Reliant Investment Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), Reliant Investment Partners, LLC reported 111 stock positions worth $114.7 million. Its top holding was Nvidia (NVDA) at 12.4% of the portfolio, followed by Duke Energy (DUK, 6.6%) and Truist Financial (TFC, 5.9%). Compared with Q1 2025, it opened 18 new positions, sold out of 2, added to 25 and reduced 40. The biggest buy was a new position in Invesco Nasdaq 100 ETF (QQQM) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −73%).

Most Recent 13F
Q2 2026
Location
PINEHURST, NC
CIK
0002069207
Portfolio Value
$114.7M (Q2 2025)
SEC Filing
0002063364-25-000172 ↗ filed Aug 1, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $112.8M Q4 2024 Q1 2025: $98.1M Q1 2025 Q2 2025: $114.7M $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 111 stocks · $114.7M
NVDA Nvidia Corp. 12.38% 89,836 $14.2M Reduce -0.4%
DUK Duke Energy Corp. 6.64% 64,516 $7.6M Reduce -0.9%
TFC Truist Financial Corp. 5.86% 156,293 $6.7M Reduce -1.3%
VOO Vanguard S&P 500 ETF 5.17% 10,444 $5.9M No change
AAPL Apple Inc. 3.95% 22,089 $4.5M Reduce -4.4%
MSFT Microsoft Corp. 3.41% 7,864 $3.9M Reduce -0.9%
FTEC Fidelity MSCI Info Tech Indx 2.78% 16,138 $3.2M Add +1.9%
LOW Lowe's Cos Inc. 2.67% 13,792 $3.1M Reduce -0.2%
AMZN Amazon.com Inc. 2.22% 11,585 $2.5M Reduce -0.2%
CRWD CrowdStrike Holdings Inc. Class A 2.18% 4,916 $2.5M Add +4.0%
LLY Eli Lilly & Co. 2.16% 3,172 $2.5M Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.75% 7,192 $2.0M Reduce -0.3%
APP AppLovin Corp. Class A 1.62% 5,304 $1.9M Reduce -1.9%
QQQM Invesco Nasdaq 100 ETF 1.56% 7,898 $1.8M New
XOM Exxon Mobil Corp. 1.23% 13,080 $1.4M Reduce -1.8%
ABBV Abbvie Inc. 1.22% 7,507 $1.4M Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B 1.21% 2,847 $1.4M Reduce -1.7%
MA Mastercard Inc. Class A 1.08% 2,202 $1.2M Reduce -0.6%
TDIV FT Nasdaq Tech DVD Index FD 1.04% 13,217 $1.2M Reduce -2.0%
QQQ Invesco QQQ Trust Series 1 1.03% 2,142 $1.2M Reduce -72.5%
CSX CSX Corp. 1.01% 35,416 $1.2M Reduce -2.3%
META Meta Platforms Inc. Class A 0.94% 1,456 $1.1M Add +2.8%
ROAD Construction Partners Inc. Class A 0.93% 10,070 $1.1M Add +8.0%
KLAC KLA Corp. 0.93% 1,186 $1.1M Reduce -4.7%
PLTR Palantir Technologies Inc. Class A 0.82% 6,890 $939K New
SNOW Snowflake Inc. 0.81% 4,165 $932K New
TSLA Tesla Inc. 0.78% 2,828 $898K Add +0.9%
GLD SPDR Gold Shares 0.74% 2,783 $848K Add +2.3%
VZ Verizon Communications Inc. 0.74% 19,533 $845K Add +0.0%
USFD US Foods Holding Corp. 0.72% 10,680 $822K New
ABT Abbott Laboratories 0.71% 5,951 $809K Add +1.6%
BX Blackstone Inc. 0.69% 5,322 $796K No change
CSCO Cisco Systems Inc. 0.68% 11,233 $779K Reduce -0.3%
