RI
Reliant Investment Management, LLC
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$2.1億
報告対象四半期: 2026-03-31 · 銘柄数: 53
Reliant Investment Management, LLCは最新の13F報告書で53件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$2.1億、四半期回転率は32.7%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 16.93
- 回転率
- 32.75
- モメンタム／逆張り
- 100
- セクター集中度
- 57.78
- 多様性
- 100
- ポジション規律
- 88.74
直近の動向
増加 PWR
+0.2% $335.7万
減少 FANG
-96.2% -$495.4万
増加 CAT
-0.1% $194.7万
増加 LIN
-0.5% $116.5万
増加 ETN
+0.5% $90.4万
増加 LHX
+0.6% $100.2万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | 株式-IT | 8.32% | +0.18% | -3.88% | |
| 2 | PWR | Quanta Services INC | 株式-資本財 | 6.94% | +2.46% | +0.24% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.64% | +0.55% | -0.10% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.35% | +0.58% | +0.95% | |
| 5 | CAT | Caterpillar INC | 株式-資本財 | 4.92% | +1.57% | -0.10% | |
| 6 | APH | Amphenol Corp-cl A | 株式-IT | 4.56% | +0.48% | +0.55% | |
| 7 | LIN | Linde plc | 株式-素材 | 4.15% | +1.13% | -0.54% | |
| 8 | GS | Goldman Sachs Group INC | 株式-金融 | 3.89% | +0.52% | +0.84% | |
| 9 | AXP | American Express Co | 株式-金融 | 3.87% | -0.05% | +1.56% | |
| 10 | ETN | Eaton Corporation plc | 株式-資本財 | 3.83% | +0.97% | +0.47% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.74% | +0.35% | +2.80% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 3.49% | +0.89% | +1.30% | |
| 13 | CBRE | Cbre Group INC - A | 株式-不動産 | 3.25% | +0.07% | +2.26% | |
| 14 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 3.22% | +0.01% | +1.45% | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 3.14% | +0.64% | +3.20% | |
| 16 | LHX | L3harris Technologies INC | 株式-資本財 | 3.12% | +0.90% | +0.64% | |
| 17 | HUBB | Hubbell INC | 株式-資本財 | 3.08% | +0.75% | +0.42% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 3.00% | +0.37% | +0.31% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.87% | +0.06% | +1.13% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 2.83% | +0.04% | +4.39% | |
| 21 | PNFP | Pinnacle Financial Partners | 株式-金融 | 2.52% | +2.52% | NEW | |
| 22 | SYK | Stryker CORP | 株式-ヘルスケア | 2.47% | +0.24% | -0.35% | |
| 23 | COF | Capital One Financial CORP | 株式-金融 | 2.43% | -0.21% | +2.60% | |
| 24 | AVAV | Aerovironment INC | 株式-資本財 | 2.03% | -0.19% | +1.66% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | +0.38% | +5.04% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.05% | -1.40% | |
| 28 | CORZ | Core Scientific INC | 株式-IT | 0.32% | — | — | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | — | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | — | -2.90% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.23% | +0.10% | +2.82% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.21% | +0.06% | +28.43% | |
| 33 | COHR | Coherent CORP | 株式-IT | 0.21% | +0.07% | -2.98% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | — | -0.89% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | +0.07% | +33.28% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | +0.07% | — | |
| 37 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.17% | — | — | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.17% | +0.06% | — | |
| 39 | BE | Bloom Energy Corp- A | 株式-資本財 | 0.17% | +0.08% | +1.17% | |
