Reliant Investment Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Reliant Investment Partners, LLC reported 126 stock positions worth $147.0 million. Its top holding was Nvidia (NVDA) at 11.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.4%) and Duke Energy (DUK, 5.4%). Compared with Q1 2026, it opened 18 new positions, sold out of 5, added to 38 and reduced 46. The biggest buy was First Trust Nasdaq Semicondu (FTXL, shares +321%) and the biggest sale Truist Financial (TFC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PINEHURST, NC
- CIK
- 0002069207
- Portfolio Value
- $147.0M (Q2 2026)
- SEC Filing
- 0002063364-26-000297 ↗ filed Aug 11, 2026
Holdings Value
Holdings 126 stocks · $147.0M
| NVDA Nvidia Corp. | 11.52% | 84,617 | $16.9M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 5.45% | 11,661 | $8.0M | Add +3.5% |
| DUK Duke Energy Corp. | 5.36% | 62,256 | $7.9M | Add +4.0% |
| TFC Truist Financial Corp. | 5.03% | 148,329 | $7.4M | Reduce -3.9% |
| AAPL Apple Inc. | 3.97% | 20,173 | $5.8M | Reduce -1.3% |
| FTEC Fidelity MSCI Info Tech Indx | 3.22% | 16,554 | $4.7M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 2.53% | 3,098 | $3.7M | Reduce -1.5% |
| KLAC KLA Corp. | 2.49% | 12,121 | $3.7M | Add +0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.37% | 4,572 | $3.5M | Add +1.6% |
| LOW Lowe's Cos Inc. | 2.07% | 13,779 | $3.0M | Reduce -0.4% |
| APP AppLovin Corp. Class A | 1.96% | 5,583 | $2.9M | Reduce -0.6% |
| QQQM Invesco Nasdaq 100 ETF | 1.95% | 9,437 | $2.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 1.94% | 7,650 | $2.9M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.91% | 11,750 | $2.8M | Add +0.8% |
| VRT Vertiv Holdings Co. Class A | 1.59% | 6,991 | $2.3M | Add +110.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.47% | 26,894 | $2.2M | Reduce -3.1% |
| CAT Caterpillar Inc. | 1.46% | 2,013 | $2.1M | Add +2.4% |
| FTXL First Trust Nasdaq Semicondu | 1.35% | 6,953 | $2.0M | Add +320.6% |
| MU Micron Technology Inc. | 1.31% | 1,663 | $1.9M | Add +14.3% |
| ABBV Abbvie Inc. | 1.21% | 7,057 | $1.8M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 1.17% | 12,604 | $1.7M | Add +1.6% |
| SPMO Invesco S&P 500 Momentum ETF | 1.11% | 10,134 | $1.6M | Add +4.9% |
| CSX CSX Corp. | 1.09% | 33,566 | $1.6M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 2,149 | $1.6M | Reduce -0.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.96% | 12,303 | $1.4M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 2,504 | $1.3M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.85% | 10,642 | $1.3M | No change |
| GOOG Alphabet Inc. Class C | 0.77% | 3,205 | $1.1M | No change |
| MRK Merck & Co. Inc. | 0.77% | 8,800 | $1.1M | Add +0.1% |
| ROAD Construction Partners Inc. Class A | 0.77% | 9,505 | $1.1M | No change |
| MTZ Mastec Inc. | 0.75% | 2,633 | $1.1M | Add +4.0% |
| JNJ Johnson & Johnson | 0.73% | 4,207 | $1.1M | Add +0.7% |
| TSLA Tesla Inc. | 0.73% | 2,535 | $1.1M | Add +0.8% |
| GLD SPDR Gold Shares | 0.70% | 2,804 | $1.0M | Reduce -3.4% |
| SNOW Snowflake Inc. | 0.68% | 3,905 | $994K | Add +2.0% |
| USFD US Foods Holding Corp. | 0.68% | 9,705 | $992K | No change |
| GE General Electric filed as GE AEROSPACE | 0.66% | 2,605 | $973K | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.63% | 10,494 | $922K | No change |
| MA Mastercard Inc. Class A | 0.60% | 1,705 | $876K | Reduce -12.8% |
| ANET Arista Networks Inc. | 0.57% | 4,920 | $836K | Add +7.8% |