BROS Dutch Bros Inc. Class A 0.67% 11,287 $772K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.67% 10,494 $763K No change
XMHQ Invesco S&P Midcap Qual ETF 0.64% 7,522 $739K Reduce -11.1%
JPM JPMorgan Chase & Co. 0.64% 2,520 $731K Reduce -3.0%
PFE Pfizer Inc. 0.62% 29,210 $708K Add +4.3%
MRK Merck & Co. Inc. 0.60% 8,764 $694K Reduce -4.5%
SKYY First Trust Cloud Computing 0.58% 5,511 $670K Reduce -2.6%
COST Costco Wholesale Corp. 0.58% 675 $668K Add +3.9%
GE General Electric filed as GE AEROSPACE 0.58% 2,586 $666K Add +3.8%
AVGO Broadcom Inc. 0.57% 2,351 $648K New
JNJ Johnson & Johnson 0.56% 4,190 $640K Add +0.1%
NET Cloudflare Inc. Class A 0.56% 3,266 $640K New
CAT Caterpillar Inc. 0.55% 1,636 $635K Reduce -2.0%
KD Kyndryl Holdings Inc. 0.55% 14,989 $629K New
T AT&T Inc. 0.54% 21,274 $616K Add +0.1%
PANW Palo Alto Networks Inc. 0.53% 2,996 $613K Add +1.4%
MO Altria Group Inc. 0.50% 9,817 $576K Add +1.5%
SO The Southern Co. 0.48% 6,042 $555K Add +0.0%
PH Parker Hannifin Corp. 0.47% 774 $541K Reduce -2.6%
BSV Vanguard Short-Term Bond ETF 0.44% 6,435 $506K No change
MTZ Mastec Inc. 0.44% 2,932 $500K New
VYM Vanguard High DVD Yield ETF 0.43% 3,713 $495K Add +0.1%
WM Waste Management Inc. 0.42% 2,109 $483K Add +5.3%
ANET Arista Networks Inc. 0.41% 4,643 $475K Reduce -3.7%
PNFP Pinnacle Financial Partners 0.41% 4,300 $475K No change
TOST Toast Inc. Class A 0.41% 10,665 $472K New
ARES Ares Management Corp. Class A 0.41% 2,703 $468K No change
TSCO Tractor Supply Company 0.38% 8,300 $438K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.38% 5,319 $434K Reduce -2.7%
HD Home Depot Inc. 0.38% 1,181 $433K No change
SPMO Invesco S&P 500 Momentum ETF 0.37% 3,819 $430K New
NEE Nextera Energy Inc. 0.37% 6,168 $428K Add +0.2%
CRM Salesforce Inc. 0.37% 1,565 $427K No change
PG The Procter & Gamble Co. 0.37% 2,674 $426K Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.37% 679 $422K No change
PM Philip Morris International 0.37% 2,307 $420K Add +0.0%
CVS CVS Health Corp. 0.36% 6,000 $414K No change
CVX Chevron Corp. 0.36% 2,848 $408K Reduce -3.6%
UNP Union Pacific Corp. 0.35% 1,765 $406K Reduce -9.0%
ENB Enbridge Inc. 0.35% 8,846 $401K Reduce -2.5%
NRG NRG Energy Inc. 0.35% 2,471 $397K Add +12.7%
SPOT Spotify Technology SA 0.35% 516 $396K New
IMTB iShares Core 5-10 Year Usd 0.34% 8,994 $392K No change
DLR Digital Realty Trust Inc. 0.34% 2,225 $388K No change
CORT Corcept Therapeutics Inc. 0.33% 5,207 $382K No change
RBRK Rubrik Inc. Class A 0.33% 4,190 $375K New
DON Wisdomtree US Midcap Dividen 0.32% 7,361 $369K Reduce -9.3%
XLV SS Health Care Select Sector 0.31% 2,677 $361K Reduce -0.8%
