Reliant Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Reliant Investment Partners, LLC reported 113 stock positions worth $120.7 million. Its top holding was Nvidia (NVDA) at 12.3% of the portfolio, followed by Duke Energy (DUK, 6.5%) and Truist Financial (TFC, 5.9%). Compared with Q4 2025, it opened 13 new positions, sold out of 9, added to 34 and reduced 47. The biggest buy was Exxon Mobil (XOM, shares +0%) and the biggest sale AppLovin Class A (APP, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- PINEHURST, NC
- CIK
- 0002069207
- Portfolio Value
- $120.7M (Q1 2026)
- SEC Filing
- 0002063364-26-000153 ↗ filed May 11, 2026
Holdings Value
Holdings 113 stocks · $120.7M
| NVDA Nvidia Corp. | 12.26% | 84,873 | $14.8M | Reduce -2.0% |
| DUK Duke Energy Corp. | 6.49% | 59,848 | $7.8M | Reduce -4.2% |
| TFC Truist Financial Corp. | 5.88% | 154,404 | $7.1M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 5.58% | 11,266 | $6.7M | Add +3.0% |
| AAPL Apple Inc. | 4.30% | 20,447 | $5.2M | Reduce -7.8% |
| FTEC Fidelity MSCI Info Tech Indx | 2.96% | 17,174 | $3.6M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 2.71% | 13,834 | $3.3M | Add +0.1% |
| LLY Eli Lilly & Co. | 2.40% | 3,144 | $2.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 2.36% | 7,712 | $2.9M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 2.01% | 11,661 | $2.4M | Reduce -0.6% |
| QQQM Invesco Nasdaq 100 ETF | 1.86% | 9,470 | $2.3M | Add +3.5% |
| APP AppLovin Corp. Class A | 1.85% | 5,618 | $2.2M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 1.74% | 12,401 | $2.1M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.65% | 6,940 | $2.0M | Reduce -2.8% |
| KLAC KLA Corp. | 1.47% | 1,202 | $1.8M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.46% | 4,502 | $1.8M | Reduce -6.2% |
| ABBV Abbvie Inc. | 1.29% | 7,180 | $1.6M | Add +0.1% |
| CAT Caterpillar Inc. | 1.15% | 1,966 | $1.4M | Add +5.5% |
| CSX CSX Corp. | 1.14% | 33,666 | $1.4M | No change |
| GLD SPDR Gold Shares | 1.03% | 2,903 | $1.2M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 2,150 | $1.2M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 2,534 | $1.2M | Reduce -4.8% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.96% | 12,378 | $1.2M | Reduce -3.5% |
| SPMO Invesco S&P 500 Momentum ETF | 0.90% | 9,658 | $1.1M | Add +5.1% |
| MRK Merck & Co. Inc. | 0.88% | 8,792 | $1.1M | Add +0.1% |
| ROAD Construction Partners Inc. Class A | 0.87% | 9,505 | $1.1M | Reduce -5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.87% | 7,168 | $1.0M | Add +1.5% |
| JNJ Johnson & Johnson | 0.85% | 4,177 | $1.0M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.81% | 1,955 | $977K | Reduce -10.1% |
| TSLA Tesla Inc. | 0.77% | 2,514 | $935K | Reduce -9.4% |
| GOOG Alphabet Inc. Class C | 0.76% | 3,205 | $919K | Reduce -3.6% |
| VZ Verizon Communications Inc. | 0.75% | 18,147 | $911K | Reduce -1.9% |
| USFD US Foods Holding Corp. | 0.74% | 9,705 | $895K | No change |
| VRT Vertiv Holdings Co. Class A | 0.69% | 3,328 | $834K | Add +29.2% |
| CSCO Cisco Systems Inc. | 0.68% | 10,642 | $826K | Reduce -0.9% |
| MTZ Mastec Inc. | 0.67% | 2,532 | $815K | Reduce -5.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.67% | 10,494 | $803K | No change |
