Reliant Investment Partners, LLC
Reported holdings as of Q2 2026, from 7 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $16.9M | 84,617 | -0.74pp | 7q | HELD | |
| VANGUARD INDEX FDS | VOO | $8.0M | 11,661 | -0.13pp | 7q | +3.5%+$271.3K | |
| DUKE ENERGY CORP NEW | DUK | $7.9M | 62,256 | -1.13pp | 7q | +4.0%+$304.8K | |
| TRUIST FINL CORP | TFC | $7.4M | 148,329 | -0.85pp | 7q | -3.9%-$302.7K | |
| APPLE INC | AAPL | $5.8M | 20,173 | -0.33pp | 7q | -1.3%-$79.3K | |
| FIDELITY COVINGTON TRUST | FTEC | $4.7M | 16,554 | +0.26pp | 7q | -3.6%-$177.1K | |
| ELI LILLY & CO | LLY | $3.7M | 3,098 | +0.13pp | 7q | -1.5%-$55.2K | |
| KLA CORP | KLAC | $3.7M | 12,121 | +1.02pp | 7q | +908.4%+$3.3M | |
| CROWDSTRIKE HLDGS INC | CRWD | $3.5M | 4,572 | +0.92pp | 7q | +1.6%+$53.4K | |
| LOWES COS INC | LOW | $3.0M | 13,779 | -0.64pp | 7q | HELD | |
| APPLOVIN CORP | APP | $2.9M | 5,583 | +0.10pp | 7q | -0.6%-$18.0K | |
| INVESCO EXCH TRADED FD TR II | QQQM | $2.9M | 9,437 | +0.08pp | 5q | HELD | |
| MICROSOFT CORP | MSFT | $2.9M | 7,650 | -0.42pp | 7q | -0.8%-$23.1K | |
| AMAZON COM INC | AMZN | $2.8M | 11,750 | -0.11pp | 7q | +0.8%+$21.2K | |
| VERTIV HOLDINGS CO | VRT | $2.3M | 6,991 | +0.90pp | 7q | +110.1%+$1.2M | |
| VANGUARD INDEX FDS | VO | $2.2M | 26,894 | -0.18pp | 7q | +287.5%+$1.6M | |
| CATERPILLAR INC | CAT | $2.1M | 2,013 | +0.30pp | 7q | +2.4%+$50.1K | |
| FIRST TR EXCHANGE-TRADED FD | FTXL | $2.0M | 6,953 | +1.15pp | 2q | +320.6%+$1.5M | |
| MICRON TECHNOLOGY INC | MU | $1.9M | 1,663 | +0.90pp | 4q | +14.3%+$240.1K | |
| ABBVIE INC | ABBV | $1.8M | 7,057 | -0.09pp | 7q | -1.7%-$31.0K | |
| EXXON MOBIL CORP | XOMXXXX | $1.7M | 12,604 | -0.57pp | 7q | +1.6%+$27.8K | |
| INVESCO EXCH TRADED FD TR II | SPMO | $1.6M | 10,134 | +0.22pp | 5q | +4.9%+$76.9K | |
| CSX CORP | CSX | $1.6M | 33,566 | -0.06pp | 7q | HELD | |
| INVESCO QQQ TR | QQQ | $1.6M | 2,149 | +0.05pp | 7q | HELD | |
| FIRST TR EXCHANGE-TRADED FD | TDIV | $1.4M | 12,303 | flat | 7q | -0.6%-$8.6K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $1.3M | 2,504 | -0.15pp | 7q | -1.2%-$15.0K | |
| CISCO SYS INC | CSCO | $1.3M | 10,642 | +0.17pp | 7q | HELD | |
| ALPHABET INC | GOOG | $1.1M | 3,205 | +0.01pp | 7q | HELD | |
| MERCK & CO INC | MRK | $1.1M | 8,800 | -0.11pp | 7q | HELD | |
| CONSTRUCTION PARTNERS INC | ROAD | $1.1M | 9,505 | -0.11pp | 7q | HELD | |
| MASTEC INC | MTZ | $1.1M | 2,633 | +0.07pp | 5q | +4.0%+$42.0K | |
| JOHNSON & JOHNSON | JNJ | $1.1M | 4,207 | -0.12pp | 7q | +0.7%+$7.6K | |
| TESLA INC | TSLA | $1.1M | 2,535 | -0.05pp | 7q | +0.8%+$8.8K | |