VRT Vertiv Holdings Co. Class A 0.31% 2,775 $356K No change
MIRM Mirum Pharmaceuticals Inc. 0.31% 6,975 $355K No change
ORLY O'reilly Automotive Inc. 0.31% 3,915 $353K Add +7.8%
RPM RPM International Inc. 0.30% 3,117 $342K Add +5.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.30% 10,125 $342K Reduce -1.0%
XMMO Invesco S&P Midcap Momentum 0.29% 2,619 $337K No change
CB Chubb Ltd. 0.29% 1,160 $336K No change
KO The Coca-Cola Co. 0.27% 4,303 $304K Add +0.4%
SBUX Starbucks Corp. 0.26% 3,300 $302K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 476 $294K No change
AXON Axon Enterprise Inc. 0.25% 342 $283K New
O Realty Income Corp. 0.24% 4,769 $275K Add +5.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.24% 2,499 $274K Reduce -0.1%
RFV Invesco S&P Midcap 400 Pure 0.24% 2,265 $274K Reduce -8.6%
SHOP Shopify Inc. Class A 0.24% 2,365 $273K No change
GEV GE Vernova Inc. 0.24% 510 $270K New
BSX Boston Scientific Corp. 0.22% 2,350 $252K No change
QTEC First Trust Nasdq 100 Tech I 0.22% 1,170 $249K No change
NTNX Nutanix Inc. Class A 0.21% 3,200 $245K No change

Show all 111 holdings

Portfolio Sells Q1 2025 → Q2 2025
QQQ Invesco QQQ Trust Series 1 Reduce -72.5% 1.03% −2.70
DUK Duke Energy Corp. Reduce -0.9% 6.64% −1.46
AAPL Apple Inc. Reduce -4.4% 3.95% −1.28
TFC Truist Financial Corp. Reduce -1.3% 5.86% −0.78
LOW Lowe's Cos Inc. Reduce -0.2% 2.67% −0.62
LLY Eli Lilly & Co. Reduce -0.3% 2.16% −0.52
ABBV Abbvie Inc. Reduce -2.3% 1.22% −0.43
XOM Exxon Mobil Corp. Reduce -1.8% 1.23% −0.38
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.7% 1.21% −0.37
MRK Merck & Co. Inc. Reduce -4.5% 0.60% −0.23
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.23
TGT Target Corp. Sold out 0.00% −0.22
MA Mastercard Inc. Class A Reduce -0.6% 1.08% −0.16
CVX Chevron Corp. Reduce -3.6% 0.36% −0.15
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.3% 1.75% −0.15
XMHQ Invesco S&P Midcap Qual ETF Reduce -11.1% 0.64% −0.15
SLB SLB Ltd. Reduce -1.0% 0.30% −0.14
UNP Union Pacific Corp. Reduce -9.0% 0.35% −0.11
PG The Procter & Gamble Co. Reduce -0.4% 0.37% −0.09
DON Wisdomtree US Midcap Dividen Reduce -9.3% 0.32% −0.09
XLV SS Health Care Select Sector Reduce -0.8% 0.31% −0.09
CSX CSX Corp. Reduce -2.3% 1.01% −0.08
PEP Pepsico Inc. Reduce -2.0% 0.21% −0.08
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -2.7% 0.38% −0.06
ENB Enbridge Inc. Reduce -2.5% 0.35% −0.06
RFV Invesco S&P Midcap 400 Pure Reduce -8.6% 0.24% −0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.1% 0.24% −0.04
AMZN Amazon.com Inc. Reduce -0.2% 2.22% −0.03
CSCO Cisco Systems Inc. Reduce -0.3% 0.68% −0.03
XLF SS Financial Select Sector Reduce -1.2% 0.21% −0.03