| AVGO Broadcom Inc. | 0.57% | 2,201 | $831K | No change |
| PH Parker Hannifin Corp. | 0.55% | 833 | $815K | Reduce -0.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.55% | 7,164 | $809K | Reduce -2.6% |
| WDC Western Digital Corp. | 0.52% | 1,204 | $769K | Add +12.9% |
| VZ Verizon Communications Inc. | 0.52% | 18,098 | $766K | Reduce -0.3% |
| GEV GE Vernova Inc. | 0.51% | 641 | $753K | Add +4.1% |
| STX Seagate Technology Holdings | 0.51% | 776 | $749K | Add +17.4% |
| MIRM Mirum Pharmaceuticals Inc. | 0.48% | 5,975 | $699K | No change |
| PFE Pfizer Inc. | 0.47% | 28,447 | $685K | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.47% | 914 | $684K | Add +4.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 1,428 | $682K | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.44% | 1,139 | $642K | Reduce -0.4% |
| MO Altria Group Inc. | 0.43% | 8,888 | $639K | Reduce -7.1% |
| SKYY First Trust Cloud Computing | 0.43% | 4,700 | $632K | Reduce -0.5% |
| CVS CVS Health Corp. | 0.42% | 6,000 | $621K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 5,299 | $618K | Reduce -26.1% |
| JPM JPMorgan Chase & Co. | 0.41% | 1,836 | $601K | Reduce -1.0% |
| SO The Southern Co. | 0.38% | 5,891 | $564K | Reduce -0.9% |
| VYM Vanguard High DVD Yield ETF | 0.38% | 3,544 | $560K | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.38% | 6,376 | $560K | No change |
| MRVL Marvell Technology Inc. | 0.38% | 1,874 | $558K | New |
| CIEN Ciena Corp. | 0.36% | 1,091 | $535K | Add +8.0% |
| FIX Comfort Systems USA Inc. | 0.36% | 266 | $527K | Add +10.4% |
| CVX Chevron Corp. | 0.35% | 3,090 | $512K | Add +1.9% |
| XMMO Invesco S&P Midcap Momentum | 0.35% | 2,993 | $509K | Add +11.1% |
| IMTB iShares Core 5-10 Year Usd | 0.34% | 11,304 | $493K | Add +1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 10,759 | $488K | Reduce -5.7% |
| WM Waste Management Inc. | 0.32% | 2,081 | $464K | Reduce -0.6% |
| ABT Abbott Laboratories | 0.31% | 4,960 | $450K | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.30% | 1,615 | $439K | Reduce -8.5% |
| PNFP Pinnacle Financial Partners | 0.30% | 4,300 | $434K | New |
| BSV Vanguard Short-Term Bond ETF | 0.29% | 5,485 | $427K | Reduce -2.2% |
| PM Philip Morris International | 0.28% | 2,313 | $418K | Add +0.1% |
| HD Home Depot Inc. | 0.28% | 1,181 | $417K | No change |
| DON Wisdomtree US Midcap Dividen | 0.27% | 7,137 | $403K | Reduce -0.4% |
| XLV SS Health Care Select Sector | 0.27% | 2,538 | $403K | Reduce -0.8% |
| INTC Intel Corp. | 0.27% | 2,883 | $403K | New |
| SNDK Sandisk Corp. | 0.27% | 175 | $398K | New |
| QTEC First Trust Nasdq 100 Tech I | 0.27% | 1,170 | $392K | No change |
| CB Chubb Ltd. | 0.26% | 1,120 | $382K | Reduce -0.5% |
| T AT&T Inc. | 0.26% | 18,427 | $381K | Reduce -4.7% |
| PWR Quanta Services Inc. | 0.25% | 512 | $369K | Add +13.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 476 | $355K | No change |
| PG The Procter & Gamble Co. | 0.24% | 2,421 | $355K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.24% | 7,625 | $354K | Reduce -0.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 3,091 | $337K | No change |
| SBUX Starbucks Corp. | 0.23% | 3,285 | $336K | No change |
| HWM Howmet Aerospace Inc. | 0.23% | 1,243 | $334K | Add +0.7% |
| ENB Enbridge Inc. | 0.23% | 6,152 | $333K | Reduce -28.0% |
| KO The Coca-Cola Co. | 0.23% | 4,088 | $332K | Reduce -1.2% |
