Reliant Investment Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Reliant Investment Partners, LLC reported 126 stock positions worth $147.0 million. Its top holding was Nvidia (NVDA) at 11.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.4%) and Duke Energy (DUK, 5.4%). Compared with Q1 2026, it opened 18 new positions, sold out of 5, added to 38 and reduced 46. The biggest buy was First Trust Nasdaq Semicondu (FTXL, shares +321%) and the biggest sale Truist Financial (TFC, shares −4%).

Most Recent 13F
Q2 2026
Location
PINEHURST, NC
CIK
0002069207
Portfolio Value
$147.0M (Q2 2026)
SEC Filing
0002063364-26-000297 ↗ filed Aug 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 Q1 2026 Q2 2026: $147.0M $147.0M Q2 2026

Holdings 126 stocks · $147.0M
NVDA Nvidia Corp. 11.52% 84,617 $16.9M Reduce -0.3%
VOO Vanguard S&P 500 ETF 5.45% 11,661 $8.0M Add +3.5%
DUK Duke Energy Corp. 5.36% 62,256 $7.9M Add +4.0%
TFC Truist Financial Corp. 5.03% 148,329 $7.4M Reduce -3.9%
AAPL Apple Inc. 3.97% 20,173 $5.8M Reduce -1.3%
FTEC Fidelity MSCI Info Tech Indx 3.22% 16,554 $4.7M Reduce -3.6%
LLY Eli Lilly & Co. 2.53% 3,098 $3.7M Reduce -1.5%
KLAC KLA Corp. 2.49% 12,121 $3.7M Add +0.8%
CRWD CrowdStrike Holdings Inc. Class A 2.37% 4,572 $3.5M Add +1.6%
LOW Lowe's Cos Inc. 2.07% 13,779 $3.0M Reduce -0.4%
APP AppLovin Corp. Class A 1.96% 5,583 $2.9M Reduce -0.6%
QQQM Invesco Nasdaq 100 ETF 1.95% 9,437 $2.9M Reduce -0.3%
MSFT Microsoft Corp. 1.94% 7,650 $2.9M Reduce -0.8%
AMZN Amazon.com Inc. 1.91% 11,750 $2.8M Add +0.8%
VRT Vertiv Holdings Co. Class A 1.59% 6,991 $2.3M Add +110.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.47% 26,894 $2.2M Reduce -3.1%
CAT Caterpillar Inc. 1.46% 2,013 $2.1M Add +2.4%
FTXL First Trust Nasdaq Semicondu 1.35% 6,953 $2.0M Add +320.6%
MU Micron Technology Inc. 1.31% 1,663 $1.9M Add +14.3%
ABBV Abbvie Inc. 1.21% 7,057 $1.8M Reduce -1.7%
XOM Exxon Mobil Corp. 1.17% 12,604 $1.7M Add +1.6%
SPMO Invesco S&P 500 Momentum ETF 1.11% 10,134 $1.6M Add +4.9%
CSX CSX Corp. 1.09% 33,566 $1.6M Reduce -0.3%
QQQ Invesco QQQ Trust Series 1 1.08% 2,149 $1.6M Reduce -0.1%
TDIV FT Nasdaq Tech DVD Index FD 0.96% 12,303 $1.4M Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.85% 2,504 $1.3M Reduce -1.2%
CSCO Cisco Systems Inc. 0.85% 10,642 $1.3M No change
GOOG Alphabet Inc. Class C 0.77% 3,205 $1.1M No change
MRK Merck & Co. Inc. 0.77% 8,800 $1.1M Add +0.1%
ROAD Construction Partners Inc. Class A 0.77% 9,505 $1.1M No change
MTZ Mastec Inc. 0.75% 2,633 $1.1M Add +4.0%
JNJ Johnson & Johnson 0.73% 4,207 $1.1M Add +0.7%
TSLA Tesla Inc. 0.73% 2,535 $1.1M Add +0.8%
GLD SPDR Gold Shares 0.70% 2,804 $1.0M Reduce -3.4%
SNOW Snowflake Inc. 0.68% 3,905 $994K Add +2.0%
USFD US Foods Holding Corp. 0.68% 9,705 $992K No change
GE General Electric filed as GE AEROSPACE 0.66% 2,605 $973K Reduce -0.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.63% 10,494 $922K No change
MA Mastercard Inc. Class A 0.60% 1,705 $876K Reduce -12.8%
ANET Arista Networks Inc. 0.57% 4,920 $836K Add +7.8%
AVGO Broadcom Inc. 0.57% 2,201 $831K No change
PH Parker Hannifin Corp. 0.55% 833 $815K Reduce -0.7%
