Reliant Investment Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Reliant Investment Partners, LLC reported 108 stock positions worth $127.6 million. Its top holding was Nvidia (NVDA) at 13.1% of the portfolio, followed by Duke Energy (DUK, 6.1%) and Truist Financial (TFC, 5.6%). Compared with Q2 2025, it opened 4 new positions, sold out of 7, added to 33 and reduced 36. The biggest buy was AppLovin Class A (APP, shares +14%) and the biggest sale an exit from Dutch Bros Class A (BROS).

Most Recent 13F
Q2 2026
Location
PINEHURST, NC
CIK
0002069207
Portfolio Value
$127.6M (Q3 2025)
SEC Filing
0002063364-25-000266 ↗ filed Oct 28, 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 Q2 2025 Q3 2025: $127.6M $127.6M Q3 2025 Q4 2025: $127.4M Q4 2025 Q1 2026: $120.7M Q1 2026 Q2 2026: $147.0M Q2 2026

Holdings 108 stocks · $127.6M
NVDA Nvidia Corp. 13.12% 89,247 $16.7M Reduce -0.7%
DUK Duke Energy Corp. 6.14% 63,410 $7.8M Reduce -1.7%
TFC Truist Financial Corp. 5.55% 155,598 $7.1M Reduce -0.4%
VOO Vanguard S&P 500 ETF 5.16% 10,701 $6.6M Add +2.5%
AAPL Apple Inc. 4.39% 21,722 $5.6M Reduce -1.7%
APP AppLovin Corp. Class A 3.23% 6,042 $4.1M Add +13.9%
MSFT Microsoft Corp. 3.19% 7,859 $4.1M Reduce -0.1%
FTEC Fidelity MSCI Info Tech Indx 2.94% 16,697 $3.8M Add +3.5%
LOW Lowe's Cos Inc. 2.67% 13,823 $3.4M Add +0.2%
LLY Eli Lilly & Co. 2.08% 3,165 $2.7M Reduce -0.2%
AMZN Amazon.com Inc. 2.06% 11,995 $2.6M Add +3.5%
CRWD CrowdStrike Holdings Inc. Class A 1.88% 4,898 $2.4M Reduce -0.4%
QQQM Invesco Nasdaq 100 ETF 1.66% 8,525 $2.1M Add +7.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.61% 6,959 $2.1M Reduce -3.2%
ABBV Abbvie Inc. 1.35% 7,372 $1.7M Reduce -1.8%
BX Blackstone Inc. 1.18% 8,913 $1.5M Add +67.5%
XOM Exxon Mobil Corp. 1.16% 13,080 $1.5M No change
BRK.B Berkshire Hathaway Inc. Class B 1.10% 2,822 $1.4M Reduce -0.9%
KLAC KLA Corp. 1.02% 1,185 $1.3M Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 1.01% 2,146 $1.3M Add +0.2%
TDIV FT Nasdaq Tech DVD Index FD 1.01% 12,943 $1.3M Reduce -2.1%
ROAD Construction Partners Inc. Class A 0.99% 10,070 $1.3M No change
MA Mastercard Inc. Class A 0.99% 2,177 $1.3M Reduce -1.1%
CSX CSX Corp. 0.96% 34,166 $1.2M Reduce -3.5%
TSLA Tesla Inc. 0.95% 2,828 $1.2M No change
PLTR Palantir Technologies Inc. Class A 0.95% 7,009 $1.2M Add +1.7%
META Meta Platforms Inc. Class A 0.82% 1,465 $1.0M Add +0.6%
GLD SPDR Gold Shares 0.80% 2,858 $1.0M Add +2.7%
SNOW Snowflake Inc. 0.77% 4,165 $979K No change
SPMO Invesco S&P 500 Momentum ETF 0.71% 7,513 $902K Add +96.7%
GOOG Alphabet Inc. Class C 0.68% 3,529 $870K Add +195.1%
