Reliant Investment Partners, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $268,274,719 | Individuals and high net worth (87%) |
| Mar 2025 to Mar 2026 | $234,779,834 | Individuals and high net worth (87%) |
| Mar 2024 to Feb 2025 | $189,621,750 | Individuals and high net worth (86%) |
| May 2023 to Feb 2024 | $168,298,254 | Individuals and high net worth (87%) |
| Apr 2023 | $168,298,254 | Individuals and high net worth (87%) |
| Apr 2022 to Mar 2023 | $197,341,189 | Individuals and high net worth (86%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.8%; sector active share 14.4% against the combined 13F book's sector weights.
Over time 7 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 backtestPortfolio Concentration
126 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.7% | $45,181,537 |
| Unclassified | 20.9% | $30,649,434 |
| Financial Services | 11.4% | $16,822,155 |
| Industrials | 9.0% | $13,208,347 |
| Healthcare | 7.2% | $10,578,228 |
| Utilities | 6.1% | $9,003,812 |
| Consumer Cyclical | 5.5% | $8,114,906 |
| Communication Services | 4.1% | $6,011,237 |
| Energy | 2.3% | $3,403,212 |
| Consumer Defensive | 2.2% | $3,223,725 |
| Real Estate | 0.4% | $574,698 |
| Basic Materials | 0.2% | $224,967 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUND | +19,954 | 26,894 | $2,166,849 | |
| KLAC | Kla Corp | +10,919 | 12,121 | $3,657,026 | |
| FTXL | First Trust Nasdaq Semiconductor ETF | +5,300 | 6,953 | $1,981,257 | |
| VRT | Vertiv Holdings Co | +3,663 | 6,991 | $2,340,726 | |
| DUK | Duke Energy CORP | +2,408 | 62,256 | $7,880,364 | |
| ARCC | Ares Capital Corp | +1,069 | 13,005 | $240,982 | |
| OXSQ | Oxford Square Capital Corp. | +865 | 13,462 | $17,769 | |
| BKGI | BNY Mellon Global Infrastructure Income ETF | +602 | 5,830 | $262,175 | |
| SPMO | Invesco Ltd. | +476 | 10,134 | $1,637,046 | |
| VOO | VANGUARD 500 INDEX FUND | +395 | 11,661 | $8,008,891 | |
| ANET | Arista Networks, Inc. | +355 | 4,920 | $835,809 | |
| XMMO | Victory Portfolios II | +300 | 2,993 | $509,229 | |
| MU | Micron Technology Inc | +208 | 1,663 | $1,919,584 | |
| XOM | ExxonMobil Holdings Corp | +203 | 12,604 | $1,723,218 | |
| PFE | Pfizer Inc | +200 | 28,447 | $685,003 | |
| WDC | Western Digital Corp | +138 | 1,204 | $769,018 | |
| STX | Seagate Technology Holdings plc | +115 | 776 | $748,840 | |
| IMTB | iShares Core 5-10 Year USD Bond ETF | +111 | 11,304 | $492,990 | |
| MTZ | Mastec Inc | +101 | 2,633 | $1,095,485 | |
| AMZN | Amazon Com Inc | +89 | 11,750 | $2,800,495 | |
| CIEN | Ciena Corp | +81 | 1,091 | $535,200 | |
| SNOW | Snowflake Inc. | +75 | 3,905 | $993,822 | |
| CRWD | CrowdStrike Holdings, Inc. | +70 | 4,572 | $3,489,076 | |
| PWR | Quanta Services, Inc. | +61 | 512 | $368,660 | |
| CVX | Chevron Corp | +56 | 3,090 | $512,198 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TFC | Truist Financial Corp | −6,075 | 148,329 | $7,389,750 | |
| ENB | Enbridge Inc | −2,389 | 6,152 | $333,499 | |
| PLTR | Palantir Technologies Inc. | −1,869 | 5,299 | $618,234 | |
| T | At&T Inc. | −905 | 18,427 | $381,438 | |
| MO | Altria Group, Inc. | −681 | 8,888 | $639,491 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | −655 | 10,759 | $487,813 | |
| FTEC | Fidelity MSCI Information Technology Index ETF | −620 | 16,554 | $4,727,491 | |
| BX | Blackstone Inc. | −436 | 1,781 | $209,570 | |
| AAPL | Apple Inc. | −274 | 20,173 | $5,837,259 | |
| NVDA | Nvidia Corp | −256 | 84,617 | $16,931,015 | |
| MA | Mastercard Inc | −250 | 1,705 | $875,688 | |
| XMHQ | Victory Portfolios II | −193 | 7,164 | $808,672 | |
| UNP | Union Pacific Corp | −150 | 1,615 | $439,280 | |
| SLV | iShares Silver Trust | −150 | 6,139 | $328,252 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | −125 | 5,485 | $427,336 | |
| ABBV | AbbVie Inc. | −123 | 7,057 | $1,775,823 | |
| CSX | Csx Corp | −100 | 33,566 | $1,595,391 | |
| BMY | Bristol Myers Squibb Co | −100 | 3,671 | $211,523 | |
| GLD | Spdr Gold Trust | −99 | 2,804 | $1,032,937 | |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund | −75 | 12,303 | $1,413,368 | |
| MSFT | Microsoft Corp | −62 | 7,650 | $2,853,603 | |
| LOW | Lowes Companies Inc | −55 | 13,779 | $3,038,131 | |
| SO | Southern Co | −54 | 5,891 | $563,827 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −50 | 3,544 | $560,058 | |
| SLB | Slb Limited | −50 | 7,625 | $354,486 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | 1,874 | $558,245 | |
| PNFP | Pinnacle Financial Partners, Inc. | 4,300 | $433,784 | |
| INTC | Intel Corp | 2,883 | $402,553 | |
| SNDK | Sandisk Corp | 175 | $397,902 | |
| AMD | Advanced Micro Devices Inc | 541 | $314,272 | |