XMHQ Invesco S&P Midcap Qual ETF 0.55% 7,164 $809K Reduce -2.6%
WDC Western Digital Corp. 0.52% 1,204 $769K Add +12.9%
VZ Verizon Communications Inc. 0.52% 18,098 $766K Reduce -0.3%
GEV GE Vernova Inc. 0.51% 641 $753K Add +4.1%
STX Seagate Technology Holdings 0.51% 776 $749K Add +17.4%
MIRM Mirum Pharmaceuticals Inc. 0.48% 5,975 $699K No change
PFE Pfizer Inc. 0.47% 28,447 $685K Add +0.7%
IVV iShares Core S&P 500 ETF 0.47% 914 $684K Add +4.6%
TSM Taiwan Semiconductor-SP ADR 0.46% 1,428 $682K Add +1.9%
META Meta Platforms Inc. Class A 0.44% 1,139 $642K Reduce -0.4%
MO Altria Group Inc. 0.43% 8,888 $639K Reduce -7.1%
SKYY First Trust Cloud Computing 0.43% 4,700 $632K Reduce -0.5%
CVS CVS Health Corp. 0.42% 6,000 $621K No change
PLTR Palantir Technologies Inc. Class A 0.42% 5,299 $618K Reduce -26.1%
JPM JPMorgan Chase & Co. 0.41% 1,836 $601K Reduce -1.0%
SO The Southern Co. 0.38% 5,891 $564K Reduce -0.9%
VYM Vanguard High DVD Yield ETF 0.38% 3,544 $560K Reduce -1.4%
NEE Nextera Energy Inc. 0.38% 6,376 $560K No change
MRVL Marvell Technology Inc. 0.38% 1,874 $558K New
CIEN Ciena Corp. 0.36% 1,091 $535K Add +8.0%
FIX Comfort Systems USA Inc. 0.36% 266 $527K Add +10.4%
CVX Chevron Corp. 0.35% 3,090 $512K Add +1.9%
XMMO Invesco S&P Midcap Momentum 0.35% 2,993 $509K Add +11.1%
IMTB iShares Core 5-10 Year Usd 0.34% 11,304 $493K Add +1.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.33% 10,759 $488K Reduce -5.7%
WM Waste Management Inc. 0.32% 2,081 $464K Reduce -0.6%
ABT Abbott Laboratories 0.31% 4,960 $450K Reduce -0.2%
UNP Union Pacific Corp. 0.30% 1,615 $439K Reduce -8.5%
PNFP Pinnacle Financial Partners 0.30% 4,300 $434K New
BSV Vanguard Short-Term Bond ETF 0.29% 5,485 $427K Reduce -2.2%
PM Philip Morris International 0.28% 2,313 $418K Add +0.1%
HD Home Depot Inc. 0.28% 1,181 $417K No change
DON Wisdomtree US Midcap Dividen 0.27% 7,137 $403K Reduce -0.4%
XLV SS Health Care Select Sector 0.27% 2,538 $403K Reduce -0.8%
INTC Intel Corp. 0.27% 2,883 $403K New
SNDK Sandisk Corp. 0.27% 175 $398K New
QTEC First Trust Nasdq 100 Tech I 0.27% 1,170 $392K No change
CB Chubb Ltd. 0.26% 1,120 $382K Reduce -0.5%
T AT&T Inc. 0.26% 18,427 $381K Reduce -4.7%
PWR Quanta Services Inc. 0.25% 512 $369K Add +13.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 476 $355K No change
PG The Procter & Gamble Co. 0.24% 2,421 $355K No change
SLB SLB Ltd. filed as SLB LIMITED 0.24% 7,625 $354K Reduce -0.7%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.23% 3,091 $337K No change
SBUX Starbucks Corp. 0.23% 3,285 $336K No change
HWM Howmet Aerospace Inc. 0.23% 1,243 $334K Add +0.7%
ENB Enbridge Inc. 0.23% 6,152 $333K Reduce -28.0%
KO The Coca-Cola Co. 0.23% 4,088 $332K Reduce -1.2%
SLV iShares Silver Trust 0.22% 6,139 $328K Reduce -2.4%
O Realty Income Corp. 0.22% 5,180 $321K Add +0.7%
RFV Invesco S&P Midcap 400 Pure 0.21% 2,209 $316K Reduce -0.1%
AMD Advanced Micro Devices 0.21% 541 $314K New
AMAT Applied Materials Inc. 0.21% 426 $308K New
GLW Corning Inc. 0.21% 1,205 $308K New
MPC Marathon Petroleum Corp. 0.19% 1,089 $278K No change
SHOP Shopify Inc. Class A 0.18% 2,365 $270K No change
RY Royal Bank of Canada 0.18% 1,295 $268K No change
