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

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 Q3 2025 Q4 2025: $127.4M Q4 2025 Q1 2026: $120.7M $120.7M Q1 2026 Q2 2026: $147.0M Q2 2026

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
AFL Aflac Inc. 0.19% 2,098 $230K No change
BMY Bristol-Myers Squibb Co. 0.19% 3,771 $229K No change
EFA iShares MSCI Eafe ETF 0.18% 2,293 $223K New
TGT Target Corp. 0.18% 1,790 $217K New
ARCC Ares Capital Corp. 0.18% 11,936 $215K Add +7.4%
AMGN Amgen Inc. 0.17% 599 $211K New
IAU iShares Gold Trust 0.17% 2,387 $210K New
RY Royal Bank of Canada 0.17% 1,295 $210K No change
DE Deere & Co. 0.17% 362 $204K New
RPM RPM International Inc. 0.17% 2,024 $201K Reduce -35.1%
SAN Banco Santander SA-Spon ADR 0.11% 12,027 $136K Add +12.1%
IRD Opus Genetics Inc. 0.04% 10,000 $46K No change
OXSQ Oxford Square Capital Corp. 0.02% 12,597 $22K Add +6.3%

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

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