Reliant Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Reliant Investment Management, LLC reported 55 stock positions worth $280.5 million. Its top holding was Broadcom (AVGO) at 7.3% of the portfolio, followed by Quanta Services (PWR, 6.4%) and Alphabet Class A (GOOGL, 6.0%). Compared with Q1 2026, it opened 8 new positions, sold out of 6, added to 21 and reduced 17. The biggest buy was a new position in Aramark (ARMK) and the biggest sale an exit from Netflix (NFLX).
- Most Recent 13F
- Q2 2026
- Location
- Memphis, TN
- CIK
- 0001517429
- Portfolio Value
- $280.5M (Q2 2026)
- SEC Filing
- 0001941040-26-000418 ↗ filed Jul 15, 2026
Holdings Value
Holdings 55 stocks · $280.5M
| AVGO Broadcom Inc. | 7.33% | 54,427 | $20.6M | Reduce -2.4% |
| PWR Quanta Services Inc. | 6.40% | 24,950 | $18.0M | Reduce -4.9% |
| GOOGL Alphabet Inc. Class A | 6.03% | 47,312 | $16.9M | Reduce -1.3% |
| CAT Caterpillar Inc. | 5.34% | 14,074 | $15.0M | Reduce -2.4% |
| APH Amphenol Corp. Class A | 4.70% | 74,728 | $13.2M | Reduce -0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.67% | 17,169 | $13.1M | Add +0.3% |
| AAPL Apple Inc. | 4.47% | 43,367 | $12.5M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 3.46% | 9,596 | $9.7M | Add +0.5% |
| ETN Eaton Corp. PLC | 3.40% | 22,397 | $9.5M | Add +0.7% |
| LIN Linde PLC | 3.22% | 17,434 | $9.0M | Add +0.3% |
| AXP American Express Co. | 3.20% | 26,535 | $9.0M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.17% | 37,340 | $8.9M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.74% | 27,352 | $7.7M | Add +12.8% |
| ARMK Aramark | 2.49% | 122,970 | $7.0M | New |
| HUBB Hubbell Inc. | 2.46% | 13,202 | $6.9M | Add +1.5% |
| CBRE CBRE Group Inc. Class A | 2.41% | 50,235 | $6.8M | Add +0.8% |
| HD Home Depot Inc. | 2.40% | 19,095 | $6.7M | Add +1.0% |
| WMT Walmart Inc. | 2.36% | 58,484 | $6.6M | Add +0.4% |
| PNFP Pinnacle Financial Partners | 2.21% | 61,435 | $6.2M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 2.15% | 12,047 | $6.0M | Reduce -0.4% |
| CW Curtiss-Wright Corp. | 2.07% | 7,652 | $5.8M | New |
| FHN First Horizon Corp. | 2.04% | 223,490 | $5.7M | New |
| LHX L3HARRIS Technologies Inc. | 2.00% | 19,355 | $5.6M | Add +3.3% |
| DGX Quest Diagnostics Inc. | 1.95% | 25,810 | $5.5M | New |
| CVX Chevron Corp. | 1.93% | 32,688 | $5.4M | Add +1698.0% |
| NVDA Nvidia Corp. | 1.90% | 26,612 | $5.3M | Add +961.5% |
| CP Canadian Pacific Kansas City | 1.90% | 61,400 | $5.3M | New |
| COP Conocophillips | 1.87% | 50,441 | $5.2M | Add +1283.5% |
| CRH CRH PLC | 1.84% | 48,355 | $5.2M | New |
| SYK Stryker Corp. | 1.75% | 15,622 | $4.9M | Add +0.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.74% | 104,861 | $4.9M | Add +1436.2% |
| PG The Procter & Gamble Co. | 0.56% | 10,643 | $1.6M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.51% | 10,479 | $1.4M | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.39% | 2,933 | $1.1M | Add +15.9% |
| CSCO Cisco Systems Inc. | 0.29% | 6,876 | $808K | Reduce -4.2% |
| BE Bloom Energy Corp. Class A | 0.28% | 2,586 | $783K | No change |
| COHR Coherent Corp. | 0.25% | 1,780 | $702K | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.23% | 544 | $652K | Add +1.5% |
| CORZ Core Scientific Inc. | 0.19% | 21,000 | $537K | Reduce -52.8% |
| TSLA Tesla Inc. | 0.17% | 1,145 | $482K | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 845 | $423K | No change |
| CL Colgate-Palmolive Co. | 0.12% | 3,800 | $348K | No change |
| PEP Pepsico Inc. | 0.12% | 2,557 | $346K | Add +24.4% |
| MRSH Marsh & McLennan Cos | 0.12% | 2,066 | $344K | No change |
| NHC National Healthcare Corp. | 0.11% | 1,400 | $296K | No change |
| JPM JPMorgan Chase & Co. | 0.10% | 887 | $290K | No change |
| COST Costco Wholesale Corp. | 0.10% | 300 | $281K | No change |
| MRK Merck & Co. Inc. | 0.10% | 2,089 | $268K | Reduce -9.6% |
| RF Regions Financial Corp. | 0.09% | 8,000 | $242K | No change |