BKGI BNY Mellon GLBL Infra Inc. 0.18% 5,830 $262K Add +11.5%
DLR Digital Realty Trust Inc. 0.17% 1,413 $254K Reduce -1.7%
THTA Sofi Enhanced Yield ETF 0.17% 16,024 $250K New
AIRR First Trust Rba American Ind 0.17% 1,864 $248K New
PEP Pepsico Inc. 0.17% 1,816 $246K No change
TSCO Tractor Supply Company 0.17% 7,760 $245K Add +0.4%
ARES Ares Management Corp. Class A 0.17% 2,203 $245K No change
AFL Aflac Inc. 0.17% 2,078 $244K Reduce -0.9%
ARCC Ares Capital Corp. 0.16% 13,005 $241K Add +9.0%
TGT Target Corp. 0.16% 1,840 $240K Add +2.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 2,782 $240K New
EFA iShares MSCI Eafe ETF 0.16% 2,293 $238K No change
TER Teradyne Inc. 0.16% 485 $235K New
FTNT Fortinet Inc. 0.16% 1,522 $234K New
DE Deere & Co. 0.16% 362 $230K No change
SPHQ Invesco S&P 500 Quality ETF 0.15% 2,508 $226K New
RPM RPM International Inc. 0.15% 2,024 $225K No change
AMGN Amgen Inc. 0.15% 609 $221K Add +1.7%
GOOGL Alphabet Inc. Class A 0.14% 596 $213K New
BROS Dutch Bros Inc. Class A 0.14% 2,960 $213K New
VB Vanguard Most SM-Cap ETF-Usd 0.14% 701 $212K New
BMY Bristol-Myers Squibb Co. 0.14% 3,671 $212K Reduce -2.6%
BX Blackstone Inc. 0.14% 1,781 $210K Reduce -19.7%
JBL Jabil Inc. 0.14% 525 $202K New
ET Energy Transfer LP 0.14% 10,533 $201K New
SAN Banco Santander SA-Spon ADR 0.11% 12,027 $166K No change
OXSQ Oxford Square Capital Corp. 0.01% 13,462 $18K Add +6.9%

Portfolio Sells Q1 2026 → Q2 2026
TFC Truist Financial Corp. Reduce -3.9% 5.03% −0.85
NVDA Nvidia Corp. Reduce -0.3% 11.52% −0.74
LOW Lowe's Cos Inc. Reduce -0.4% 2.07% −0.64
PLTR Palantir Technologies Inc. Class A Reduce -26.1% 0.42% −0.45
MSFT Microsoft Corp. Reduce -0.8% 1.94% −0.42
GLD SPDR Gold Shares Reduce -3.4% 0.70% −0.33
AAPL Apple Inc. Reduce -1.3% 3.97% −0.33
NRG NRG Energy Inc. Sold out 0.00% −0.31
CASY Casey's General Stores Inc. Sold out 0.00% −0.25
VZ Verizon Communications Inc. Reduce -0.3% 0.52% −0.23
D Dominion Energy Inc. Sold out 0.00% −0.22
MA Mastercard Inc. Class A Reduce -12.8% 0.60% −0.21
T AT&T Inc. Reduce -4.7% 0.26% −0.20
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.1% 1.47% −0.18
IAU iShares Gold Trust Sold out 0.00% −0.17
ENB Enbridge Inc. Reduce -28.0% 0.23% −0.16
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.2% 0.85% −0.15
SLV iShares Silver Trust Reduce -2.4% 0.22% −0.13
ABT Abbott Laboratories Reduce -0.2% 0.31% −0.12
META Meta Platforms Inc. Class A Reduce -0.4% 0.44% −0.11
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -5.7% 0.33% −0.10
SO The Southern Co. Reduce -0.9% 0.38% −0.09
MO Altria Group Inc. Reduce -7.1% 0.43% −0.09
SLB SLB Ltd. Reduce -0.7% 0.24% −0.09
ABBV Abbvie Inc. Reduce -1.7% 1.21% −0.09
WM Waste Management Inc. Reduce -0.6% 0.32% −0.08
XMHQ Invesco S&P Midcap Qual ETF Reduce -2.6% 0.55% −0.08
BSV Vanguard Short-Term Bond ETF Reduce -2.2% 0.29% −0.07
BX Blackstone Inc. Reduce -19.7% 0.14% −0.07
PH Parker Hannifin Corp. Reduce -0.7% 0.55% −0.07
VYM Vanguard High DVD Yield ETF Reduce -1.4% 0.38% −0.06
CSX CSX Corp. Reduce -0.3% 1.09% −0.06
UNP Union Pacific Corp. Reduce -8.5% 0.30% −0.06
BMY Bristol-Myers Squibb Co. Reduce -2.6% 0.14% −0.05
CB Chubb Ltd. Reduce -0.5% 0.26% −0.04