| SPDR GOLD TR | GLD | $1.0M | 2,804 | -0.33pp | 7q | -3.4%-$36.5K | |
| SNOWFLAKE INC | SNOW | $993.8K | 3,905 | +0.20pp | 5q | +2.0%+$19.1K | |
| US FOODS HLDG CORP | USFD | $992.3K | 9,705 | -0.07pp | 5q | HELD | |
| GE AEROSPACE | GE | $973.4K | 2,605 | +0.05pp | 7q | HELD | |
| SPDR SERIES TRUST | SPYM | $922.2K | 10,494 | -0.04pp | 7q | HELD | |
| MASTERCARD INCORPORATED | MA | $875.7K | 1,705 | -0.21pp | 7q | -12.8%-$128.4K | |
| ARISTA NETWORKS INC | ANET | $835.8K | 4,920 | +0.10pp | 7q | +7.8%+$60.3K | |
| BROADCOM INC | AVGO | $831.4K | 2,201 | flat | 5q | HELD | |
| PARKER-HANNIFIN CORP | PH | $814.8K | 833 | -0.07pp | 7q | -0.7%-$5.9K | |
| INVESCO EXCHANGE TRADED FD T | XMHQ | $808.7K | 7,164 | -0.08pp | 7q | -2.6%-$21.8K | |
| WESTERN DIGITAL CORP | WDC | $769.0K | 1,204 | +0.28pp | 2q | +12.9%+$88.1K | |
| VERIZON COMMUNICATIONS INC | VZ | $766.3K | 18,098 | -0.23pp | 7q | HELD | |
| GE VERNOVA INC | GEV | $753.2K | 641 | +0.07pp | 5q | +4.1%+$29.4K | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $748.8K | 776 | +0.29pp | 2q | +17.4%+$111.0K | |
| MIRUM PHARMACEUTICALS INC | MIRM | $699.5K | 5,975 | +0.02pp | 7q | HELD | |
| PFIZER INC | PFE | $685.0K | 28,447 | -0.19pp | 7q | +0.7%+$4.8K | |
| ISHARES TR | IVV | $684.5K | 914 | -0.01pp | 7q | +4.6%+$30.0K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $682.0K | 1,428 | +0.07pp | 5q | +1.9%+$12.9K | |
| META PLATFORMS INC | META | $641.6K | 1,139 | -0.11pp | 7q | HELD | |
| ALTRIA GROUP INC | MO | $639.5K | 8,888 | -0.09pp | 7q | -7.1%-$49.0K | |
| FIRST TR EXCHANGE TRADED FD | SKYY | $632.4K | 4,700 | flat | 7q | -0.5%-$3.4K | |
| CVS HEALTH CORP | CVS | $620.7K | 6,000 | +0.07pp | 7q | HELD | |
| PALANTIR TECHNOLOGIES INC | PLTR | $618.2K | 5,299 | -0.45pp | 5q | -26.1%-$218.1K | |
| JPMORGAN CHASE & CO | JPM | $601.0K | 1,836 | -0.04pp | 7q | -1.0%-$5.9K | |
| SOUTHERN CO | SO | $563.8K | 5,891 | -0.09pp | 7q | -0.9%-$5.2K | |
| VANGUARD WHITEHALL FDS | VYM | $560.1K | 3,544 | -0.06pp | 7q | -1.4%-$7.9K | |
| NEXTERA ENERGY INC | NEE | $559.6K | 6,376 | -0.11pp | 7q | HELD | |
| MARVELL TECHNOLOGY INC | MRVL | $558.3K | 1,874 | - | new | NEW | |
| CIENA CORP | CIEN | $535.2K | 1,091 | +0.04pp | 2q | +8.0%+$39.7K | |
| COMFORT SYS USA INC | FIX | $527.2K | 266 | +0.08pp | 2q | +10.4%+$49.5K | |
| CHEVRON CORPORATION | CVX | $512.1K | 3,090 | -0.17pp | 7q | +1.8%+$9.3K | |
| INVESCO EXCHANGE TRADED FD T | XMMO | $509.2K | 2,993 | +0.02pp | 7q | +11.1%+$51.0K | |
| ISHARES TR | IMTB | $493.0K | 11,304 | -0.07pp | 7q | +1.0%+$4.8K | |
| SELECT SECTOR SPDR TR | XLU | $487.8K | 10,759 | -0.10pp | 7q | -5.7%-$29.7K | |