| MCO Moody's Corp. | 0.09% | 528 | $239K | No change |
| TFC Truist Financial Corp. | 0.08% | 4,760 | $237K | New |
| V Visa Inc. Class A | 0.08% | 680 | $233K | Reduce -20.6% |
| NOW ServiceNow Inc. | 0.08% | 2,295 | $228K | New |
| FANG Diamondback Energy Inc. | 0.08% | 1,275 | $224K | Reduce -2.7% |
| ADP Automatic Data Processing | 0.08% | 1,000 | $224K | Reduce -0.9% |
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Sold out | 0.00% | −3.14 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −2.43 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −2.03 |
| AVGO Broadcom Inc. | Reduce -2.4% | 7.33% | −0.99 |
| AAPL Apple Inc. | Reduce -0.8% | 4.47% | −0.87 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.4% | 2.15% | −0.71 |
| AXP American Express Co. | Reduce -0.1% | 3.20% | −0.67 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 6.03% | −0.62 |
| PWR Quanta Services Inc. | Reduce -4.9% | 6.40% | −0.54 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.51% | −0.37 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.56% | −0.19 |
| CORZ Core Scientific Inc. | Reduce -52.8% | 0.19% | −0.13 |
| SFNC Simmons First Natl Corp. Class A | Sold out | 0.00% | −0.12 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.10 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.10 |
| FANG Diamondback Energy Inc. | Reduce -2.7% | 0.08% | −0.04 |
| V Visa Inc. Class A | Reduce -20.6% | 0.08% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -9.6% | 0.10% | −0.04 |
| ADP Automatic Data Processing | Reduce -0.9% | 0.08% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.29% | +0.02 |
| COHR Coherent Corp. | Reduce -0.6% | 0.25% | +0.04 |
| APH Amphenol Corp. Class A | Reduce -0.2% | 4.70% | +0.14 |
| CAT Caterpillar Inc. | Reduce -2.4% | 5.34% | +0.42 |
Portfolio Buys Q1 2026 → Q2 2026
| ARMK Aramark | New | 2.49% | +2.49 |
| CW Curtiss-Wright Corp. | New | 2.07% | +2.07 |
| FHN First Horizon Corp. | New | 2.04% | +2.04 |
| DGX Quest Diagnostics Inc. | New | 1.95% | +1.95 |
| CP Canadian Pacific Kansas City | New | 1.90% | +1.90 |
| CRH CRH PLC | New | 1.84% | +1.84 |
| CVX Chevron Corp. | Add +1698.0% | 1.93% | +1.75 |
| NVDA Nvidia Corp. | Add +961.5% | 1.90% | +1.69 |
| COP Conocophillips | Add +1283.5% | 1.87% | +1.64 |
| SLB SLB Ltd. | Add +1436.2% | 1.74% | +1.57 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 4.67% | +1.45 |
| TFC Truist Financial Corp. | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | Add +1.5% | 0.23% | −0.01 |
| TSLA Tesla Inc. | Add +2.9% | 0.17% | −0.03 |
| PEP Pepsico Inc. | Add +24.4% | 0.12% | −0.03 |
| MSFT Microsoft Corp. | Add +15.9% | 0.39% | −0.06 |
| IBM Intl Business Machines Corp. | Add +12.8% | 2.74% | −0.09 |
| PNFP Pinnacle Financial Partners | Add +1.1% | 2.21% | −0.31 |
| ETN Eaton Corp. PLC | Add +0.7% | 3.40% | −0.43 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 3.46% | −0.43 |
| AMZN Amazon.com Inc. | Add +0.2% | 3.17% | −0.57 |
| HD Home Depot Inc. | Add +1.0% | 2.40% | −0.60 |
| HUBB Hubbell Inc. | Add +1.5% | 2.46% | −0.62 |
| SYK Stryker Corp. | Add +0.1% | 1.75% | −0.72 |
| CBRE CBRE Group Inc. Class A | Add +0.8% | 2.41% | −0.84 |
| LIN Linde PLC | Add +0.3% | 3.22% | −0.93 |
| LHX L3HARRIS Technologies Inc. | Add +3.3% | 2.00% | −1.11 |
| WMT Walmart Inc. | Add +0.4% | 2.36% | −1.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $280.5M | AVGO, PWR, GOOGL, CAT, APH |
| Q1 2026 | 53 | $207.5M | AVGO, PWR, GOOGL, AAPL, CAT |
| Q4 2025 | 57 | $246.7M | AVGO, GOOGL, AAPL, PWR, APH |
| Q3 2025 | 59 | $263.6M | AVGO, GOOGL, AAPL, PWR, ORCL |
| Q2 2025 | 56 | $231.0M | AVGO, PWR, AAPL, GOOGL, CRWD |
| Q1 2025 | 58 | $192.7M | AVGO, AAPL, LIN, GOOGL, TYL |
| Q4 2024 | 61 | $226.3M | AVGO, AAPL, GOOGL, PWR, AMZN |
| Q3 2024 | 57 | $212.6M | AVGO, AAPL, GOOGL, LIN, PWR |
| Q2 2024 | 57 | $212.3M | AVGO, AAPL, GOOGL, LIN, PWR |
| Q1 2024 | 61 | $213.3M | AVGO, CRWD, LIN, GOOGL, AAPL |