Reliant Investment Management, LLC

Registered adviser

CIK

1517429

Location

Memphis, TN

Portfolio Value

Small $270,647,993

Diversification

Diversified

Filing Date

Global Rank

#5,438 / 8,827 ▲ 526 · as of Jun 2026

Top Industry

Software - Infrastructure 9.5%

Period ended 38 days ago

Filed Oct 14, 2026 · 24d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 111220

Roster of Nov 1, 2026

Regulatory AUM

$1,471,512,409

Main clients

Governments and sovereign funds (56% of AUM)

Private funds on Schedule D 7.B.(1)

As filed May 16, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,471,512,409	Governments and sovereign funds (56%)
Apr 2025 to Mar 2026	$1,405,806,743	Governments and sovereign funds (53%)
Jun 2024 to Mar 2025	$1,323,797,122	Governments and sovereign funds (56%)
Apr 2024 to May 2024	$1,243,371,832	Governments and sovereign funds (54%)
May 2023 to Mar 2024	$1,422,991,543	Diversified
Apr 2023	$1,422,991,543	Diversified

6 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 49.0%, 27.4 effective positions, active share 65.9% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.3 quarters (12+), a floor since 26.2% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 65.9%; sector active share 22.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

55 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.9%

−0.4 pts

Top 5

30.8%

+1.0 pts

Top 10

49.7%

+0.7 pts

HHI

374

Diversified+9

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.1%	$86,756,765	12
Industrials	21.9%	$59,210,198	8
Financial Services	11.1%	$29,949,913	12
Healthcare	7.7%	$20,948,864	5
Energy	7.5%	$20,401,698	5
Communication Services	6.0%	$16,363,305	2
Consumer Cyclical	5.7%	$15,296,620	3
Basic Materials	4.5%	$12,229,106	2
Real Estate	2.4%	$6,387,913	1
Consumer Defensive	1.1%	$3,103,611	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+72,452	147,180	$12,407,274
CRWD	CrowdStrike Holdings, Inc.	+51,292	68,461	$18,125,049
NOW	ServiceNow, Inc.	+49,246	51,541	$6,907,009
MSFT	Microsoft Corp	+11,015	13,948	$7,153,929
LLY	ELI LILLY & Co	+4,744	5,288	$6,118,639
FHN	First Horizon Corp	+3,000	226,490	$5,213,799
SLB	Slb Limited	+2,106	106,967	$5,211,432
COP	Conocophillips	+1,281	51,722	$6,473,008
NVDA	Nvidia Corp	+1,180	27,792	$6,347,136
AMZN	Amazon Com Inc	+746	38,086	$9,489,126
CP	Canadian Pacific Kansas City Ltd	+645	62,045	$5,280,029
CVX	Chevron Corp	+409	33,097	$6,758,738
BE	Bloom Energy Corp	+352	2,938	$813,767
AAPL	Apple Inc.	+335	43,702	$14,553,640
DGX	Quest Diagnostics Inc	+290	26,100	$6,083,127
PNFP	Pinnacle Financial Partners, Inc.	+276	61,711	$5,776,766
MCO	Moodys Corp	+237	765	$347,409
CSCO	Cisco Systems, Inc.	+223	7,099	$764,065
CW	Curtiss Wright Corp	+183	7,835	$4,260,829
XOM	ExxonMobil Holdings Corp	+98	10,577	$1,721,406
V	Visa Inc.	+74	754	$270,934
JPM	Jpmorgan Chase & Co	+51	938	$310,318
PG	PROCTER & GAMBLE Co	+31	10,674	$1,550,718
TSLA	Tesla, Inc.	+23	1,168	$414,418
BRK-B	Berkshire Hathaway Inc	+22	867	$431,722
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−52,337	6,147	$638,796
IBM	International Business Machines Corp	−23,786	3,566	$784,270
AVGO	Broadcom Inc.	−1,068	53,359	$18,739,147
PWR	Quanta Services, Inc.	−720	24,230	$15,568,017
CBRE	Cbre Group, Inc.	−512	49,723	$6,387,913
GOOGL	Alphabet Inc.	−501	46,811	$16,106,728
COHR	Coherent Corp.	−455	1,325	$381,348
ARMK	Aramark	−355	122,615	$6,566,033
CAT	Caterpillar Inc	−304	13,770	$11,164,578
GS	Goldman Sachs Group Inc	−146	9,450	$8,508,402
HD	Home Depot, Inc.	−138	18,957	$5,393,076
PEP	Pepsico Inc	−129	2,428	$307,676
LIN	Linde PLC	−91	17,343	$8,231,854
CRH	Crh Public Ltd Co	−79	48,276	$3,997,252
HUBB	Hubbell Inc	−65	13,137	$5,958,943
ETN	Eaton Corp plc	−61	22,336	$9,598,002
MRK	Merck & Co., Inc.	−1	2,088	$303,407
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GOOG	Alphabet Inc.	753	$256,577
MS	Morgan Stanley	1,205	$226,636
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LHX	L3harris Technologies, Inc.	19,355	$5,624,369
SYK	Stryker Corp	15,622	$4,918,430