| PFE Pfizer Inc. | 0.66% | 28,247 | $793K | Reduce -0.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.63% | 7,357 | $760K | Reduce -1.0% |
| PH Parker Hannifin Corp. | 0.62% | 839 | $751K | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.61% | 2,613 | $742K | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.56% | 2,201 | $681K | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 0.54% | 1,144 | $655K | Reduce -26.7% |
| MO Altria Group Inc. | 0.52% | 9,569 | $631K | Reduce -1.8% |
| CVX Chevron Corp. | 0.52% | 3,034 | $628K | Add +7.1% |
| NEE Nextera Energy Inc. | 0.49% | 6,376 | $592K | Add +0.1% |
| SNOW Snowflake Inc. | 0.48% | 3,830 | $578K | Reduce -5.2% |
| SO The Southern Co. | 0.48% | 5,945 | $574K | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.47% | 874 | $571K | Add +116.3% |
| ANET Arista Networks Inc. | 0.46% | 4,565 | $560K | Reduce -0.3% |
| T AT&T Inc. | 0.46% | 19,332 | $560K | Reduce -3.2% |
| MIRM Mirum Pharmaceuticals Inc. | 0.46% | 5,975 | $552K | No change |
| JPM JPMorgan Chase & Co. | 0.45% | 1,854 | $545K | Reduce -25.8% |
| GEV GE Vernova Inc. | 0.45% | 616 | $538K | Add +12.6% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 3,594 | $532K | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.43% | 11,414 | $524K | Add +2.4% |
| SKYY First Trust Cloud Computing | 0.43% | 4,725 | $517K | Reduce -13.4% |
| ABT Abbott Laboratories | 0.42% | 4,970 | $510K | Reduce -13.0% |
| MU Micron Technology Inc. | 0.41% | 1,455 | $492K | Add +26.4% |
| IMTB iShares Core 5-10 Year Usd | 0.41% | 11,193 | $490K | Add +12.1% |
| WM Waste Management Inc. | 0.40% | 2,093 | $481K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 1,401 | $473K | Add +2.5% |
| ENB Enbridge Inc. | 0.38% | 8,541 | $462K | Reduce -3.5% |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 5,610 | $440K | Reduce -8.8% |
| CVS CVS Health Corp. | 0.36% | 6,000 | $431K | No change |
| SLV iShares Silver Trust | 0.35% | 6,289 | $429K | Add +12.1% |
| UNP Union Pacific Corp. | 0.35% | 1,765 | $428K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.33% | 7,675 | $394K | Reduce -6.1% |
| CIEN Ciena Corp. | 0.32% | 1,010 | $392K | New |
| XMMO Invesco S&P Midcap Momentum | 0.32% | 2,693 | $391K | Add +0.5% |
| HD Home Depot Inc. | 0.32% | 1,181 | $388K | No change |
| PM Philip Morris International | 0.32% | 2,311 | $382K | Add +0.0% |
| DON Wisdomtree US Midcap Dividen | 0.31% | 7,165 | $376K | No change |
| NRG NRG Energy Inc. | 0.31% | 2,572 | $376K | Reduce -0.7% |
| XLV SS Health Care Select Sector | 0.31% | 2,559 | $375K | No change |
| CB Chubb Ltd. | 0.30% | 1,126 | $367K | No change |
| TSCO Tractor Supply Company | 0.29% | 7,730 | $350K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.29% | 2,421 | $350K | Reduce -5.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 3,091 | $337K | Add +8.9% |
| FIX Comfort Systems USA Inc. | 0.28% | 241 | $332K | New |
| O Realty Income Corp. | 0.26% | 5,146 | $315K | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.26% | 4,138 | $315K | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 476 | $310K | No change |
| CASY Casey's General Stores Inc. | 0.25% | 410 | $298K | Add +12.6% |
| SBUX Starbucks Corp. | 0.24% | 3,285 | $294K | No change |
| WDC Western Digital Corp. | 0.24% | 1,066 | $288K | New |
| RFV Invesco S&P Midcap 400 Pure | 0.24% | 2,211 | $287K | Reduce -0.4% |