| WASTE MGMT INC DEL | WM | $463.8K | 2,081 | -0.08pp | 7q | -0.6%-$2.7K | |
| ABBOTT LABORATORIES | ABT | $450.1K | 4,960 | -0.12pp | 7q | HELD | |
| UNION PAC CORP | UNP | $439.3K | 1,615 | -0.06pp | 7q | -8.5%-$40.8K | |
| PINNACLE FINL PARTNERS INC | PNFP | $433.8K | 4,300 | - | new | NEW | |
| VANGUARD BD INDEX FDS | BSV | $427.3K | 5,485 | -0.07pp | 7q | -2.2%-$9.7K | |
| PHILIP MORRIS INTL INC | PM | $418.4K | 2,313 | -0.03pp | 7q | HELD | |
| HOME DEPOT INC | HD | $416.5K | 1,181 | -0.04pp | 7q | HELD | |
| WISDOMTREE TR | DON | $403.4K | 7,137 | -0.04pp | 7q | HELD | |
| SELECT SECTOR SPDR TR | XLV | $402.7K | 2,538 | -0.04pp | 7q | -0.8%-$3.3K | |
| INTEL CORP | INTC | $402.6K | 2,883 | - | new | NEW | |
| SANDISK CORP | SNDK | $397.9K | 175 | - | new | NEW | |
| FIRST TR EXCHANGE-TRADED FD | QTEC | $391.6K | 1,170 | +0.06pp | 7q | HELD | |
| CHUBB LIMITED | CB | $381.6K | 1,120 | -0.04pp | 7q | -0.5%-$2.0K | |
| AT&T INC | T | $381.4K | 18,427 | -0.20pp | 7q | -4.7%-$18.7K | |
| QUANTA SVCS INC | PWR | $368.7K | 512 | +0.05pp | 2q | +13.5%+$43.9K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $355.5K | 476 | -0.01pp | 7q | HELD | |
| PROCTER & GAMBLE CO | PG | $355.0K | 2,421 | -0.05pp | 7q | HELD | |
| SLB LIMITED | SLB | $354.5K | 7,625 | -0.09pp | 7q | -0.7%-$2.3K | |
| ISHARES TR | LQD | $337.1K | 3,091 | -0.05pp | 7q | HELD | |
| STARBUCKS CORP | SBUX | $335.7K | 3,285 | -0.02pp | 7q | HELD | |
| HOWMET AEROSPACE INC | HWM | $334.2K | 1,243 | -0.01pp | 3q | +0.6%+$2.2K | |
| ENBRIDGE INC | ENB | $333.5K | 6,152 | -0.16pp | 7q | -28.0%-$129.5K | |
| COCA COLA CO | KO | $332.2K | 4,088 | -0.03pp | 7q | -1.2%-$4.1K | |
| ISHARES SILVER TR | SLV | $328.3K | 6,139 | -0.13pp | 3q | -2.4%-$8.0K | |
| REALTY INCOME CORP | O | $320.9K | 5,180 | -0.04pp | 7q | +0.7%+$2.1K | |
| INVESCO EXCHANGE TRADED FD T | RFV | $315.7K | 2,209 | -0.02pp | 7q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $314.3K | 541 | - | new | NEW | |
| APPLIED MATLS INC | AMAT | $308.0K | 426 | - | new | NEW | |
| CORNING INC | GLW | $307.8K | 1,205 | - | new | NEW | |
| MARATHON PETE CORP | MPC | $278.4K | 1,089 | -0.03pp | 2q | HELD | |
| SHOPIFY INC | SHOP | $270.0K | 2,365 | -0.05pp | 7q | HELD | |
| ROYAL BK CDA | RY | $268.0K | 1,295 | +0.01pp | 3q | HELD | |
| BNY MELLON ETF TRUST | BKGI | $262.2K | 5,830 | -0.01pp | 2q | +11.5%+$27.1K | |
| DIGITAL RLTY TR INC | DLR | $253.7K | 1,413 | -0.04pp | 7q | -1.7%-$4.5K | |
| TIDAL TRUST I | THTA | $249.8K | 16,024 | - | new | NEW | |
| FIRST TR EXCHANGE TRADED FD | AIRR | $248.4K | 1,864 | - | new | NEW | |
