Reliant Investment Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Reliant Investment Management, LLC reported 53 stock positions worth $207.5 million. Its top holding was Broadcom (AVGO) at 8.3% of the portfolio, followed by Quanta Services (PWR, 6.9%) and Alphabet Class A (GOOGL, 6.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 8, added to 24 and reduced 12. The biggest buy was a new position in Pinnacle Financial Partners (PNFP) and the biggest sale an exit from Wells Fargo (WFC).
- Most Recent 13F
- Q2 2026
- Location
- Memphis, TN
- CIK
- 0001517429
- Portfolio Value
- $207.5M (Q1 2026)
- SEC Filing
- 0001941040-26-000265 ↗ filed Apr 24, 2026
Holdings Value
Holdings 53 stocks · $207.5M
| AVGO Broadcom Inc. | 8.32% | 55,752 | $17.3M | Reduce -3.9% |
| PWR Quanta Services Inc. | 6.94% | 26,227 | $14.4M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 6.64% | 47,945 | $13.8M | Reduce -0.1% |
| AAPL Apple Inc. | 5.35% | 43,715 | $11.1M | Add +0.9% |
| CAT Caterpillar Inc. | 4.92% | 14,420 | $10.2M | Reduce -0.1% |
| APH Amphenol Corp. Class A | 4.56% | 74,892 | $9.5M | Add +0.6% |
| LIN Linde PLC | 4.15% | 17,378 | $8.6M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 3.89% | 9,551 | $8.1M | Add +0.8% |
| AXP American Express Co. | 3.87% | 26,551 | $8.0M | Add +1.6% |
| ETN Eaton Corp. PLC | 3.83% | 22,235 | $8.0M | Add +0.5% |
| AMZN Amazon.com Inc. | 3.74% | 37,277 | $7.8M | Add +2.8% |
| WMT Walmart Inc. | 3.49% | 58,275 | $7.2M | Add +1.3% |
| CBRE CBRE Group Inc. Class A | 3.25% | 49,831 | $6.8M | Add +2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.22% | 17,111 | $6.7M | Add +1.4% |
| NFLX Netflix Inc. | 3.14% | 67,740 | $6.5M | Add +3.2% |
| LHX L3HARRIS Technologies Inc. | 3.12% | 18,740 | $6.5M | Add +0.6% |
| HUBB Hubbell Inc. | 3.08% | 13,012 | $6.4M | Add +0.4% |
| HD Home Depot Inc. | 3.00% | 18,911 | $6.2M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 2.87% | 12,095 | $5.9M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.83% | 24,238 | $5.9M | Add +4.4% |
| PNFP Pinnacle Financial Partners | 2.52% | 60,757 | $5.2M | New |
| SYK Stryker Corp. | 2.47% | 15,602 | $5.1M | Reduce -0.3% |
| COF Capital One Financial Corp. | 2.43% | 27,586 | $5.0M | Add +2.6% |
| AVAV Aerovironment Inc. | 2.03% | 22,985 | $4.2M | Add +1.7% |
| XOM Exxon Mobil Corp. | 0.88% | 10,740 | $1.8M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.75% | 10,766 | $1.6M | No change |
| MSFT Microsoft Corp. | 0.45% | 2,530 | $937K | Reduce -1.4% |
| CORZ Core Scientific Inc. | 0.32% | 44,501 | $666K | No change |
| CSCO Cisco Systems Inc. | 0.27% | 7,176 | $557K | No change |
| LLY Eli Lilly & Co. | 0.24% | 536 | $493K | Reduce -2.9% |
| COP Conocophillips | 0.23% | 3,646 | $481K | Add +2.8% |
| NVDA Nvidia Corp. | 0.21% | 2,507 | $437K | Add +28.4% |
| COHR Coherent Corp. | 0.21% | 1,790 | $426K | Reduce -3.0% |
| TSLA Tesla Inc. | 0.20% | 1,113 | $414K | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 845 | $405K | Add +33.3% |
| CVX Chevron Corp. | 0.18% | 1,818 | $376K | No change |
| MRSH Marsh & McLennan Cos | 0.17% | 2,066 | $358K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.17% | 6,826 | $351K | No change |
| BE Bloom Energy Corp. Class A | 0.17% | 2,586 | $350K | Add +1.2% |
| CL Colgate-Palmolive Co. | 0.16% | 3,800 | $324K | No change |
| PEP Pepsico Inc. | 0.15% | 2,055 | $319K | No change |
| COST Costco Wholesale Corp. | 0.14% | 300 | $299K | No change |