| HWM Howmet Aerospace Inc. | 0.24% | 1,235 | $285K | Add +22.4% |
| PEP Pepsico Inc. | 0.23% | 1,816 | $282K | No change |
| SHOP Shopify Inc. Class A | 0.23% | 2,365 | $281K | Reduce -1.2% |
| MPC Marathon Petroleum Corp. | 0.22% | 1,089 | $266K | New |
| D Dominion Energy Inc. | 0.22% | 4,231 | $262K | Reduce -0.1% |
| DLR Digital Realty Trust Inc. | 0.21% | 1,438 | $259K | Reduce -1.0% |
| STX Seagate Technology Holdings | 0.21% | 661 | $259K | New |
| BX Blackstone Inc. | 0.21% | 2,217 | $255K | Reduce -72.8% |
| QTEC First Trust Nasdq 100 Tech I | 0.21% | 1,170 | $253K | No change |
| PWR Quanta Services Inc. | 0.21% | 451 | $248K | New |
| FTXL First Trust Nasdaq Semicondu | 0.20% | 1,653 | $244K | New |
| ARES Ares Management Corp. Class A | 0.20% | 2,203 | $240K | Reduce -18.5% |
| BKGI BNY Mellon GLBL Infra Inc. | 0.19% | 5,228 | $233K | New |
Portfolio Sells Q4 2025 → Q1 2026
| APP AppLovin Corp. Class A | Reduce -5.8% | 1.85% | −1.30 |
| BX Blackstone Inc. | Reduce -72.8% | 0.21% | −0.78 |
| MSFT Microsoft Corp. | Reduce -1.9% | 2.36% | −0.62 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.52 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.44 |
| AAPL Apple Inc. | Reduce -7.8% | 4.30% | −0.43 |
| NVDA Nvidia Corp. | Reduce -2.0% | 12.26% | −0.42 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.33 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.32 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.2% | 1.46% | −0.31 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.30 |
| META Meta Platforms Inc. Class A | Reduce -26.7% | 0.54% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 2.40% | −0.26 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.22 |
| SNOW Snowflake Inc. | Reduce -5.2% | 0.48% | −0.22 |
| TSLA Tesla Inc. | Reduce -9.4% | 0.77% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.19 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -25.8% | 0.45% | −0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -10.1% | 0.81% | −0.17 |
| ARES Ares Management Corp. Class A | Reduce -18.5% | 0.20% | −0.14 |
| ABT Abbott Laboratories | Reduce -13.0% | 0.42% | −0.14 |
| SKYY First Trust Cloud Computing | Reduce -13.4% | 0.43% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 2.01% | −0.11 |
| TFC Truist Financial Corp. | Reduce -0.4% | 5.88% | −0.11 |
| AVGO Broadcom Inc. | Reduce -8.5% | 0.56% | −0.09 |
| RPM RPM International Inc. | Reduce -35.1% | 0.17% | −0.09 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.4% | 2.96% | −0.08 |
| SHOP Shopify Inc. Class A | Reduce -1.2% | 0.23% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -3.6% | 0.76% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.8% | 1.01% | −0.04 |
| GE General Electric | Reduce -0.2% | 0.61% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.8% | 0.36% | −0.02 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -3.5% | 0.96% | −0.01 |
| NRG NRG Energy Inc. | Reduce -0.7% | 0.31% | −0.01 |
| ANET Arista Networks Inc. | Reduce -0.3% | 0.46% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -5.8% | 0.29% | +0.00 |
| RFV Invesco S&P Midcap 400 Pure | Reduce -0.4% | 0.24% | +0.02 |
| D Dominion Energy Inc. | Reduce -0.1% | 0.22% | +0.02 |