| AMAT | Applied Materials Inc | 426 | $307,998 | |
| GLW | Corning Inc | 1,205 | $307,793 | |
| — | 16,024 | $249,814 | ||
| AIRR | First Trust Exchange-Traded Fund VI | 1,864 | $248,378 | |
| VUG | VANGUARD GROWTH INDEX FUND | 2,782 | $239,641 | |
| TER | Teradyne, Inc | 485 | $234,662 | |
| FTNT | Fortinet, Inc. | 1,522 | $233,809 | |
| SPHQ | Invesco S&P 500 Quality ETF | 2,508 | $225,970 | |
| GOOGL | Alphabet Inc. | 596 | $212,992 | |
| BROS | Dutch Bros Inc. | 2,960 | $212,557 | |
| VB | Vanguard Index Funds | 701 | $212,487 | |
| JBL | Jabil Inc | 525 | $202,377 | |
| ET | Energy Transfer LP | 10,533 | $201,387 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 84,617 | $16,931,015 | 11.52% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 11,661 | $8,008,891 | 5.45% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 62,256 | $7,880,364 | 5.36% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 148,329 | $7,389,750 | 5.03% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,173 | $5,837,259 | 3.97% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Reduced | 16,554 | $4,727,491 | 3.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,098 | $3,715,834 | 2.53% | |
| KLAC |
Kla Corp
Technology
|
Added | 12,121 | $3,657,026 | 2.49% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,572 | $3,489,076 | 2.37% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 13,779 | $3,038,131 | 2.07% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 5,583 | $2,876,529 | 1.96% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Reduced | 9,437 | $2,859,127 | 1.95% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,650 | $2,853,603 | 1.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,750 | $2,800,495 | 1.91% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 6,991 | $2,340,726 | 1.59% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 26,894 | $2,166,849 | 1.47% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 2,013 | $2,143,643 | 1.46% | |
| FTXL |
First Trust Nasdaq Semiconductor ETF
|
Added | 6,953 | $1,981,257 | 1.35% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,663 | $1,919,584 | 1.31% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 7,057 | $1,775,823 | 1.21% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 12,604 | $1,723,218 | 1.17% | |
| SPMO |
Invesco Ltd.
Financial Services
|
Added | 10,134 | $1,637,046 | 1.11% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 33,566 | $1,595,391 | 1.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,149 | $1,582,523 | 1.08% | |
| TDIV |
First Trust NASDAQ Technology Dividend Index Fund
|
Reduced | 12,303 | $1,413,368 | 0.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,504 | $1,252,976 | 0.85% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 10,642 | $1,250,009 | 0.85% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 3,205 | $1,132,422 | 0.77% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 8,800 | $1,130,800 | 0.77% | |
| ROAD |
Construction Partners, Inc.
Industrials
|
Held | 9,505 | $1,128,908 | 0.77% | |
| MTZ |
Mastec Inc
Industrials
|
Added | 2,633 | $1,095,485 | 0.75% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,207 | $1,068,451 | 0.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,535 | $1,066,221 | 0.73% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,804 | $1,032,937 | 0.70% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 3,905 | $993,822 | 0.68% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Held | 9,705 | $992,336 | 0.68% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,605 | $973,566 | 0.66% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Held | 10,494 | $922,212 | 0.63% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,705 | $875,688 | 0.60% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 4,920 | $835,809 | 0.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 2,201 | $831,427 | 0.57% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 833 | $814,773 | 0.55% | |
| XMHQ |
Victory Portfolios II
|
Reduced | 7,164 | $808,672 | 0.55% | |
| WDC |
Western Digital Corp
Technology
|
Added | 1,204 | $769,018 | 0.52% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 18,098 | $766,269 | 0.52% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 641 | $753,085 | 0.51% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 776 | $748,840 | 0.51% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
Held | 5,975 | $699,493 | 0.48% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 28,447 | $685,003 | 0.47% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 914 | $684,485 | 0.47% |
Showing the top 50 of 126 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.