| MRK Merck & Co. Inc. | 0.13% | 2,311 | $278K | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 887 | $261K | Reduce -9.6% |
| FANG Diamondback Energy Inc. | 0.12% | 1,310 | $259K | Reduce -96.2% |
| V Visa Inc. Class A | 0.12% | 857 | $259K | Add +28.3% |
| SFNC Simmons First Natl Corp. Class A | 0.12% | 12,554 | $244K | New |
| MCO Moody's Corp. | 0.11% | 528 | $230K | No change |
| NHC National Healthcare Corp. | 0.11% | 1,400 | $224K | New |
| RF Regions Financial Corp. | 0.10% | 8,000 | $209K | No change |
| ORCL Oracle Corp. | 0.10% | 1,400 | $206K | Reduce -14.1% |
| HON Honeywell International Inc. | 0.10% | 909 | $205K | New |
| ADP Automatic Data Processing | 0.10% | 1,009 | $205K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| WFC Wells Fargo & Co. | Sold out | 0.00% | −2.70 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −2.60 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −2.42 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −2.40 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −2.11 |
| FANG Diamondback Energy Inc. | Reduce -96.2% | 0.12% | −1.99 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.93 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.17 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -1.4% | 0.45% | −0.05 |
| ORCL Oracle Corp. | Reduce -14.1% | 0.10% | −0.03 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.20% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 0.24% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -9.6% | 0.13% | −0.00 |
| COHR Coherent Corp. | Reduce -3.0% | 0.21% | +0.07 |
| AVGO Broadcom Inc. | Reduce -3.9% | 8.32% | +0.18 |
| SYK Stryker Corp. | Reduce -0.3% | 2.47% | +0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 6.64% | +0.56 |
| LIN Linde PLC | Reduce -0.5% | 4.15% | +1.13 |
| CAT Caterpillar Inc. | Reduce -0.1% | 4.92% | +1.57 |
Portfolio Buys Q4 2025 → Q1 2026
| PNFP Pinnacle Financial Partners | New | 2.52% | +2.52 |
| PWR Quanta Services Inc. | Add +0.2% | 6.94% | +2.46 |
| ETN Eaton Corp. PLC | Add +0.5% | 3.83% | +0.98 |
| LHX L3HARRIS Technologies Inc. | Add +0.6% | 3.12% | +0.90 |
| WMT Walmart Inc. | Add +1.3% | 3.49% | +0.89 |
| HUBB Hubbell Inc. | Add +0.4% | 3.08% | +0.74 |
| NFLX Netflix Inc. | Add +3.2% | 3.14% | +0.64 |
| AAPL Apple Inc. | Add +0.9% | 5.35% | +0.57 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 3.89% | +0.52 |
| APH Amphenol Corp. Class A | Add +0.6% | 4.56% | +0.48 |
| XOM Exxon Mobil Corp. | Add +5.0% | 0.88% | +0.38 |
| HD Home Depot Inc. | Add +0.3% | 3.00% | +0.37 |
| AMZN Amazon.com Inc. | Add +2.8% | 3.74% | +0.35 |
| SFNC Simmons First Natl Corp. Class A | New | 0.12% | +0.12 |
| NHC National Healthcare Corp. | New | 0.11% | +0.11 |
| HON Honeywell International Inc. | New | 0.10% | +0.10 |
| COP Conocophillips | Add +2.8% | 0.23% | +0.10 |
| BE Bloom Energy Corp. Class A | Add +1.2% | 0.17% | +0.08 |
| CBRE CBRE Group Inc. Class A | Add +2.3% | 3.25% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +33.3% | 0.20% | +0.07 |
| NVDA Nvidia Corp. | Add +28.4% | 0.21% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +1.1% | 2.87% | +0.06 |
| IBM Intl Business Machines Corp. | Add +4.4% | 2.83% | +0.04 |
| V Visa Inc. Class A | Add +28.3% | 0.12% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.4% | 3.22% | +0.01 |
| AXP American Express Co. | Add +1.6% | 3.87% | −0.05 |
| AVAV Aerovironment Inc. | Add +1.7% | 2.03% | −0.19 |
| COF Capital One Financial Corp. | Add +2.6% | 2.43% | −0.22 |
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 |