| SLV iShares Silver Trust | 0.22% | 6,139 | $328K | Reduce -2.4% |
| O Realty Income Corp. | 0.22% | 5,180 | $321K | Add +0.7% |
| RFV Invesco S&P Midcap 400 Pure | 0.21% | 2,209 | $316K | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.21% | 541 | $314K | New |
| AMAT Applied Materials Inc. | 0.21% | 426 | $308K | New |
| GLW Corning Inc. | 0.21% | 1,205 | $308K | New |
| MPC Marathon Petroleum Corp. | 0.19% | 1,089 | $278K | No change |
| SHOP Shopify Inc. Class A | 0.18% | 2,365 | $270K | No change |
| RY Royal Bank of Canada | 0.18% | 1,295 | $268K | No change |
| BKGI BNY Mellon GLBL Infra Inc. | 0.18% | 5,830 | $262K | Add +11.5% |
Portfolio Sells Q1 2026 → Q2 2026
| TFC Truist Financial Corp. | Reduce -3.9% | 5.03% | −0.85 |
| NVDA Nvidia Corp. | Reduce -0.3% | 11.52% | −0.74 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 2.07% | −0.64 |
| PLTR Palantir Technologies Inc. Class A | Reduce -26.1% | 0.42% | −0.45 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.94% | −0.42 |
| GLD SPDR Gold Shares | Reduce -3.4% | 0.70% | −0.33 |
| AAPL Apple Inc. | Reduce -1.3% | 3.97% | −0.33 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.31 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.25 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 0.52% | −0.23 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.22 |
| MA Mastercard Inc. Class A | Reduce -12.8% | 0.60% | −0.21 |
| T AT&T Inc. | Reduce -4.7% | 0.26% | −0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.1% | 1.47% | −0.18 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.17 |
| ENB Enbridge Inc. | Reduce -28.0% | 0.23% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.85% | −0.15 |
| SLV iShares Silver Trust | Reduce -2.4% | 0.22% | −0.13 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.31% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.44% | −0.11 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -5.7% | 0.33% | −0.10 |
| SO The Southern Co. | Reduce -0.9% | 0.38% | −0.09 |
| MO Altria Group Inc. | Reduce -7.1% | 0.43% | −0.09 |
| SLB SLB Ltd. | Reduce -0.7% | 0.24% | −0.09 |
| ABBV Abbvie Inc. | Reduce -1.7% | 1.21% | −0.09 |
| WM Waste Management Inc. | Reduce -0.6% | 0.32% | −0.08 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -2.6% | 0.55% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.2% | 0.29% | −0.07 |
| BX Blackstone Inc. | Reduce -19.7% | 0.14% | −0.07 |
| PH Parker Hannifin Corp. | Reduce -0.7% | 0.55% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.4% | 0.38% | −0.06 |
| CSX CSX Corp. | Reduce -0.3% | 1.09% | −0.06 |
| UNP Union Pacific Corp. | Reduce -8.5% | 0.30% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.6% | 0.14% | −0.05 |
| CB Chubb Ltd. | Reduce -0.5% | 0.26% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 0.41% | −0.04 |
| DLR Digital Realty Trust Inc. | Reduce -1.7% | 0.17% | −0.04 |
| IRD Opus Genetics Inc. | Sold out | 0.00% | −0.04 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.4% | 0.27% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -0.8% | 0.27% | −0.04 |
| KO The Coca-Cola Co. | Reduce -1.2% | 0.23% | −0.03 |
| AFL Aflac Inc. | Reduce -0.9% | 0.17% | −0.02 |
| RFV Invesco S&P Midcap 400 Pure | Reduce -0.1% | 0.21% | −0.02 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -0.6% | 0.96% | +0.00 |
| SKYY First Trust Cloud Computing | Reduce -0.5% | 0.43% | +0.00 |
