HolderBook

Reliant Investment Partners, LLC

Reported holdings as of Q2 2026, from 7 quarterly filings.

CIK
2069207
Reported value
$147.0M
Positions
126
Top 10 weight
44.0%
Filed
2026-08-11
Days after quarter end
42

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
NVIDIA CORPORATIONNVDA$16.9M84,61711.52%-0.74pp7qHELD
VANGUARD INDEX FDSVOO$8.0M11,6615.45%-0.13pp7q+3.5%+$271.3K
DUKE ENERGY CORP NEWDUK$7.9M62,2565.36%-1.13pp7q+4.0%+$304.8K
TRUIST FINL CORPTFC$7.4M148,3295.03%-0.85pp7q-3.9%-$302.7K
APPLE INCAAPL$5.8M20,1733.97%-0.33pp7q-1.3%-$79.3K
FIDELITY COVINGTON TRUSTFTEC$4.7M16,5543.22%+0.26pp7q-3.6%-$177.1K
ELI LILLY & COLLY$3.7M3,0982.53%+0.13pp7q-1.5%-$55.2K
KLA CORPKLAC$3.7M12,1212.49%+1.02pp7q+908.4%+$3.3M
CROWDSTRIKE HLDGS INCCRWD$3.5M4,5722.37%+0.92pp7q+1.6%+$53.4K
LOWES COS INCLOW$3.0M13,7792.07%-0.64pp7qHELD
APPLOVIN CORPAPP$2.9M5,5831.96%+0.10pp7q-0.6%-$18.0K
INVESCO EXCH TRADED FD TR IIQQQM$2.9M9,4371.95%+0.08pp5qHELD
MICROSOFT CORPMSFT$2.9M7,6501.94%-0.42pp7q-0.8%-$23.1K
AMAZON COM INCAMZN$2.8M11,7501.91%-0.11pp7q+0.8%+$21.2K
VERTIV HOLDINGS COVRT$2.3M6,9911.59%+0.90pp7q+110.1%+$1.2M
VANGUARD INDEX FDSVO$2.2M26,8941.47%-0.18pp7q+287.5%+$1.6M
CATERPILLAR INCCAT$2.1M2,0131.46%+0.30pp7q+2.4%+$50.1K
FIRST TR EXCHANGE-TRADED FDFTXL$2.0M6,9531.35%+1.15pp2q+320.6%+$1.5M
MICRON TECHNOLOGY INCMU$1.9M1,6631.31%+0.90pp4q+14.3%+$240.1K
ABBVIE INCABBV$1.8M7,0571.21%-0.09pp7q-1.7%-$31.0K
EXXON MOBIL CORPXOMXXXX$1.7M12,6041.17%-0.57pp7q+1.6%+$27.8K
INVESCO EXCH TRADED FD TR IISPMO$1.6M10,1341.11%+0.22pp5q+4.9%+$76.9K
CSX CORPCSX$1.6M33,5661.09%-0.06pp7qHELD
INVESCO QQQ TRQQQ$1.6M2,1491.08%+0.05pp7qHELD
FIRST TR EXCHANGE-TRADED FDTDIV$1.4M12,3030.96%flat7q-0.6%-$8.6K
BERKSHIRE HATHAWAY INC DELBRKB$1.3M2,5040.85%-0.15pp7q-1.2%-$15.0K
CISCO SYS INCCSCO$1.3M10,6420.85%+0.17pp7qHELD
ALPHABET INCGOOG$1.1M3,2050.77%+0.01pp7qHELD
MERCK & CO INCMRK$1.1M8,8000.77%-0.11pp7qHELD
CONSTRUCTION PARTNERS INCROAD$1.1M9,5050.77%-0.11pp7qHELD
MASTEC INCMTZ$1.1M2,6330.75%+0.07pp5q+4.0%+$42.0K
JOHNSON & JOHNSONJNJ$1.1M4,2070.73%-0.12pp7q+0.7%+$7.6K
TESLA INCTSLA$1.1M2,5350.73%-0.05pp7q+0.8%+$8.8K
SPDR GOLD TRGLD$1.0M2,8040.70%-0.33pp7q-3.4%-$36.5K
SNOWFLAKE INCSNOW$993.8K3,9050.68%+0.20pp5q+2.0%+$19.1K
US FOODS HLDG CORPUSFD$992.3K9,7050.68%-0.07pp5qHELD
GE AEROSPACEGE$973.4K2,6050.66%+0.05pp7qHELD
SPDR SERIES TRUSTSPYM$922.2K10,4940.63%-0.04pp7qHELD
MASTERCARD INCORPORATEDMA$875.7K1,7050.60%-0.21pp7q-12.8%-$128.4K
ARISTA NETWORKS INCANET$835.8K4,9200.57%+0.10pp7q+7.8%+$60.3K
BROADCOM INCAVGO$831.4K2,2010.57%flat5qHELD
PARKER-HANNIFIN CORPPH$814.8K8330.55%-0.07pp7q-0.7%-$5.9K
INVESCO EXCHANGE TRADED FD TXMHQ$808.7K7,1640.55%-0.08pp7q-2.6%-$21.8K
WESTERN DIGITAL CORPWDC$769.0K1,2040.52%+0.28pp2q+12.9%+$88.1K
VERIZON COMMUNICATIONS INCVZ$766.3K18,0980.52%-0.23pp7qHELD
GE VERNOVA INCGEV$753.2K6410.51%+0.07pp5q+4.1%+$29.4K
SEAGATE TECHNOLOGY HLDNGS PLSTX$748.8K7760.51%+0.29pp2q+17.4%+$111.0K
MIRUM PHARMACEUTICALS INCMIRM$699.5K5,9750.48%+0.02pp7qHELD
PFIZER INCPFE$685.0K28,4470.47%-0.19pp7q+0.7%+$4.8K
ISHARES TRIVV$684.5K9140.47%-0.01pp7q+4.6%+$30.0K
TAIWAN SEMICONDUCTOR MANUFACTSM$682.0K1,4280.46%+0.07pp5q+1.9%+$12.9K
META PLATFORMS INCMETA$641.6K1,1390.44%-0.11pp7qHELD
ALTRIA GROUP INCMO$639.5K8,8880.44%-0.09pp7q-7.1%-$49.0K
FIRST TR EXCHANGE TRADED FDSKYY$632.4K4,7000.43%flat7q-0.5%-$3.4K
CVS HEALTH CORPCVS$620.7K6,0000.42%+0.07pp7qHELD
PALANTIR TECHNOLOGIES INCPLTR$618.2K5,2990.42%-0.45pp5q-26.1%-$218.1K
JPMORGAN CHASE & COJPM$601.0K1,8360.41%-0.04pp7q-1.0%-$5.9K
SOUTHERN COSO$563.8K5,8910.38%-0.09pp7q-0.9%-$5.2K