| PEPSICO INC | PEP | $245.9K | 1,816 | -0.07pp | 7q | HELD | |
| TRACTOR SUPPLY CO | TSCO | $245.3K | 7,760 | -0.12pp | 7q | HELD | |
| ARES MANAGEMENT CORPORATION | ARES | $245.2K | 2,203 | -0.03pp | 7q | HELD | |
| AFLAC INC | AFL | $243.6K | 2,078 | -0.02pp | 7q | -1.0%-$2.3K | |
| ARES CAPITAL CORP | ARCC | $241.0K | 13,005 | -0.01pp | 3q | +9.0%+$19.8K | |
| TARGET CORP | TGT | $240.3K | 1,840 | -0.02pp | 2q | +2.8%+$6.5K | |
| VANGUARD INDEX FDS | VUG | $239.6K | 2,782 | - | new | NEW | |
| ISHARES TR | EFA | $238.2K | 2,293 | -0.02pp | 2q | HELD | |
| TERADYNE INC | TER | $234.7K | 485 | - | new | NEW | |
| FORTINET INC | FTNT | $233.8K | 1,522 | - | new | NEW | |
| DEERE & CO | DE | $229.6K | 362 | -0.01pp | 2q | HELD | |
| INVESCO EXCHANGE TRADED FD T | SPHQ | $226.0K | 2,508 | - | new | NEW | |
| RPM INTL INC | RPM | $225.0K | 2,024 | -0.01pp | 7q | HELD | |
| AMGEN INC | AMGN | $220.5K | 609 | -0.02pp | 2q | +1.7%+$3.6K | |
| ALPHABET INC | GOOGL | $213.0K | 596 | - | new | NEW | |
| DUTCH BROS INC | BROS | $212.6K | 2,960 | - | new | NEW | |
| VANGUARD INDEX FDS | VB | $212.5K | 701 | - | new | NEW | |
| BRISTOL-MYERS SQUIBB CO | BMY | $211.5K | 3,671 | -0.05pp | 3q | -2.7%-$5.8K | |
| BLACKSTONE INC | BX | $209.6K | 1,781 | -0.07pp | 7q | -19.7%-$51.3K | |
| JABIL INC | JBL | $202.4K | 525 | - | new | NEW | |
| ENERGY TRANSFER L P | ET | $201.4K | 10,533 | - | new | NEW | |
| BANCO SANTANDER S.A. | SAN | $166.0K | 12,027 | flat | 3q | HELD | |
| OXFORD SQUARE CAP CORP | OXSQ | $17.8K | 13,462 | -0.01pp | 7q | +6.9%+$1.1K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $26.8M | 18.2% |
| Software & IT Services | $13.1M | 8.9% |
| Computer Hardware | $10.1M | 6.9% |
| Biotech & Pharma | $10.0M | 6.8% |
| Utilities | $9.5M | 6.4% |
| Banks & Lending | $8.9M | 6.0% |
| Retail & Consumer | $7.3M | 5.0% |
| Instruments & Controls | $3.9M | 2.6% |
| Industrials | $3.2M | 2.2% |
| Construction & Building | $3.1M | 2.1% |
| Transport & Logistics | $2.4M | 1.6% |
| Other sectors | $15.4M | 10.5% |
| Not classified | $33.6M | 22.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $147.0M | 126 | 18 | 36 | 34 | 5 | 44.0% | 42 |
| Q1 2026 | $120.7M | 113 | 13 | 21 | 38 | 9 | 46.9% | 41 |
| Q4 2025 | $127.4M | 109 | 7 | 26 | 45 | 6 | 49.0% | 37 |
| Q3 2025 | $127.6M | 108 | 4 | 25 | 27 | 7 | 48.5% | 28 |
| Q2 2025 | $114.7M | 111 | 18 | 17 | 32 | 2 | 47.3% | 32 |
| Q1 2025 | $98.1M | 95 | 4 | 14 | 38 | 19 | 50.7% | 51 |
| Q4 2024 | $112.8M | 110 | 0 | 0 | 0 | 0 | 49.2% | 140 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.