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Reliant Investment Management, LLC Portfolio

$270.6M across 55 positions as of 2026-09-30, with 50% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
AVGOBroadcom Inc$18.7M6.9%53,359
CRWDCrowdStrike Holdings Inc$18.1M6.7%68,461
GOOGLAlphabet Inc$16.1M6.0%46,811
PWRQuanta Services Inc$15.6M5.8%24,230
AAPLApple Inc$14.6M5.4%43,702
APHAmphenol Corp$12.4M4.6%147,180
CATCaterpillar Inc$11.2M4.1%13,770
EATON CORP PLC$9.6M3.5%22,336
AMZNAmazon.com Inc$9.5M3.5%38,086
GSGoldman Sachs Group Inc$8.5M3.1%9,450
LINDE PLC$8.2M3.0%17,343
TMOThermo Fisher Scientific Inc$8.1M3.0%12,053
AXPAmerican Express Co$8.1M3.0%26,556
MSFTMicrosoft Corp$7.2M2.6%13,948
NOWServiceNow Inc$6.9M2.6%51,541
CVXChevron Corp$6.8M2.5%33,097
ARMKAramark$6.6M2.4%122,615
COPConocoPhillips$6.5M2.4%51,722
CBRECBRE Group Inc$6.4M2.4%49,723
NVDANVIDIA Corp$6.3M2.3%27,792
LLYEli Lilly and Co$6.1M2.3%5,288
DGXQuest Diagnostics Inc$6.1M2.2%26,100
HUBBHubbell Inc$6M2.2%13,137
PNFPPinnacle Financial Partners Inc$5.8M2.1%61,711
HDHome Depot Inc$5.4M2.0%18,957
CPCanadian Pacific Kansas City Ltd$5.3M2.0%62,045
FHNFirst Horizon Corp$5.2M1.9%226,490
SLBSLB NV$5.2M1.9%106,967
CWCurtiss-Wright Corp$4.3M1.6%7,835
CRH PLC$4M1.5%48,276
XOMExxonmobil Holdings Corp$1.7M0.6%10,577
PGProcter & Gamble Co$1.6M0.6%10,674
BEBloom Energy Corp$813.8K0.3%2,938
IBMInternational Business Machines Corp$784.3K0.3%3,566
CSCOCisco Systems Inc$764.1K0.3%7,099
WMTWalmart Inc$638.8K0.2%6,147
BRK.BBerkshire Hathaway Inc$431.7K0.2%867
TSLATesla Inc$414.4K0.2%1,168
COHRCoherent Corp$381.3K0.1%1,325
MRSHMarsh & McLennan Companies Inc$352.7K0.1%2,066
MCOMoody's Corp$347.4K0.1%765
CORE SCIENTIFIC INC NEW$335.6K0.1%21,000
CLColgate-Palmolive Co$324.2K0.1%3,800
JPMJPMorgan Chase & Co$310.3K0.1%938
PEPPepsiCo Inc$307.7K0.1%2,428
NATIONAL HEALTHCARE CORP$307.3K0.1%1,400
MRKMerck & Co Inc$303.4K0.1%2,088
COSTCostco Wholesale Corp$282.2K0.1%310
VVisa Inc$270.9K0.1%754
ADPAutomatic Data Processing Inc$258.3K0.1%1,001
GOOGAlphabet Inc$256.6K0.1%753
FANGDiamondback Energy Inc$237.1K0.1%1,290
MSMorgan Stanley$226.6K0.1%1,205
TFCTruist Financial Corp$220.5K0.1%4,762
RFRegions Financial Corp$215K0.1%8,000

Quarter ending 2026-09-30.

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