| GE General Electric | Reduce -0.3% | 0.66% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 1.08% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.3% | 1.95% | +0.08 |
| APP AppLovin Corp. Class A | Reduce -0.6% | 1.96% | +0.10 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 2.53% | +0.13 |
Portfolio Buys Q1 2026 → Q2 2026
| FTXL First Trust Nasdaq Semicondu | Add +320.6% | 1.35% | +1.15 |
| KLAC KLA Corp. | Add +0.8% | 2.49% | +1.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.6% | 2.37% | +0.92 |
| VRT Vertiv Holdings Co. Class A | Add +110.1% | 1.59% | +0.90 |
| MU Micron Technology Inc. | Add +14.3% | 1.31% | +0.90 |
| MRVL Marvell Technology Inc. | New | 0.38% | +0.38 |
| CAT Caterpillar Inc. | Add +2.4% | 1.46% | +0.30 |
| PNFP Pinnacle Financial Partners | New | 0.30% | +0.30 |
| STX Seagate Technology Holdings | Add +17.4% | 0.51% | +0.29 |
| WDC Western Digital Corp. | Add +12.9% | 0.52% | +0.28 |
| INTC Intel Corp. | New | 0.27% | +0.27 |
| SNDK Sandisk Corp. | New | 0.27% | +0.27 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.9% | 1.11% | +0.22 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| AMAT Applied Materials Inc. | New | 0.21% | +0.21 |
| GLW Corning Inc. | New | 0.21% | +0.21 |
| SNOW Snowflake Inc. | Add +2.0% | 0.68% | +0.20 |
| THTA Sofi Enhanced Yield ETF | New | 0.17% | +0.17 |
| AIRR First Trust Rba American Ind | New | 0.17% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.16% | +0.16 |
| TER Teradyne Inc. | New | 0.16% | +0.16 |
| FTNT Fortinet Inc. | New | 0.16% | +0.16 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | New | 0.14% | +0.14 |
| BROS Dutch Bros Inc. Class A | New | 0.14% | +0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.14% | +0.14 |
| JBL Jabil Inc. | New | 0.14% | +0.14 |
| ET Energy Transfer LP | New | 0.14% | +0.14 |
| ANET Arista Networks Inc. | Add +7.8% | 0.57% | +0.10 |
| FIX Comfort Systems USA Inc. | Add +10.4% | 0.36% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.9% | 0.46% | +0.07 |
| MTZ Mastec Inc. | Add +4.0% | 0.75% | +0.07 |
| GEV GE Vernova Inc. | Add +4.1% | 0.51% | +0.07 |
| PWR Quanta Services Inc. | Add +13.5% | 0.25% | +0.05 |
| CIEN Ciena Corp. | Add +8.0% | 0.36% | +0.04 |
| XMMO Invesco S&P Midcap Momentum | Add +11.1% | 0.35% | +0.02 |
| OXSQ Oxford Square Capital Corp. | Add +6.9% | 0.01% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +4.6% | 0.47% | −0.01 |
| HWM Howmet Aerospace Inc. | Add +0.7% | 0.23% | −0.01 |
| ARCC Ares Capital Corp. | Add +9.0% | 0.16% | −0.01 |
| BKGI BNY Mellon GLBL Infra Inc. | Add +11.5% | 0.18% | −0.01 |
| TGT Target Corp. | Add +2.8% | 0.16% | −0.02 |
| AMGN Amgen Inc. | Add +1.7% | 0.15% | −0.02 |
| PM Philip Morris International | Add +0.1% | 0.28% | −0.03 |
| O Realty Income Corp. | Add +0.7% | 0.22% | −0.04 |
| TSLA Tesla Inc. | Add +0.8% | 0.73% | −0.05 |
| IMTB iShares Core 5-10 Year Usd | Add +1.0% | 0.34% | −0.07 |
| AMZN Amazon.com Inc. | Add +0.8% | 1.91% | −0.11 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.77% | −0.11 |
| JNJ Johnson & Johnson | Add +0.7% | 0.73% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 126 | $147.0M | NVDA, VOO, DUK, TFC, AAPL |
| Q1 2026 | 113 | $120.7M | NVDA, DUK, TFC, VOO, AAPL |
| Q4 2025 | 109 | $127.4M | NVDA, TFC, DUK, VOO, AAPL |
| Q3 2025 | 108 | $127.6M | NVDA, DUK, TFC, VOO, AAPL |
| Q2 2025 | 111 | $114.7M | NVDA, DUK, TFC, VOO, AAPL |
| Q1 2025 | 95 | $98.1M | NVDA, DUK, TFC, VOO, AAPL |
| Q4 2024 | 110 | $112.8M | NVDA, DUK, TFC, AAPL, VOO |