Reliant Investment Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 21, 2025), Reliant Investment Partners, LLC reported 95 stock positions worth $98.1 million. Its top holding was Nvidia (NVDA) at 10.0% of the portfolio, followed by Duke Energy (DUK, 8.1%) and Truist Financial (TFC, 6.6%). Compared with Q4 2024, it opened 4 new positions, sold out of 19, added to 20 and reduced 50. The biggest buy was Abbvie (ABBV, shares +2%) and the biggest sale Nvidia (NVDA, shares −3%).

Most Recent 13F
Q2 2026
Location
PINEHURST, NC
CIK
0002069207
Portfolio Value
$98.1M (Q1 2025)
SEC Filing
0002063364-25-000093 ↗ filed May 21, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $112.8M Q4 2024 Q1 2025: $98.1M $98.1M Q1 2025 Q2 2025: $114.7M Q2 2025 Q3 2025: $127.6M Q3 2025 Q4 2025: $127.4M Q4 2025 Q1 2026: $120.7M Q1 2026 Q2 2026: $147.0M Q2 2026

Holdings 95 stocks · $98.1M
NVDA Nvidia Corp. 9.97% 90,197 $9.8M Reduce -3.0%
DUK Duke Energy Corp. 8.09% 65,095 $7.9M Reduce -7.9%
TFC Truist Financial Corp. 6.64% 158,271 $6.5M Reduce -0.2%
VOO Vanguard S&P 500 ETF 5.47% 10,444 $5.4M Reduce -2.3%
AAPL Apple Inc. 5.23% 23,105 $5.1M Reduce -1.0%
QQQ Invesco QQQ Trust Series 1 3.73% 7,800 $3.7M Reduce -1.9%
LOW Lowe's Cos Inc. 3.29% 13,818 $3.2M Reduce -0.2%
MSFT Microsoft Corp. 3.04% 7,932 $3.0M Reduce -13.3%
LLY Eli Lilly & Co. 2.68% 3,181 $2.6M Reduce -0.8%
FTEC Fidelity MSCI Info Tech Indx 2.60% 15,839 $2.6M Add +0.0%
AMZN Amazon.com Inc. 2.25% 11,606 $2.2M Reduce -3.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.90% 7,212 $1.9M Add +0.1%
CRWD CrowdStrike Holdings Inc. Class A 1.70% 4,727 $1.7M Reduce -1.4%
ABBV Abbvie Inc. 1.64% 7,684 $1.6M Add +2.4%
XOM Exxon Mobil Corp. 1.61% 13,315 $1.6M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 1.57% 2,896 $1.5M Add +0.8%
APP AppLovin Corp. Class A 1.46% 5,404 $1.4M Reduce -7.5%
MA Mastercard Inc. Class A 1.24% 2,215 $1.2M Reduce -2.0%
CSX CSX Corp. 1.09% 36,266 $1.1M Reduce -1.9%
TDIV FT Nasdaq Tech DVD Index FD 1.01% 13,482 $992K Reduce -5.4%
VZ Verizon Communications Inc. 0.90% 19,532 $886K Reduce -12.3%
KLAC KLA Corp. 0.86% 1,244 $846K No change
MRK Merck & Co. Inc. 0.84% 9,180 $824K Add +0.1%
META Meta Platforms Inc. Class A 0.83% 1,417 $817K Add +3.7%
GLD SPDR Gold Shares 0.80% 2,720 $784K Add +11.9%
ABT Abbott Laboratories 0.79% 5,857 $777K Add +2.0%
XMHQ Invesco S&P Midcap Qual ETF 0.79% 8,462 $775K Reduce -1.6%
BX Blackstone Inc. 0.76% 5,322 $744K Add +0.0%
TSLA Tesla Inc. 0.74% 2,803 $726K Add +3.3%
PFE Pfizer Inc. 0.72% 28,012 $710K Reduce -2.3%
CSCO Cisco Systems Inc. 0.71% 11,268 $695K No change
JNJ Johnson & Johnson 0.71% 4,188 $695K Reduce -0.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.70% 10,494 $690K No change
ROAD Construction Partners Inc. Class A 0.68% 9,325 $670K Reduce -14.3%
JPM JPMorgan Chase & Co. 0.65% 2,597 $637K Add +18.0%
COST Costco Wholesale Corp. 0.63% 650 $615K Reduce -0.3%
T AT&T Inc. 0.61% 21,259 $601K Add +2.5%
CORT Corcept Therapeutics Inc. 0.61% 5,207 $595K Reduce -0.9%
MO Altria Group Inc. 0.59% 9,668 $580K Reduce -0.2%
SKYY First Trust Cloud Computing 0.59% 5,661 $579K No change
SO The Southern Co. 0.57% 6,041 $555K Reduce -1.2%
CAT Caterpillar Inc. 0.56% 1,670 $551K No change
PANW Palo Alto Networks Inc. 0.51% 2,956 $504K Reduce -0.4%
BSV Vanguard Short-Term Bond ETF 0.51% 6,435 $504K Reduce -3.0%
GE General Electric filed as GE AEROSPACE 0.51% 2,492 $499K Reduce -0.3%