| ROAD Construction Partners Inc. Class A | Reduce -5.0% | 0.87% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.8% | 1.65% | +0.02 |
| O Realty Income Corp. | Reduce -1.8% | 0.26% | +0.03 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -1.0% | 0.63% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.68% | +0.03 |
| DLR Digital Realty Trust Inc. | Reduce -1.0% | 0.21% | +0.04 |
| ENB Enbridge Inc. | Reduce -3.5% | 0.38% | +0.05 |
| T AT&T Inc. | Reduce -3.2% | 0.46% | +0.07 |
| SLB SLB Ltd. | Reduce -6.1% | 0.33% | +0.08 |
| MO Altria Group Inc. | Reduce -1.8% | 0.52% | +0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +0.5% | 1.74% | +0.58 |
| VRT Vertiv Holdings Co. Class A | Add +29.2% | 0.69% | +0.36 |
| CIEN Ciena Corp. | New | 0.32% | +0.32 |
| CAT Caterpillar Inc. | Add +5.5% | 1.15% | +0.32 |
| FIX Comfort Systems USA Inc. | New | 0.28% | +0.28 |
| IVV iShares Core S&P 500 ETF | Add +116.3% | 0.47% | +0.26 |
| WDC Western Digital Corp. | New | 0.24% | +0.24 |
| MPC Marathon Petroleum Corp. | New | 0.22% | +0.22 |
| STX Seagate Technology Holdings | New | 0.21% | +0.21 |
| PWR Quanta Services Inc. | New | 0.21% | +0.21 |
| FTXL First Trust Nasdaq Semicondu | New | 0.20% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 5.58% | +0.19 |
| BKGI BNY Mellon GLBL Infra Inc. | New | 0.19% | +0.19 |
| EFA iShares MSCI Eafe ETF | New | 0.18% | +0.18 |
| CVX Chevron Corp. | Add +7.1% | 0.52% | +0.18 |
| TGT Target Corp. | New | 0.18% | +0.18 |
| AMGN Amgen Inc. | New | 0.17% | +0.17 |
| IAU iShares Gold Trust | New | 0.17% | +0.17 |
| DE Deere & Co. | New | 0.17% | +0.17 |
| JNJ Johnson & Johnson | Add +0.1% | 0.85% | +0.17 |
| GEV GE Vernova Inc. | Add +12.6% | 0.45% | +0.16 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.88% | +0.15 |
| MU Micron Technology Inc. | Add +26.4% | 0.41% | +0.15 |
| LOW Lowe's Cos Inc. | Add +0.1% | 2.71% | +0.09 |
| CASY Casey's General Stores Inc. | Add +12.6% | 0.25% | +0.09 |
| NEE Nextera Energy Inc. | Add +0.1% | 0.49% | +0.09 |
| HWM Howmet Aerospace Inc. | Add +22.4% | 0.24% | +0.07 |
| SLV iShares Silver Trust | Add +12.1% | 0.35% | +0.07 |
| SO The Southern Co. | Add +0.0% | 0.48% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.5% | 0.39% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.4% | 0.43% | +0.06 |
| IMTB iShares Core 5-10 Year Usd | Add +12.1% | 0.41% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.5% | 1.86% | +0.05 |
| PH Parker Hannifin Corp. | Add +0.7% | 0.62% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +0.2% | 0.44% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +5.1% | 0.90% | +0.04 |
| KO The Coca-Cola Co. | Add +0.2% | 0.26% | +0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +8.9% | 0.28% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | Add +0.5% | 0.32% | +0.03 |
| PM Philip Morris International | Add +0.0% | 0.32% | +0.03 |
| SAN Banco Santander SA-Spon ADR | Add +12.1% | 0.11% | +0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 1.29% | +0.01 |
| OXSQ Oxford Square Capital Corp. | Add +6.3% | 0.02% | +0.00 |
| ARCC Ares Capital Corp. | Add +7.4% | 0.18% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 1.03% | −0.01 |
| TSCO Tractor Supply Company | Add +0.1% | 0.29% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +1.5% | 0.87% | −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 |