Reliant Investment Partners, LLC
Long book
$120.7M
Q1 2026
Positions
113
Top-10 weight
47%
concentration
Last quarter
+15.2%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsReliant Investment Partners, LLC is a diversified fundamental manager, running a $120.7M US long book across 113 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, DUKE ENERGY CORP, TRUIST FINANCIAL CORP, VANGUARD S&P 500 ETF, APPLE INC.
Over the last 6 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-5.3%
Q1 2025
+11.0%
Q2 2025
+10.7%
Q3 2025
+1.3%
Q4 2025
-3.3%
Q1 2026
+15.2%
Sector allocation
Technology 37%
Financials 11%
Utilities 11%
Healthcare 10%
Industrials 10%
Consumer discretionary 9%
Energy 4%
Other 3%
Long book by quarter
What does Reliant Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 84.9K | $14.8M | 12.3% | -2.0% |
| DUK DUKE ENERGY CORP | Utilities | 59.8K | $7.8M | 6.5% | -4.2% |
| TFC TRUIST FINANCIAL CORP | Financials | 154.4K | $7.1M | 5.9% | -0.4% |
| AAPL APPLE INC | Technology | 20.4K | $5.2M | 4.3% | -7.8% |
| LOW LOWE'S COS INC | Consumer discretionary | 13.8K | $3.3M | 2.7% | +0.1% |
| LLY ELI LILLY & CO | Healthcare | 3.1K | $2.9M | 2.4% | -0.3% |
| MSFT MICROSOFT CORP | Technology | 7.7K | $2.9M | 2.4% | -1.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.7K | $2.4M | 2.0% | -0.6% |
| APP APPLOVIN CORP-CLASS A | Technology | 5.6K | $2.2M | 1.9% | -5.8% |
| XOM EXXON MOBIL CORP | Energy | 12.4K | $2.1M | 1.7% | +0.5% |
| KLAC KLA CORP | Other | 1.2K | $1.8M | 1.5% | -1.5% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 4.5K | $1.8M | 1.5% | -6.2% |
| ABBV ABBVIE INC | Healthcare | 7.2K | $1.6M | 1.3% | +0.1% |
| CAT CATERPILLAR INC | Industrials | 2.0K | $1.4M | 1.2% | +5.5% |
| CSX CSX CORP | Industrials | 33.7K | $1.4M | 1.1% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.5K | $1.2M | 1.0% | -4.8% |
| MRK MERCK & CO. INC. | Healthcare | 8.8K | $1.1M | 0.9% | +0.1% |
| ROAD CONSTRUCTION PARTNERS INC-A | Industrials | 9.5K | $1.1M | 0.9% | -5.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 7.2K | $1.0M | 0.9% | +1.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.2K | $1.0M | 0.8% | +0.1% |
| MA MASTERCARD INC - A | Services media | 2.0K | $977K | 0.8% | -10.1% |
| TSLA TESLA INC | Industrials | 2.5K | $935K | 0.8% | -9.4% |
| GOOG ALPHABET INC-CL C | Technology | 3.2K | $919K | 0.8% | -3.6% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 18.1K | $911K | 0.8% | -1.9% |
| USFD US FOODS HOLDING CORP | Consumer discretionary | 9.7K | $895K | 0.7% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 3.3K | $834K | 0.7% | +29.2% |
| CSCO CISCO SYSTEMS INC | Technology | 10.6K | $826K | 0.7% | -0.9% |
| MTZ MASTEC INC | Industrials | 2.5K | $815K | 0.7% | -5.6% |
| PFE PFIZER INC | Healthcare | 28.2K | $793K | 0.7% | -0.2% |
| PH PARKER HANNIFIN CORP | Industrials | 839 | $751K | 0.6% | +0.7% |
| GE GENERAL ELECTRIC | Industrials | 2.6K | $742K | 0.6% | -0.2% |
| AVGO BROADCOM INC | Technology | 2.2K | $681K | 0.6% | -8.5% |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $655K | 0.5% | -26.7% |
| MO ALTRIA GROUP INC | Consumer staples | 9.6K | $631K | 0.5% | -1.8% |
| CVX CHEVRON CORP | Energy | 3.0K | $628K | 0.5% | +7.1% |
| NEE NEXTERA ENERGY INC | Utilities | 6.4K | $592K | 0.5% | +0.1% |
| SNOW SNOWFLAKE INC | Technology | 3.8K | $578K | 0.5% | -5.2% |
| SO SOUTHERN CO/THE | Utilities | 5.9K | $574K | 0.5% | 0.0% |
| ANET ARISTA NETWORKS INC | Technology | 4.6K | $560K | 0.5% | -0.3% |
| T AT&T INC | Communications | 19.3K | $560K | 0.5% | -3.2% |
| MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 6.0K | $552K | 0.5% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 1.9K | $545K | 0.5% | -25.8% |
| GEV GE VERNOVA INC | Industrials | 616 | $538K | 0.4% | +12.6% |
| ABT ABBOTT LABORATORIES | Healthcare | 5.0K | $510K | 0.4% | -13.0% |
| MU MICRON TECHNOLOGY INC | Technology | 1.5K | $492K | 0.4% | +26.4% |
| WM WASTE MANAGEMENT INC | Utilities | 2.1K | $481K | 0.4% | Held |
| ENB ENBRIDGE INC | Energy | 8.5K | $462K | 0.4% | -3.5% |
| CVS CVS HEALTH CORP | Healthcare | 6.0K | $431K | 0.4% | Held |
| UNP UNION PACIFIC CORP | Industrials | 1.8K | $428K | 0.4% | Held |
| SLB SLB LTD | Energy | 7.7K | $394K | 0.3% | -6.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 113 | $120.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 109 | $127.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 108 | $127.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 1, 2025 | 111 | $114.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 21, 2025 | 95 | $98.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | May 20, 2025 | 110 | $112.8M | canonical | SEC ↗ |
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