AVGO Broadcom Inc. 0.65% 2,461 $833K Add +4.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.65% 10,494 $826K No change
VZ Verizon Communications Inc. 0.64% 18,759 $819K Reduce -4.0%
ABT Abbott Laboratories 0.64% 6,071 $817K Add +2.0%
CAT Caterpillar Inc. 0.64% 1,636 $814K No change
USFD US Foods Holding Corp. 0.64% 10,680 $814K No change
PFE Pfizer Inc. 0.62% 29,060 $795K Reduce -0.5%
XMHQ Invesco S&P Midcap Qual ETF 0.62% 7,508 $790K Reduce -0.2%
JNJ Johnson & Johnson 0.61% 4,153 $783K Reduce -0.9%
MRK Merck & Co. Inc. 0.61% 8,775 $783K Add +0.1%
JPM JPMorgan Chase & Co. 0.61% 2,504 $776K Reduce -0.6%
GE General Electric filed as GE AEROSPACE 0.61% 2,613 $776K Add +1.0%
SKYY First Trust Cloud Computing 0.58% 5,511 $744K No change
CSCO Cisco Systems Inc. 0.58% 10,849 $737K Reduce -3.4%
NET Cloudflare Inc. Class A 0.56% 3,316 $718K Add +1.5%
ANET Arista Networks Inc. 0.52% 4,558 $663K Reduce -1.8%
MO Altria Group Inc. 0.50% 9,718 $639K Reduce -1.0%
PANW Palo Alto Networks Inc. 0.49% 3,037 $629K Add +1.4%
MTZ Mastec Inc. 0.49% 2,907 $627K Reduce -0.8%
COST Costco Wholesale Corp. 0.48% 671 $614K Reduce -0.6%
PH Parker Hannifin Corp. 0.47% 794 $606K Add +2.6%
T AT&T Inc. 0.45% 21,289 $576K Add +0.1%
SO The Southern Co. 0.44% 5,943 $562K Reduce -1.6%
VYM Vanguard High DVD Yield ETF 0.41% 3,713 $526K No change
MIRM Mirum Pharmaceuticals Inc. 0.40% 6,975 $509K No change
NEE Nextera Energy Inc. 0.39% 6,168 $494K No change
BSV Vanguard Short-Term Bond ETF 0.38% 6,235 $491K Reduce -3.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.37% 5,310 $472K Reduce -0.2%
HD Home Depot Inc. 0.37% 1,181 $467K No change
CVS CVS Health Corp. 0.36% 6,000 $465K No change
WM Waste Management Inc. 0.36% 2,109 $463K No change
TSCO Tractor Supply Company 0.36% 8,300 $463K No change
CORT Corcept Therapeutics Inc. 0.36% 5,207 $459K No change
IVV iShares Core S&P 500 ETF 0.36% 679 $457K No change
TSM Taiwan Semiconductor-SP ADR 0.35% 1,542 $451K Add +48.3%
ENB Enbridge Inc. 0.35% 8,848 $443K Add +0.0%
CVX Chevron Corp. 0.34% 2,850 $438K Add +0.1%
ORLY O'reilly Automotive Inc. 0.34% 4,170 $437K Add +6.5%
NRG NRG Energy Inc. 0.33% 2,566 $427K Add +3.8%
UNP Union Pacific Corp. 0.33% 1,765 $418K No change
VRT Vertiv Holdings Co. Class A 0.32% 2,575 $413K Reduce -7.2%
ARES Ares Management Corp. Class A 0.32% 2,703 $412K No change
PNFP Pinnacle Financial Partners 0.31% 4,300 $401K No change
IMTB iShares Core 5-10 Year Usd 0.31% 8,975 $396K Reduce -0.2%
PG The Procter & Gamble Co. 0.31% 2,595 $395K Reduce -3.0%
DON Wisdomtree US Midcap Dividen 0.30% 7,361 $387K No change
XLV SS Health Care Select Sector 0.30% 2,652 $384K Reduce -0.9%
DLR Digital Realty Trust Inc. 0.30% 2,163 $381K Reduce -2.8%