CVX Chevron Corp. 0.50% 2,955 $494K Add +0.0%
PH Parker Hannifin Corp. 0.49% 795 $483K Reduce -0.5%
VYM Vanguard High DVD Yield ETF 0.49% 3,711 $479K Reduce -0.7%
WM Waste Management Inc. 0.47% 2,002 $463K Add +5.4%
UNP Union Pacific Corp. 0.47% 1,940 $458K No change
PG The Procter & Gamble Co. 0.47% 2,684 $457K Reduce -1.9%
TSCO Tractor Supply Company 0.47% 8,300 $457K Reduce -0.3%
PNFP Pinnacle Financial Partners 0.46% 4,300 $456K No change
NEE Nextera Energy Inc. 0.44% 6,156 $436K No change
HD Home Depot Inc. 0.44% 1,181 $433K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.44% 5,467 $431K Reduce -5.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.44% 10,225 $427K No change
CRM Salesforce Inc. 0.43% 1,565 $420K Reduce -1.6%
CVS CVS Health Corp. 0.41% 6,000 $407K No change
ENB Enbridge Inc. 0.41% 9,068 $402K Reduce -22.2%
DON Wisdomtree US Midcap Dividen 0.41% 8,111 $402K Reduce -0.9%
ARES Ares Management Corp. Class A 0.40% 2,703 $396K Reduce -1.8%
XLV SS Health Care Select Sector 0.40% 2,699 $394K Reduce -0.3%
IMTB iShares Core 5-10 Year Usd 0.40% 8,994 $390K Reduce -3.9%
IVV iShares Core S&P 500 ETF 0.39% 679 $382K No change
ANET Arista Networks Inc. 0.38% 4,823 $374K Add +4.2%
PM Philip Morris International 0.37% 2,306 $366K Add +0.1%
CB Chubb Ltd. 0.36% 1,160 $350K Reduce -1.3%
ORLY O'reilly Automotive Inc. 0.35% 242 $347K Reduce -0.4%
RPM RPM International Inc. 0.35% 2,967 $343K No change
SBUX Starbucks Corp. 0.33% 3,300 $324K No change
DLR Digital Realty Trust Inc. 0.33% 2,225 $319K Reduce -0.0%
MIRM Mirum Pharmaceuticals Inc. 0.32% 6,975 $314K No change
KO The Coca-Cola Co. 0.31% 4,285 $307K Reduce -4.1%
XMMO Invesco S&P Midcap Momentum 0.30% 2,619 $298K Add +8.5%
RFV Invesco S&P Midcap 400 Pure 0.29% 2,479 $283K Reduce -0.6%
PEP Pepsico Inc. 0.29% 1,878 $282K Reduce -18.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.28% 2,501 $272K Reduce -3.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 476 $266K No change
O Realty Income Corp. 0.27% 4,508 $262K Add +8.4%
D Dominion Energy Inc. 0.24% 4,283 $240K No change
BSX Boston Scientific Corp. 0.24% 2,350 $237K New
AFL Aflac Inc. 0.24% 2,118 $236K No change
XLF SS Financial Select Sector 0.24% 4,677 $233K New
BMY Bristol-Myers Squibb Co. 0.23% 3,771 $230K Add +2.4%
SHOP Shopify Inc. Class A 0.23% 2,365 $229K Reduce -1.1%
NTNX Nutanix Inc. Class A 0.23% 3,200 $223K New
IJR iShares Core S&P Small-Cap E 0.22% 2,030 $212K No change
TGT Target Corp. 0.22% 2,034 $212K Reduce -2.4%
NRG NRG Energy Inc. 0.21% 2,192 $209K New
QTEC First Trust Nasdq 100 Tech I 0.21% 1,170 $203K No change
GOOG Alphabet Inc. Class C 0.21% 1,298 $203K Reduce -3.9%
VRT Vertiv Holdings Co. Class A 0.20% 2,775 $200K Reduce -53.2%
OXSQ Oxford Square Capital Corp. 0.03% 11,002 $29K Add +3.4%
IRD Opus Genetics Inc. 0.01% 10,000 $10K No change

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -3.0% 9.97% −1.10
AVGO Broadcom Inc. Sold out 0.00% −0.83
AMD Advanced Micro Devices Sold out 0.00% −0.73
DELL Dell Technologies -C Sold out 0.00% −0.69
ALAB Astera Labs Inc. Sold out 0.00% −0.65
CRDO Credo Technology Group Holdi Sold out 0.00% −0.64
ALKT Alkami Technology Inc. Sold out 0.00% −0.52
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.52
TRV The Travelers Cos Inc. Sold out 0.00% −0.45
NOW ServiceNow Inc. Sold out 0.00% −0.42
VRT Vertiv Holdings Co. Class A Reduce -53.2% 0.20% −0.39
MSFT Microsoft Corp. Reduce -13.3% 3.04% −0.38
CAVA Cava Group Inc. Sold out 0.00% −0.37