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $270,647,993 total · filing declares 55 positions · $270,647,874 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	53,359	-1,068	$18,739,147	−8.9%	6.92%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	68,461	+51,292	$18,125,049	+38.3%	6.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	46,811	-501	$16,106,728	−4.7%	5.95%
PWR	Quanta Services, Inc. Industrials	Reduced	24,230	-720	$15,568,017	−13.3%	5.75%
AAPL	Apple Inc. Technology	Added	43,702	+335	$14,553,640	+16.0%	5.38%
APH	Amphenol Corp Technology	Added	147,180	+72,452	$12,407,274	−5.8%	4.58%
CAT	Caterpillar Inc Industrials	Reduced	13,770	-304	$11,164,578	−25.5%	4.13%
ETN	Eaton Corp plc Industrials	Reduced	22,336	-61	$9,598,002	+0.6%	3.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,086	+746	$9,489,126	+6.6%	3.51%
GS	Goldman Sachs Group Inc Financial Services	Reduced	9,450	-146	$8,508,402	−12.3%	3.14%
LIN	Linde PLC Basic Materials	Reduced	17,343	-91	$8,231,854	−9.0%	3.04%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	12,053	+6	$8,136,377	+34.7%	3.01%
AXP	American Express Co Financial Services	Added	26,556	+21	$8,075,679	−10.0%	2.98%
MSFT	Microsoft Corp Technology	Added	13,948	+11,015	$7,153,929	+553.9%	2.64%
NOW	ServiceNow, Inc. Technology	Added	51,541	+49,246	$6,907,009	+2931.4%	2.55%
CVX	Chevron Corp Energy	Added	33,097	+409	$6,758,738	+24.7%	2.50%
ARMK	Aramark Industrials	Reduced	122,615	-355	$6,566,033	−6.2%	2.43%
COP	Conocophillips Energy	Added	51,722	+1,281	$6,473,008	+23.4%	2.39%
CBRE	Cbre Group, Inc. Real Estate	Reduced	49,723	-512	$6,387,913	−5.6%	2.36%
NVDA	Nvidia Corp Technology	Added	27,792	+1,180	$6,347,136	+19.2%	2.35%
LLY	ELI LILLY & Co Healthcare	Added	5,288	+4,744	$6,118,639	+837.7%	2.26%
DGX	Quest Diagnostics Inc Healthcare	Added	26,100	+290	$6,083,127	+11.2%	2.25%
HUBB	Hubbell Inc Industrials	Reduced	13,137	-65	$5,958,943	−13.7%	2.20%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Added	61,711	+276	$5,776,766	−6.8%	2.13%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	18,957	-138	$5,393,076	−19.9%	1.99%
CP	Canadian Pacific Kansas City Ltd Industrials	Added	62,045	+645	$5,280,029	−0.8%	1.95%
FHN	First Horizon Corp Financial Services	Added	226,490	+3,000	$5,213,799	−9.0%	1.93%
SLB	Slb Limited Energy	Added	106,967	+2,106	$5,211,432	+6.9%	1.93%
CW	Curtiss Wright Corp Industrials	Added	7,835	+183	$4,260,829	−26.5%	1.57%
CRH	Crh Public Ltd Co Basic Materials	Reduced	48,276	-79	$3,997,252	−22.7%	1.48%
XOM	ExxonMobil Holdings Corp Energy	Added	10,577	+98	$1,721,406	+20.2%	0.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,674	+31	$1,550,718	−0.6%	0.57%
BE	Bloom Energy Corp Industrials	Added	2,938	+352	$813,767	+4.0%	0.30%
IBM	International Business Machines Corp Technology	Reduced	3,566	-23,786	$784,270	−89.8%	0.29%
CSCO	Cisco Systems, Inc. Technology	Added	7,099	+223	$764,065	−5.4%	0.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,147	-52,337	$638,796	−90.4%	0.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	867	+22	$431,722	+2.1%	0.16%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,168	+23	$414,418	−13.9%	0.15%
COHR	Coherent Corp. Technology	Reduced	1,325	-455	$381,348	−45.7%	0.14%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	2,066	0	$352,728	+2.4%	0.13%
MCO	Moodys Corp Financial Services	Added	765	+237	$347,409	+45.3%	0.13%
CORZ	Core Scientific, Inc. Technology	Held	21,000	0	$335,580	−37.6%	0.12%
CL	Colgate Palmolive Co Consumer Defensive	Held	3,800	0	$324,216	−6.9%	0.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	938	+51	$310,318	+6.9%	0.11%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,428	-129	$307,676	−11.1%	0.11%
NHC	National Healthcare Corp Healthcare	Held	1,400	0	$307,314	+3.9%	0.11%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,088	-1	$303,407	+13.0%	0.11%
COST	Costco Wholesale Corp Consumer Defensive	Added	310	+10	$282,205	+0.6%	0.10%
V	Visa Inc. Financial Services	Added	754	+74	$270,934	+16.1%	0.10%
ADP	Automatic Data Processing Inc Technology	Added	1,001	+1	$258,318	+15.3%	0.10%

Showing the top 50 of 55 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.