# Reliant Investment Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1517429. Source: https://holderbook.com/funds/1517429-reliant-investment-management-llc/

- Reported value: $280.5M
- Positions: 55
- Weight of the ten largest: 49.0%
- Filed: 2026-07-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $20.6M | 54,427 | 7.3% | 31 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $18.0M | 24,950 | 6.4% | 16 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $16.9M | 47,312 | 6.0% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $15.0M | 14,074 | 5.3% | 23 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $13.2M | 74,728 | 4.7% | 6 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $13.1M | 17,169 | 4.7% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $12.5M | 43,367 | 4.5% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $9.7M | 9,596 | 3.5% | 8 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $9.5M | 22,397 | 3.4% | 18 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $9.0M | 17,434 | 3.2% | 14 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $9.0M | 26,535 | 3.2% | 24 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.9M | 37,340 | 3.2% | 12 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $7.7M | 27,352 | 2.7% | 24 |
| ARAMARK | [ARMK](https://holderbook.com/stocks/ARMK/) | $7.0M | 122,970 | 2.5% | 1 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $6.9M | 13,202 | 2.5% | 5 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $6.8M | 50,235 | 2.4% | 9 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $6.7M | 19,095 | 2.4% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $6.6M | 58,484 | 2.4% | 26 |
| PINNACLE FINL PARTNERS INC | [PNFP](https://holderbook.com/stocks/PNFP/) | $6.2M | 61,435 | 2.2% | 2 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $6.0M | 12,047 | 2.2% | 31 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $5.8M | 7,652 | 2.1% | 1 |
| FIRST HORIZON CORPORATION | [FHN](https://holderbook.com/stocks/FHN/) | $5.7M | 223,490 | 2.0% | 1 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $5.6M | 19,355 | 2.0% | 3 |
| QUEST DIAGNOSTICS INC | [DGX](https://holderbook.com/stocks/DGX/) | $5.5M | 25,810 | 1.9% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $5.4M | 32,688 | 1.9% | 9 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.3M | 26,612 | 1.9% | 8 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $5.3M | 61,400 | 1.9% | 1 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $5.2M | 50,441 | 1.9% | 21 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $5.2M | 48,355 | 1.8% | 1 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $4.9M | 15,622 | 1.8% | 12 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $4.9M | 104,861 | 1.7% | 22 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.6M | 10,643 | 0.6% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.4M | 10,479 | 0.5% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.1M | 2,933 | 0.4% | 24 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $807.7K | 6,876 | 0.3% | 31 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $782.8K | 2,586 | 0.3% | 4 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $702.2K | 1,780 | 0.3% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $652.5K | 544 | 0.2% | 25 |
| CORE SCIENTIFIC INC NEW | [CORZ](https://holderbook.com/stocks/CORZ/) | $537.4K | 21,000 | 0.2% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $481.6K | 1,145 | 0.2% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $422.8K | 845 | 0.2% | 12 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $348.4K | 3,800 | 0.1% | 24 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $346.2K | 2,557 | 0.1% | 31 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $344.3K | 2,066 | 0.1% | 24 |
| NATIONAL HEALTHCARE CORP | [NHC](https://holderbook.com/stocks/NHC/) | $295.9K | 1,400 | 0.1% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $290.3K | 887 | 0.1% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $280.6K | 300 | 0.1% | 13 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $268.4K | 2,089 | 0.1% | 3 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $241.6K | 8,000 | 0.1% | 4 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $239.1K | 528 | 0.1% | 11 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $237.1K | 4,760 | 0.1% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $233.3K | 680 | 0.1% | 7 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $227.8K | 2,295 | 0.1% | 1 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $224.1K | 1,275 | 0.1% | 10 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $223.9K | 1,000 | 0.1% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.7% | +14.8% | +1.9% | 100% |
| Q1 2026 | -3.8% | -4.6% | +0.8% | 100% |
| Q4 2025 | +0.6% | +2.4% | -1.7% | 100% |
| Q3 2025 | +7.6% | +7.8% | -0.2% | 100% |
| Q2 2025 | +16.1% | +10.5% | +5.6% | 100% |
| Q1 2025 | -7.2% | -4.6% | -2.6% | 100% |
| Q4 2024 | +0.8% | +2.1% | -1.4% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $280.5M | 55 |
| Q1 2026 | $207.5M | 53 |
| Q4 2025 | $246.7M | 57 |
| Q3 2025 | $263.6M | 59 |
| Q2 2025 | $231.0M | 56 |
| Q1 2025 | $192.7M | 58 |
| Q4 2024 | $226.3M | 61 |
| Q3 2024 | $212.6M | 57 |
| Q2 2024 | $212.3M | 57 |
| Q1 2024 | $213.3M | 61 |
| Q4 2023 | $196.4M | 62 |
| Q3 2023 | $171.6M | 59 |