| 40 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.16% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.15% | — | — | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.14% | — | — | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.13% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | — | -9.58% | |
| 45 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.12% | -1.99% | -96.22% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.12% | — | +28.29% | |
| 47 | SFNC | Simmons First Natl Corp-cl A | 株式-その他 | 0.12% | +0.12% | NEW | |
| 48 | MCO | Moody's CORP | 株式-金融 | 0.11% | — | — | |
| 49 | NHC | National Healthcare CORP | 株式-その他 | 0.11% | +0.11% | NEW | |
| 50 | RF | Regions Financial CORP | 株式-金融 | 0.10% | — | — |
1–50 of 53
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 53 | $2.1億 | 33 | |
| 2025-12-31 | 57 | $2.5億 | 21 | |
| 2025-09-30 | 59 | $2.6億 | 55 | |
| 2025-06-30 | 56 | $2.3億 | 0 | |
| 2025-03-31 | 58 | $1.9億 | 100 | |
| 2024-12-31 | 61 | $2.3億 | 0 | |
| 2024-09-30 | 57 | $2.1億 | 0 | |
| 2024-06-30 | 57 | $2.1億 | 0 | |
| 2024-03-31 | 61 | $2.1億 | 0 | |
| 2023-12-31 | 62 | $2.0億 | 0 | |
| 2023-09-30 | 59 | $1.7億 | 0 | |
| 2023-06-30 | 57 | $1.7億 | 0 | |
| 2023-03-31 | 56 | $1.6億 | 0 | |
| 2022-12-31 | 56 | $1.7億 | 0 | |
| 2022-09-30 | 53 | $1.4億 | 0 | |
| 2022-06-30 | 48 | $1.4億 | 0 | |
| 2022-03-31 | 57 | $1.9億 | 0 | |
| 2021-12-31 | 62 | $2.4億 | 0 | |
| 2021-09-30 | 56 | $2.0億 | 0 | |
| 2021-06-30 | 59 | $2.2億 | 97 | |
| 2021-03-31 | 59 | $2.0億 | 38 | |
| 2020-12-31 | 59 | $1.9億 | 35 | |
| 2020-09-30 | 60 | $1.6億 | 37 | |
| 2020-06-30 | 41 | $1.4億 | 49 | |
| 2020-03-31 | 47 | $9998.3万 | 61 | |
| 2019-12-31 | 48 | $1.4億 | 19 | |
| 2019-09-30 | 48 | $1.3億 | 36 | |
| 2019-06-30 | 48 | $1.3億 | 23 | |
| 2019-03-31 | 52 | $1.3億 | 38 | |
| 2018-12-31 | 43 | $9934.5万 | 61 | |
| 2018-09-30 | 51 | $1.4億 | 29 | |
| 2018-06-30 | 50 | $1.3億 | 14 | |
| 2018-03-31 | 52 | $1.3億 | 20 | |
| 2017-12-31 | 60 | $1.5億 | 30 | |
| 2017-09-30 | 50 | $1.2億 | 29 | |
| 2017-06-30 | 54 | $1.3億 | 22 | |
| 2017-03-31 | 54 | $1.3億 | 21 | |
| 2016-12-31 | 53 | $1.2億 | 63 | |
| 2016-09-30 | 61 | $1.1億 | 0 | |
| 2016-06-30 | 61 | $1.1億 | 25 | |
| 2016-03-31 | 59 | $1.0億 | 37 | |
| 2015-12-31 | 61 | $1.2億 | 20 | |
| 2015-09-30 | 68 | $1.0億 | 39 | |
| 2015-06-30 | 65 | $1.1億 | 12 | |
| 2015-03-31 | 64 | $1.1億 | 18 | |
| 2014-12-31 | 63 | $1.1億 | 18 | |
| 2014-09-30 | 60 | $1.1億 | 35 | |
| 2014-06-30 | 65 | $1.1億 | 18 | |
| 2014-03-31 | 63 | $1.1億 | 16 | |
| 2013-12-31 | 66 | $1.0億 | 0 |
今四半期の持株変動
Reliant Investment Management, LLCの2026-03-31時点における主要なポジション変更： 全売却: Wells Fargo & Co (WFC); 全売却: Palo Alto Networks INC (PANW); 全売却: Mastercard INC - A (MA); 全売却: Tyler Technologies INC (TYL); 新規購入: Pinnacle Financial Partners (PNFP).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services INC | +2.5% | +0.24% | 増加 |
| 2 | CAT | Caterpillar INC | +1.6% | -0.10% | 減少 |
| 3 | LIN | Linde plc | +1.1% | -0.54% | 減少 |
| 4 | ETN | Eaton Corporation plc | +1% | +0.47% | 増加 |
| 5 | LHX | L3harris Technologies INC | +0.9% | +0.64% | 増加 |
| 6 | WMT | Walmart INC | +0.9% | +1.30% | 増加 |
| 7 | HUBB | Hubbell INC | +0.8% | +0.42% | 増加 |
| 8 | NFLX | Netflix INC | +0.6% | +3.20% | 増加 |
| 9 | AAPL | Apple INC | +0.6% | +0.95% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.10% | 減少 |
| 11 | GS | Goldman Sachs Group INC | +0.5% | +0.84% | 増加 |