SHOP Shopify Inc. Class A 0.30% 2,365 $381K No change
CRM Salesforce Inc. 0.29% 1,565 $376K No change
RPM RPM International Inc. 0.29% 3,117 $364K No change
XMMO Invesco S&P Midcap Momentum 0.28% 2,623 $355K Add +0.1%
PM Philip Morris International 0.28% 2,308 $354K Add +0.0%
CB Chubb Ltd. 0.26% 1,160 $329K No change
GEV GE Vernova Inc. 0.25% 540 $321K Add +5.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.25% 476 $319K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.24% 8,775 $301K Reduce -13.3%
O Realty Income Corp. 0.23% 4,909 $297K Add +2.9%
RFV Invesco S&P Midcap 400 Pure 0.23% 2,265 $294K No change
SBUX Starbucks Corp. 0.22% 3,300 $285K No change
XLF SS Financial Select Sector 0.22% 5,264 $283K Add +13.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.22% 2,495 $278K Reduce -0.2%
KO The Coca-Cola Co. 0.22% 4,128 $275K Reduce -4.1%
QTEC First Trust Nasdq 100 Tech I 0.21% 1,170 $273K No change
PEP Pepsico Inc. 0.20% 1,841 $261K No change
D Dominion Energy Inc. 0.20% 4,234 $261K Reduce -1.1%
HOOD Robinhood Markets Inc. Class A 0.20% 1,724 $256K New
AXON Axon Enterprise Inc. 0.20% 351 $251K Add +2.6%
NTNX Nutanix Inc. Class A 0.19% 3,200 $244K No change

Show all 108 holdings

Portfolio Sells Q2 2025 → Q3 2025
BROS Dutch Bros Inc. Class A Sold out 0.00% −0.67
KD Kyndryl Holdings Inc. Sold out 0.00% −0.55
DUK Duke Energy Corp. Reduce -1.7% 6.14% −0.50
TOST Toast Inc. Class A Sold out 0.00% −0.41
SPOT Spotify Technology SA Sold out 0.00% −0.35
RBRK Rubrik Inc. Class A Sold out 0.00% −0.33
TFC Truist Financial Corp. Reduce -0.4% 5.55% −0.31
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.4% 1.88% −0.30
MSFT Microsoft Corp. Reduce -0.1% 3.19% −0.22
KR Kroger Co. Sold out 0.00% −0.19
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.2% 1.61% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 1.10% −0.10
CSCO Cisco Systems Inc. Reduce -3.4% 0.58% −0.10
COST Costco Wholesale Corp. Reduce -0.6% 0.48% −0.10
VZ Verizon Communications Inc. Reduce -4.0% 0.64% −0.10
MA Mastercard Inc. Class A Reduce -1.1% 0.99% −0.09
LLY Eli Lilly & Co. Reduce -0.2% 2.08% −0.07
SLB SLB Ltd. Reduce -13.3% 0.24% −0.06
PG The Procter & Gamble Co. Reduce -3.0% 0.31% −0.06
BSV Vanguard Short-Term Bond ETF Reduce -3.1% 0.38% −0.06
KO The Coca-Cola Co. Reduce -4.1% 0.22% −0.05
CSX CSX Corp. Reduce -3.5% 0.96% −0.04
SO The Southern Co. Reduce -1.6% 0.44% −0.04
DLR Digital Realty Trust Inc. Reduce -2.8% 0.30% −0.04
IMTB iShares Core 5-10 Year Usd Reduce -0.2% 0.31% −0.03
TDIV FT Nasdaq Tech DVD Index FD Reduce -2.1% 1.01% −0.03
JPM JPMorgan Chase & Co. Reduce -0.6% 0.61% −0.03
