potential
- +4.48
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Reliant Investment Partners, LLC's most significant position changes for 2026-06-30: New buy: Marvell Technology Inc (MRVL); New buy: Pinnacle Financial Partners (PNFP); New buy: Intel CORP (INTC); New buy: Sandisk CORP (SNDK); Sold out: Nrg Energy Inc (NRG).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTXL | First Trust Nasdaq Semicondu | +1.2% | +320.63% | Add |
| 2 | KLAC | Kla CORP | +1% | +908.40% | Add |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | +1.55% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.9% | +110.07% | Add |
| 5 | MU | Micron Technology Inc | +0.9% | +14.30% | Add |
| 6 | MRVL | Marvell Technology Inc | +0.4% | NEW | New buy |
| 7 | CAT | Caterpillar Inc | +0.3% | +2.39% | Add |
| 8 | STX | Seagate Technology Holdings plc | +0.3% | +17.40% | Add |
| 9 | PNFP | Pinnacle Financial Partners | +0.3% | NEW | New buy |
| 10 | WDC | Western Digital CORP | +0.3% | +12.95% | Add |
| 11 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 12 | SNDK | Sandisk CORP | +0.3% | NEW | New buy |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | -3.61% | Trim |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +4.93% | Add |
| 15 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 16 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 17 | GLW | Corning Inc | +0.2% | NEW | New buy |
| 18 | SNOW | Snowflake Inc | +0.2% | +1.96% | Add |
| 19 | CSCO | Cisco Systems Inc | +0.2% | — | Unchanged |
| 20 | THTA | Sofi Enhanced Yield ETF | +0.2% | NEW | New buy |
| 21 | AIRR | First Trust Rba American Ind | +0.2% | NEW | New buy |
| 22 | VUG | Vanguard Growth ETF | +0.2% | NEW | New buy |
| 23 | TER | Teradyne Inc | +0.2% | NEW | New buy |
| 24 | FTNT | Fortinet Inc | +0.2% | NEW | New buy |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 27 | BROS | Dutch Bros Inc-class A | +0.1% | NEW | New buy |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 29 | JBL | Jabil Inc | +0.1% | NEW | New buy |
| 30 | ET | Energy Transfer LP | +0.1% | NEW | New buy |
| 31 | LLY | Eli Lilly & Co | +0.1% | -1.46% | Trim |
| 32 | APP | Applovin Corp-class A | +0.1% | -0.62% | Trim |
| 33 | ANET | Arista Networks Inc | +0.1% | +7.78% | Add |
| 34 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -0.35% | Trim |
| 35 | MTZ | Mastec Inc | +0.1% | +3.99% | Add |
| 36 | FIX | Comfort Systems USA Inc | +0.1% | +10.37% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.93% | Add |
| 38 | GEV | GE Vernova Inc | +0.1% | +4.06% | Add |
| 39 | CVS | Cvs Health CORP | +0.1% | — | Unchanged |
| 40 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | — | Unchanged |
| 41 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.05% | Trim |
| 42 | GE | General Electric | +0.1% | -0.31% | Trim |
| 43 | CIEN | Ciena CORP | 0% | +8.02% | Add |
| 44 | PWR | Quanta Services Inc | 0% | +13.53% | Add |
| 45 | XMMO | Invesco S&p Midcap Momentum | 0% | +11.14% | Add |
| 46 | MIRM | Mirum Pharmaceuticals Inc | 0% | — | Unchanged |
| 47 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 48 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 49 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 50 | TDIV | Ft Nasdaq Tech Dvd Index Fd | — | -0.61% | Trim |
1–50 of 131
Filing History
FAQ
What is Reliant Investment Partners, LLC and what type of investor is it?
Reliant Investment Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $147.0M, spread across 126 disclosed positions.
What are Reliant Investment Partners, LLC's largest equity positions?
Based on the latest 13F filing, Reliant Investment Partners, LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $16.9M (11.5%)
2. Vanguard S&p 500 ETF (VOO) — $8.0M (5.5%)
3. Duke Energy CORP (DUK) — $7.9M (5.4%)
4. Truist Financial CORP (TFC) — $7.4M (5.0%)
5. Apple Inc (AAPL) — $5.8M (4.0%)
What changes did Reliant Investment Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Reliant Investment Partners, LLC made 107 notable position adjustments: 18 new positions were initiated, 39 existing holdings were added to, 45 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Marvell Technology Inc (MRVL); New buy: Pinnacle Financial Partners (PNFP); New buy: Intel CORP (INTC); New buy: Sandisk CORP (SNDK); Sold out: Nrg Energy Inc (NRG)
What sectors does Reliant Investment Partners, LLC focus on?
Reliant Investment Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 43.7%
• Industrials: 12.0%
• Financials: 10.1%
• Health Care: 9.0%
• Utilities: 8.2%
• Consumer Discretionary: 7.6%
Investment Profile
Reliant Investment Partners, LLC returned an annualized 20.4% over the trailing 18 months — outperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.98 (roughly in line with the market) and a 61% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 43.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 25 over the past 4 quarters — a shift toward more active trading.
It has added to its KLAC position over the past two quarters (+$2.2M, now $3.7M), while trimming BX over the same stretch (-$1.0M, still holding $209.6K).
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