| 12 | APH | Amphenol Corp-cl A | +0.5% | +0.55% | 増加 |
| 13 | XOM | Exxon Mobil CORP | +0.4% | +5.04% | 増加 |
| 14 | HD | Home Depot INC | +0.4% | +0.31% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.4% | +2.80% | 増加 |
| 16 | SYK | Stryker CORP | +0.2% | -0.35% | 減少 |
| 17 | AVGO | Broadcom INC | +0.2% | -3.88% | 減少 |
| 18 | COP | Conocophillips | +0.1% | +2.82% | 増加 |
| 19 | BE | Bloom Energy Corp- A | +0.1% | +1.17% | 増加 |
| 20 | CBRE | Cbre Group INC - A | +0.1% | +2.26% | 増加 |
| 21 | CVX | Chevron CORP | +0.1% | — | 変化なし |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +33.28% | 増加 |
| 23 | COHR | Coherent CORP | +0.1% | -2.98% | 減少 |
| 24 | TMO | Thermo Fisher Scientific INC | +0.1% | +1.13% | 増加 |
| 25 | SLB | Slb LTD | +0.1% | — | 変化なし |
| 26 | NVDA | Nvidia CORP | +0.1% | +28.43% | 増加 |
| 27 | IBM | Intl Business Machines CORP | 0% | +4.39% | 増加 |
| 28 | CRWD | Crowdstrike Holdings INC - A | 0% | +1.45% | 増加 |
| 29 | LLY | Eli Lilly & Co | — | -2.90% | 減少 |
| 30 | TSLA | Tesla INC | — | -0.89% | 減少 |
| 31 | JPM | Jpmorgan Chase & Co | — | -9.58% | 減少 |
| 32 | ADP | Automatic Data Processing | 0% | — | 変化なし |
| 33 | ORCL | Oracle CORP | 0% | -14.06% | 減少 |
| 34 | AXP | American Express Co | -0.1% | +1.56% | 増加 |
| 35 | MSFT | Microsoft CORP | -0.1% | -1.40% | 減少 |
| 36 | AVAV | Aerovironment INC | -0.2% | +1.66% | 増加 |
| 37 | COF | Capital One Financial CORP | -0.2% | +2.60% | 増加 |
| 38 | FANG | Diamondback Energy INC | -2% | -96.22% | 減少 |
| 39 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 40 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 41 | MA | Mastercard INC - A | — | EXIT | 全売却 |
| 42 | TYL | Tyler Technologies INC | — | EXIT | 全売却 |
| 43 | PNFP | Pinnacle Financial Partners | — | NEW | 新規購入 |
| 44 | PNFP | Pinnacle Financial Partners, Inc. | — | EXIT | 全売却 |
| 45 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 46 | SYU1 | Synovus Financial CORP | — | EXIT | 全売却 |
| 47 | SFNC | Simmons First Natl Corp-cl A | — | NEW | 新規購入 |
| 48 | NHC | National Healthcare CORP | — | NEW | 新規購入 |
| 49 | PLTR | Palantir Technologies Inc-a | — | EXIT | 全売却 |
| 50 | HON | Honeywell International INC | — | NEW | 新規購入 |
FAQ
Reliant Investment Management, LLCとはどのような機関投資家ですか？
Reliant Investment Management, LLCはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $2.1億、53 件のポジションが開示されています。
Reliant Investment Management, LLCの主要ポジションは何ですか？
最新の13Fファイリングによると、Reliant Investment Management, LLCの時価総額上位の保有銘柄は以下の通りです：
1. Broadcom INC (AVGO) — $1725.6万 (8.3%)
2. Quanta Services INC (PWR) — $1439.9万 (6.9%)
3. Alphabet Inc-cl A (GOOGL) — $1378.7万 (6.6%)
4. Apple INC (AAPL) — $1109.4万 (5.3%)
5. Caterpillar INC (CAT) — $1021.6万 (4.9%)
Reliant Investment Management, LLCは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Reliant Investment Management, LLCは47件の主要なポジション調整を実施しました：4件の新規ポジション開設、23件の保有増加、12件の一部売却、および8件の完全売却です。 その中でも特に大きな変動：全売却: Wells Fargo & Co (WFC); 全売却: Palo Alto Networks INC (PANW); 全売却: Mastercard INC - A (MA); 全売却: Tyler Technologies INC (TYL); 新規購入: Pinnacle Financial Partners (PNFP)
Reliant Investment Management, LLCはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくReliant Investment Management, LLCの主要セクター配分は以下の通りです：
• Information Technology: 33.3%
• Financials: 17.3%
• Communication Services: 15.7%
• Consumer Discretionary: 11.1%
• Industrials: 8.1%
• Consumer Staples: 7.3%