MRVL Marvell Technology Inc. Sold out 0.00% −0.31
GTLB Gitlab Inc. Class A Sold out 0.00% −0.29
PCAR Paccar Inc. Sold out 0.00% −0.26
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.26
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.25
DECK Deckers Outdoor Corp. Sold out 0.00% −0.22
APP AppLovin Corp. Class A Reduce -7.5% 1.46% −0.22
SNOW Snowflake Inc. Sold out 0.00% −0.21
CASY Casey's General Stores Inc. Sold out 0.00% −0.19
ROAD Construction Partners Inc. Class A Reduce -14.3% 0.68% −0.17
ERH Allspring Utilities and High Sold out 0.00% −0.10
AMZN Amazon.com Inc. Reduce -3.4% 2.25% −0.09
CRM Salesforce Inc. Reduce -1.6% 0.43% −0.04
TGT Target Corp. Reduce -2.4% 0.22% −0.03
ENB Enbridge Inc. Reduce -22.2% 0.41% −0.03
ARES Ares Management Corp. Class A Reduce -1.8% 0.40% −0.03
DLR Digital Realty Trust Inc. Reduce -0.0% 0.33% −0.02
PEP Pepsico Inc. Reduce -18.5% 0.29% −0.02
GOOG Alphabet Inc. Class C Reduce -3.9% 0.21% −0.02
SHOP Shopify Inc. Class A Reduce -1.1% 0.23% +0.01
TDIV FT Nasdaq Tech DVD Index FD Reduce -5.4% 1.01% +0.02
RFV Invesco S&P Midcap 400 Pure Reduce -0.6% 0.29% +0.02
CSX CSX Corp. Reduce -1.9% 1.09% +0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -3.8% 0.28% +0.03
PANW Palo Alto Networks Inc. Reduce -0.4% 0.51% +0.04
XMHQ Invesco S&P Midcap Qual ETF Reduce -1.6% 0.79% +0.04
DON Wisdomtree US Midcap Dividen Reduce -0.9% 0.41% +0.04
PH Parker Hannifin Corp. Reduce -0.5% 0.49% +0.04
IMTB iShares Core 5-10 Year Usd Reduce -3.9% 0.40% +0.05
PFE Pfizer Inc. Reduce -2.3% 0.72% +0.05
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -5.6% 0.44% +0.05
AAPL Apple Inc. Reduce -1.0% 5.23% +0.05
BSV Vanguard Short-Term Bond ETF Reduce -3.0% 0.51% +0.06
PG The Procter & Gamble Co. Reduce -1.9% 0.47% +0.06
VYM Vanguard High DVD Yield ETF Reduce -0.7% 0.49% +0.07
KO The Coca-Cola Co. Reduce -4.1% 0.31% +0.07
CB Chubb Ltd. Reduce -1.3% 0.36% +0.07

Portfolio Buys Q4 2024 → Q1 2025
ABBV Abbvie Inc. Add +2.4% 1.64% +0.46
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 1.57% +0.42
GLD SPDR Gold Shares Add +11.9% 0.80% +0.28
BSX Boston Scientific Corp. New 0.24% +0.24
XLF SS Financial Select Sector New 0.24% +0.24
NTNX Nutanix Inc. Class A New 0.23% +0.23
ABT Abbott Laboratories Add +2.0% 0.79% +0.22
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.1% 1.90% +0.21
NRG NRG Energy Inc. New 0.21% +0.21
T AT&T Inc. Add +2.5% 0.61% +0.19
JPM JPMorgan Chase & Co. Add +18.0% 0.65% +0.18
WM Waste Management Inc. Add +5.4% 0.47% +0.13
PM Philip Morris International Add +0.1% 0.37% +0.13
CVX Chevron Corp. Add +0.0% 0.50% +0.12
META Meta Platforms Inc. Class A Add +3.7% 0.83% +0.12
O Realty Income Corp. Add +8.4% 0.27% +0.07
BMY Bristol-Myers Squibb Co. Add +2.4% 0.23% +0.05
XMMO Invesco S&P Midcap Momentum Add +8.5% 0.30% +0.04
MRK Merck & Co. Inc. Add +0.1% 0.84% +0.03
FTEC Fidelity MSCI Info Tech Indx Add +0.0% 2.60% +0.01
OXSQ Oxford Square Capital Corp. Add +3.4% 0.03% +0.01
BX Blackstone Inc. Add +0.0% 0.76% −0.05
ANET Arista Networks Inc. Add +4.2% 0.38% −0.07
TSLA Tesla Inc. Add +3.3% 0.74% −0.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 126$147.0MNVDA, VOO, DUK, TFC, AAPL
Q1 2026 113$120.7MNVDA, DUK, TFC, VOO, AAPL
Q4 2025 109$127.4MNVDA, TFC, DUK, VOO, AAPL
Q3 2025 108$127.6MNVDA, DUK, TFC, VOO, AAPL
Q2 2025 111$114.7MNVDA, DUK, TFC, VOO, AAPL
Q1 2025 95$98.1MNVDA, DUK, TFC, VOO, AAPL
Q4 2024 110$112.8MNVDA, DUK, TFC, AAPL, VOO