VANGUARD WHITEHALL FDSVYM$560.1K3,5440.38%-0.06pp7q-1.4%-$7.9K
NEXTERA ENERGY INCNEE$559.6K6,3760.38%-0.11pp7qHELD
MARVELL TECHNOLOGY INCMRVL$558.3K1,8740.38%-newNEW
CIENA CORPCIEN$535.2K1,0910.36%+0.04pp2q+8.0%+$39.7K
COMFORT SYS USA INCFIX$527.2K2660.36%+0.08pp2q+10.4%+$49.5K
CHEVRON CORPORATIONCVX$512.1K3,0900.35%-0.17pp7q+1.8%+$9.3K
INVESCO EXCHANGE TRADED FD TXMMO$509.2K2,9930.35%+0.02pp7q+11.1%+$51.0K
ISHARES TRIMTB$493.0K11,3040.34%-0.07pp7q+1.0%+$4.8K
SELECT SECTOR SPDR TRXLU$487.8K10,7590.33%-0.10pp7q-5.7%-$29.7K
WASTE MGMT INC DELWM$463.8K2,0810.32%-0.08pp7q-0.6%-$2.7K
ABBOTT LABORATORIESABT$450.1K4,9600.31%-0.12pp7qHELD
UNION PAC CORPUNP$439.3K1,6150.30%-0.06pp7q-8.5%-$40.8K
PINNACLE FINL PARTNERS INCPNFP$433.8K4,3000.30%-newNEW
VANGUARD BD INDEX FDSBSV$427.3K5,4850.29%-0.07pp7q-2.2%-$9.7K
PHILIP MORRIS INTL INCPM$418.4K2,3130.28%-0.03pp7qHELD
HOME DEPOT INCHD$416.5K1,1810.28%-0.04pp7qHELD
WISDOMTREE TRDON$403.4K7,1370.27%-0.04pp7qHELD
SELECT SECTOR SPDR TRXLV$402.7K2,5380.27%-0.04pp7q-0.8%-$3.3K
INTEL CORPINTC$402.6K2,8830.27%-newNEW
SANDISK CORPSNDK$397.9K1750.27%-newNEW
FIRST TR EXCHANGE-TRADED FDQTEC$391.6K1,1700.27%+0.06pp7qHELD
CHUBB LIMITEDCB$381.6K1,1200.26%-0.04pp7q-0.5%-$2.0K
AT&T INCT$381.4K18,4270.26%-0.20pp7q-4.7%-$18.7K
QUANTA SVCS INCPWR$368.7K5120.25%+0.05pp2q+13.5%+$43.9K
STATE STR SPDR S&P 500 ETF TSPY$355.5K4760.24%-0.01pp7qHELD
PROCTER & GAMBLE COPG$355.0K2,4210.24%-0.05pp7qHELD
SLB LIMITEDSLB$354.5K7,6250.24%-0.09pp7q-0.7%-$2.3K
ISHARES TRLQD$337.1K3,0910.23%-0.05pp7qHELD
STARBUCKS CORPSBUX$335.7K3,2850.23%-0.02pp7qHELD
HOWMET AEROSPACE INCHWM$334.2K1,2430.23%-0.01pp3q+0.6%+$2.2K
ENBRIDGE INCENB$333.5K6,1520.23%-0.16pp7q-28.0%-$129.5K
COCA COLA COKO$332.2K4,0880.23%-0.03pp7q-1.2%-$4.1K
ISHARES SILVER TRSLV$328.3K6,1390.22%-0.13pp3q-2.4%-$8.0K
REALTY INCOME CORPO$320.9K5,1800.22%-0.04pp7q+0.7%+$2.1K
INVESCO EXCHANGE TRADED FD TRFV$315.7K2,2090.21%-0.02pp7qHELD
ADVANCED MICRO DEVICES INCAMD$314.3K5410.21%-newNEW
APPLIED MATLS INCAMAT$308.0K4260.21%-newNEW
CORNING INCGLW$307.8K1,2050.21%-newNEW
MARATHON PETE CORPMPC$278.4K1,0890.19%-0.03pp2qHELD
SHOPIFY INCSHOP$270.0K2,3650.18%-0.05pp7qHELD
ROYAL BK CDARY$268.0K1,2950.18%+0.01pp3qHELD
BNY MELLON ETF TRUSTBKGI$262.2K5,8300.18%-0.01pp2q+11.5%+$27.1K
DIGITAL RLTY TR INCDLR$253.7K1,4130.17%-0.04pp7q-1.7%-$4.5K
TIDAL TRUST ITHTA$249.8K16,0240.17%-newNEW
FIRST TR EXCHANGE TRADED FDAIRR$248.4K1,8640.17%-newNEW
PEPSICO INCPEP$245.9K1,8160.17%-0.07pp7qHELD
TRACTOR SUPPLY COTSCO$245.3K7,7600.17%-0.12pp7qHELD
ARES MANAGEMENT CORPORATIONARES$245.2K2,2030.17%-0.03pp7qHELD
AFLAC INCAFL$243.6K2,0780.17%-0.02pp7q-1.0%-$2.3K
ARES CAPITAL CORPARCC$241.0K13,0050.16%-0.01pp3q+9.0%+$19.8K
TARGET CORPTGT$240.3K1,8400.16%-0.02pp2q+2.8%+$6.5K
VANGUARD INDEX FDSVUG$239.6K2,7820.16%-newNEW
ISHARES TREFA$238.2K2,2930.16%-0.02pp2qHELD
TERADYNE INCTER$234.7K4850.16%-newNEW
FORTINET INCFTNT$233.8K1,5220.16%-newNEW
DEERE & CODE$229.6K3620.16%-0.01pp2qHELD
INVESCO EXCHANGE TRADED FD TSPHQ$226.0K2,5080.15%-newNEW
RPM INTL INCRPM$225.0K2,0240.15%-0.01pp7qHELD
AMGEN INCAMGN$220.5K6090.15%-0.02pp2q+1.7%+$3.6K
ALPHABET INCGOOGL$213.0K5960.14%-newNEW
DUTCH BROS INCBROS$212.6K2,9600.14%-newNEW
VANGUARD INDEX FDSVB$212.5K7010.14%-newNEW
BRISTOL-MYERS SQUIBB COBMY$211.5K3,6710.14%-0.05pp3q-2.7%-$5.8K
BLACKSTONE INCBX$209.6K1,7810.14%-0.07pp7q-19.7%-$51.3K
JABIL INCJBL$202.4K5250.14%-newNEW
ENERGY TRANSFER L PET$201.4K10,5330.14%-newNEW
BANCO SANTANDER S.A.SAN$166.0K12,0270.11%flat3qHELD
OXFORD SQUARE CAP CORPOXSQ$17.8K13,4620.01%-0.01pp7q+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.