JPM JPMorgan Chase & Co. Reduce -1.0% 0.41% −0.04
DLR Digital Realty Trust Inc. Reduce -1.7% 0.17% −0.04
IRD Opus Genetics Inc. Sold out 0.00% −0.04
DON Wisdomtree US Midcap Dividen Reduce -0.4% 0.27% −0.04
XLV SS Health Care Select Sector Reduce -0.8% 0.27% −0.04
KO The Coca-Cola Co. Reduce -1.2% 0.23% −0.03
AFL Aflac Inc. Reduce -0.9% 0.17% −0.02
RFV Invesco S&P Midcap 400 Pure Reduce -0.1% 0.21% −0.02
TDIV FT Nasdaq Tech DVD Index FD Reduce -0.6% 0.96% +0.00
SKYY First Trust Cloud Computing Reduce -0.5% 0.43% +0.00
GE General Electric Reduce -0.3% 0.66% +0.05
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 1.08% +0.05
QQQM Invesco Nasdaq 100 ETF Reduce -0.3% 1.95% +0.08
APP AppLovin Corp. Class A Reduce -0.6% 1.96% +0.10
LLY Eli Lilly & Co. Reduce -1.5% 2.53% +0.13

Portfolio Buys Q1 2026 → Q2 2026
FTXL First Trust Nasdaq Semicondu Add +320.6% 1.35% +1.15
KLAC KLA Corp. Add +0.8% 2.49% +1.02
CRWD CrowdStrike Holdings Inc. Class A Add +1.6% 2.37% +0.92
VRT Vertiv Holdings Co. Class A Add +110.1% 1.59% +0.90
MU Micron Technology Inc. Add +14.3% 1.31% +0.90
MRVL Marvell Technology Inc. New 0.38% +0.38
CAT Caterpillar Inc. Add +2.4% 1.46% +0.30
PNFP Pinnacle Financial Partners New 0.30% +0.30
STX Seagate Technology Holdings Add +17.4% 0.51% +0.29
WDC Western Digital Corp. Add +12.9% 0.52% +0.28
INTC Intel Corp. New 0.27% +0.27
SNDK Sandisk Corp. New 0.27% +0.27
SPMO Invesco S&P 500 Momentum ETF Add +4.9% 1.11% +0.22
AMD Advanced Micro Devices New 0.21% +0.21
AMAT Applied Materials Inc. New 0.21% +0.21
GLW Corning Inc. New 0.21% +0.21
SNOW Snowflake Inc. Add +2.0% 0.68% +0.20
THTA Sofi Enhanced Yield ETF New 0.17% +0.17
AIRR First Trust Rba American Ind New 0.17% +0.17
VUG Vanguard Mrngstar GR ETF-Sui New 0.16% +0.16
TER Teradyne Inc. New 0.16% +0.16
FTNT Fortinet Inc. New 0.16% +0.16
SPHQ Invesco S&P 500 Quality ETF New 0.15% +0.15
GOOGL Alphabet Inc. Class A New 0.14% +0.14
BROS Dutch Bros Inc. Class A New 0.14% +0.14
VB Vanguard Most SM-Cap ETF-Usd New 0.14% +0.14
JBL Jabil Inc. New 0.14% +0.14
ET Energy Transfer LP New 0.14% +0.14
ANET Arista Networks Inc. Add +7.8% 0.57% +0.10
FIX Comfort Systems USA Inc. Add +10.4% 0.36% +0.08
TSM Taiwan Semiconductor-SP ADR Add +1.9% 0.46% +0.07
MTZ Mastec Inc. Add +4.0% 0.75% +0.07
GEV GE Vernova Inc. Add +4.1% 0.51% +0.07
PWR Quanta Services Inc. Add +13.5% 0.25% +0.05
CIEN Ciena Corp. Add +8.0% 0.36% +0.04
XMMO Invesco S&P Midcap Momentum Add +11.1% 0.35% +0.02
OXSQ Oxford Square Capital Corp. Add +6.9% 0.01% −0.01
IVV iShares Core S&P 500 ETF Add +4.6% 0.47% −0.01
HWM Howmet Aerospace Inc. Add +0.7% 0.23% −0.01
ARCC Ares Capital Corp. Add +9.0% 0.16% −0.01
BKGI BNY Mellon GLBL Infra Inc. Add +11.5% 0.18% −0.01
TGT Target Corp. Add +2.8% 0.16% −0.02
AMGN Amgen Inc. Add +1.7% 0.15% −0.02
PM Philip Morris International Add +0.1% 0.28% −0.03
O Realty Income Corp. Add +0.7% 0.22% −0.04
TSLA Tesla Inc. Add +0.8% 0.73% −0.05
IMTB iShares Core 5-10 Year Usd Add +1.0% 0.34% −0.07
AMZN Amazon.com Inc. Add +0.8% 1.91% −0.11
MRK Merck & Co. Inc. Add +0.1% 0.77% −0.11
JNJ Johnson & Johnson Add +0.7% 0.73% −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