XMHQ Invesco S&P Midcap Qual ETF Reduce -0.2% 0.62% −0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.2% 0.22% −0.02
XLV SS Health Care Select Sector Reduce -0.9% 0.30% −0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -0.2% 0.37% −0.01
D Dominion Energy Inc. Reduce -1.1% 0.20% −0.01
TLRY Tilray Brands Inc. Sold out 0.00% −0.00
MO Altria Group Inc. Reduce -1.0% 0.50% −0.00
PFE Pfizer Inc. Reduce -0.5% 0.62% +0.01
VRT Vertiv Holdings Co. Class A Reduce -7.2% 0.32% +0.01
JNJ Johnson & Johnson Reduce -0.9% 0.61% +0.06
MTZ Mastec Inc. Reduce -0.8% 0.49% +0.06
KLAC KLA Corp. Reduce -0.1% 1.02% +0.10
ANET Arista Networks Inc. Reduce -1.8% 0.52% +0.11
ABBV Abbvie Inc. Reduce -1.8% 1.35% +0.14
AAPL Apple Inc. Reduce -1.7% 4.39% +0.44
NVDA Nvidia Corp. Reduce -0.7% 13.12% +0.74

Portfolio Buys Q2 2025 → Q3 2025
APP AppLovin Corp. Class A Add +13.9% 3.23% +1.61
GOOG Alphabet Inc. Class C Add +195.1% 0.68% +0.50
BX Blackstone Inc. Add +67.5% 1.18% +0.48
SPMO Invesco S&P 500 Momentum ETF Add +96.7% 0.71% +0.33
HOOD Robinhood Markets Inc. Class A New 0.20% +0.20
MU Micron Technology Inc. New 0.17% +0.17
MPC Marathon Petroleum Corp. New 0.17% +0.17
FTEC Fidelity MSCI Info Tech Indx Add +3.5% 2.94% +0.17
CASY Casey's General Stores Inc. New 0.16% +0.16
TSM Taiwan Semiconductor-SP ADR Add +48.3% 0.35% +0.15
PLTR Palantir Technologies Inc. Class A Add +1.7% 0.95% +0.13
QQQM Invesco Nasdaq 100 ETF Add +7.9% 1.66% +0.09
AVGO Broadcom Inc. Add +4.7% 0.65% +0.09
GLD SPDR Gold Shares Add +2.7% 0.80% +0.06
ORLY O'reilly Automotive Inc. Add +6.5% 0.34% +0.03
GE General Electric Add +1.0% 0.61% +0.03
GEV GE Vernova Inc. Add +5.9% 0.25% +0.02
XLF SS Financial Select Sector Add +13.9% 0.22% +0.01
MRK Merck & Co. Inc. Add +0.1% 0.61% +0.01
NET Cloudflare Inc. Class A Add +1.5% 0.56% +0.01
PH Parker Hannifin Corp. Add +2.6% 0.47% +0.00
LOW Lowe's Cos Inc. Add +0.2% 2.67% +0.00
ENB Enbridge Inc. Add +0.0% 0.35% −0.00
OXSQ Oxford Square Capital Corp. Add +5.0% 0.01% −0.01
O Realty Income Corp. Add +2.9% 0.23% −0.01
NRG NRG Energy Inc. Add +3.8% 0.33% −0.01
CVX Chevron Corp. Add +0.1% 0.34% −0.01
VOO Vanguard S&P 500 ETF Add +2.5% 5.16% −0.01
XMMO Invesco S&P Midcap Momentum Add +0.1% 0.28% −0.02
QQQ Invesco QQQ Trust Series 1 Add +0.2% 1.01% −0.02
PANW Palo Alto Networks Inc. Add +1.4% 0.49% −0.04
AXON Axon Enterprise Inc. Add +2.6% 0.20% −0.05
ABT Abbott Laboratories Add +2.0% 0.64% −0.07
T AT&T Inc. Add +0.1% 0.45% −0.09
PM Philip Morris International Add +0.0% 0.28% −0.09
META Meta Platforms Inc. Class A Add +0.6% 0.82% −0.12
AMZN Amazon.com Inc. Add +3.5% 2.06% −0.15

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