Semiconductors & Electronics 18.2%Software & IT Services 8.9%Computer Hardware 6.9%Biotech & Pharma 6.8%Utilities 6.4%Banks & Lending 6.0%Retail & Consumer 5.0%Instruments & Controls 2.6%Industrials 2.2%Construction & Building 2.1%Transport & Logistics 1.6%Other sectors 10.5%Not classified 22.8%
 
SectorValueShare
Semiconductors & Electronics$26.8M18.2%
Software & IT Services$13.1M8.9%
Computer Hardware$10.1M6.9%
Biotech & Pharma$10.0M6.8%
Utilities$9.5M6.4%
Banks & Lending$8.9M6.0%
Retail & Consumer$7.3M5.0%
Instruments & Controls$3.9M2.6%
Industrials$3.2M2.2%
Construction & Building$3.1M2.1%
Transport & Logistics$2.4M1.6%
Other sectors$15.4M10.5%
Not classified$33.6M22.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$147.0M126183634544.0%42
Q1 2026$120.7M113132138946.9%41
Q4 2025$127.4M10972645649.0%37
Q3 2025$127.6M10842527748.5%28
Q2 2025$114.7M111181732247.3%32
Q1 2025$98.1M95414381950.7%51
Q4 2024$112.8M110000049.2%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.