GOOG Alphabet Inc. Class C Reduce -7.9% 0.18% −0.02
PH Parker Hannifin Corp. Reduce -2.6% 0.47% −0.02
JPM JPMorgan Chase & Co. Reduce -3.0% 0.64% −0.01
OXSQ Oxford Square Capital Corp. Reduce -3.2% 0.02% −0.01
CAT Caterpillar Inc. Reduce -2.0% 0.55% −0.01
SKYY First Trust Cloud Computing Reduce -2.6% 0.58% −0.01
TDIV FT Nasdaq Tech DVD Index FD Reduce -2.0% 1.04% +0.03
ANET Arista Networks Inc. Reduce -3.7% 0.41% +0.03
KLAC KLA Corp. Reduce -4.7% 0.93% +0.06
APP AppLovin Corp. Class A Reduce -1.9% 1.62% +0.16
MSFT Microsoft Corp. Reduce -0.9% 3.41% +0.38
NVDA Nvidia Corp. Reduce -0.4% 12.38% +2.41

Portfolio Buys Q1 2025 → Q2 2025
QQQM Invesco Nasdaq 100 ETF New 1.56% +1.56
PLTR Palantir Technologies Inc. Class A New 0.82% +0.82
SNOW Snowflake Inc. New 0.81% +0.81
USFD US Foods Holding Corp. New 0.72% +0.72
BROS Dutch Bros Inc. Class A New 0.67% +0.67
AVGO Broadcom Inc. New 0.57% +0.57
NET Cloudflare Inc. Class A New 0.56% +0.56
KD Kyndryl Holdings Inc. New 0.55% +0.55
CRWD CrowdStrike Holdings Inc. Class A Add +4.0% 2.18% +0.48
MTZ Mastec Inc. New 0.44% +0.44
TOST Toast Inc. Class A New 0.41% +0.41
SPMO Invesco S&P 500 Momentum ETF New 0.37% +0.37
SPOT Spotify Technology SA New 0.35% +0.35
RBRK Rubrik Inc. Class A New 0.33% +0.33
ROAD Construction Partners Inc. Class A Add +8.0% 0.93% +0.25
AXON Axon Enterprise Inc. New 0.25% +0.25
GEV GE Vernova Inc. New 0.24% +0.24
TSM Taiwan Semiconductor-SP ADR New 0.21% +0.21
KR Kroger Co. New 0.19% +0.19
FTEC Fidelity MSCI Info Tech Indx Add +1.9% 2.78% +0.17
NRG NRG Energy Inc. Add +12.7% 0.35% +0.13
META Meta Platforms Inc. Class A Add +2.8% 0.94% +0.10
GE General Electric Add +3.8% 0.58% +0.07
TSLA Tesla Inc. Add +0.9% 0.78% +0.04
PANW Palo Alto Networks Inc. Add +1.4% 0.53% +0.02
TLRY Tilray Brands Inc. New 0.00% +0.00
PM Philip Morris International Add +0.0% 0.37% −0.01
O Realty Income Corp. Add +5.8% 0.24% −0.03
COST Costco Wholesale Corp. Add +3.9% 0.58% −0.04
ORLY O'reilly Automotive Inc. Add +7.8% 0.31% −0.05
KO The Coca-Cola Co. Add +0.4% 0.27% −0.05
RPM RPM International Inc. Add +5.1% 0.30% −0.05
WM Waste Management Inc. Add +5.3% 0.42% −0.05
VYM Vanguard High DVD Yield ETF Add +0.1% 0.43% −0.06
GLD SPDR Gold Shares Add +2.3% 0.74% −0.06
NEE Nextera Energy Inc. Add +0.2% 0.37% −0.07
T AT&T Inc. Add +0.1% 0.54% −0.08
SO The Southern Co. Add +0.0% 0.48% −0.08
ABT Abbott Laboratories Add +1.6% 0.71% −0.09
MO Altria Group Inc. Add +1.5% 0.50% −0.09
PFE Pfizer Inc. Add +4.3% 0.62% −0.11
JNJ Johnson & Johnson Add +0.1% 0.56% −0.15
VZ Verizon Communications Inc. Add +0.0% 0.74% −0.17

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